Southern California high school math teacher gets a Fidelity 457(b) added to his vendor list.
One of our favorite guests, teacher/travel hacker Justin Garritt talks about his decision to leave the classroom to become a full-time fiduciary advisor. We also talk travel hacking and carrying a "whole ham" on a flight.
In the wake of the SEC's settlement with Equitable Financial we are getting a lot of inquiries about how to find the right kind of financial advice.
Fifty million more reasons to hate Equitable Financial after the Securities and Exchange Commission fined the firm $50 million for "materially misleading statements and omissions concerning investor fees."
We discuss settlement and ask the question: Why would any school district continue to let this firm sell financial products to its employees?