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Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)
MP3•Episode home
Manage episode 417475854 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter 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.
We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor.
- Katz-Moses Financial
- 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®).
302 episodes
MP3•Episode home
Manage episode 417475854 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter 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.
We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor.
- Katz-Moses Financial
- 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®).
302 episodes
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