Audio recording of our September 25, 2024 event with Lucretia Ryan about the dangers of choosing Medicare Advantage. It is recommended that you click link (below) to visual accompanying Lucretia's presentation before listening to audio.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Little known role — Compliance Administrator — can have massive effect on 403(b)/457(b) quality. Many school districts are being misserved and they don't even know it. Dan also shares a private jet story.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Former custodian Jeff York talks retirement and the joy it has brought him. He also talks finances — including a bold approach to homeowners insurance — and a little fishing.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Jesse Cramer went from designing satellite telescopes to financial planning. The host of The Best Interest Podcast talks career transition, Rochester, N.Y., and financial planning.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).