
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.
| Publishes | Weekly | Episodes | 395 | Founded | 20 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationBusinessInvesting | |||

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 co... more
Employers can contribute to a 457(b) but their additions count against the contribution limit. We discuss a workaround: adding a 401(a) plan, which surely Fonzie would give two thumbs up.
• What Are 401(a) Plans?
• Join Us on April 5, 2026 for a ... more
With an assist from the Wealthy Custodian, a California fin lit teacher teaches and learns key fin lit concepts.
• Next Gen Personal Finance
• The Wealthy Custodian
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwi... more
The Ohio 457(b) is superb. Why did the Ohio ASBO create a low-quality 457(b) to compete with the great Ohio state plan?
• Doh! ASBO (Substack write up with charts)
• The Excellent Ohio 457(b) Plan (pod)
• Pablo Torre Finds Out
• Learned by Be... more
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Excellent work teaching personal finance through both podcasts and informative articles (bWise alerts) emails. I enjoy listening and learning. I can't than you enough!!!
I couldn't be more happy to have found this podcast! These guys are so helpful and they have a heart for educators. Share with your staff!
At a Florida Teacher I discovered this podcast a few months ago. Now I listen to it everyday trying to soak all the information in! I recommend to all!
Yesterday, started with a light up school cart being rolled by my classroom as my students entered that had coffee, store brand mini muffins and a pitch from Equitable. Because of you guys I was able to help a new teacher realize it wasn’t in her best interest and back it with data. She’s canceling the meeting scheduled with them that she thought was endorsed by our school district. A sincere thank you from a two time teacher of the year recipient and single parent who loves helping kids with sp... more
Highly recommended! Great speakers interviewed, many are teachers. I have read some of the posts over the years and joined the Facebook page, but I continue enjoying and learning from the podcasts even though my husband and I are retired (both teachers). I highly recommend Dan and Scott to all teachers. I have a small 403b I rolled over to an IRA for ease of management but it is not necessary to do this. Have not needed to use it yet. Teachers, please don’t wait to start saving like we did. And,... more
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Experts discuss teacher retirement savings and investment options, focusing on 403(b), 457(b), and related fiduciary concerns. Episodes trend toward practical, data-driven guidance for educators navigating vendor options, plan fees, and healthcare in retirement, with guests ranging from educators to fiduciary advisors and fintech founders. The show is notable for its clear stance against high-fee plans and predatory sales tactics, while offering actionable tips and real-world anecdotes that help teachers optimize long-term financial outcomes. It likely appeals to educators, school staff, and financial professionals serving educators who want straightforward, no-nonsense retirement planning advice.
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These podcasts share a similar audience with Teach and Retire Rich:
1. Financially Independent Teachers
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3. ChooseFI
4. Sound Investing
5. Bogleheads On Investing Podcast
Teach and Retire Rich launched 20 years ago and published 395 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Teach and Retire Rich include:
1. Robert Spuru
2. Daniel Picard
3. Danny Kofke
4. Eric Hansen
5. Lucretia Ryan
6. Jeremy Schneider
7. Ken Ford
8. Bree Lee
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