Season 12 · Episode 320
New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP
May 3, 202430m 45s
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Show Notes
Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor.
- New DOL Fiduciary Rule Fact Sheet
- 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor?
- 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®).