
Season 13 · Episode 357
Banned Brokers Love the 403(b) (#357)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
January 17, 202530m 13s
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Show Notes
Individual barred from acting as a broker goes all in on Florida K-12 market is another example of how broken the K-12 403(b) remains.
- FINRA Broker Check
- LA Wildfire Relief
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).