Teach and Retire Rich

By Daniel Otter

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Category: Education

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Subscribers: 44
Reviews: 0
Episodes: 300

Description

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

Episode Date
Weatherman Talks 403(b)s, Investing, and Forecasting (#339)
Sep 13, 2024
Oops Equitable Might Be In Trouble Again (#338)
Sep 06, 2024
How to Money pt. 2 (#337)
Aug 30, 2024
How to Money pt. 1 (#336)
Aug 23, 2024
Tall Tales: Insurance Industry and 403(b)/457(b) Protections (#335)
Aug 16, 2024
The Market Is Down and Up and So Is Dan (#334)
Aug 09, 2024
Financial Mistakes. Dan Has Made a Few. (#333)
Aug 02, 2024
Learned by Being Burned: Someone Walked Into My Room (#332)
Jul 26, 2024
NTSA Country Club Awards (#331)
Jul 19, 2024
Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)
Jul 12, 2024
403(b)ill of Rights Refreshed (#329)
Jul 05, 2024
Empowering Women; Warning About Dangers of Medicare Advantage (#328)
Jun 28, 2024
Unlocking Teacher Savings Superpowers (# 327)
Jun 21, 2024
Anne Tergesen of The Wall Street Journal (#326)
Jun 14, 2024
Retired Teacher Pays it Forward (#325)
Jun 07, 2024
The Brave Legislator Who Took On K-12 403(b) Reform (#324)
May 31, 2024
Curious About Becoming a Fiduciary Advisor? (#323)
May 24, 2024
NTSA 403(b) "Research" Easily Debunked (#322)
May 17, 2024
Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)
May 10, 2024
Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule
May 03, 2024
New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
May 03, 2024
Love and Marriage (and Money and More!) #319
Apr 26, 2024
Is 403bwise Anti-Union? (#318)
Apr 19, 2024
Middle School Math Teacher on a Fin Lit Mission (#317)
Apr 12, 2024
Dan and Scott Speak to Teacher Educators (#316)
Apr 05, 2024
10 Questions Posted on the 403bwise Facebook Group (#315)
Mar 29, 2024
Veteran Teacher. Future CFP® (#314)
Mar 22, 2024
Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
Mar 15, 2024
Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
Mar 08, 2024
Helping Colleagues Get Wise to Saving (#311)
Mar 01, 2024
Climbing Mountains. Fighting Fires. (#310)
Feb 23, 2024
Jonathan Clements (#309)
Feb 16, 2024
Liz Weston: Personal Finance Legend Retires (#308)
Feb 09, 2024
F.I.R.E.d Teacher Earns CFP® (#307)
Feb 02, 2024
Financial Hardship to Financial Stability (#306)
Jan 26, 2024
Hoosier Who Helps Colleagues Get Wise to Saving for Retirement (#305)
Jan 19, 2024
Shady Bid"ness"? (#304)
Jan 10, 2024
2024 Changes Affecting 403(b) Participants (#303)
Jan 05, 2024
PA Teacher Helps Colleagues Get Wise to Saving (#302)
Dec 29, 2023
NEA Allows Private Equity To Prey On Educators (#301)
Dec 22, 2023
Teaching Fin Lit to Teachers (#300)
Dec 15, 2023
Helping Teachers & Students Get Financial F.I.T. (#299)
Dec 08, 2023
Massachusetts Teacher/Union President (#298)
Dec 01, 2023
Talking Money with Cullen Roche (pt. 2) (#297)
Nov 24, 2023
Talking Money with Cullen Roche (pt. 1) (#296)
Nov 17, 2023
How NOT to Do Single Vendor (#295)
Nov 10, 2023
Master of Estate and Retirement Planning (#294)
Nov 03, 2023
She Does the Math & Posts Her Work (#293)
Oct 27, 2023
10 Key Student Loan Questions (#292)
Oct 20, 2023
TIPS: Treasury Inflation-Protected Securities (#291)
Oct 13, 2023
403bwise Milestone + Bad New Jersey District (#290)
Oct 06, 2023
Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School (#289)
Sep 29, 2023
The Real Cost of K-12 403(b) Enrollment (#288)
Sep 22, 2023
403bwise Wins Innovator Award (#287)
Sep 15, 2023
Full Time Financial Coach (#286)
Sep 08, 2023
Personal Finance Legend Scott Burns (pt. 2) (#285)
Sep 01, 2023
Personal Finance Legend Scott Burns (pt. 1) (#284)
Aug 25, 2023
Fraud Pod (#283)
Aug 18, 2023
The K-12 403(b) is Bad. But Have You Heard About Private Equity? (#282)
Aug 11, 2023
How Free is Free? (#281)
Aug 04, 2023
Teaching Couple Axe Equitable (#280)
Jul 28, 2023
Clear the Student Loans! (#279)
Jul 21, 2023
The Fin Lit Doctor Is In (#278)
Jul 14, 2023
Teacher Goes Deep on 403(b) Fee Impact (#277)
Jul 07, 2023
Teacher to Fin Lit YouTube Force pt. 2 (#276)
Jun 30, 2023
Teacher to Fin Lit YouTube Force pt. 1 (#275)
Jun 23, 2023
Power of Automatic Enrollment (#274)
Jun 16, 2023
Protecting Investors (#273)
Jun 09, 2023
5-Minute Case for Single Vendor
Jun 03, 2023
Teacher Juggles Career, Family, Earning CFP® and Fighting Bad 457(b) Policy (#272)
Jun 02, 2023
Teacher Gets Fidelity & Vanguard Added to Vendor List (#271)
May 26, 2023
Orchestrating 403(b) Advocacy (#270)
May 19, 2023
Investment Committees Can Make or Break DC Plans (#269)
May 12, 2023
NTSA Working to Wreck K-12 457(b) Plans (#268)
May 05, 2023
Accessing 403(b) Money (#267)
Apr 28, 2023
Vanguard Advisor Services (#266)
Apr 21, 2023
Adulting 101: Insurance (#265)
Apr 14, 2023
10 Taylor Swift Songs About the 403(b) (#264)
Apr 07, 2023
California Proposes Annuity and 403(b) Protections (#263)
Mar 31, 2023
Man with the (Better Retirement) Plan (#262)
Mar 24, 2023
Lessons from Silicon Valley Bank Collapse (#261)
Mar 17, 2023
3 Ways NTSA Works Against Teachers (#260)
Mar 10, 2023
California Teacher Author (#259)
Mar 03, 2023
Travel Freely (#258)
Feb 24, 2023
$8 Million and Counting (#257)
Feb 17, 2023
Did Bush Administration Get DC Plans Right? (#256)
Feb 10, 2023
SECURE Act 3.0 (#255)
Feb 03, 2023
2023 Money Moves (#254)
Jan 27, 2023
SECURE Act 2.0 (pt. 2) (#253)
Jan 20, 2023
SECURE Act 2.0 (pt. 1) (#252)
Jan 13, 2023
Journey to a Million (#251)
Jan 06, 2023
Top 5 403(b) Stories of 2022 (#250)
Dec 30, 2022
Cullen Roche on All Duration Investing (#249)
Dec 23, 2022
Cullen Roche on Markets and More (#248)
Dec 16, 2022
Small School 403(b) Solution? (#247)
Dec 09, 2022
Good 403(b) Bye Bye? (#246)
Dec 02, 2022
Phishing on Black Friday (#245)
Nov 25, 2022
Principal Improves District 403(b) and 457(b) Plans (#244)
Nov 18, 2022
Equity Wash & Market Value Adjustments (#243)
Nov 11, 2022
Rising Interest Rates (#242)
Nov 04, 2022
Teach Toward Retirement Summit (#241)
Oct 28, 2022
B is for Broward (#240)
Oct 21, 2022
Bonds (#239)
Oct 14, 2022
Good Union; Bad New Jersey; Crazy Markets (#238)
Oct 07, 2022
Kentucky Deferred Comp is on Your Side (#237)
Sep 30, 2022
403(b) Plans That Got Better (#236)
Sep 23, 2022
New RMD Rules? AIG Name Change & Aspire Change (#235)
Sep 16, 2022
Fiduciary Planner Jon Luskin (#234)
Sep 09, 2022
Financially Independent Teachers (#233)
Sep 02, 2022
Teacher Asks for and Gets Great 457(b) (#232)
Aug 26, 2022
Teacher/Travel Hacker Turned Fiduciary (#231)
Aug 19, 2022
The Right Kind of Financial Advice (#230)
Aug 12, 2022
Equitable SEC Settlement (#229)
Aug 05, 2022
PSLF Waiver Event (#228)
Jul 29, 2022
401(k) for Teachers? (#227)
Jul 22, 2022
New Jersey's Bad 403(b) Bill (#226)
Jul 15, 2022
LAUSD Educator on F.I.R.E. (#225)
Jul 08, 2022
High-Cost Firm Releases "Study" That Supports Its Model (#224)
Jul 01, 2022
Do As We Say Not As We Do: Equitable & NLG 401(k) Plans (#223)
Jun 24, 2022
AXA/Equitable Insider pt. 2 (#222)
Jun 17, 2022
AXA/Equitable Insider pt. 1 (#221)
Jun 10, 2022
Executive Function Expert (#220)
Jun 03, 2022
PSLF Waiver (#219)
May 27, 2022
Taxable ETF > Pre-Tax 403(b)? (#218)
May 20, 2022
Super Superintendent (#217)
May 13, 2022
The Market is Down. But You Shouldn't Be. (#216)
May 06, 2022
iBond Mania (#215)
Apr 29, 2022
Stars of Learned by Being Burned (#214)
Apr 22, 2022
Arizona Fin Lit Teacher (#213)
Apr 15, 2022
Secure Act 2.0 (#212)
Apr 08, 2022
Two Things (#211)
Apr 01, 2022
Honor Roll (#210)
Mar 25, 2022
Christine Benz (#209)
Mar 18, 2022
50 Million More Reasons to Hate AXA/Equitable (#208)
Mar 11, 2022
Someone Walked Into My Room
Mar 10, 2022
Burning to Share (#207)
Mar 04, 2022
5 Myths About the 403(b) (#206)
Feb 25, 2022
Andrew Hallam Bonus Episode (#205)
Feb 19, 2022
Balance: How to Invest and Spend for Happiness, Health and Wealth (#204)
Feb 18, 2022
5 Savings Steps Teachers Need to Take (#203)
Feb 11, 2022
How California K-14 403(b) Plans Can go Single Vendor (#202)
Feb 03, 2022
North Carolina to Shutter Its 403(b) (#201)
Jan 28, 2022
Serving the Military Community (#200)
Jan 21, 2022
Award Winning Single Vendor 403(b) Plan (#199)
Jan 14, 2022
Teacher of the Deaf and Hard of Hearing (#198)
Jan 07, 2022
2021 Openings (#197)
Dec 30, 2021
Top 3 403(b) Stories of 2021 (#196)
Dec 24, 2021
How Small School Districts Can Offer a Great 403(b) (#195)
Dec 17, 2021
Green Light for Single Vendor 403(b) Plans in California? (#194)
Dec 10, 2021
Chicago Public Schools Goes Single Vendor (#193)
Dec 03, 2021
Feeling Thankful (#192)
Nov 26, 2021
Community College Super Advocate (#191)
Nov 19, 2021
Did AIG Just Get Single-Vendor Religion? (#190)
Nov 12, 2021
Non-Profit Helping Non-Profits (#189)
Nov 05, 2021
Cullen Roche's Big Announcement (#187)
Oct 22, 2021
403(b) Plan Rating Project (#186)
Oct 15, 2021
California Teacher to Iowa Farmer (#185)
Oct 08, 2021
Arrested Development (#184)
Oct 01, 2021
Fin Lit Royalty (#183)
Sep 24, 2021
Money Editor (#182)
Sep 17, 2021
The Wealthy Educator (#181)
Sep 10, 2021
Social Security Expert (#180)
Sep 03, 2021
Iowa IPERS Experts (#179)
Aug 27, 2021
Catching Up with the Sweeneys (#178)
Aug 20, 2021
Principal with Teacher First Principles (#177)
Aug 13, 2021
Dear New Teachers (#176)
Aug 06, 2021
Illinois TRS Experts (#175)
Jul 30, 2021
Saving for College & Other Kid Expenses (#174)
Jul 23, 2021
Paying for College with Ron Lieber (#173)
Jul 16, 2021
Teacher/Financial Coach (#172)
Jul 09, 2021
GPO & WEP Impact (#171)
Jul 02, 2021
Maslow Before Bloom (#170)
Jun 25, 2021
Child Tax Credit (#169)
Jun 18, 2021
SECURE Act (#168)
Jun 11, 2021
Aspire Financial Services (#167)
Jun 04, 2021
Vanguard Alums Form RIA (#166)
May 27, 2021
Bill Bernstein (#165)
May 21, 2021
Michelle Singletary (#164)
May 14, 2021
Investing vs. Speculation (#163)
May 07, 2021
How to Get Out of a Bad 403(b) Plan (#162)
Apr 30, 2021
4 Who Retired (#161)
Apr 23, 2021
D-I-V-O-R-C-E (#160)
Apr 16, 2021
Power of State Based 403(b) & 457(b) Plans (#159)
Apr 09, 2021
Colorado PERA Expert (#158)
Apr 01, 2021
Happy Travel Hacker (#157)
Mar 26, 2021
The Wealthy Custodian Retires Pt. 2 (#156)
Mar 19, 2021
The Wealthy Custodian Retires Pt. 1 (#155)
Mar 12, 2021
Women & Personal Finance (#154)
Mar 05, 2021
Too Many 403(b) Vendors (#153)
Feb 25, 2021
Educating Pre-Service Teachers About the 403(b) (#152)
Feb 19, 2021
AXA/Equitable Bermuda Triangle (#151)
Feb 12, 2021
Early F.I.R.E. (#150)
Feb 05, 2021
The Excellent Ohio 457(b) Plan (#149)
Jan 29, 2021
Cooperation & Collaboration (#148)
Jan 22, 2021
Teachers Who Got Better Investment Choices (#147)
Jan 14, 2021
Fire in the Belly (#146)
Jan 08, 2021
Saying No to No (#145)
Dec 31, 2020
ESG Investing (pt. 2) (#144)
Dec 24, 2020
ESG Investing (pt. 1) (#143)
Dec 18, 2020
Helping Colleagues Get Wise (#142)
Dec 11, 2020
Mail Bag (pt. 2) (#141)
Dec 04, 2020
Mail Bag (pt. 1) (#140)
Nov 27, 2020
Model Teaching (#139)
Nov 20, 2020
Teachers Can Be Financially Fit (#138)
Nov 13, 2020
Teaching Pre-Service Teachers About the 403(b) (#137)
Nov 06, 2020
Adding a 457(b) Easy as 123 (#136)
Oct 30, 2020
Roth Conversion and Backdoor Roth Contribution (#135)
Oct 22, 2020
The Roth IRA (#134)
Oct 16, 2020
Directing Financial Literacy (#133)
Oct 09, 2020
FinLit Fanatic (#132)
Oct 02, 2020
403(b) Lemon Challenge (#131)
Sep 25, 2020
Millennial Educator (#130)
Sep 18, 2020
Got Vanguard? How About Aspire? You might. (#129)
Sep 11, 2020
Single Vendor Focus (#128)
Sep 04, 2020
Getting Out of a Bad 403(b) Annuity (#127)
Aug 28, 2020
Penny Pinching Pathologist (#126)
Aug 21, 2020
What's That Phishy Smell in Your Inbox? (#125)
Aug 14, 2020
AIG/Valic SEC Settlement (#124)
Aug 07, 2020
Choir Teacher + Author on F.I.R.E. (#123)
Jul 31, 2020
Our Teachers Need an Oxygen Mask (#122)
Jul 24, 2020
Teacher + 403bwise Super Advocate Greg Ford (#121)
Jul 17, 2020
Our Money Stories with Eugenie´ George (#120)
Jul 10, 2020
403(b)ill of Rights (#119)
Jul 03, 2020
Estate Planning Simplified (#118)
Jun 26, 2020
CITs in the 403(b)? (#117)
Jun 19, 2020
The Budget Teacher (#116)
Jun 12, 2020
WEA Member Benefits (#115)
Jun 05, 2020
Aspire to Be in the 403(b) Vanguard (#114)
May 29, 2020
403(b) Trojan Horses (#113)
May 22, 2020
Pension Maximization (#112)
May 15, 2020
Teachers Are Getting Schooled (#111)
May 08, 2020
Working with Clients During a Pandemic (#110)
May 01, 2020
Crisis Mandates 403(b) Fix (#109)
Apr 24, 2020
403(b) Escape Hatch (#108)
Apr 17, 2020
Student Loans and the CARES Act (#107)
Apr 09, 2020
CARES Act Information for Teachers (#106)
Apr 03, 2020
Teachers React to Market (#105)
Mar 27, 2020
Market Volatility Questions (#104)
Mar 20, 2020
Calming Nerves (#103)
Mar 13, 2020
Equity-Indexed Annuities (#102)
Mar 06, 2020
Head for the Hills! (#101)
Feb 28, 2020
Keeping it 100! (#100)
Feb 21, 2020
The Roth IRA (#99)
Feb 14, 2020
Happy Saver (#98)
Feb 07, 2020
2020 Wise Money Moves (#97)
Jan 31, 2020
403bwise Radio (#96)
Jan 29, 2020
Banned and Videoed (#95)
Jan 24, 2020
457(b) > 403(b)? (#94)
Jan 17, 2020
Teacher Rob FI-elan (#93)
Jan 10, 2020
Fight for Better! (#92)
Jan 03, 2020
Year End Mail Bag (#91)
Dec 27, 2019
The Wall Street Journal Takes on Unions (#90)
Dec 19, 2019
The Doctor (and Planner) Is In - Part 2 (#89)
Dec 13, 2019
The Doctor (and Planner) Is In - Part 1 (#88)
Nov 23, 2019
What a Fiduciary Advisor Can Do for Teachers - Part 2 (#87)
Nov 15, 2019
What a Fiduciary Advisor Can Do for Teachers - Part 1 (#86)
Nov 15, 2019
Let's Go (to) Buffalo! (#85)
Nov 08, 2019
What a Week (#84)
Oct 31, 2019
Ugly Model (#83)
Oct 23, 2019
You Down With S.E.C.? You Know Me (#82)
Oct 19, 2019
Big Thinker (#81)
Oct 11, 2019
Spreading Financial Wisdom (#79)
Sep 27, 2019
Accessing Your 403(b) (#78)
Sep 13, 2019
Football Coach Scores with 403(b) (#77)
Sep 06, 2019
Teacher Turned Advocate Turned Advisor (#76)
Aug 30, 2019
The Fish is Still Smelly in the Teachers' Lounge (#75)
Aug 23, 2019
The Wealthy Custodian (#74)
Aug 16, 2019
Uneasy Feeling About Her 403(b) (#73)
Aug 07, 2019
Massachusetts Teacher (#72)
Aug 01, 2019
BIG News (#71)
Jul 24, 2019
Bachety is Back (#70)
Jul 18, 2019
Teacher + 403(b) Advocate (#69)
Jul 05, 2019
Pittsburgh Teacher (#68)
Jun 22, 2019
Planner Breanna Reish (#67)
Jun 13, 2019
AXA 403(b) Trickery? (#66)
Jun 04, 2019
UTLA Talk (#65)
May 11, 2019
Planner Mychal Eagleson (#64)
Feb 17, 2019
The 457(b) Plan (#63)
Jan 14, 2019
GoldenMinus (#62)
Nov 12, 2018
Fighting Conflict of Interest (#61)
Sep 04, 2018
Stuck in AXA (#60)
Jul 29, 2018
Fee-Only Planner (#59)
Apr 29, 2018
Teacher Turned Planner (#58)
Mar 27, 2018
A Fiduciary Directory (#57)
Mar 07, 2018
The Market is Down (and so is Scott) (#56)
Feb 11, 2018
Episode #55: A Crash is Coming (or Maybe Not)
Jan 07, 2018
Episode #54: TIAA Troubles
Dec 04, 2017
Episode #53: Custodian Cleans Up His 403(b)
Nov 10, 2017
Episode #52: 403bcompare.com
Oct 01, 2017
Episode #51: Vanguard 403(b) Changes
Sep 03, 2017
Episode #50: The Monk Who Wants to Fix the 403(b)
Aug 07, 2017
Episode #49: Music Teacher Escapes AXA
Jun 18, 2017
Episode #48: Consolidating Retirement Plans
May 01, 2017
Episode #47: A Couple Gets Out of Debt
Apr 09, 2017
Episode #46: Professor Financial Literacy
Mar 28, 2017
Episode #45: Fighting to Save the Fiduciary Rule
Mar 13, 2017
Episode #44: New NY Times 403(b) Article
Mar 04, 2017
Episode #43: Two Educators Get Wise
Feb 19, 2017
Episode #42: The Millionaire Educator's Big Life Move
Jan 28, 2017
Episode #41: A 23-Year-Old Student Teacher Talks Savings
Dec 18, 2016