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Teach and Retire Rich Teach and Retire Rich Daniel Otter Rethink - Reset coaching Rethink - Reset coaching Clint Powell 人性的弱点-解读分享 人性的弱点-解读分享 终身都要成长 Emprendeduros Emprendeduros Emprendeduros Contracting Officer Podcast 2.0 (samples) Contracting Officer Podcast 2.0 (samples) Kevin Jans, Paul Schauer, Contracting Officer, government Contracting, proposal management, proposal writing, targeting, contract administration, contract management, subcontracting Der immocation Podcast | Lerne Immobilien Der immocation Podcast | Lerne Immobilien immocation TubeTalk: Your YouTube How-To Guide TubeTalk: Your YouTube How-To Guide vidIQ 安田佳生のブレインスイッチ 安田佳生のブレインスイッチ 株式会社安田佳生事務所 Telluride Local News Telluride Local News Local News Network Telluride Don Chisciotte Don Chisciotte DigitalMDE Mindset Matters w/ Jimmy Everetts Mindset Matters w/ Jimmy Everetts Jimmy Everetts The Sod Pod The Sod Pod Grassland Agro Success Secrets and Stories Success Secrets and Stories Host and author, John Wandolowski and Co-Host Greg Powell The Robin Seyr Podcast The Robin Seyr Podcast Robin Seyr Sharp Strategies Sweet Success Sharp Strategies Sweet Success Tifiny Swedensky The MuscleCar Place The MuscleCar Place Robert Kibbe Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte Podcast de Juan Ramón Rallo Podcast de Juan Ramón Rallo Juan Ramón Rallo Rob Black Show Rob Black Show Rob Black GREY Journal Daily News Podcast GREY Journal Daily News Podcast GREY Journal Capital, la Bolsa y la Vida Capital, la Bolsa y la Vida Capital Radio Getting Down to Business Getting Down to Business Getting Down to Business Tokenized Tokenized Fintech Brainfood & Dux Media The Cambridge Marketing Podcast The Cambridge Marketing Podcast LightBlueMedia The BarberShop with Shantanu The BarberShop with Shantanu The BarberShop with Shantanu The Josh Bersin Company The Josh Bersin Company Josh Bersin RSG Geldsake met Moneyweb RSG Geldsake met Moneyweb Moneyweb Radio The ExecMBA Podcast The ExecMBA Podcast UVA Darden School of Business ITM Trading Podcast ITM Trading Podcast The Daniela Cambone Show and Taylor Made Economics Economia Falada Economia Falada Ricardo Amorim AI-Driven Marketer: Master Practical AI Marketing Skills AI-Driven Marketer: Master Practical AI Marketing Skills Dan Sanchez Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Christopher H. Loo, MD-PhD We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) Favour Obasi-ike: Pinterest Marketing Expert and Technical SEO Genius Storage Unlocked Storage Unlocked Thaddeus Campbell The Bitcoin Treasuries Podcast with Tim Kotzman The Bitcoin Treasuries Podcast with Tim Kotzman Timothy Kotzman Outspoken Beauty Outspoken Beauty Nicola Bonn Pure Hustle Podcast Pure Hustle Podcast Pure Hustle Podcast
Teach and Retire Rich

Business

Teach and Retire Rich

Daniel Otter

Baltimore City Public Schools Goes Single 403(b)/457(b) Vendor

July 03, 2026 4:00am 42 min

Teacher and Baltimore Teachers Union member Nathan Ferrell walks us through how the stakeholders got it done. He also offers tips on how your district can do the same. Baltimore City Public School's Green-rated 403(b)/...

Solicitation But Not That Kind of Solicitation

June 26, 2026 4:00am 14 min

Dan and Scott share a model anti solicitation policy that school districts could use to ban sales agents from campuses. Downloadable Model Anti Sales Agent Solicitation Policy Podcast: California Tries to Ban 403(b) S...

Saving for Retirement Makes a Western New York Teacher Want to Shout! (#431)

June 19, 2026 4:00am 52 min

High school science teacher and Buffalo Bills fan helps his colleagues get wise to saving for retirement.  457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth M...

Chris Nye Makes Big Career Move

June 12, 2026 4:00am 39 min

New Jersey high school business and personal finance teacher and super 403(b)/457(b) advocate, Chris Nye, moves from high school to elementary school. 457bwiser.org Learned by Being Burned (short pod series about K-12 4...

Your Questions. Scott's Answers. June 2026.

June 05, 2026 4:00am 24 min

Scott is back at it answering your questions which include: Withdrawing money from a Roth 403(b) Keep money in 403(b) at retirement or rollover, and if so to which company? Is the Equitable EQUI-VEST Strategies Series 9...

CITs for Thee But Not For Me?

May 29, 2026 4:00am 35 min

Dan and Scott discuss the American Center for Law and Justice (ACLJ) letter to the SEC regarding collective investment trusts (CITs) in 403(b) plans. They also discuss Vanguard's position.  Advice Only Network 457bwiser...

10 Summer Financial Moves

May 22, 2026 4:00am 1:07

Bay area high school history teacher and financial educator, Matt Raleigh, is back to talk about an upcoming fin lit for teachers webinar that his union is sponsoring. San Ramon Valley Unified 403(b)/457(b) Vendor List...

The Advice Only Network

May 15, 2026 4:00am 40 min

CEO Eric Simonson discusses the Advice-Only Network, a service that provides access to advice-only fiduciary financial planners from around the country. Advice Only Network 457bwiser.org Learned by Being Burned (short p...

California Tries to Ban Sales Agents from Campuses

May 08, 2026 4:00am 38 min

We discuss the proposed bill, and speak with a teacher who advocated for its passage. Chico Unified School District 403(b)/457(b) Vendor List AB2197 AB2197 Analysis 457bwiser.org Learned by Being Burned (short pod ser...

Taking Questions a.k.a. Scott vs AI

May 01, 2026 4:00am 33 min

Scott answers four saving for retirement questions commonly asked in the 403bwise & 457bwiser Facebook Group. We check his answers with AI. Let's just say we wouldn't trust the robots yet.  457bwiser.org Learned by Bein...

Farms, Futures and Fin Lit

April 24, 2026 4:00am 49 min

University of Tennessee Agricultural and Resource Economics professor Karen DeLong talks growing up on a farm, getting financially wise, and sharing her knowledge with students and university athletes. Professor Karen D...

Introducing 457bwiser

April 17, 2026 4:00am 32 min

Scott and Dan share their new resource and the reasoning behind it.  457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discus...

Corebridge + Equitable

April 10, 2026 4:00am 29 min

Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants.   Three ways the Corebridge/Equitable merger could shake up the annuity market Learned by Being Burned (...

High Gas Prices Don't Bother These Guys

April 03, 2026 4:00am 1:18

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 Ap...

403(b)/457(b) Basics: Exchanges & Transfers

March 27, 2026 4:00am 45 min

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 ...

401 "Ayyyy"

March 20, 2026 4:00am 25 min

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 ...

California Fin Lit Teacher

March 13, 2026 12:59pm 51 min

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(...

Doh! ASBO

March 06, 2026 4:00am 29 min

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 ...

The Main Plan is a Maine 457(b) Plan

February 27, 2026 4:00am 23 min

Technology teacher Daniel Picard describes how his small district explored starting a 403(b) but found the state-run MaineStart 457(b) a far superior choice.  MaineStart 457(b) 403bwise MaineStart Grade Learned by Being...

How 403(b) Consortiums Serve Small and Medium-Size School Districts

February 20, 2026 4:00am 50 min

Former teacher Danny Kofke and fiduciary Eric Hansen are principals in the Southern Education Retirement Consortium, an investment collective that serves the K-12 market. They discuss the consortium model which allows sm...

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