School custodian turned-accountant describes how the mentorship of Jeff York, who listeners to the podcast might better know as the Wealthy Custodian, helped set her on a path to financial stability.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Indiana middle school teacher Thomas Ferguson cares as much about his colleagues retirement savings as he does his own. Not only does he help educate them on saving, he also runs the engaging Instagram account @IndianafinLit
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Did a Southern California benefits consortium fail to act in the best interests of educators? Normally we drop our pods on Friday morning. But this is a time-sensitive episode because of a meeting that will occur Friday, January 12th at 11am PST. In our opinion a Southern California consortium has failed to act in the best interests of educators. We describe the issue in this episode in the hope that educators and others will weigh in by submitting written comments before the meeting and/or attend the meeting via Zoom, which we readily acknowledge is very difficult given teaching schedules.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Annual beginning of the year check-in with Barb O’Neill, CFP, AFC (Accredited Financial Counselor), and owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a regular contributor to 403bwise. She shares what 403(b) participants need to know in 2024.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).