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Teach and Retire Rich Teach and Retire Rich Daniel Otter The DiscoverU Life Podcast The DiscoverU Life Podcast DiscoverU Life Lifetime Cash Flow Through Real Estate Investing Lifetime Cash Flow Through Real Estate Investing Rod Khleif BiggerPockets Real Estate Podcast BiggerPockets Real Estate Podcast BiggerPockets Horse Hippie’s Morning Mantras Horse Hippie’s Morning Mantras Horse Hippie The Dr. Phil Podcast The Dr. Phil Podcast Dr. Phil McGraw Money Guy Show Money Guy Show Brian Preston and Bo Hanson In Your Right Mind with Monique Rhodes In Your Right Mind with Monique Rhodes Monique Rhodes Click & Convert with Maria Sparagis Click & Convert with Maria Sparagis Maria Sparagis ห้องเรียน MRP ห้องเรียน MRP Master T. Motivation Daily by Motiversity Motivation Daily by Motiversity Motiversity Confusion to Clarity Confusion to Clarity Natalie Wickenden The Niche Is You The Niche Is You Matthew Gottesman Value Research Value Research Value Research Legacy Builders: Strategies for Building Successful Family Enterprises Legacy Builders: Strategies for Building Successful Family Enterprises Cory Gagnon Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Edward Coke, Jr, MSPM,PMP, CAPM, CSM, Agile Coach My Self Reliance Podcast My Self Reliance Podcast Shawn James TopMusic Piano Podcast TopMusic Piano Podcast Tim Topham Value Research Value Research Value Research The Studio Podcast with Blanca and Sandy The Studio Podcast with Blanca and Sandy Blanca and Sandy Your Daily Bread Your Daily Bread Biblical and World HIstory Subjects Beautiful Handwriting The Fun Way | Cursive, Print, Calligraphy, Teach Handwriting, Homeschool Curriculum, Fun Handwriting Practice, Digital Age, Outside Beautiful Handwriting The Fun Way | Cursive, Print, Calligraphy, Teach Handwriting, Homeschool Curriculum, Fun Handwriting Practice, Digital Age, Outside Joanna Kettle | Handwriting And Calligraphy Teacher CMMC Compliance Guide CMMC Compliance Guide CMMC Compliance Guide Our Voices, Our Future Our Voices, Our Future Meghan Etsey, Rhea Manohar, Meenu Immaneni, and Laura Uricoechea Dr. Chapa's OBGYN No Spin Podcast Dr. Chapa's OBGYN No Spin Podcast Hector Chapa MentalityWithEbuka MentalityWithEbuka Ebuka Obi-Uchendu To The Moon With The Luna's Podcast To The Moon With The Luna's Podcast Anthony Luna Disability Matters Disability Matters Phoenix FM El arte de agradecer El arte de agradecer Biguis Cabalá: Lecciones Diarias | mp4 #kab_spa Cabalá: Lecciones Diarias | mp4 #kab_spa Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp4 #kab_eng Kabbalah: Daily Lessons | mp4 #kab_eng Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Каббала: Ежедневные уроки | mp4 #kab_rus Каббала: Ежедневные уроки | mp4 #kab_rus Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" קבלה: שיעורים יומיים | mp4 #kab_heb קבלה: שיעורים יומיים | mp4 #kab_heb Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" N3~N1日本語!Haru no Nihongo N3~N1日本語!Haru no Nihongo Haruka That Will Nevr Work Podcast That Will Nevr Work Podcast Maurice D. Chism, Sr. | Entrepreneur & Business Strategist The Dillon England Show The Dillon England Show Dillon England Repair Shop Reckoning Repair Shop Reckoning Kevin Brown
Teach and Retire Rich

Education

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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