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The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)
Manage episode 492535808 series 1175564
We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.
- The Wealthy Custodian (pod)
- The Wealthy Custodian in Retirement (pod)
- Questions to Ask a Professional Fiduciary
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
304 episodes
Manage episode 492535808 series 1175564
We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.
- The Wealthy Custodian (pod)
- The Wealthy Custodian in Retirement (pod)
- Questions to Ask a Professional Fiduciary
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
304 episodes
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