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Teach and Retire Rich

  1. Episode #53: Custodian Cleans Up His 403(b)2017/11/10

    Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise. Jeff, a public school custodian, shares his remarkable story of extreme saving.

    403(b)wise

    Meridian Wealth Management

    Moreland & Arbuckle
  2. Episode #52: 403bcompare.com2017/10/01
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  3. Episode #51: Vanguard 403(b) Changes2017/09/03

    In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes.

    How The New Vanguard 403(b)7 Helps and Hurts

    403(b)wise

    Meridian Wealth Management

    Moreland & Arbuckle

  4. Episode #50: The Monk Who Wants to Fix the 403(b)2017/08/07
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  5. Episode #49: Music Teacher Escapes AXA2017/06/18

    An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They have successfully moved to a lower cost option.

    403(b)wise

    Meridian Wealth Management
  6. Episode #48: Consolidating Retirement Plans 2017/05/01

    Scott helps Dan and his wife consolidate their many retirement savings plans from past and present employers.

    403(b)wise

    Meridian Wealth Management
  7. Episode #47: A Couple Gets Out of Debt 2017/04/09

    Dan interviews a New Jersey teacher and his wife who are getting their financial lives in order. They discuss tackling debt, sharing money management duties, working multiple jobs, and, of course, being stuck with a bad 403(b).

    403(b)wise

    Meridian Wealth Management
  8. Episode #46: Professor Financial Literacy 2017/03/28
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  9. Episode #45: Fighting to Save the Fiduciary Rule 2017/03/13
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  10. Episode #44: New NY Times 403(b) Article2017/03/04

    We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their Retirement Accounts . We also speak with Connecticut state representative Matthew Lesser (D) who is trying to improve 403(b) plans in the state.

    Matthew Lesser

    403(b)wise

    Meridian Wealth Management
  11. Episode #43: Two Educators Get Wise 2017/02/19
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  12. Episode #42: The Millionaire Educator's Big Life Move 2017/01/28

    In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more than $100,000 in 2015. In this episode, Ed describes how he and his family did what many dream of doing.

    Millionaire Educator

    Accessing money prior to age 59 1/2

    Roth conversion

    403(b)wise

    Meridian Wealth Management

  13. Episode #41: A 23-Year-Old Student Teacher Talks Savings2016/12/18
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  14. Episode #40: Mellody Hobson of Ariel Investments 2016/11/27

    Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance, talks Cubs baseball, investments, the power of internships, and other really cool topics.

    Ariel Investments

    TED Talk: Color blind or color brave?

    Vanity Fair interview with Mellody

    Ariel Community Academy

  15. Episode #39: Live at FinCon162016/11/13

    Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified School District's award winning 457(b) plan. They discuss what the 457(b) is, how it is different than a 403(b), how it is similar to the 403(b), and how Steve's work led to a strong plan for LAUSD employees.

    What is a 457(b)?

    LAUSD 457(b) Plan

    FinCon

    Steve Schullo
  16. Episode #38: The New York Times Drops the Hammer on the Public 403(b) 2016/10/27
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  17. Episode #37: From PhD to Life 2016/10/13

    Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond academia.

    From PhD to Life

    403(b)wise

    Meridian Wealth Management
  18. Episode 36: Dina and Tony Isola of Ritholtz Wealth Management2016/09/18
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  19. Episode 35: Ed Derman of CalSTRS2016/08/31

    We interview one of the unsung heroes of the 403(b) world: Ed Derman, retiring Deputy Chief Executive Officer of the California State Teachers Retirement System (CalSTRS). Ed discusses the work he has done on behalf of teachers in the state of California.

    CalSTRS

    403(b)compare

  20. Episode 34: Higher Ed Retirement Plan Lawsuits2016/08/11

    We discuss recent class action lawsuits filed against Duke, M.I.T, N.Y.U., Penn University, and Vanderbilt University, and Yale University for excessive retirement plan fees.

    M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees
  21. Episode 33: 403(b) Church Plans2016/07/27

    We talk 403(b) Church Plans with Chicago area rabbi Evan Moffic of the Congregation Sole.

    Rabbi Evan Moffic

    Reform Pension Board

    IRS Church Plan Information

    403(b) Shark Attack

  22. Episode 32: How a 7th Grade Teacher Got a Better 403(b) Vendor2016/07/13

    Mark Eichenlaub, a 7th grade teacher in Illinois, discusses how he was able to get his employer to add a quality, low-fee vendor.

    Prosperous Teachers

    Teach and Retire Rich

    403bwise.com

    Meridian Wealth Management
  23. Episode 31: Teaching and Saving in Higher Ed2016/06/28

    Inga Chira brings a unique perspective to the Higher Education market. She is a professor and a CFP®. In episode 31 she talks to us about teaching and saving in higher ed.

    Attainable Wealth

    Teach and Retire Rich

    403bwise.com

    Meridian Wealth Management

  24. Episode 30: Students Discuss Financial Literacy 2016/06/12

    In episode 29 high school social science teacher Dustin Voss talked about teaching financial literacy at Fenger Academy High School in Chicago, Illinois. In this episode, two of his students share what they have learned in his class.
  25. Episode 29: Teaching Financial Literacy in an Inner City Public School 2016/06/01
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  26. Episode 28: Moving to a Single Vendor2016/05/25

    Debby Karton of IPPFA Benefits helps employers move to a single vendor.
  27. Episode 27: Dan's Daughter Chooses a College2016/05/05

    Dan's daughter Lily discusses the process of choosing a college. She also offers tips for high school kids just starting this process.
  28. Episode 26: NTSA NEA Non Sense; New Look for 403(b)wise2016/04/21

    Scott and Dan discuss how two groups — The NTSA and the NEA — make saving for retirement harder for teachers. They also discuss the redesign of 403bwise .
  29. Episode 25: Loss2016/04/07

    Retired teacher Steve Schullo and host Dan Otter share what is was like to lose a spouse. They also discuss the financial implications of losing a loved one.
  30. Episode 24: One Union That Does the 403(b) Right2016/03/24

    Too many unions fail teachers when it comes to the 403(b). But not this Wisconsin-based union. Dan and Scott speak with Sonja Penner, manager of communication for WEA Member Benefits.
  31. Episode 23: How Advisors Can Serve the K-12 Market2016/03/09

    Dan interviews the author of Wild West: Providing Fiduciary Advice to Public School Employees, a book that details how advisors can serve the K-12 market.

    Beer
    Our guest drinks a True Brewmance IPA from 8 Bit Brewing Company of Murrieta, California. Dan drinks a Red Chair NWPA Northwest Pale Ale from Deschutes Brewery of Bend, Oregon.
  32. Episode 22: Working with an Advisor2016/02/25

    What do you need to know when working with an advisor?
  33. Episode 21: Good Annuity. Bad Annuity.2016/02/11

    Dan and Scott examine the annuity. We look at the good, the bad, and the ugly.

    Beer
    Scott drinks a #9 Not Quite Pale Ale from Magic Hat Brewing Company of Burlington, Vermont. Dan drinks an Otra Vez Gose-Style Ale from Sierra Nevada Brewing Company of Chico, California.
  34. Episode 19: The College Solution (pt. 1)2016/01/27
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  35. Episode 20: The College Solution (pt. 2)2016/01/27
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  36. Episode 18: Ed Mills a.k.a. The Millionaire Educator2016/01/14
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  37. Episode 17: Looking Back Looking Forward2016/01/04

    Dan and Scott take a look back at their 2015 investing successes and failures. They also share 2016 savings plans and investing goals.
  38. Episode 16: Economic and Financial Literacy at Amy Biehl Charter High School2015/12/16
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  39. Episode 15: Sheryl Garrett, CFP, owner of the Garrett Planning Network2015/12/03
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  40. Episode 14: Ken Ford of Warick Valley Financial Advisors2015/11/25
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  41. Episode 13: Scott Senseney of Fidelity Investments2015/11/04
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  42. Episode 12: Dave Grant, CFP, The Finance for Teachers Network2015/10/21
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  43. Episode 11: Mark Luckinbill of Aspire Financial Services2015/10/07
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  44. Episode 10: Financial Challenges of Same Sex Couples2015/09/23
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  45. Episode 9: Market Volatility; Podcast Critique2015/09/10

    Dan and Scott critique the podcast to date, explain the meaning of the phrase Teach and Retire Rich, discuss recent market volatility, and Scott announces a movement to get a certain financial hero of ours on the podcast.

    Beer
    Dan drinks a Black IPA from Santa Fe Brewing Company of Santa Fe, NM; Scott drinks an Inversion IPA from Deschutes Brewery of Bend, OR.
  46. Episode 8: Steve Schullo: 403(b) Warrior2015/09/02
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  47. Episode 7: Teacher Joe Minnuto Returns2015/08/19

    Dan follows up with 6th grade teacher Joe Minnuto about the bad 403(b) choices available to him and his wife, who is also a teacher. Dan and Joe also talk Buffalo sports including “Wide Right” and “No Goal!”

    Beer
    Dan drinks a Wet Mountain IPA from the Canteen Brewhouse of Albuquerque, NM; Joe drinks a Tangier IPA from Southern of Tier Lakewood, NY.
  48. Episode 6: Teacher Joe Minnuto describes his bad 403(b) choices2015/08/06
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  49. Episode 5: Dealing with a bad 403(b) plan2015/07/23
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  50. Episode 4: The 403(b) Plan (part 2)2015/07/09
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  51. Episode 3: The 403(b) Plan (part 1)2015/07/02

    Dan and Scott discuss the much misunderstood 403(b) retirement plan. Questions addressed include: What is it? How does it work? How can it be invested? How much can be contributed? When can it be accessed?

    Beer
    Dan drinks a Riverwalker IPA from Bosque Brewing of Albuquerque, NM. Scott (with apologies) drinks a Blue Moon from Coors Brewery of Conglomerateville, INC.
  52. Episode 2: Teacher Pensions2015/06/24

    Dan and Scott discuss how teacher pension plans work. Dan describes how in 2001 when he left the state of California he rolled over his CalSTRS pension into a Vanguard Rollover IRA. Scott is not sure that was a good idea.

    Beer
    Dan drinks a Wildflower Wheat from Marble Brewery of Albuquerque, NM; Scott drinks an Orange Wheat from Hanger 24 Craft Brewing of Redlands, CA.
  53. Episode 1: Introduction2015/06/17

    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.
Teach and Retire Rich - The podcast for teachers, professors and financial professionals
http://teachandretirerich.com/podcasts/
Teacher Dan Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. 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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