HeyJaredTeach 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.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 4, 2026
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- Earliest in this view
- Jul 10, 2026
Latest episodes
403bwise Resources (#442) (opens the original)
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We walk through all the free resources 403bwise offers. This episode may best be experienced through the video link. Video of Podcast 403bwise.org 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 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®).
(End of) August Facebook Group Questions (#441) (opens the original)
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Scott tackles questions on: withdrawing money from a 403(b) plan at age 59 1/2; quality of Lincoln National Life Group and Plan Member Services 403(b) offerings; time it takes for a 403(b) rollover to Vanguard IRA; the Ohio Deferred Comp 457(b) plan; best choice for Vanguard settlement fund. Video of Podcast 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 i
Catching Up to Financial Independence (#440) (opens the original)
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We speak with two late-start savers who are now either retired or soon to be retired. One never made more than $100,000 a year and one is an emergency room doctor. Catching Up to FI F.I.R.E. for Dummies 403bwise/457bwiser Facebook Group 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
Lincoln Investment Closing Low-Cost Option (#439) (opens the original)
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Lincoln Investment's RetirementSolutions Participant Directed Account has long been the only low-cost 403(b) option for teachers, especially in New Jersey. All of that is going away. Pittsburgh teacher Adam Holy, who fought to get the Participant Directed Account available years ago, discusses what loss of this option will mean in his district. Scott offers some fixes for districts losing this low-cost option. Pittsburgh Teacher Gets Low Cost Option (pod with Adam) When Bad Vendors Offer Good Ch
Did a National Life Group Sales Agent Forge a Teacher's Signature? (#438) (opens the original)
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A Riverside, California teacher was interested in learning about a 403(b). He met with a NLG sales agent via Zoom. Suddenly forms were filled out and electronically signed. Video of episode Riverside Unified School District 403(b) Vendor List 403bwise/457bwiser Facebook Group 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 o
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