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Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories.
Think Your Retirement Plan Is Bad? Talk to a Teacher
An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers
Claymation: What do a fox, a wolf, and sheep have to do with the 403(b)?
A Teachable Moment
“It is difficult to get a man to understand something, when his salary depends on his not understanding it.” — Upton Sinclair
By Daniel Otter4.8
112112 ratings
Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories.
Think Your Retirement Plan Is Bad? Talk to a Teacher
An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers
Claymation: What do a fox, a wolf, and sheep have to do with the 403(b)?
A Teachable Moment
“It is difficult to get a man to understand something, when his salary depends on his not understanding it.” — Upton Sinclair

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