Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)

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

Jeremy Schneider talks selling a tech company, getting wise to financial literacy issues, and starting Nectarine, which aims to offer low-cost fiduciary advice. Nectarine @personafinanceclub Personal Finance Club 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®).

Episode metadata supplied by the publisher feed · Published Mar 8, 2024

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Sweet Option for Those Looking for Low-Cost Fiduciary Advice (#312)

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