Season 12 · Episode 312
Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP
March 8, 202441m 15s
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Show Notes
Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice.
- Nectarine
- @personafinanceclub
- Personal Finance Club
- 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®).