『Teach and Retire Rich』のカバーアート

Teach and Retire Rich

Teach and Retire Rich

著者： Daniel Otter
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概要
 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.Copyright 2015-2023 Teach and Retire Rich. All rights reserved. 個人ファイナンス 経済学
エピソード
  • Private School 403(b) Goes From Annuities to Fidelity Index Funds (#446)

    Private School 403(b) Goes From Annuities to Fidelity Index Funds (#446)
    2026/10/02

    Lucretia Ryan of Financial Freedom for Women details how she helped a private school improve its 403(b) plan.

    • Video of Pod
    • Financial Freedom for Women
    • Contact Lucretia
    • Next Gen Personal Finance
    • 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®).
    続きを読む 一部表示
    47 分
  • Social Security Questions Women Ask the Most (#447)

    Social Security Questions Women Ask the Most (#447)
    2026/10/09

    This is a recording of a live September 22, 2026 403bwise Event hosted by Lucretia Ryan of Financial Freedom for Women.

    • Video of Pod
    • Financial Freedom for Women
    • Contact Lucretia
    • 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®).
    続きを読む 一部表示
    51 分
  • Breaking Up Is Hard to Do. But It Can Pay Off. (#448)

    Breaking Up Is Hard to Do. But It Can Pay Off. (#448)
    2026/10/16

    Scott walks through the myriad of hoops and the substantial savings that can be achieved when exiting a high-cost 403(b) plan

    • Breaking Up Is Hard To Do (article)
    • How To Get Out of a Bad 403(b)
    • How To Get Out of Equitable/AXA
    • 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®).
    続きを読む 一部表示
    37 分
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