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
Financial Industry
Participation Rates
Teacher Salaries
Financial Advisory Industry
Illinois
DIY Financial Planning
Equitable
Education
Politicians

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.

PublishesWeeklyEpisodes395Founded20 years ago
Number of ListenersCategories
EducationBusinessInvesting

Listen to this Podcast

Artwork for Teach and Retire Rich

Latest Episodes

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

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

People also subscribe to these shows.

Recent Guests

Robert Spuru
Third-year high school teacher teaching personal finance
Chico Unified / Chico High School
Episode: California Fin Lit Teacher (#417)
Daniel Picard
Director of Technology for the Fayette Central School Department
Fayette Central School Department
Episode: The Main Plan is a Maine 457(b) Plan (#415)
Danny Kofke
Director of Training and Outreach at Southern Education Retirement Consortium
Southern Education Retirement Consortium
Episode: How 403(b) Consortiums Serve Small and Medium-Size School Districts (#414)
Eric Hansen
Fiduciary Advisor for Southern Education Retirement Consortium
Southern Education Retirement Consortium
Episode: How 403(b) Consortiums Serve Small and Medium-Size School Districts (#414)
Lucretia Ryan
Founder of financialfreedomforwomen.org, focuses on helping women make informed financial and healthcare decisions
financialfreedomforwomen.org
Episode: What I Learned Trying to Leave an Employer-Sponsored Medicare Advantage Plan
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)

Hosts

Daniel Otter
Co-host of the podcast; educator and presenter focusing on retirement planning for teachers.
Scott Dauenhauer
Co-host of the podcast; Certified Financial Planner with focus on teacher retirement planning.

Reviews

4.7 out of 5 stars from 133 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.

Educators praise clear, actionable advice and honesty about 403(b)/457(b) options.
Listeners value defender stance against predatory sales tactics in education retirement.
Fans note the show helps simplify complex retirement topics for teachers and staff.

Top Education Podcasts

Makes Sense - with Dr. JC Doornick
Makes Sense - with Dr. JC DoornickDr. JC Doornick "The Dragon"
Becoming UnDone
Becoming UnDoneToby Brooks
The Bossticks
The BossticksLauryn Bosstick and Michael Bosstick / Dear Media

Talking Points

Recent interactions between the hosts and their guests.

California Fin Lit Teacher (#417)
Q: What drew you to teaching, and how did you end up teaching personal finance?
Robert explains his journey from various interests to math teaching, and describes how a credential program introduced personal finance and the opportunity to shape a required senior-year class led him to focus on teaching money skills.
The Main Plan is a Maine 457(b) Plan (#415)
Q: How did you feel when you came across this and it was just like so easy for you to do?
I was shocked. I mean, it's so wonderful that we have such little fees in this and that it was such an easy process to actually sign up for it.
The Main Plan is a Maine 457(b) Plan (#415)
Q: When did you start? What did you teach? What is your role now?
Daniel transitioned from aspiring computer scientist to teacher after mentoring kindergarten students, and now he works as a technology teacher and administrator.
How American Fidelity Exploits Section 125 Plans (#413)
Q: Do you have any advice for school districts?
School districts should review their programs, ask hard questions about costs, and aim for better options that do not require teachers to purchase products to receive pre-tax benefits.
How American Fidelity Exploits Section 125 Plans (#413)
Q: What should employees do?
Employees should meet with the representatives, politely decline additional product offers, and ensure their health insurance remains pre-tax.

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?

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.

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. The Long View
3. ChooseFI
4. Sound Investing
5. Bogleheads On Investing Podcast

How many episodes of Teach and Retire Rich are there?

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.

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. Robert Spuru
2. Daniel Picard
3. Danny Kofke
4. Eric Hansen
5. Lucretia Ryan
6. Jeremy Schneider
7. Ken Ford
8. Bree Lee

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