
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.
| Publishes | Weekly | Episodes | 395 | Founded | 19 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationBusiness | |||

Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term.
• April 2025 Admin Fee Increase
• Et tu, Vanguard pod?
• Learned by Being Burned (short pod s... more
Bay area math teacher and Instagrammer Bree Lee talks teaching and running her popular financial Instagram account Ritual Finance.
• Ritual Finance
• Instagram Bio
• 2023 Interview
• Free Retirement Guide
• Money Guide for CalSTRS Members more
The market is largely being driven by a handful of Artificial Intelligence-focused companies. Is it time to diversify?
• Should You Buy at All-Time Highs?
• Global Diversification Is Still Working
• University of Missouri Risk Tolerance Assess... more
Age-50 contributions are changing in 2026. Here's what you need to know.
• Treasury, IRS Issue Final Regulations on New Roth Catch-Up Rule
• Catch-Up Contributions for Higher Earners in 457(b) Plans: What You Need to Know (Kiplingers)
• Learn... more
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Excellent work teaching personal finance through both podcasts and informative articles (bWise alerts) emails. I enjoy listening and learning. I can't than you enough!!!
I couldn't be more happy to have found this podcast! These guys are so helpful and they have a heart for educators. Share with your staff!
At a Florida Teacher I discovered this podcast a few months ago. Now I listen to it everyday trying to soak all the information in! I recommend to all!
Yesterday, started with a light up school cart being rolled by my classroom as my students entered that had coffee, store brand mini muffins and a pitch from Equitable. Because of you guys I was able to help a new teacher realize it wasn’t in her best interest and back it with data. She’s canceling the meeting scheduled with them that she thought was endorsed by our school district. A sincere thank you from a two time teacher of the year recipient and single parent who loves helping kids with sp... more
Highly recommended! Great speakers interviewed, many are teachers. I have read some of the posts over the years and joined the Facebook page, but I continue enjoying and learning from the podcasts even though my husband and I are retired (both teachers). I highly recommend Dan and Scott to all teachers. I have a small 403b I rolled over to an IRA for ease of management but it is not necessary to do this. Have not needed to use it yet. Teachers, please don’t wait to start saving like we did. And,... more
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Content focuses primarily on financial literacy and retirement planning tailored specifically for educators, addressing the unique challenges and opportunities they face in managing pensions and retirement accounts such as 403(b) and 457(b) plans. The hosts engage in conversational discussions with experts and guests, fostering an accessible and relatable atmosphere aimed at demystifying complex financial topics and empowering educators with practical knowledge to enhance their financial situations. Noteworthy elements include personal anecdotes and strategies that resonate particularly with educators, making the information relevant to their specific professional and personal situations.
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These podcasts share a similar audience with Teach and Retire Rich:
1. Financially Independent Teachers
2. Personal Finance for Long-Term Investors - The Best Interest
3. Bogleheads On Investing Podcast
4. Catching Up to FI
5. ChooseFI
Teach and Retire Rich launched 19 years ago and published 395 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Teach and Retire Rich include:
1. Bree Lee
2. Barbara O'Neill, CFP, AFC
3. Daniel Noles
4. Jeff Santoro
5. Jason Hall
6. David Gurley
7. Jeffrey Ptak
8. Dick Shafer
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