Teach and Retire Rich

By Daniel OtterBusiness Education Investing

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Typical duration
41 min
per episode

Based on Podcast App listening data

Teach and Retire Rich episodes

September 11, 2020Got Vanguard? How About Aspire? You might. (#129)
403bwise launches new vendor search tool that allows users to quickly see if they have Vanguard or Aspire available at work.

Find a Good Vendor

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
27 min
September 04, 2020Single Vendor Focus (#128)
Former teacher turned investment advisor representative helps school districts move to a single vendor 403(b) plan.

Investors Asset Management

Katie Oliver

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
44 min
August 28, 2020Getting Out of a Bad 403(b) Annuity (#127)
New Jersey teacher was sold multiple, terrible, misleading variable annuity products. Lucky for her, fiduciary planner Scott Dauenhauer did some digging...

How to Get Out of a Bad 403(b)

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
1 hr 7 min
August 21, 2020Penny Pinching Pathologist (#126)
New York speech pathologist gets wise to saving for retirement while helping others.

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org

Email: pennypinchingpathologist (at) gmail.com
34 min
August 14, 2020What's That Phishy Smell in Your Inbox? (#125)
Across the country teachers are being spammed by phony financial professionals. A savvy high school teacher almost took the bait.

PERA Lead Generation Company

File an FTC Complaint

403(b) Trojan Horses (Pod)

Football Coach Scores with 403(b) (Pod)

We Teach and Live Well

Cookie Monger

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
30 min
August 07, 2020AIG/Valic SEC Settlement (#124)
We talk $40 million AIG/Valic settlement with the SEC.

Link to Stories on Settlement

Pod: You Down with SEC?

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
35 min
July 31, 2020Choir Teacher + Author on F.I.R.E. (#123)
Crystal, a 36-year old high school choir director and author, plans to retire soon.

Crystal's Book: Retirement for Teachers: How to Come Up with a Plan That Works for You

Seed Savers

California Teachers Have Great 403(b) Choices. They Just Don't Know It.

Pod: 403(b) Trojan Horses

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
54 min
July 24, 2020Our Teachers Need an Oxygen Mask (#122)
Speech pathologist discusses concerns about teaching in the fall in the midst of a global pandemic.

In Defense of Our Teachers by Dave Grohl

403bwise Advocacy

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
39 min
July 17, 2020Teacher + 403bwise Super Advocate Greg Ford (#121)
Scott and Dan talk with northern California high school teacher Greg Ford who is a member of the first-ever 403bwise Super Advocacy cohort. Bonus material: Dan gets results of his Covid-19 screening on air.

403bwise Advocacy

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
45 min
July 10, 2020Our Money Stories with Eugenie´ George (#120)
Former Teach for America and charter school teacher Eugenie´ George talks about her new book which explores how personal history, ancestry and environments influences money habits.

Our Money Stories: A Six Week No B.S. Holistic Financial Wellness Plan

@_EugenieGeorge

403bwise Events

What is a 403(b)? (video)

Meridian Wealth Management

403bwise.org
47 min

About Teach and Retire Rich

From the publisher's feed

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…