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 | 300 | Founded | 19 years ago |
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Number of Listeners | Categories | BusinessInvestingEducation |
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
• Student Loan Planner
• Student loan repayment plans... more
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
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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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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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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
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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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
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