Season 12 · Episode 323
Curious About Becoming a Fiduciary Advisor? (#323)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
May 24, 20241h 10m
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Show Notes
Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event.
- Emily Maretsky Teacher Financial Planner
- Katz-Moses Financial
- The Externship (deadline May 24, 2024)
- 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®).