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Showing episodes and shows of
Ph.D. And Scott Dauenhauer
Shows
Teach and Retire Rich
Social Security Fairness Act (#360)
Barbara O'Neill, CFP®, AFC® and Scott Dauenhauer CFP® break down the recently passed Social Security Fairness Act and what it means for some educators. They cover why the WEP and GPO were first put in place and what it's repeal means for: Those currently collecting Social Security benefits Those new eligible to collect Social Security benefits Those lacking enough credits to qualify for Social Security benefits At the conclusion of the recording of this episode Scott got a call from a family member who he had helped apply for this new benefit who shared the good news tha...
2025-02-07
44 min
Motley Fool Money
Is Nvidia a Vibe Stock?
In less than two years one company became the driving force of the S&P 500. That rise is unprecedented.(00:21) Bill Mann and Ricky Mulvey discuss:- Expectations going into Nvidia’s earnings results.- Temu’s owner, PDD, shedding $55 billion in value.- One possible reason why a co-CEO is talking down his company’s stock.- Red Lobster’s new CEO.Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement.
2024-08-27
28 min
NGPF Podcast
Dan Otter and Scott Dauenhauer, 403bwise
In this NGPF Podcast episode, Dan Otter and Scott Dauenhauer of 403bwise discuss the challenges teachers face with 403B retirement plans, including high fees and poor investment options. The duo shares their advocacy journey to empower educators with better financial literacy and tools for improving retirement outcomes. They also explore state policies impacting financial education and offer practical advice for educators aiming to enhance their financial plans. Listen to this discussion to learn how educators can navigate and advocate for better retirement options.
2024-05-17
38 min
Energy Cast
177 | Perovskite Performance | Caelux
We explore the potential for perovskites to enhance the efficiency of solar cells with Caelux CEO Scott Graybeal. For pictures and more info, visit http://www.energy-cast.com/177-caelux.html
2024-01-01
31 min
Energy Cast
177 | Perovskite Performance | Caelux
We explore the potential for perovskites to enhance the efficiency of solar cells with Caelux CEO Scott Graybeal. For pictures and more info, visit http://www.energy-cast.com/177-caelux.html
2024-01-01
31 min
The Exceptional Advisor Podcast
What Financial Advisors Need To Know About 403(b) Retirement Plans
In episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) retirement plans commonly used by teachers and the opportunities for financial advisors to help teachers save adequately for retirement.
2023-11-21
39 min
The Long View
Dan Otter and Scott Dauenhauer: Why Retirement Savings Options for Educators Are So Bad
Our guests on the podcast today are Dan Otter and Scott Dauenhauer. Together they run the website 403bwise, which is geared toward providing education and advocacy on retirement planning for educators. Dan started 403bwise in 2000 with John Moore as a means of shedding light on the often opaque landscape of retirement plans for K-12 educators. Scott is a certified financial planner and principal and owner of Meridian Wealth Management. He got interested in the 403(b) space after researching retirement plan options available to his wife, who is a teacher. They've each written books about 403(b)s and retirement planning...
2022-03-29
56 min
Teach and Retire Rich
Getting Out of a Bad 403(b) Annuity (#127)
New Jersey teacher was sold multiple, terrible, misleading variable annuity products. Lucky for her, fiduciary planner Scott Dauenhauer did some digging... How to Get Out of a Bad 403(b) 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
2020-08-28
1h 06
Teach and Retire Rich
2020 Wise Money Moves (#97)
Recording of our 2020 Wise Money Moves video conference with CFPs Scott Dauenhauer and Breanna Reish, two fiduciary planners with a deep knowledge of the financial issues facing teachers. What is a 403(b)? video Wealth of Confidence Meridian Wealth Management 403bwise.org
2020-01-31
48 min
Teach and Retire Rich
What a Fiduciary Advisor Can Do for Teachers - Part 2 (#87)
In part two of a two-part series on working with planners, Dan interviews fiduciary advisors Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help a teacher approaching retirement. We also discuss planner compensation. Breanna Reish, CFP® Meridian Wealth Management 403bwise.org 403bwise.org Facebook Group
2019-11-15
45 min
Motley Fool Answers
Make the Most of Your 403(b)
Dan Otter and Scott Dauenhauer of 403bwise.org explain how to navigate the shark-infested waters of retirement plans for teachers and other non-profit employees. And Alison relays her lessons from the WeWork IPO debacle. (To get 50% off our Stock Advisor service, go to http://SAOffer.Fool.com.)
2019-10-01
52 min
Energy Cast
26 | Oilfield Opportunity | Scott Energy Technologies
We explore the benefits of recycling drilling byproducts for useful oilfield applications with Scott Energy Technologies. For pictures and additional info, visit http://www.energy-cast.com/26-scott.html
2017-11-13
28 min