Teach and Retire Rich
by Daniel Otter
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On the show
From 20 epsHosts
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Recent episodes
July Facebook Group Questions (#435)
Jul 17, 2026
38m 25s
A Tale As Old As Time (#434)
Jul 10, 2026
27m 26s
Baltimore City Public Schools Goes Single 403(b)/457(b) Vendor (#433)
Jul 3, 2026
42m 57s
Solicitation But Not That Kind of Solicitation (#432)
Jun 26, 2026
14m 03s
Saving for Retirement Makes a Western New York Teacher Want to Shout! (#431)
Jun 19, 2026
52m 45s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/17/26 | 403(b) rolloverRoth IRA vs. Roth 403(b)+3 | — | EquitableAspire+7 | — | 403(b)Roth IRA+5 | — | 38m 25s | ||
| 7/10/26 | political donationsinsurance regulation+3 | — | Security BenefitBloomberg News+5 | — | political donationSecurity Benefit+3 | — | 27m 26s | ||
| 7/3/26 | 403(b) plans457(b) plans+4 | Nathan Ferrell | Baltimore Teachers UnionBaltimore City Public Schools+5 | — | Baltimore City Public Schools403(b)+5 | — | 42m 57s | ||
| 6/26/26 | anti solicitation policyschool districts+3 | — | CaliforniaMeridian Wealth Management+4 | — | anti solicitationschool districts+3 | — | 14m 03s | ||
| 6/19/26 | retirement savingsteacher finances+3 | — | Buffalo Bills457bwiser.org+4 | — | retirementteachers+3 | — | 52m 45s | ||
| 6/12/26 | career transitioneducation+4 | Chris Nye | 457bwiser.org403bwise.org+2 | — | Chris Nyecareer move+5 | — | 39m 28s | ||
| 6/5/26 | Roth 403(b) withdrawals403(b) retirement options+3 | Scott | Equitable EQUI-VEST Strategies Series 901201 Series+4 | — | Roth 403(b)403(b) rollover+3 | — | 24m 46s | ||
| 5/29/26 | collective investment trusts403(b) plans+4 | — | American Center for Law and JusticeSEC+6 | — | CITs403(b)+7 | — | 35m 51s | ||
| 5/22/26 | financial literacyteacher resources+3 | Matt Raleigh | San Ramon Valley UnifiedUniversity of the Pacific+4 | — | financial movesteachers+3 | — | 1h 07m 08s | ||
| 5/15/26 | fiduciary financial planningAdvice-Only Network+3 | Eric Simonson | Advice Only Network457bwiser.org+4 | — | Advice Only Networkfiduciary+3 | — | 40m 39s | ||
| 4/24/26 | financial literacyagriculture+3 | Karen DeLong | University of Tennessee Agricultural and Resource Economics457bwiser.org+3 | — | financial literacyagriculture+3 | — | 49m 07s | ||
| 4/17/26 | financial education403(b) issues+3 | Scott | 457bwiser.org403bwise.org+2 | — | 457bwiser403(b)+3 | — | 32m 42s | ||
| 4/10/26 | mergerannuity market+3 | Scott | AXAEquitable+4 | — | CorebridgeEquitable+5 | — | 29m 11s | ||
| 4/3/26 | electric vehicles403(b) plans+3 | Steve SchulloKarl Fisch+1 | 403bwise.orgMeridian Wealth Management | — | electric vehicles403(b)+5 | — | 1h 18m 53s | ||
| 3/27/26 | 403(b) exchanges457(b) transfers+3 | — | 403bwiseMeridian Wealth Management+1 | — | 403(b)457(b)+6 | — | 45m 47s | ||
| 3/20/26 | 457(b) plans401(a) plans+3 | — | 457(b)401(a)+2 | — | 457(b)401(a)+5 | — | 25m 01s | ||
| 3/13/26 | financial literacyeducation+3 | — | Next Gen Personal Finance403bwise.org+1 | California | financial literacyCalifornia+4 | — | 51m 11s | ||
| 3/6/26 | Ohio 457(b)ASBO+4 | — | Ohio 457(b)Ohio ASBO+3 | — | Ohio 457(b)ASBO+5 | — | 29m 47s | ||
| 2/27/26 | 457(b) plans403(b) plans+3 | Daniel Picard | MaineStart403bwise+2 | — | MaineStart457(b)+4 | — | 23m 32s | ||
| 2/20/26 | 403(b) planseducation finance+3 | Danny KofkeEric Hansen | Southern Education Retirement ConsortiumSERC+2 | — | 403(b)school districts+3 | — | 50m 08s |
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