Equitable Threatens Educator (#368)

from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®

Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence. Read the letter The Truth about Structured Investing Options (SIOs) 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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This episode was published on April 4, 2025.

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