100 episodes

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

Teach and Retire Rich - Talking teacher retirement savings plans‪.‬ Daniel Otter

    • Education
    • 4.8 • 70 Ratings

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

    Too Many 403(b) Vendors (#153)

    Too Many 403(b) Vendors (#153)

    Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists.

    Blog: Too Many 403(b) Vendors
    Blog: https://403bwise.org/blog/entry/blog-california-teachers-have-great-403b-choices-they-just-dont-know-it
    In Praise of 403bcompare.com
    The Paradox of Choice
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    • 43 min
    Shark Repellent (#152)

    Shark Repellent (#152)

    Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21).

    Eric McClarey
    Mark Schug
    Anthony Scheffler
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    Disclaimer

    • 1 hr 17 min
    AXA/Equitable Bermuda Triangle (#151)

    AXA/Equitable Bermuda Triangle (#151)

    Bad AXA/Equitable things come in threes. 

    Equitable Bermuda Triangle
    Mutating 403(b) Phish
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

    • 59 min
    Early F.I.R.E. (#150)

    Early F.I.R.E. (#150)

    Dan Dews and his wife were early F.I.R.E. folks. They did it before there was even a name for it.  

    Meridian Wealth Management
    403bwise.org

    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

    • 49 min
    The Excellent Ohio 457(b) Plan (#149)

    The Excellent Ohio 457(b) Plan (#149)

    We talk 457(b) with Christina Elliott, executive director of Ohio’s excellent state-based 457(b) plan which is open to all Ohio K-12 public school teachers. 

    Ohio Deferred Compensation Plan
    403(b)/457(b) Side-by-Side Comparison
    Meridian Wealth Management
    403bwise.org

    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

    • 1 hr 2 min
    Cooperation & Collaboration (#148)

    Cooperation & Collaboration (#148)

    Dr. Anthony Scheffler, Dean, School of Education at Lindenwood University talks teacher preparation and educating pre-service teachers about saving for retirement. 

    Lindenwood University https://www.lindenwood.edu/
    Anthony Scheffler https://anthonyscheffler.com/home.html
    What is a 403(b)? (video) https://403bwise.org/advocacy/video
    Meridian Wealth Management https://www.meridianwealth.com/about
    403bwise https://403bwise.org/

    • 46 min

Customer Reviews

4.8 out of 5
70 Ratings

70 Ratings

Lorne_A ,

These guys know their stuff!

...and do an excellent service to our valued public servants

Roxy's mom ,

Accessible advice for retirement for educators

I stumbled across 403bwise, the non-profit run by the Teach and Retire Rich guys, just in time to not lose my shirt to a shady 403b dealer. The podcast has been great as I make my way to down the path to financial success. It’s required listening for anyone in the education field who isn’t sure about the options for retirement saving.

up3333 ,

Retire rich

Even though I’m not a teacher. I’m a classified employee I find this podcast very informative. I came across this podcast through 403bwise.org
Thanks for everything you do!

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