Season 13 · Episode 381
The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
July 4, 202539m 36s
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Show Notes
We check in with Jeff York on how retirement's going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.
- The Wealthy Custodian (pod)
- The Wealthy Custodian in Retirement (pod)
- Questions to Ask a Professional Fiduciary
- 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®).