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Artwork for Teach and Retire Rich

Teach and Retire Rich

Daniel Otter
Financial Planning
403(b)
Teacher Retirement Savings
Retirement Planning
403b
Teacher Retirement
NTSA
403(b) Reform
457 Plan
Pensions
Participation Rates
Teacher Salaries
Financial Industry
Vendor Competition
Illinois
Financial Advisory Industry
DIY Financial Planning
Equitable
Pension Plan
Dupage County

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.

PublishesWeeklyEpisodes300Founded19 years ago
Number of ListenersCategories
BusinessInvestingEducation

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Artwork for Teach and Retire Rich

Latest Episodes

Our guest, Danny Kofke, is a jack-of-many-trades: elementary school teacher for 18 years, author of 6 books including Where to Spend. Where to Save. A Teachers Guide to Managing Your Finances, and Director of Training and Outreach for the Southern Ed... more

Student loan guru and former teacher, David Gurley, who we have dubbed the "Loan Ranger," returns to update us on the ever-changing world of student loans. 

• K-12 Planning

studentaid.gov

• Student Loan Planner

• Student loan repayment plans... more

YouTube

The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing. 

• It's So Simple

• Substack: Basis Pointing

• Learned by Being Burned (short pod series about K... more

The One Big Beautiful Bill Act (OBBBA) has a lot of pieces, some of which affect educators. Barbara O'Neill gives us the 411 on this legislation. 

• An OBBBA Summary for 403(b) Plan Participants

• Learned by Being Burned (short pod series about ... more

Key Facts

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Recent Guests

David Gurley
Student loan planner and financial advisor focused on educators
K-12 Planning
Episode: Current State of Student Loans? More Chaos (#391)
Jeffrey Ptak
Managing Director at Morningstar Research Services, CFA
Morningstar
Episode: Morningstar’s Jeff Ptak (#390)
Dick Shafer
Former TIAA-CREF regional manager and leader in the California K-12 reform effort
TIAA-CREF
Episode: Look Back at Legislative Fight to Fix the California K-12 403(b) (#384)
Jeff York
Former California Public School Custodian who retired in 2021 at age 55.
Episode: The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)
Barbara Healy
Veteran 403B and 457B consultant with 30 years of experience
Episode: She Had the K-12 403(b) Solution 25 Years Ago (#379)
Sandy Keaton
Former audiologist and advocate for financial literacy among teachers.
Los Angeles Unified School District
Episode: 457(b) Heaven (#376)
Steve Shulow
Former elementary school educator and known as the godfather of 403B reform.
Los Angeles Unified School District
Episode: 457(b) Heaven (#376)
Mary Ann
Retired Los Angeles Unified School District teacher, principal, and district administrator turned Certified Financial Planner
395 Financial Planning
Episode: Retired Educator Turned Fiduciary Advisor (#372)
Nicole Dubhill
First-year speech-language pathologist
Episode: Father & Daughter Educators: Partners in 403(b) Advocacy (#369)

Hosts

Daniel Otter
Host discussing teacher retirement issues, educator, and Certified Financial Planner.
Scott Dauenhauer
Co-host and Certified Financial Planner focused on financial literacy and retirement for teachers.

Reviews

4.7 out of 5 stars from 127 ratings
  • bWise

    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!!!

    Apple Podcasts
    5
    Teachstars
    United Statesa year ago
  • Super helpful

    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!

    Apple Podcasts
    5
    hdhxgxhhd
    United States2 years ago
  • Daily listener

    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!

    Apple Podcasts
    5
    FL teacher educator
    United States2 years ago
  • You are changing lives

    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

    Apple Podcasts
    5
    .Always.learnig.
    United States2 years ago
  • Teach and Retire Rich

    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

    Apple Podcasts
    5
    RetTchr2019
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The hosts provide invaluable insights into retirement planning specifically for teachers, advocating for better choices and transparency in financial matters.
The podcast is noted as essential listening for educators seeking to navigate their 403(b) options effectively.
Excellent work teaching personal finance through both podcasts and informative articles, highly recommended for educators.
Listeners praise the engaging and approachable style of the hosts, who combine humor with valuable information on saving and investing for retirement.

Talking Points

Recent interactions between the hosts and their guests.

Teacher-Author Focused on Improving Educator Financial Outcomes (#392)
Q: Why did you feel it was important to write a teacher-specific guide to personal finance?
Danny wanted to share life experiences and lessons, especially relevant for younger teachers starting their financial journeys, emphasizing the importance of sound financial moves early in their careers.
Teacher-Author Focused on Improving Educator Financial Outcomes (#392)
Q: What was it like living and teaching in Poland?
Danny describes his experience as amazing, highlighting the difference in consumerism compared to America and how it solidified his values around relationships and experiences over material possessions.
Current State of Student Loans? More Chaos (#391)
Q: Why can't the government preemptively reach out to borrowers to inform them about their eligibility?
It likely has to do with the complicated nature of the system and the way rules are set up.
Current State of Student Loans? More Chaos (#391)
Q: What do you recommend someone do if they think they might qualify for forgiveness?
Get every single month of employment certified and submitted to the Department of Education via the PSLF application.
Morningstar’s Jeff Ptak (#390)
Q: What are the trends you see in investing and saving for retirement?
There's a significant shift away from active to passive investing, with a focus on lowering costs and increasing automation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Teach and Retire Rich

What is Teach and Retire Rich about and what kind of topics does it cover?

Focused on the financial well-being of educators, the content emphasizes saving for retirement, particularly through unique plans such as 403(b) and 457(b) retirement plans. Engaging discussions cover a range of topics, including market volatility, financial planning strategies, and the importance of financial education tailored for teachers. Notably, the hosts blend humor and personal anecdotes with informative insights, making the subject matter accessible and relatable for listeners who may find the world of finance intimidating. The podcast also aims to empower educators by advocating for transparency in financial products and providing practical advice for retirement planning.

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Which podcasts are similar to Teach and Retire Rich?

These podcasts share a similar audience with Teach and Retire Rich:

1. Financially Independent Teachers
2. Catching Up to FI
3. ChooseFI
4. Stay Wealthy Retirement Podcast
5. BiggerPockets Money Podcast

How many episodes of Teach and Retire Rich are there?

Teach and Retire Rich launched 19 years ago and published 300 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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What guests have appeared on Teach and Retire Rich?

Recent guests on Teach and Retire Rich include:

1. David Gurley
2. Jeffrey Ptak
3. Dick Shafer
4. Jeff York
5. Barbara Healy
6. Sandy Keaton
7. Steve Shulow
8. Mary Ann

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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