Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)

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

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®).

Episode metadata supplied by the publisher feed · Published May 10, 2024

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Teacher Turned-Fiduciary Advisor Reflects on Transition (#321)

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