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The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)
Manage episode 492535808 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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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Manage episode 492535808 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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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Similar to Teach and Retire Rich
AnthroPod is produced by the Society for Cultural Anthropology. In each episode, we explore what anthropology teaches us about the world and people around us.
…
continue reading
An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
…
continue reading
(Apple's Best of 2018) In-depth conversations with people at the top of their game. Jordan Harbinger unpacks guests' wisdom into practical nuggets you can use to impact your work, life, and relationships. Learn from leaders (Ray Dalio, Simon Sinek, Mark Cuban), entertainers (Moby, Tip "T.I." Harris, Dennis Quaid), scientists (Neil deGrasse Tyson, Bill Nye), athletes (Kobe Bryant, Dennis Rodman, Tony Hawk) and an eclectic array of fascinating minds, from art forgers and arms traffickers to sp ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
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The Aubrey Marcus Podcast is a destination for honest and vulnerable conversations about the deeper questions in life. The show blends humor with gravity and levity with depth, as we explore mindset, psychedelics, holistic health, spirituality, entrepreneurship, and relationship. Aubrey Marcus is the founder of the globally disruptive human optimization brand Onnit, the donation based coaching platform Fit For Service, and is the New York Times bestselling author of Own the Day, Own your Lif ...
…
continue reading
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…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
Interviews with mathematics education researchers about recent studies. Hosted by Samuel Otten, University of Missouri. www.mathedpodcast.com Produced by Fibre Studios
…
continue reading
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