Teach and Retire Rich

Hosted by Daniel Otter

Investing EducationInterviews guestsExplicit

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Episodes

300

Latest episode

Jun 2026

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About the show

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.

Listen to episodes

60 recent

May 29, 2026Episode 42835 min

CITs for Thee But Not For Me? (#428)

Dan and Scott discuss the American Center for Law and Justice (ACLJ) letter to the SEC regarding collective investment trusts (CITs) in 403(b) plans. They also discuss Vanguard's position. Advice Only Network 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

May 22, 2026Episode 4271 hr 7 min

10 Summer Financial Moves (#427)

Bay area high school history teacher and financial educator, Matt Raleigh, is back to talk about an upcoming fin lit for teachers webinar that his union is sponsoring. San Ramon Valley Unified 403(b)/457(b) Vendor List University of the Pacific class Matt's Book for California Teachers Article: Spend Half Save Half Matt's first pod appearance Matt's second pod appearance 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group

May 15, 2026Episode 42640 min

The Advice Only Network (#426)

CEO Eric Simonson discusses the Advice-Only Network, a service that provides access to advice-only fiduciary financial planners from around the country. Advice Only Network 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

May 8, 2026Episode 42538 min

California Tries to Ban Sales Agents from Campuses (#425)

We discuss the proposed bill, and speak with a teacher who advocated for its passage. Chico Unified School District 403(b)/457(b) Vendor List AB2197 AB2197 Analysis 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

May 1, 2026Episode 42433 min

Taking Questions a.k.a. Scott vs AI (#424)

Scott answers four saving for retirement questions commonly asked in the 403bwise & 457bwiser Facebook Group. We check his answers with AI. Let's just say we wouldn't trust the robots yet. 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

April 24, 2026Episode 42349 min

Farms, Futures and Fin Lit (#423)

University of Tennessee Agricultural and Resource Economics professor Karen DeLong talks growing up on a farm, getting financially wise, and sharing her knowledge with students and university athletes. Professor Karen DeLong 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

April 17, 2026Episode 42232 min

Introducing 457bwiser (#422)

Scott and Dan share their new resource and the reasoning behind it. 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

April 10, 2026Episode 42129 min

Corebridge + Equitable (#421)

Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants. Three ways the Corebridge/Equitable merger could shake up the annuity market Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

April 3, 2026Episode 4201 hr 18 min

High Gas Prices Don't Bother These Guys (#420)

403(b) super advocates Steve Schullo, Karl Fisch, and Scott Dauenhauer have been driving electric vehicles for years. They share their experiences and offer tips for those considering EVs. Karl's EV data Join Us on April 5, 2026 for a Special Announcement. Info here Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

March 27, 2026Episode 41945 min

403(b)/457(b) Basics: Exchanges & Transfers

We dig into how to move money to a better employer vendor. In the 403(b) world this is called an "exchange." In the 457(b) world this is called a "transfer." How to intiate an exchange/transfer from one employer vendor to another Determine compliance administrator Determine if exchanges/transfers are permitted (almost always are) Determine what new vendors are available (see 403bwise rating system) Contact current vendor and ask for paperwork for an "exchange-out" "or "transfer out" Open account with new vendor Ask new vendor if exchange/transfer paperwork is needed Check if compliance administrator requires paperwork Follow all instructions carefully. Exited vendor often unhelpful. Stay on top of process. Support for exchange/transfer process: The 403bwise Facebook Group Join Us on April 5, 2026 for a Special Announcement. Info here Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).