Podcast Index

Podcasts

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Teach and Retire Rich Teach and Retire Rich Daniel Otter Alex Becker Channel Alex Becker Channel Alex Becker Channel The Kings Code Podcast The Kings Code Podcast Tate Wallet Wisdom Wallet Wisdom Lake Michigan Credit Union Lead Time Lead Time Unite Leadership Collective Buzzcast Buzzcast Buzzsprout Real Estate News: Real Estate Investing Podcast Real Estate News: Real Estate Investing Podcast Kathy Fettke / RealWealth Self-Publishing with ALLi Self-Publishing with ALLi Alliance of Independent Authors The Daily Mastery Podcast by Robin Sharma The Daily Mastery Podcast by Robin Sharma Robin Sharma Coder Radio Coder Radio The Mad Botter The GaryVee Audio Experience The GaryVee Audio Experience Gary Vaynerchuk 商周Bar 商周Bar 商業周刊 The Pilot Money Guys The Pilot Money Guys Leading Edge Financial Planning 知行小酒馆|关注投资理财,更关注怎样更好地生活 知行小酒馆|关注投资理财,更关注怎样更好地生活 有知有行 4biddenknowledge Podcast 4biddenknowledge Podcast Billy Carson 4biddenknowledge FELIX PREHN DAILY MARKET NEWS By Goat Academy FELIX PREHN DAILY MARKET NEWS By Goat Academy Felix Prehn TVBS財經 TVBS財經 TVBS Books & The Biz Books & The Biz Dan Paulson and Richard Veltre Pizza King Podcast: Empowering Pizzeria Leadership Pizza King Podcast: Empowering Pizzeria Leadership Tyrell Reed | Pizzeria Leadership & Team Building Coach Your Daily Real Estate Podcast with Tristan Ahumada Your Daily Real Estate Podcast with Tristan Ahumada Tristan Ahumada Muthership Creator Strategy Muthership Creator Strategy Helen & Juli Polise Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy Dr. Caroline Biesalski EmpowerHer Entrepreneur Podcast EmpowerHer Entrepreneur Podcast Janis Boudreau How to Retire on Time How to Retire on Time Kedrec Wealth Reflect w/ Ed Fassio Reflect w/ Ed Fassio Ed Fassio The Pork Podcast The Pork Podcast Farm Journal Karen Hunter Is Awesome! Karen Hunter Is Awesome! Women's Empowerment Network, SiriusXM The Namibia Oil and Gas Podcast The Namibia Oil and Gas Podcast Namibia Oil and Gas Strategies for Success Strategies for Success Travis and Tyler McCrate Meilleurs résumés de livres par StoryShots 📚 Meilleurs résumés de livres par StoryShots 📚 StoryShots Full Signal Full Signal Phil Rosen La Estrategia del Día México La Estrategia del Día México Bloomberg Línea ลงทุนแมน ลงทุนแมน longtunman Kort & Lång – analyspodden från Di Kort & Lång – analyspodden från Di Dagens industri Thinking Crypto News & Interviews Thinking Crypto News & Interviews Tony Edward Investor's Edge with Gary Kaltbaum Investor's Edge with Gary Kaltbaum Gary Kaltbaum Get On With It Get On With It Tom Elliott - Focused Creative
Teach and Retire Rich

Business

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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