Only Fee-Only

#43 - From Being a Teacher to Planning for Teachers - Andrew Katz-Moses


Listen Later

Andrew's Bio:

Hi, I’m Andrew.

I help educators and government employees make sense of their finances so they can focus on living life.
When I was a teacher and DC Public Schools staff member, I signed up with one of the salespeople pushing expensive 403(b) plans. When I learned I was set up to pay hundreds of thousands of dollars in unnecessary fees over the course of my career, my outrage fueled a passion to help other educators.
Now I’m a CERTIFIED FINANCIAL PLANNER™ professional working with educators and government employees in Washington, DC, Maryland, and Virginia.


Andrew's Social:

https://www.linkedin.com/in/andrew-katz-moses-cfp%C2%AE-7987299/

Twitter: @mrkatzmo

...more
View all episodesView all episodes
Download on the App Store

Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Only Fee-Only

View all
Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,110 Listeners

The Long View by Morningstar

The Long View

898 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

245 Listeners

Elementality for Financial Advisors | Elements Financial Vitals System™ by Jordan Haines, CFP®

Elementality for Financial Advisors | Elements Financial Vitals System™

37 Listeners

Ask The Compound by The Compound

Ask The Compound

317 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

149 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

843 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,041 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners