Season 10 · Episode 295
How NOT to Do Single Vendor (#295)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP
November 10, 202346m 10s
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
We love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong.
- Teach Plan Retire
- Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor (the right way).
- 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®).