Vanguard Alums Form RIA (#166)

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

Ty McGilberry and Tim Catanzano discuss their time at Vanguard and the financial planning firm they formed. Pegasus Financial Planning 403bwise On Demand Learning Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Episode metadata supplied by the publisher feed · Published May 27, 2021

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Vanguard Alums Form RIA (#166)

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