liberated syndication

Teach and Retire Rich - The podcast for teachers, professors and financial professionals

Teacher Dan Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

Episodes:

Type Released Title Description
06/18/2017 Episode #49: Music Teacher Escapes AXA An AXA 403(b) was not music to the ears of Elementary music teach...
05/01/2017 Episode #48: Consolidating Retirement Plans Scott helps Dan and his wife consolidate their many retireme...
04/09/2017 Episode #47: A Couple Gets Out of Debt Dan interviews a New Jersey teacher and his wife who are get...
03/28/2017 Episode #46: Professor Financial Literacy David Martin, Vice President, Client Analytics and Research, Fide...
03/13/2017 Episode #45: Fighting to Save the Fiduciary Rule Micah Hauptman is the financial services counsel at the Consumer ...
03/04/2017 Episode #44: New NY Times 403(b) Article We discuss the latest NY Times 403(b) article When Teachers Face...
02/19/2017 Episode #43: Two Educators Get Wise Christina and Matt, two New York educators who live in Connecticu...
01/28/2017 Episode #42: The Millionaire Educator's Big Life Move In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" descri...
12/18/2016 Episode #41: A 23-Year-Old Student Teacher Talks Savings Dan interviews 23-year-old soon to be teacher Melissa of Albuquer...
11/27/2016 Episode #40: Mellody Hobson of Ariel Investments Mellody Hobson, president of Ariel Investments, and one of the mo...
11/13/2016 Episode #39: Live at FinCon16 Scott interviews retired teacher and reform advocate Steve Schull...
10/27/2016 Episode #38: The New York Times Drops the Hammer on the Public 40... Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scot...
10/13/2016 Episode #37: From PhD to Life Our guest, Jennifer Polk, PhD, helps graduate students and P...
09/18/2016 Episode 36: Dina and Tony Isola of Ritholtz Wealth Management We interview planning couple Dina and teacher turned planner Tony...
08/31/2016 Episode 35: Ed Derman of CalSTRS We interview one of the unsung heroes of the 403(b) world: Ed Der...
08/11/2016 Episode 34: Higher Ed Retirement Plan Lawsuits We discuss recent class action lawsuits filed against Duke, M.I.T...
07/27/2016 Episode 33: 403(b) Church Plans We talk 403(b) Church Plans with Chicago area rabbi Evan Moffic o...
07/13/2016 Episode 32: How a 7th Grade Teacher Got a Better 403(b) Vendor Mark Eichenlaub, a 7th grade teacher in Illinois, discusses how h...
06/28/2016 Episode 31: Teaching and Saving in Higher Ed Inga Chira brings a unique perspective to the Higher Education ma...
06/12/2016 Episode 30: Students Discuss Financial Literacy In episode 29 high school social science teacher Dustin Voss...
06/01/2016 Episode 29: Teaching Financial Literacy in an Inner City Public S... Dustin Voss began teaching in 2007 in Chicago Public Schools. Aft...
05/25/2016 Episode 28: Moving to a Single Vendor Debby Karton of IPPFA Benefits helps employers move to a single v...
05/05/2016 Episode 27: Dan's Daughter Chooses a College Dan's daughter Lily discusses the process of choosing a college. ...
04/21/2016 Episode 26: NTSA NEA Non Sense; New Look for 403(b)wise Scott and Dan discuss how two groups — The NTSA and the NEA —...
04/07/2016 Episode 25: Loss Retired teacher Steve Schullo and host Dan Otter share what is wa...
03/24/2016 Episode 24: One Union That Does the 403(b) Right Too many unions fail teachers when it comes to the 403(b). But no...
03/09/2016 Episode 23: How Advisors Can Serve the K-12 Market Dan interviews the author of Wild West: Providing Fiduciary Advic...
02/25/2016 Episode 22: Working with an Advisor What do you need to know when working with an advisor?
02/11/2016 Episode 21: Good Annuity. Bad Annuity. Dan and Scott examine the annuity. We look at the good, the bad, ...
01/27/2016 Episode 20: The College Solution (pt. 2) Dan and Scott continue their talk with Lynn O'Shaughnessy of the ...


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