Teach and Retire Rich Podcast

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Daniel Otter
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Education Business Investing
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1.7K - 2.8K listeners Neutral 4.8 rating 110 reviews 300 episodes USA
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30s Ad: $51 - $64 60s Ad: $62 - $75 CPM Category: Education
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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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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Teach and Retire Rich.

Hosts

Daniel Otter Scott Dauenhauer

Previous Guests

Mary Ann Sullivan
Mary Ann Sullivan is a retired educator who served as a teacher, principal, and district administrator in the Los Angeles Unified School District. She has transitioned into a Certified Financial Planner (CFP) and is opening an advice-only, fee-only financial planning firm called 395 Financial Planning. Her experience in education and her new role as a fiduciary advisor allow her to provide valuable insights and support to fellow educators regarding financial planning and retirement.
Barbara ONeill
Barbara ONeill, PhD, CFP, AFC, is the owner and CEO of Money Talk: Financial Planning Seminars and Publications. She is a monthly columnist for 403bwise and has extensive experience in financial planning, focusing on helping individuals manage their personal finances effectively. With a background in financial education, Barbara emphasizes the importance of financial literacy and provides practical advice for improving financial health.
Nicole Dubill
Nicole Dubill is an educator based in Buffalo, NY, who is passionate about education and music. She actively advocates for 403(b) plans to help teachers secure their financial futures.
Larry Dubill
Larry Dubill is also an educator in the Buffalo, NY area. He shares a strong commitment to education and is involved in advocating for 403(b) plans, working alongside his daughter Nicole to promote financial literacy among educators.

Topics Discussed

retirement financial planning teacher CFP 403(b) fee-only firm asset allocation 457(b) diversification risk tolerance investment strategies spring cleaning personal finances no fee products education advocacy investing Equitable threatening email Structured Investing Options Meridian Wealth Management

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Episodes

Here's the recent few episodes on Teach and Retire Rich.

0:00 51:26

Retired Educator Turned Fiduciary Advisor (#372)

Hosts
Daniel Otter Scott Dauenhauer
Guests
Mary Ann Sullivan
Keywords
retirement financial planning teacher CFP 403(b) fee-only firm

Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm. 

Note: Mary Ann meant to say that the number of experience hours needed for a CFP® is 4,000 for apprenticeship and 6,000 for standard pathway (not the 2,000 and 4,000 hours respectively that she mentioned in interview).

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

0:00 35:51

403(b)/457(b) Basics: Asset Allocation

Hosts
Daniel Otter Scott Dauenhauer
Keywords
asset allocation 403(b) 457(b) diversification risk tolerance investment strategies

In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(b). 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

0:00 34:22

Spring Cleaning Your Personal Finances (#370)

Hosts
Daniel Otter Scott Dauenhauer
Guests
Barbara ONeill
Keywords
spring cleaning personal finances 403(b) financial planning no fee products

Barbara O’Neill, PhD, CFP, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a monthly columnist for 403bwise talks spring cleaning your personal finances. 

Spring cleaning is more than deep cleaning and decluttering. It is a great time to neaten up your finances. 

0:00 48:12

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

Hosts
Daniel Otter Scott Dauenhauer
Guests
Nicole Dubill Larry Dubill
Keywords
education 403(b) 457(b) advocacy investing

Nicole and Larry Dubill, two Buffalo, NY area educators, share passion for education, music, and 403(b) advocacy. 

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

0:00 33:05

Equitable Threatens Educator (#368)

Hosts
Daniel Otter Scott Dauenhauer
Keywords
Equitable 403(b) threatening email Structured Investing Options Meridian Wealth Management

Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Ratings

Global:
4.8 rating 110 reviews

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4.8 ratings 110 reviews

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