Shows
Teach and Retire RichSocial 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...2025-02-0744 min
Motley Fool MoneyIs 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.2024-08-2728 min
NGPF PodcastDan Otter and Scott Dauenhauer, 403bwiseIn 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.2024-05-1738 min
Energy Cast177 | Perovskite Performance | CaeluxWe 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.html2024-01-0131 min
Energy Cast177 | Perovskite Performance | CaeluxWe 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.html2024-01-0131 min
The Exceptional Advisor PodcastWhat Financial Advisors Need To Know About 403(b) Retirement PlansIn 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.2023-11-2139 min
The Long ViewDan Otter and Scott Dauenhauer: Why Retirement Savings Options for Educators Are So BadOur 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...2022-03-2956 minTeach and Retire RichGetting 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 2020-08-281h 06Teach and Retire Rich2020 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 2020-01-3148 minTeach and Retire RichWhat 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 Group2019-11-1545 min
Motley Fool AnswersMake 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.) 2019-10-0152 minEnergy Cast26 | Oilfield Opportunity | Scott Energy TechnologiesWe 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.html2017-11-1328 min