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Teach and Retire Rich: Daily Summaries Delivered
by Daniel Otter
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- 4 days ago40 min
The Advice Only Network (#426)
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 pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
- 1 weeks ago38 min
California Tries to Ban Sales Agents from Campuses (#425)
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 series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
- 2 weeks ago33 min
Taking Questions a.k.a. Scott vs AI (#424)
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 Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
- 3 weeks ago49 min
Farms, Futures and Fin Lit (#423)
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 DeLong 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
- Apr 17, 202632 min
Introducing 457bwiser (#422)
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 discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
- Apr 10, 202629 min
Corebridge + Equitable (#421)
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 (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
- Apr 3, 20261h 18m
High Gas Prices Don't Bother These Guys (#420)
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 April 5, 2026 for a Special Announcement. Info here Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
- Mar 27, 202645 min
403(b)/457(b) Basics: Exchanges & Transfers
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 to another Determine compliance administrator Determine if exchanges/transfers are permitted (almost always are) Determine what new vendors are available (see 403bwise rating system) Contact current vendor and ask for paperwork for an "exchange-out" "or "transfer out" Open account with new vendor Ask new vendor if exchange/transfer paperwork is needed Check if compliance administrator requires paperwork Follow all instructions carefully. Exited vendor often unhelpful. Stay on top of process. Support for exchange/transfer process: The 403bwise Facebook Group Join Us on April 5, 2026 for a Special Announcement. Info here Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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About Teach and Retire Rich
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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