Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago....
33:49
Delia Fernandez, MBA and CFP®, is founder and president of Fernandez Financial Advisory, LLC, an...
29:23
Our guest is Ryan Frailich, a fee-only planner from New Orleans and a former teacher, who was...
01:00:35
We discuss the launch of The 403(b)wise Fiduciary Advisor Directory. The 403(b)wise Advisor...
26:23
#56 The Market is Down (and so is Scott)
Wait, the market goes down? Dan and Scott talk fluctuation, flu and media market fever. A...
45:35
Episode #55: A Crash is Coming (or Maybe Not)
Scott and Dan discuss increased 403(b) and 457(b) contributions, the raging bull market, and the...
39:21
On October 21, 2017 a pretty damaging New York Times article came out about a company — TIAA or...
31:19
Episode #53: Custodian Cleans Up His 403(b)
Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise....
43:47
Wouldn’t it be great to know how much the investments in your 403(b) cost? Wouldn’t it be great...
45:51
Episode #51: Vanguard 403(b) Changes
In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their...
27:46
Episode #50: The Monk Who Wants to Fix the 403(b)
We interview Doug Lynam, director of Educator Retirement Services for Long View Asset Management....
45:52
Episode #49: Music Teacher Escapes AXA
An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They...
43:27
Episode #48: Consolidating Retirement Plans
Scott and Dan discuss Scott's recommendations for consolidating and reallocating the many...
36:56
Episode #47: A Couple Gets Out of Debt
Dan interviews a New Jersey teacher and his wife who are getting their finanial lives in order....
54:40
Episode #46: Professor Financial Literacy
David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the...
30:34
Episode #45: Fighting to Save the Fiduciary Rule
Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and...
41:00
Episode #44: New NY Times 403(b) Article
We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their...
24:21
Episode #43: Two Educators Get Wise
Christina and Matt, two New York educators who live in Connecticut, discuss past investing...
01:06:29
Episode #42: The Millionaire Educator's Big Life Move
In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife...
56:35
Episode #41: A 23-Year-Old Student Teacher Talks Savings
Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be...
00:01
Lo último de Negocios y sectores
The Alexforbes Lead Story - 16 April
Episodio
Market Watch - 16 April
Episodio
The Alexforbes Lead Story - 16 April
Episodio
Premium
Plus