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Episode #53: Custodian Cleans Up His 403(b)
Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise. Jeff, a public school custodian, shares his remarkable story of extreme saving.
403(b)wise
Meridian Wealth Management
Moreland & Arbuckle
View all episodes
By Daniel Otter
4.8
112112 ratings
Jeff bought three annuities in the late 90s because he wanted to diversify. Then he got wise. Jeff, a public school custodian, shares his remarkable story of extreme saving.
403(b)wise
Meridian Wealth Management
Moreland & Arbuckle
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