Season 13 · Episode 390
Morningstar's Jeff Ptak (#390)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
September 5, 202536m 52s
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Show Notes
The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing.
- It's So Simple
- Substack: Basis Pointing
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).