Season 13 · Episode 368
Equitable Threatens Educator (#368)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
April 4, 202533m 5s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence.
- Read the letter
- The Truth about Structured Investing Options (SIOs)
- 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®).