EPISODE · Jul 25, 2025 · 18 MIN
403(b) Mistakes Educators Can’t Afford to Make
from The Finance Things in Life · host The Pitti Group
In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management dive into the often-overlooked world of 403(b) plans — a key retirement tool for educators, healthcare workers, and nonprofit employees.They cover: - Common 403(b) mistakes and how to avoid them - The hidden fees quietly draining your account - Why your pension and 403(b) must be part of the same retirement conversation - The forgotten importance of updating beneficiaries - Actionable steps to take this summer to clean up and optimize your planWhether you're a veteran teacher or just starting in the nonprofit sector, this episode delivers practical tips to help you make smarter retirement decisions, minus the jargon.Have a question or want us to cover a specific topic? Drop a comment or reach out, we’re here to help!The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only anddoes not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The PittiGroup strategies are disclosed in the publicly available Form ADV Part 2A.
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403(b) Mistakes Educators Can’t Afford to Make
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