Rephonic
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
Vendor Competition
Teacher Salaries
Financial Industry
Participation Rates
Financial Advisory Industry
Illinois
DIY Financial Planning
Equitable
Politicians
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.

PublishesWeeklyEpisodes395Founded19 years ago
Number of ListenersCategories
InvestingEducationBusiness

Listen to this Podcast

Artwork for Teach and Retire Rich

Latest Episodes

Section 125 plans are a great way to save money for health care, dependent care, dental care and disability insurance on a pre-tax basis. American Fidelity, which sells high-cost 403(b) products, runs many of these plans for school districts. In many... more

Many teachers are offered a subsidized Medicare plan from their school district when they retire. They are told this is a great benefit that they have contributed to their whole career. Sounds great, right? Most don't realize that what they are being... more

YouTube

Jeremy Schneider, a founder of Nectarine, an innovative advice-only service that provides access to a fiduciary advisor on an hourly basis, explains what a "deadbox" is and why you might want one.

• Nectarine

• Personal Finance Club IG Account

... more

Ken Ford of Ford Wealth Management, who we first interviewed in 2015, shares why he is done with the K-12 403(b) market.

• Ford Wealth Management

• 2015 Pod with Ken

• The 7Twelve Portfolio

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

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

Recent Guests

Jeremy Schneider
Co-founder of Nectarine and creator of Personal Finance Club
Nectarine
Episode: What is a Deadbox and Should You Have One? (#411)
Ken Ford
Financial planner who previously specialized in the K-12 403(b) market.
Ford Wealth Management
Episode: This Advisor is Out on the K-12 403(b) Market (#410)
Bree Lee
Bay Area high school math teacher and founder of Ritual Finance
Ritual Finance
Episode: It's Becoming a Ritual (#403)
Barbara O'Neill, CFP, AFC
Owner, CEO of Money Talk, Financial Planning Seminars and Publications, and distinguished professor emeritus at Rutgers University
Money Talk
Episode: Flipping the Switch From 403(b) Saver to Post-Career Spender (#396)
Daniel Noles
Veteran teacher in Gaston County Schools, North Carolina, considering becoming a financial advisor.
Episode: He Makes His Young Kids Listen to Our Pod (#395)
Jeff Santoro
An educator and supervisor of Fine and Performing Arts.
West Windsor-Plainsboro Regional School District
Episode: Stocks and Music Unscripted (#394)
Jason Hall
A financial writer and analyst for The Motley Fool.
The Motley Fool
Episode: Stocks and Music Unscripted (#394)
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)

Hosts

Daniel Otter, Ph.D.
Co-host, educator, and advocate for teachers' financial literacy. Engages in discussions around pensions, retirement plans, and financial education for educators.
Scott Dauenhauer, CFP®
Co-host and Certified Financial Planner focused on retirement strategies for teachers. Shares insights on financial planning, investment strategies, and saving futures for educators.

Reviews

4.7 out of 5 stars from 132 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 States2 years 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 States3 years ago

Listeners Say

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

Many reviews express gratitude towards the hosts for advocating for educators and elucidating complex topics in an understandable manner.
The podcast is praised for its engaging style, often noted for its blend of humor and knowledge, making the financial discussions more accessible.
Listeners frequently recommend the podcast to peers, highlighting its role in helping them become more financially literate and better prepared for retirement.
Listeners describe the content as invaluable, emphasizing the educational quality and relevance of financial advice tailored for teachers.

Top Education Podcasts

Talking Points

Recent interactions between the hosts and their guests.

What I Learned Trying to Leave an Employer-Sponsored Medicare Advantage Plan
Q: What Medicare options did your employer offer you? How was it explained to you and how was it subsidized?
Harriet describes her option of one Medicare Advantage group plan where either she could pay nothing for the premium with a high out-of-pocket max or pay $135 a month for a lower out-of-pocket max. She learned that Medicare Advantage plans are heavily subsidized by the government.
This Advisor is Out on the K-12 403(b) Market (#410)
Q: What prompted your decision to pivot away from the K-12 403B market?
Ken reflected on his approach and realized he wanted to serve a smaller, more engaged clientele, moving away from a model that didn't align with his values.
This Advisor is Out on the K-12 403(b) Market (#410)
Q: How did you market yourself?
Ken utilized product reviews and educational content to attract clients, focusing on being informative rather than soliciting directly.
This Advisor is Out on the K-12 403(b) Market (#410)
Q: What attracted you to the public K-12 403B market?
Ken was drawn by the niche market's complexity and a desire to help educators navigate between the various vendor options.
Nectarine Has Gotten Even Sweeter (#409)
Q: What services does Nectarine offer?
Nectarine provides an hourly service for financial advice, a detailed financial planning service, and ongoing advisor support similar to having a dedicated financial advisor.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Teach and Retire Rich

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

Content is centered around financial literacy and retirement planning specifically designed for educators and public service employees. Episodes commonly address important topics such as 403(b) plans, pension strategies, and the ever-evolving landscape of retirement legislation affecting teachers. The hosts engage with experts from various financial and educational backgrounds to discuss actionable insights, making complex information accessible and relevant. Noteworthy aspects include a focus on advocacy for better retirement options for educators, helping listeners navigate potentially predatory financial products, and discussions on recent developments in the financial landscape that may impact their retirement savings. Listeners can exp... more

Where can I find podcast stats for Teach and Retire Rich?

Rephonic provides a wide range of podcast stats for Teach and Retire Rich. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Teach and Retire Rich and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Teach and Retire Rich get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Teach and Retire Rich, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Teach and Retire Rich?

Rephonic provides comprehensive predictive audience data for Teach and Retire Rich, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Teach and Retire Rich have?

To see how many followers or subscribers Teach and Retire Rich has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
3. Bogleheads On Investing Podcast
4. ChooseFI
5. Money Guy Show

How many episodes of Teach and Retire Rich are there?

Teach and Retire Rich launched 19 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.

How do I contact Teach and Retire Rich?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Teach and Retire Rich?

Rephonic pulls ratings and reviews for Teach and Retire Rich from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Teach and Retire Rich?

Rephonic provides full transcripts for episodes of Teach and Retire Rich. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Teach and Retire Rich?

Recent guests on Teach and Retire Rich include:

1. Jeremy Schneider
2. Ken Ford
3. Bree Lee
4. Barbara O'Neill, CFP, AFC
5. Daniel Noles
6. Jeff Santoro
7. Jason Hall
8. David Gurley

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days