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075 - Dina Isola - Ritholtz Wealth Management

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Manage episode 236962845 series 2083186
Content provided by Tim Mullooly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Mullooly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management. Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers. Dina explains why the current state of many 403(b) plans is harmful to teachers across the country, what the alternatives could be for teachers, and more. She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.

  continue reading

102 episodes

Artwork
iconShare
 
Manage episode 236962845 series 2083186
Content provided by Tim Mullooly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Mullooly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management. Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers. Dina explains why the current state of many 403(b) plans is harmful to teachers across the country, what the alternatives could be for teachers, and more. She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.

  continue reading

102 episodes

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