Podcast Index

Podcasts

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Teach and Retire Rich Teach and Retire Rich Daniel Otter Organize 365 Podcast Organize 365 Podcast Lisa Woodruff The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network The College Investor Audio Show The College Investor Audio Show The College Investor The Kara Goldin Show The Kara Goldin Show Kara Goldin Farm Small Farm Smart Daily Farm Small Farm Smart Daily The Modern Grower Podcast Network Transform your Mind Transform your Mind Myrna Young | Life Coach | Trauma Recovery Expert AHLA's Speaking of Health Law AHLA's Speaking of Health Law American Health Law Association Hot Young Designers Club | Interior Design Business Podcast Hot Young Designers Club | Interior Design Business Podcast Hot Young Designers Club Impact Pricing Impact Pricing Mark Stiving, Ph.D. School Librarians United with Amy Hermon School Librarians United with Amy Hermon Amy Hermon Tu Dosis Diaria de Esperanza - New Hope en Español Tu Dosis Diaria de Esperanza - New Hope en Español Pastores Roberto y Yamiley Firearms Radio Network (All Shows) Firearms Radio Network (All Shows) Firearms Radio Network The Ramsey Show The Ramsey Show Ramsey Network She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach Dr. Derek Suite - The SuiteSpot Dr. Derek Suite - The SuiteSpot Derek H. Suite, M.D. TCN Talks TCN Talks Chris Comeaux Living Lucky® Podcast with Jason and Jana Banana Living Lucky® Podcast with Jason and Jana Banana Jana and Jason Shelfer Listening Time: English Practice Listening Time: English Practice Sonoro | Conner Pe The Ultimate Intimacy Podcast The Ultimate Intimacy Podcast Nick and Amy with The Ultimate Intimacy App For You From Eve For You From Eve For You From Eve Talking Pools Podcast Talking Pools Podcast Rudy Stankowitz Living The Next Chapter: Candid Conversations with Authors and Writers for Readers Searching for a New Read Living The Next Chapter: Candid Conversations with Authors and Writers for Readers Searching for a New Read Dave Campbell, A Moment of Hope A Moment of Hope David and Marilynn Chadwick with Jenn Houston Commodity Culture Commodity Culture Jesse Day The Golf Coach with Toby McGeachie The Golf Coach with Toby McGeachie Toby McGeachie Jon Solo's Messed Up Origins™ Podcast Jon Solo's Messed Up Origins™ Podcast Jon Solo MY Devotional: Daily Biblical Encouragement & Prayer from Leading The Way MY Devotional: Daily Biblical Encouragement & Prayer from Leading The Way Dr. Michael Youssef Moving Home with Charlie Moving Home with Charlie Charlie Lamdin A Moment of Hope A Moment of Hope David and Marilynn Chadwick with Jenn Houston Green voice Green voice Kashif In the REAL In the REAL Dean'na Wantz, Marsha Garrett, and Heather O'Brien The Lion Week in Review The Lion Week in Review The Herzog Foundation The Rebuilt Man The Rebuilt Man Coach Frank Rich Family Trivia With Dad & Lad Family Trivia With Dad & Lad Northern Roots Media LLC Courtroom Confidential Courtroom Confidential Joshua Ritter 坂の上のラジオ 坂の上のラジオ エフナン南海放送
Teach and Retire Rich

Éducation

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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