Season 12 · Episode 343
The Wealthy Custodian in Retirement (#343)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
October 11, 202448m 8s
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Show Notes
Former custodian Jeff York talks retirement and the joy it has brought him. He also talks finances — including a bold approach to homeowners insurance — and a little fishing.
- 2019 Podcast with Jeff
- 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®).