No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be).
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Student loan expert and financial planner David Gourley updates Dan and Scott on the volatile state of student loans (particularly PSLF loans) right now.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Tennessee passes an anti-pubic employee law that will subject teachers and others to private company financial sales pitches. We break it down into three parts: 1) What it is 2) What we dislike about it 3) What teachers and state employees should do.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).