Teach and Retire Rich
Business

Teach and Retire Rich

by Daniel Otter

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.

101 episodes
EN language
All Episodes
1
California Fin Lit Teacher
51:11 Mar 13, 2026
2
Doh! ASBO
29:47 Mar 6, 2026
3
The Main Plan is a Maine 457(b) Plan
23:32 Feb 27, 2026
4
How 403(b) Consortiums Serve Small and Medium-Size School Districts
50:08 Feb 20, 2026
5
How American Fidelity Exploits Section 125 Plans (#413)
32:21 Feb 13, 2026
6
What I Learned Trying to Leave an Employer-Sponsored Medicare Advantage Plan
54:11 Feb 6, 2026
7
What is a Deadbox and Should You Have One? (#411)
9:13 Jan 30, 2026
8
This Advisor is Out on the K-12 403(b) Market
31:06 Jan 23, 2026
9
Nectarine Has Gotten Even Sweeter
57:56 Jan 16, 2026
10
403(B)/457(b) Basics: The Salary Reduction Agreement
34:55 Jan 9, 2026
11
Financial Resolutions + Some Favorite 2025 Things
52:19 Jan 2, 2026
12
Wait, Why Am I Paying an Additional Medicare Tax?
42:13 Dec 26, 2025
13
How the Grinch Stole the 403(b)
40:29 Dec 19, 2025
14
Oops Vanguard Did It Again
39:32 Dec 12, 2025
15
It's Becoming a Ritual
51:16 Dec 5, 2025
16
Markets Are Frothy and Concentrated. Time to Diversify?
41:11 Nov 28, 2025
17
Catch-up (Contributions) If You Can
33:51 Nov 21, 2025
18
More Dirty Little Secrets of Medicare "Advantage"
1:09:21 Nov 14, 2025
19
TPA Pushes Back on Single Vendor Plan (#399)
31:29 Nov 7, 2025
20
4 Ghoulishly Good Stories
32:47 Oct 31, 2025
21
Her 401(k) Contributions Vanished—and Her Company Had No Answers
33:13 Oct 24, 2025
22
Flipping the Switch From 403(b) Saver to Post-Career Spender
55:41 Oct 17, 2025
23
He Makes His Young Kids Listen to Our Pod
48:38 Oct 10, 2025
24
Stocks and Music Unscripted
1:02:57 Oct 3, 2025
25
Remembering Jonathan Clements
19:36 Sep 26, 2025
26
Teacher-Author Focused on Improving Educator Financial Outcomes
35:08 Sep 19, 2025
27
Current State of Student Loans? More Chaos
1:09:59 Sep 12, 2025
28
Morningstar's Jeff Ptak
36:52 Sep 5, 2025
29
How Beautiful is the OBBBA for Educators?
51:42 Aug 29, 2025
30
When to Take Social Security
54:15 Aug 22, 2025
31
The Wealth Ladder with Nick Maggiulli
54:41 Aug 15, 2025
32
Julius Prezelski Talks Teaching Fin Lit, Coaching, and Retirement
48:05 Aug 8, 2025
33
403bwise to Get Wiser?
54:45 Aug 1, 2025
34
Look Back at Legislative Fight to Fix the California K-12 403(b)
54:40 Jul 25, 2025
35
Equitable Does the Right Thing; Delaware State 403(b) Plan
30:39 Jul 18, 2025
36
403(b)/457(b) Basics: How to Get Out of a Bad 403(b)
44:24 Jul 11, 2025
37
The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary
39:36 Jul 4, 2025
38
Summer Financial Moves + Dan Leases a Car
46:14 Jun 27, 2025
39
She Had the K-12 403(b) Solution 25 Years Ago
1:03:13 Jun 20, 2025
40
The State of Student Loans? Chaos.
1:08:43 Jun 13, 2025
41
Tennessee Throws Teachers to the Wolves
27:26 Jun 6, 2025
42
457(b) Heaven
42:43 May 30, 2025
43
Tariff Talk with Cullen Roche
56:39 May 23, 2025
44
Equitable EQUI-VEST Commissions Revealed
25:03 May 16, 2025
45
Market Volatility Wisdom
48:54 May 9, 2025
46
Retired Educator Turned Fiduciary Advisor
51:26 May 2, 2025
47
403(b)/457(b) Basics: Asset Allocation
35:51 Apr 25, 2025
48
Spring Cleaning Your Personal Finances
34:22 Apr 18, 2025
49
Father & Daughter Educators: Partners in 403(b) Advocacy
48:12 Apr 11, 2025
50
Equitable Threatens Educator
33:05 Apr 4, 2025
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