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Hosted by Daniel Otter · 🇺🇸 US · EN · 300 episodes
Established thought leaders with verified media credentials.
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.
Daniel Otter hosts Teach and Retire Rich, a education show with 300 episodes published.
Lincoln Investment's RetirementSolutions Participant Directed Account has long been the only low-cost 403(b) option for teachers, especially in New Jersey. All of that is going away. Pittsburgh teacher Adam Holy, who fou
A Riverside, California teacher was interested in learning about a 403(b). He met with a NLG sales agent via Zoom. Suddenly forms were filled out and electronically signed. Video of episode Riverside Unified School Distr
We all like individualism but individual 403(b) contracts make it difficult for school districts to reform their 403(b) plan. There is a solution. Recipe for Going Single Vendor (Learned by Being Burned Episode 5) Indivi
With vendors like Equitable and National Life Group, what could go wrong? Scott tackles July Facebook Group questions. Topics include rolling over a 403(b) when leaving a job; Moving from Equitable to Aspire; Roth IRA vs
Scott tackles July Facebook Group questions. Topics include rolling over a 403(b) when leaving a job; Moving from Equitable to Aspire; Roth IRA vs. Roth 403(b); Performing a 403(b) exchange to a CalSTRS P2 403(b); and Wh
A $300,000 political donation by Security Benefit was the subject of a recent Bloomberg News investigation. We discuss. Source article: Billionaire Boehly's Allies Donated Heavily to Kansas Insurance Regulator 457bwiser.
Teacher and Baltimore Teachers Union member Nathan Ferrell walks us through how the stakeholders got it done. He also offers tips on how your district can do the same. Baltimore City Public School's Green-rated 403(b)/45
Dan and Scott share a model anti solicitation policy that school districts could use to ban sales agents from campuses. Downloadable Model Anti Sales Agent Solicitation Policy Podcast: California Tries to Ban 403(b) Sale
High school science teacher and Buffalo Bills fan helps his colleagues get wise to saving for retirement. 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Man
New Jersey high school business and personal finance teacher and super 403(b)/457(b) advocate, Chris Nye, moves from high school to elementary school. 457bwiser.org Learned by Being Burned (short pod series about K-12 40
Scott is back at it answering your questions which include: Withdrawing money from a Roth 403(b) Keep money in 403(b) at retirement or rollover, and if so to which company? Is the Equitable EQUI-VEST Strategies Series 90
Dan and Scott discuss the American Center for Law and Justice (ACLJ) letter to the SEC regarding collective investment trusts (CITs) in 403(b) plans. They also discuss Vanguard's position. Advice Only Network 457bwiser.o
Bay area high school history teacher and financial educator, Matt Raleigh, is back to talk about an upcoming fin lit for teachers webinar that his union is sponsoring. San Ramon Valley Unified 403(b)/457(b) Vendor List U
CEO Eric Simonson discusses the Advice-Only Network, a service that provides access to advice-only fiduciary financial planners from around the country. Advice Only Network 457bwiser.org Learned by Being Burned (short po
We discuss the proposed bill, and speak with a teacher who advocated for its passage. Chico Unified School District 403(b)/457(b) Vendor List AB2197 AB2197 Analysis 457bwiser.org Learned by Being Burned (short pod series
Scott answers four saving for retirement questions commonly asked in the 403bwise & 457bwiser Facebook Group. We check his answers with AI. Let's just say we wouldn't trust the robots yet. 457bwiser.org Learned by Being
University of Tennessee Agricultural and Resource Economics professor Karen DeLong talks growing up on a farm, getting financially wise, and sharing her knowledge with students and university athletes. Professor Karen De
Scott and Dan share their new resource and the reasoning behind it. 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed
Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants. Three ways the Corebridge/Equitable merger could shake up the annuity market Learned by Being Burned (short
403(b) super advocates Steve Schullo, Karl Fisch, and Scott Dauenhauer have been driving electric vehicles for years. They share their experiences and offer tips for those considering EVs. Karl's EV data Join Us on April
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Teach and Retire Rich is hosted by Daniel Otter. The show is categorised under education (business) and has published 300 episodes.
Teach and Retire Rich has published 300 episodes.
Teach and Retire Rich regularly covers education, business, investing. It sits in the education category, with a business focus.
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Episodes of Teach and Retire Rich average 39 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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