Teach and Retire Rich

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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

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.
Erin Witte
Erin Witte is the Director of Consumer Protection for the Consumer Federation of America. In her role, she advocates for consumer rights and works to protect consumers from unfair practices in a challenging regulatory environment. Erin has a background in consumer advocacy and is dedicated to ensuring that consumer interests are represented in policy discussions.
Brian Graff
Brian Graff is a prominent figure in the education finance sector, known for his advocacy work related to retirement plans for teachers. He has been involved with various organizations that focus on improving the financial literacy and retirement savings options for educators. His appearances at conferences and discussions often highlight the challenges and issues within the K-12 403(b) market, particularly regarding the influence of sales agents and the need for reform to better serve teachers' interests.

Topics Discussed

spring cleaning personal finances 403(b) financial planning no fee products education 457(b) advocacy investing Equitable threatening email Structured Investing Options Meridian Wealth Management consumer protection anti-consumer climate Erin Witte 403bwise.org NTSA Summit Conference K-12 403(b) market multi-vendor sales agent-driven Brian Graff

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Episodes

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

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 ONeill, 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®). 

0:00 46:45

Captain America of Consumer Protection (#367)

Hosts
Daniel Otter Scott Dauenhauer
Guests
Erin Witte
Keywords
consumer protection anti-consumer climate Erin Witte Meridian Wealth Management 403bwise.org

Erin Witte, Director of Consumer Protection for the Consumer Federation of America, discusses the work she does protecting consumers in the face of a very anti-consumer climate. 

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 46:21

Inside the NTSA Summit Conference (#366)

Hosts
Daniel Otter Scott Dauenhauer
Guests
Brian Graff
Keywords
NTSA Summit Conference K-12 403(b) market multi-vendor sales agent-driven Brian Graff 403bwise.org

Anonymous attendees dish on remarks made at a recent conference by leaders of lobbying group working to keep broken multi-vendor, sales agent-driven K-12 403(b) market in place. 

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

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4.8 rating 110 reviews

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4.8 ratings 110 reviews

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