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Teach and Retire Rich

Daniel Otter

EN900 episodes
educationbusinessinvesting

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.

Episodes (900)

Father & Daughter Educators: Partners in 403(b) Advocacy (#369)

Teach and Retire Rich

Apr 11, 202548:12pending

Equitable Threatens Educator (#368)

Teach and Retire Rich

Apr 4, 202533:05pending

Captain America of Consumer Protection (#367)

Teach and Retire Rich

Mar 28, 202546:45pending

Inside the NTSA Summit Conference (#366)

Teach and Retire Rich

Mar 21, 202546:21pending

403(b)/457(b) Basics: How to start a 403(b)

Teach and Retire Rich

Mar 14, 202520:03pending

Does This Phishy 403(b) Email Violate FINRA Regulations? (#364)

Teach and Retire Rich

Mar 7, 202527:58pending

Retiring Before 65: How to Avoid Health Insurance Nightmares (#363)

Teach and Retire Rich

Feb 28, 202552:25pending

Chris Nye the 403(b) Guy Returns (#362)

Teach and Retire Rich

Feb 21, 202541:24pending

ERISA at 50 (#361)

Teach and Retire Rich

Feb 14, 202554:40pending

Social Security Fairness Act (#360)

Teach and Retire Rich

Feb 7, 202544:54pending

Fantastic Mr. Fisch (#359)

Teach and Retire Rich

Jan 31, 202553:14pending

Et tu, Vanguard? (#358)

Teach and Retire Rich

Jan 24, 202534:27pending

Banned Brokers Love the 403(b) (#357)

Teach and Retire Rich

Jan 17, 202530:13pending

Teacher/Fin Lit Coordinator Joins Next Gen Personal Finance (#356)

Teach and Retire Rich

Jan 10, 202537:59pending

Looking Back, Looking Forward (#355)

Teach and Retire Rich

Jan 3, 202553:23pending

Top Teacher Financial Mistakes of 2024 (#354)

Teach and Retire Rich

Dec 27, 20241:15:26pending

Supporting Teachers Emotionally and Financially (#353)

Teach and Retire Rich

Dec 20, 202441:45pending

New and Improved Equi-vest 403(b) Product? (#352)

Teach and Retire Rich

Dec 13, 202434:40pending

Breaking Good (#351)

Teach and Retire Rich

Dec 6, 202445:19pending

Florida Men (#350)

Teach and Retire Rich

Nov 29, 202426:17pending

Dan Turns 59.5 Which Means He's Eligible to Access His 403(b) (#349)

Teach and Retire Rich

Nov 22, 202430:00pending

Chicago Public Schools Single Vendor Story (#348)

Teach and Retire Rich

Nov 15, 20241:00:30pending

Catching Up (again) with Cullen Roche (#347)

Teach and Retire Rich

Nov 8, 202456:39pending

State 457(b) Plan Rating Project (#346)

Teach and Retire Rich

Nov 1, 202449:48pending

Dirty Little Secrets of Medicare "Advantage" (#345)

Teach and Retire Rich

Oct 25, 20241:04:19pending

Whose Interests Are Compliance Administrators Serving? (#344)

Teach and Retire Rich

Oct 18, 202439:49pending

The Wealthy Custodian in Retirement (#343)

Teach and Retire Rich

Oct 11, 202448:08pending

From Engineer to Fiduciary Advisor (#342)

Teach and Retire Rich

Oct 4, 202453:59pending

Former Equitable Advisor Talks Shop (#341)

Teach and Retire Rich

Sep 27, 202453:14pending

Educating Future Teachers About the Dangers of the K-12 403(b) (#340)

Teach and Retire Rich

Sep 20, 202412:33pending

Weatherman Talks 403(b)s, Investing, and Forecasting (#339)

Teach and Retire Rich

Sep 13, 202454:20pending

Oops Equitable Might Be In Trouble Again (#338)

Teach and Retire Rich

Sep 6, 202419:08pending

How to Money pt. 2 (#337)

Teach and Retire Rich

Aug 30, 202432:44pending

How to Money pt. 1 (#336)

Teach and Retire Rich

Aug 23, 202438:51pending

Tall Tales: Insurance Industry and 403(b)/457(b) Protections (#335)

Teach and Retire Rich

Aug 16, 202426:14pending

The Market Is Down and Up and So Is Dan (#334)

Teach and Retire Rich

Aug 9, 202430:14pending

Financial Mistakes. Dan Has Made a Few. (#333)

Teach and Retire Rich

Aug 2, 202425:59pending

Learned by Being Burned: Someone Walked Into My Room (#332)

Teach and Retire Rich

Jul 26, 202436:18pending

NTSA Country Club Awards (#331)

Teach and Retire Rich

Jul 19, 202429:44pending

Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)

Teach and Retire Rich

Jul 12, 202434:39pending

403(b)ill of Rights Refreshed (#329)

Teach and Retire Rich

Jul 5, 202449:40pending

Empowering Women; Warning About Dangers of Medicare Advantage (#328)

Teach and Retire Rich

Jun 28, 20241:03:04pending

Unlocking Teacher Savings Superpowers (# 327)

Teach and Retire Rich

Jun 21, 202436:39pending

Anne Tergesen of The Wall Street Journal (#326)

Teach and Retire Rich

Jun 14, 202449:04pending

Retired Teacher Pays it Forward (#325)

Teach and Retire Rich

Jun 7, 202457:19pending

The Brave Legislator Who Took On K-12 403(b) Reform (#324)

Teach and Retire Rich

May 31, 202435:45pending

Curious About Becoming a Fiduciary Advisor? (#323)

Teach and Retire Rich

May 24, 20241:10:05pending

NTSA 403(b) "Research" Easily Debunked (#322)

Teach and Retire Rich

May 17, 202440:53pending

Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)

Teach and Retire Rich

May 10, 202436:21pending

Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule

Teach and Retire Rich

May 3, 20241:59pending
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