The Wealthy Custodian in Retirement (#343)

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

Former custodian Jeff York talks retirement and the joy it has brought him. He also talks finances — including a bold approach to homeowners insurance — and a little fishing. 2019 Podcast with Jeff 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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This episode was published on October 11, 2024.

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