Daniel Otter
Teach and Retire RichEpisodes
Episodes of Teach and Retire Rich
Mark All
Search Episodes...
We address anti-union charges leveled at 403bwise.org Shark Attack NEA Valubilder Expose Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing
Rachel is a middle school math teacher from Western, NY. She paid off student loan debt in one year. At age 33 she has a Roth IRA, a 403(b), a 457(b) and a brokerage account. Oh, and she was born on 4.03b day — April 3rd. Instagram: @teacherto
Dan and Scott talk discuss their keynote address to the Association of Teacher Educators. ATE 403bwise Enlists Teacher Educators in Fight to Fix K-12 403(b) Learned by Being Burned - Short pod series about how teachers got burned then got
To celebrate hitting 15,000 Facebook Group members we ask and answer 10 recent questions posted in this vibrant community. Bad Vendors Who Have Good Plans How to Get Out of a Bad 403(b) How to Get Out of AXA/Equitable Working with a Financi
Veteran educator and 403(b) advocate Rose Mendonca of Lowell, Massachusetts is on her way to becoming a CFP®. She talks teaching, helping colleagues, and her next career act. Teachers Talk Money Learned by Being Burned - Short pod series abou
Grab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone. Learned by Being Burned - S
Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice. Nectarine @personafinanceclub Personal Finance Club Learned by Being Burned - Shor
Hockey playing (soon to be!) New York math teacher Sarah Peterson helps colleagues get wise to the 403(b) and the 457(b). Peekskill City School District Learned by Being Burned - Short pod series about how teachers got burned then got wise t
Wyoming 8th grade physical science teacher talks teaching, mountain guiding, and recovering from a house fire. He also discusses the excellent financial guide for teachers he has created (available below). Trevor Deighton Retirement Plannin
The former personal finance columnist for The Wall Street Journal and current editor of the excellent HumbleDollar.com talks career, money lessons, and how he's approaching the next phase of his work life. The Money Pit Things I Have Picked U
Liz Weston CFP®, longtime personal finance writer, jumps off the retirement cliff. Retiring Wasn’t Easy Even After Years of Writing About It Investing for Retirement: Why You Might Want to Reconsider That 403(b) Learned by Being Burned - Sh
A retired educator and administrator who used F.I.R.E. principles to retire early talks about earning her CFP®, passing the exam, and working with clients. Mary Ann Sullivan Learned by Being Burned - Short pod series about how teachers got bu
School custodian turned-accountant describes how the mentorship of Jeff York, who listeners to the podcast might better know as the Wealthy Custodian, helped set her on a path to financial stability. The Wealthy Custodian The Wealthy Custodi
Indiana middle school teacher Thomas Ferguson cares as much about his colleagues retirement savings as he does his own. Not only does he help educate them on saving, he also runs the engaging Instagram account @IndianafinLit Learned by Being B
Did a Southern California benefits consortium fail to act in the best interests of educators? Normally we drop our pods on Friday morning. But this is a time-sensitive episode because of a meeting that will occur Friday, January 12th at 11am PS
Annual beginning of the year check-in with Barb O’Neill, CFP, AFC (Accredited Financial Counselor), and owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a regular contributor to 403bwise. She shares what 403(b) partici
Happy Valley, PA Elementary teacher, Scott Fritz, is the co-author of a Fin Lit book for Pennsylvania teachers. He's also the go-to fin lit person at his school and district. TL: DR: Financial Literacy for Employees of Pennsylvania Public S
The nation’s largest teachers union has been promoting high-fee retirement plans to its members that have underperformed, teachers and experts tell The Lever. The products are sold by a private equity-owned insurance company accused of fraud an
California high school teacher Matt Raleigh, and retired Colorado teacher and prolific author, Karl Fisch, share their experience teaching a college level personal finance course for educators. They also discuss how you can design and teach a s
North Carolina high school educators Dave Fleisher and Brandon Speece educate colleagues about saving for retirement, host the Financial Independent Teachers Podcast, and are authors of the new book The FIT Position. Financially Independent Te
We speak with Julia Brotherton, educator and president of the Beverly, MA Teachers Association about her dual roles, and how she helps colleagues get wise to saving for retirement. Beverly 403(b) Plan Episode 5 of Learned by Being Burned - Sch
In part 2 of our annual catch-up with one of the wisest financial minds we know, Cullen Roche, we talk the national debt, the value of international investing, possible role of A.I. in investing, and Cullen reveals a new project he is working o
It's our annual catch-up with one of the wisest financial minds we know, Cullen Roche, an economist, author, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. We talk inflation, what the Fed might do nex
We love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong. Teach Plan Retire Episode 5 of Learned by Being Burned - School benefits
James Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning. Link for listener
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us