New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
Teach and Retire Rich
English - May 03, 2024 09:00 - 30 minutes - 42.2 MB - ★★★★★ - 71 ratingsEducation Business Investing 403b 457b savings investing retirement teachers Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Love and Marriage (and Money and More!) #319
Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor.
New DOL Fiduciary Rule Fact Sheet 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.orgNothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).