New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)

Teach and Retire Rich

Daniel Otter द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Daniel Otter या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

5M ago 30:45

MP3•एपिसोड होम

Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor.

New DOL Fiduciary Rule Fact Sheet
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®).

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