Our guest today recently passed the 7-hour, 170-question CFP exam. Additionally, he runs a fin lit website that helps educators teach personal finance and he also operates a robust personal finance YouTube site called Easy Peasy Finance that has close to 46,000 subscribers. I should mention he started making fin lit videos at age 7 and he passed the CFP exam at age 16. He is now 17. <ul> <li><a href="https://youtu.be/NltameyUvMA">Video of Podcast</a></li> <li><a href="https://www.easypeasyfinance.com/">Easy Peasy Finance</a></li> <li><a href="https://www.youtube.com/@EasyPeasyFinance">Easy Peasy YouTube Channel</a></li> <li><a href="https://403bwise.org/">403bwise.org</a></li> <li><a href="https://457bwiser.org/">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href= "https://www.meridianwealth.com/team-member-01/scott-dauenhauer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise">403bwise & 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Our guest today recently passed the 7-hour, 170-question CFP exam. Additionally, he runs a fin lit website that helps educators teach personal finance and he also operates a robust personal finance YouTube site called Easy Peasy Finance that has close to 46,000 subscribers. I should mention he started making fin lit videos at age 7 and he passed the CFP exam at age 16. He is now 17. Video of Podcast Easy Peasy Finance Easy Peasy YouTube Channel 403bwise.org 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Our guest today recently passed the 7-hour, 170-question CFP exam. Additionally, he runs a fin lit website that helps educators teach personal finance and he also operates a robust personal finance YouTube site called Easy Peasy Finance that has close to 46,000 subscribers. I should mention he started making fin lit videos at age 7 and he passed the CFP exam at age 16. He is now 17. <ul> <li><a href="https://youtu.be/NltameyUvMA" rel="noopener noreferrer">Video of Podcast</a></li> <li><a href="https://www.easypeasyfinance.com/" rel="noopener noreferrer">Easy Peasy Finance</a></li> <li><a href="https://www.youtube.com/@EasyPeasyFinance" rel="noopener noreferrer">Easy Peasy YouTube Channel</a></li> <li><a href="https://403bwise.org/" rel="noopener noreferrer">403bwise.org</a></li> <li><a href="https://457bwiser.org/" rel="noopener noreferrer">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned" rel="noopener noreferrer">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href="https://www.meridianwealth.com/team-member-01/scott-dauenhauer" rel="noopener noreferrer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise" rel="noopener noreferrer">403bwise &amp; 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Money Concept Are Easy Peasy for This 17 Year Old (#443)

We walk through all the free resources 403bwise offers. This episode may best be experienced through the video link. <ul> <li><a href="https://youtu.be/3PyRAchRf-M">Video of Podcast</a></li> <li><a href="https://403bwise.org/">403bwise.org</a></li> <li><a href="https://457bwiser.org/">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href= "https://www.meridianwealth.com/team-member-01/scott-dauenhauer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise">403bwise & 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We walk through all the free resources 403bwise offers. This episode may best be experienced through the video link. Video of Podcast 403bwise.org 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We walk through all the free resources 403bwise offers. This episode may best be experienced through the video link. <ul> <li><a href="https://youtu.be/3PyRAchRf-M" rel="noopener noreferrer">Video of Podcast</a></li> <li><a href="https://403bwise.org/" rel="noopener noreferrer">403bwise.org</a></li> <li><a href="https://457bwiser.org/" rel="noopener noreferrer">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned" rel="noopener noreferrer">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href="https://www.meridianwealth.com/team-member-01/scott-dauenhauer" rel="noopener noreferrer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise" rel="noopener noreferrer">403bwise &amp; 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

403bwise Resources (#442)

Lucretia Ryan of Financial Freedom for Women details how she helped a private school improve its 403(b) plan. <ul> <li><a href= "https://www.youtube.com/watch?v=OjeBGz9RFAQ&t=3s">Video of Pod</a></li> <li><a href="https://www.financialfreedomforwomen.org/">Financial Freedom for Women</a></li> <li><a href= "https://www.financialfreedomforwomen.org/contact">Contact Lucretia</a></li> <li><a href="https://ngpf.org">Next Gen Personal Finance</a></li> <li><a href="https://403bwise.org/">403bwise.org</a></li> <li><a href="https://457bwiser.org/">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href= "https://www.meridianwealth.com/team-member-01/scott-dauenhauer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise">403bwise & 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Lucretia Ryan of Financial Freedom for Women details how she helped a private school improve its 403(b) plan. Video of Pod Financial Freedom for Women Contact Lucretia Next Gen Personal Finance 403bwise.org 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Lucretia Ryan of Financial Freedom for Women details how she helped a private school improve its 403(b) plan. <ul> <li><a href="https://www.youtube.com/watch?v=OjeBGz9RFAQ&amp;t=3s" rel="noopener noreferrer">Video of Pod</a></li> <li><a href="https://www.financialfreedomforwomen.org/" rel="noopener noreferrer">Financial Freedom for Women</a></li> <li><a href="https://www.financialfreedomforwomen.org/contact" rel="noopener noreferrer">Contact Lucretia</a></li> <li><a href="https://ngpf.org" rel="noopener noreferrer">Next Gen Personal Finance</a></li> <li><a href="https://403bwise.org/" rel="noopener noreferrer">403bwise.org</a></li> <li><a href="https://457bwiser.org/" rel="noopener noreferrer">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned" rel="noopener noreferrer">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href="https://www.meridianwealth.com/team-member-01/scott-dauenhauer" rel="noopener noreferrer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise" rel="noopener noreferrer">403bwise &amp; 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Private School 403(b) Goes From Annuities to Fidelity Index Funds (#446)

Chris Tobe, MBA, CFA, CAIA, and author of "Could Teachers' Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind?" joins us to discuss the unholy NEA/Security Benefit alliance. <ul> <li><a href="https://youtu.be/43pzsZks-f0">Video of episode</a></li> <li><a href= "https://commonsense401kproject.com/chr,%20s-tobe-cfa-caia/">Chris Tobe</a></li> <li><a href= "https://commonsense401kproject.com/2026/08/28/could-teachers-annuities-be-the-next-casualty-of-the-la-dodgers-insurance-unwind/"> Could Teachers' Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind?</a></li> <li><a href= "https://teachandretirerich.libsyn.com/neas-security-benefit-partnership-is-still-rotten-444"> Part 1 of our recent look at the NEA/Security Benefit alliance (pod)</a></li> <li><a href= "https://teachandretirerich.libsyn.com/a-tale-as-old-as-time-434">A Tale As Old As Time (podcast about $300,000 Kansas election donation)</a></li> <li><a href="https://www.youtube.com/watch?v=YBvdMVY7LW4">Pablo Torre Finds Out About the Los Angeles Dodgers (YouTube)</a></li> <li><a href="https://403bwise.org/">403bwise.org</a></li> <li><a href="https://457bwiser.org/">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href= "https://www.meridianwealth.com/team-member-01/scott-dauenhauer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise">403bwise & 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Chris Tobe, MBA, CFA, CAIA, and author of "Could Teachers' Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind?" joins us to discuss the unholy NEA/Security Benefit alliance. Video of episode Chris Tobe Could Teachers' Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind? Part 1 of our recent look at the NEA/Security Benefit alliance (pod) A Tale As Old As Time (podcast about $300,000 Kansas election donation) Pablo Torre Finds Out About the Los Angeles Dodgers (YouTube) 403bwise.org 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Chris Tobe, MBA, CFA, CAIA, and author of "Could Teachers' Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind?" joins us to discuss the unholy NEA/Security Benefit alliance. <ul> <li><a href="https://youtu.be/43pzsZks-f0" rel="noopener noreferrer">Video of episode</a></li> <li><a href="https://commonsense401kproject.com/chr,%20s-tobe-cfa-caia/" rel="noopener noreferrer">Chris Tobe</a></li> <li><a href="https://commonsense401kproject.com/2026/08/28/could-teachers-annuities-be-the-next-casualty-of-the-la-dodgers-insurance-unwind/" rel="noopener noreferrer"> Could Teachers' Annuities Be the Next Casualty of the LA Dodgers Insurance Unwind?</a></li> <li><a href="https://teachandretirerich.libsyn.com/neas-security-benefit-partnership-is-still-rotten-444" rel="noopener noreferrer"> Part 1 of our recent look at the NEA/Security Benefit alliance (pod)</a></li> <li><a href="https://teachandretirerich.libsyn.com/a-tale-as-old-as-time-434" rel="noopener noreferrer">A Tale As Old As Time (podcast about $300,000 Kansas election donation)</a></li> <li><a href="https://www.youtube.com/watch?v=YBvdMVY7LW4" rel="noopener noreferrer">Pablo Torre Finds Out About the Los Angeles Dodgers (YouTube)</a></li> <li><a href="https://403bwise.org/" rel="noopener noreferrer">403bwise.org</a></li> <li><a href="https://457bwiser.org/" rel="noopener noreferrer">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned" rel="noopener noreferrer">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href="https://www.meridianwealth.com/team-member-01/scott-dauenhauer" rel="noopener noreferrer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise" rel="noopener noreferrer">403bwise &amp; 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

NEA + Security Benefit + L.A. Dodgers Puts Teacher Annuities At Risk (pt. 2) (#445)

We dig into the long-standing (25 years!) unholy alliance between the NEA and the financial firm Security Benefit. It's a relationship that we believe hurts teachers. Dan also talks about meeting Johnny Rotten and seeing his post-Sex Pistols band Public Image Limited the night before recording this episode. <ul> <li><a href="https://youtu.be/s5jvI7LkfUg">Video of this pod</a></li> <li><a href= "https://www.neamb.com/guides/23-financial-mistakes-you-cant-afford-to-make"> 23 Financial Mistakes You Can't Afford To Make (NEA)</a></li> <li><a href= "https://teachersadvocate.blogspot.com/2007/07/original-nea-valuebuilder-expose.html"> Original NEA Valuebuilder Expose (from 12/2001)</a></li> <li><a href= "https://pensionwarriorsdwardsiedle.substack.com/p/when-nea-was-sued-for-selling-high"> When NEA Was Sued For Selling High Cost Retirement Products To Its Members</a></li> <li><a href="https://www.neamb.com/products/403b-plans">NEA and Security Life Disclosures</a></li> <li><a href= "https://teachandretirerich.libsyn.com/a-tale-as-old-as-time-434">A Tale As Old As Time (podcast about $300,000 Kansas election donation)</a></li> <li><a href="https://403bwise.org/">403bwise.org</a></li> <li><a href="https://457bwiser.org/">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href= "https://www.meridianwealth.com/team-member-01/scott-dauenhauer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise">403bwise & 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We dig into the long-standing (25 years!) unholy alliance between the NEA and the financial firm Security Benefit. It's a relationship that we believe hurts teachers. Dan also talks about meeting Johnny Rotten and seeing his post-Sex Pistols band Public Image Limited the night before recording this episode. Video of this pod 23 Financial Mistakes You Can't Afford To Make (NEA) Original NEA Valuebuilder Expose (from 12/2001) When NEA Was Sued For Selling High Cost Retirement Products To Its Members NEA and Security Life Disclosures A Tale As Old As Time (podcast about $300,000 Kansas election donation) 403bwise.org 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

We dig into the long-standing (25 years!) unholy alliance between the NEA and the financial firm Security Benefit. It's a relationship that we believe hurts teachers. Dan also talks about meeting Johnny Rotten and seeing his post-Sex Pistols band Public Image Limited the night before recording this episode. <ul> <li><a href="https://youtu.be/s5jvI7LkfUg" rel="noopener noreferrer">Video of this pod</a></li> <li><a href="https://www.neamb.com/guides/23-financial-mistakes-you-cant-afford-to-make" rel="noopener noreferrer"> 23 Financial Mistakes You Can't Afford To Make (NEA)</a></li> <li><a href="https://teachersadvocate.blogspot.com/2007/07/original-nea-valuebuilder-expose.html" rel="noopener noreferrer"> Original NEA Valuebuilder Expose (from 12/2001)</a></li> <li><a href="https://pensionwarriorsdwardsiedle.substack.com/p/when-nea-was-sued-for-selling-high" rel="noopener noreferrer"> When NEA Was Sued For Selling High Cost Retirement Products To Its Members</a></li> <li><a href="https://www.neamb.com/products/403b-plans" rel="noopener noreferrer">NEA and Security Life Disclosures</a></li> <li><a href="https://teachandretirerich.libsyn.com/a-tale-as-old-as-time-434" rel="noopener noreferrer">A Tale As Old As Time (podcast about $300,000 Kansas election donation)</a></li> <li><a href="https://403bwise.org/" rel="noopener noreferrer">403bwise.org</a></li> <li><a href="https://457bwiser.org/" rel="noopener noreferrer">457bwiser.org</a></li> <li><a href="https://403bwise.org/burned" rel="noopener noreferrer">Learned by Being Burned</a> (short pod series about K-12 403(b) issues)</li> <li><a href="https://www.meridianwealth.com/team-member-01/scott-dauenhauer" rel="noopener noreferrer">Meridian Wealth Management</a></li> <li><a href="https://www.facebook.com/groups/403bwise" rel="noopener noreferrer">403bwise &amp; 457bwiser Facebook Group</a></li> </ul> Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

NEA's Security Benefit Partnership is Still Rotten (pt.1) (#444)

Dan and Scott describe how they got into teacher retirement plan advocacy. They also lay out their vision for the Teach and Retire Rich Podcast. Beer Dan drinks a Red Ryeot from La Cumbre Brewing Company of Albuquerque, NM; Scott drinks an Upheaval IPA from Widmer Brothers Brewing of Portland, OR.

Dan and Scott describe how they got into teacher retirement plan advocacy. They also lay out their vision for the Teach and Retire Rich Podcast. Beer Dan drinks a Red Ryeot from La Cumbre Brewing Company of Albuquerque, NM; Scott drinks an Upheaval IPA from Widmer Brothers Brewing of Portland, OR.

Episode 1: Introduction

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.

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