100 episodes
Teach and Retire Rich - Talking teacher retirement savings plans. Daniel Otter
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- Education
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4.8 • 70 Ratings
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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.
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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 -
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 -
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 -
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 -
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 -
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/
Customer Reviews
These guys know their stuff!
...and do an excellent service to our valued public servants
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.
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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