Podcast Episodes
Back to SearchTariff Talk with Cullen Roche
Season 13 Episode 375
Who better to make sense of the tariff situation than one of our favorite guests, Cullen Roche, economist, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm.
…Published on 4 months, 2 weeks ago
Equitable EQUI-VEST Commissions Revealed
Season 13 Episode 374
Scott finds out just how much commission Equitable salespeople get for selling EQUI-VEST products. No wonder they fight reform so hard. No wonder they love to initiate exchanges.
The Price of Enrol…Published on 4 months, 3 weeks ago
Market Volatility Wisdom
Season 13 Episode 373
Who better than best-selling author Morgan Housel to help put April's market volatility in perspective? Well we couldn't get Morgan on the pod but we have the next best thing: Morgan Houselisms! Enjo…
Published on 5 months ago
Retired Educator Turned Fiduciary Advisor
Season 13 Episode 372
Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm.
N…
Published on 5 months, 1 week ago
403(b)/457(b) Basics: Asset Allocation
Season 13 Episode 371
In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a …
Published on 5 months, 2 weeks ago
Spring Cleaning Your Personal Finances
Season 13 Episode 370
Barbara O’Neill, PhD, CFP, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a monthly columnist for 403bwise talks spring cleaning your personal finances.
Spring clean…
Published on 5 months, 3 weeks ago
Father & Daughter Educators: Partners in 403(b) Advocacy
Season 13 Episode 369
Nicole and Larry Dubill, two Buffalo, NY area educators, share passion for education, music, and 403(b) advocacy.
Cleveland Hill School District 403(b/457(b) Vendor List Hamburg Central School Di…Published on 5 months, 4 weeks ago
Equitable Threatens Educator
Season 13 Episode 368
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 (SIO…Published on 6 months ago
Captain America of Consumer Protection (#367)
Season 13 Episode 367
Erin Witte, Director of Consumer Protection for the Consumer Federation of America, discusses the work she does protecting consumers in the face of a very anti-consumer climate.
Erin Witte Meridian…Published on 6 months, 1 week ago
Inside the NTSA Summit Conference
Season 13 Episode 366
Anonymous attendees dish on remarks made at a recent conference by leaders of lobbying group working to keep broken multi-vendor, sales agent-driven K-12 403(b) market in place.
Audio + Transcript …Published on 6 months, 2 weeks ago