Podcast Index

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Teach and Retire Rich Teach and Retire Rich Daniel Otter Bedtime Stories for Kids|Good Night Tales|Stories of New Beginnings Bedtime Stories for Kids|Good Night Tales|Stories of New Beginnings BabyBus Daily Motivations Daily Motivations Daily Motivations St. Dominic's Weekly St. Dominic's Weekly St Dominic's Catholic Church in San Francisco, CA The Dangerous History Podcast The Dangerous History Podcast CJ Daily Bread for Kids Daily Bread for Kids Ariel Media, Busy Moms Real Talk With RoseBudd Real Talk With RoseBudd John Dickson הרב יורם אברג'ל ובנו ממשיך דרכו החיד"א הרב יורם אברג'ל ובנו ממשיך דרכו החיד"א הרב יורם אברג'ל S2 Underground S2 Underground S2 Actual Parents: Is Your Teen College Ready? Parents: Is Your Teen College Ready? Shellee Howard 1715 Treasure Coast Financial Wellness with Thomas Davies 1715 Treasure Coast Financial Wellness with Thomas Davies Davies Wealth Management Fairground Sounds Fairground Sounds Mechanical Music Radio The Bread of Life The Bread of Life Joel Van Hoogen Unwritten with Steph Unwritten with Steph Stephanie Shanks In the Groove with Todd and Jackie In the Groove with Todd and Jackie Todd Alan Cudaback & Jackie Bailey The Profitable Horse Business Podcast The Profitable Horse Business Podcast Audrey McLaughlin レアジョブ英会話 Daily News Article Podcast レアジョブ英会話 Daily News Article Podcast RareJob National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery The Dankof Report with Mark Dankof The Dankof Report with Mark Dankof The Dankof Report with Mark Dankof SELF LOVE Podcast With Raymond Cole SELF LOVE Podcast With Raymond Cole LC GRAYS Everyday Everyday Kellen De Vos Sadhguru Français Sadhguru Français Sadhguru Français The Transcendent Farmer The Transcendent Farmer Emily Reno AI Security Ops AI Security Ops Black Hills Information Security Gente que hace Cine Gente que hace Cine GENTE QUE (Productora) Podcast Benomtad Podcast Benomtad Ben Lundy Naturalnie o ogrodach Naturalnie o ogrodach Katarzyna Bellingham i Jacek Naliwajek B2B Podcasting Insights - business strategy podcast for founders and brands B2B Podcasting Insights - business strategy podcast for founders and brands Podknows Podcasting - B2B Podcasting Experts Alcohol-Free Lifestyle Alcohol-Free Lifestyle James Swanwick COMPUTERWISSEN - Software - Hardware  - Handy und mehr.... COMPUTERWISSEN - Software - Hardware - Handy und mehr.... Computerwissen.de Medieval Death Trip Medieval Death Trip Medieval Death Trip The Daily Horoscope The Daily Horoscope The Daily Horoscope Straight Bible Straight Bible TopLobsta Productions El Horóscopo Diario El Horóscopo Diario El Horóscopo Diario A Reading Life, A Writing Life, with Sally Bayley A Reading Life, A Writing Life, with Sally Bayley Sally Bayley, Andrew Smith Modern Day Sniper Podcast Modern Day Sniper Podcast Caylen Wojcik
Teach and Retire Rich

Educación

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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