Teach and Retire Rich Podcast Por Daniel Otter arte de portada

Teach and Retire Rich

Teach and Retire Rich

De: Daniel Otter
Escúchala gratis

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.Copyright 2015-2023 Teach and Retire Rich. All rights reserved. Economía Finanzas Personales
Episodios
  • Corebridge + Equitable (#421)

    Corebridge + Equitable (#421)
    Apr 10 2026

    Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger.

    • Three ways the Corebridge/Equitable merger could shake up the annuity market
    • Learned by Being Burned (short pod series about K-12 403(b) issues)
    • 403bwise.org
    • Meridian Wealth Management

    Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
    Más Menos
    29 m
  • High Gas Prices Don't Bother These Guys (#420)

    High Gas Prices Don't Bother These Guys (#420)
    Apr 3 2026

    403(b) super advocates Steve Schullo, Karl Fisch, and Scott Dauenhauer have been driving electric vehicles for years. They share their experiences and offer tips for those considering EVs.

    • Karl's EV data
    • Join Us on April 5, 2026 for a Special Announcement. Info here
    • Learned by Being Burned (short pod series about K-12 403(b) issues)
    • 403bwise.org
    • Meridian Wealth Management

    Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
    Más Menos
    1 h y 19 m
  • 403(b)/457(b) Basics: Exchanges & Transfers

    403(b)/457(b) Basics: Exchanges & Transfers
    Mar 27 2026

    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

    1. Determine compliance administrator
    2. Determine if exchanges/transfers are permitted (almost always are)
    3. Determine what new vendors are available (see 403bwise rating system)
    4. Contact current vendor and ask for paperwork for an "exchange-out" "or "transfer out"
    5. Open account with new vendor
    6. Ask new vendor if exchange/transfer paperwork is needed
    7. Check if compliance administrator requires paperwork
    8. Follow all instructions carefully. Exited vendor often unhelpful. Stay on top of process.
    • Support for exchange/transfer process: The 403bwise Facebook Group
    • Join Us on April 5, 2026 for a Special Announcement. Info here
    • Learned by Being Burned (short pod series about K-12 403(b) issues)
    • 403bwise.org
    • Meridian Wealth Management

    Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
    Más Menos
    46 m
Todas las estrellas
Más relevante
Dan and Scott do a great job of educating teachers on their retirement options. They do an especially good job of letting us know what to stay away from and what to watch out for to not be taken advantage of.

Great for Teachers and other School Employees

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.