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 • 71 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.

    Power of State Based 403(b) & 457(b) Plans (#159)

    Power of State Based 403(b) & 457(b) Plans (#159)

    Sandy Blair, Director of Retirement Readiness for CalSTRS, and Christina Elliott, Executive Director of Ohio’s state-based 457(b) plan discuss the power of state-based 403(b) and 457(b) plans for K-12 teachers in this April 6, 2021 403bwise Event.

    CalSTRS Pension 2
    Ohio Deferred Compensation
    403bcompare
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    • 1 hr 15 min
    Colorado PERA Expert (#158)

    Colorado PERA Expert (#158)

    Retired Colorado teacher Karl Fisch talks about his easy-to-read guide to financial literacy and the Colorado teacher retirement pension PERA (Public Employees' Retirement Association). 

    TL;DR: Financial Literacy for Employees of Colorado Public Schools: Optimizing Financial Decisions Based on your PERA and School District Benefits
    Book Resources
    Colorado PERA
    Interested in Collaborating with Karl?
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    Full disclosure

    • 51 min
    Happy Travel Hacker (#157)

    Happy Travel Hacker (#157)

    Baltimore math teacher, entrepreneur and prolific travel hacker Justin Garritt talks to us about travel hacking, how to do it, who it is for, and who it is not for.  

    Garritt Financial Solutions
    Happy Saver TRR Pod #98
    Happy Meter Podcast

    Choose FI Travel Hacking
    Travel Freely
    Rich Smith YouTube Channel
    The Secret History of the Credit Card

    403bwise Events
    Meridian Wealth Management
    403bwise.org

    • 1 hr 10 min
    The Wealthy Custodian Retires Part 2 (#156)

    The Wealthy Custodian Retires Part 2 (#156)

    Recently retired California custodian and super saver, Jeff York, age 55, shares how he is spending his time in retirement.  

    The Wealthy Custodian Retires Pt. 1 (pod 155)
    The Wealthy Custodian (pod 74)
    Custodian Cleans Up His 403(b) (pod 53)
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    • 38 min
    The Wealthy Custodian Retires (#155)

    The Wealthy Custodian Retires (#155)

    One of our favorite guests, Redding, California custodian and super saver, Jeff York, age 55, retires. He shares details on how he's funding his retirement.

    The Wealthy Custodian (pod 74)
    Custodian Cleans Up His 403(b) (pod 53)
    403bwise Events
    Meridian Wealth Management
    403bwise.org

    • 52 min
    Women & Personal Finance (#154)

    Women & Personal Finance (#154)

    Three educators — Danielle Greco, Jessica Logan and Tara Slyman — and a personal finance author, Jackie Cummings Koski, shared their perspective in this 2.25.21 403bwise Event.

    403bwise Events
    Meridian Wealth Management
    403bwise.org

    • 1 hr 33 min

Customer Reviews

4.8 out of 5
71 Ratings

71 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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