Money Notes

Money Notes

By Ryder Taff, CFA, CIPMBusinessEducationInvesting
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Money Notes episodes

  • Money Notes Episode 2 - PIGGY Plan-It!
    Here is the second episode of our podcast series: Money Notes!





    What is a Prudent Investor and why do they Getting Going Young? In this episode of Money Notes, Nancy, Susan, and Ryder dive into the overview of their book P.I.G.G.Y. Plan-It. Through the episode, they explain topics such as how to choose a financial advisor, commission vs. fees and how a fiduciary serves your best interests. 

    Download Money Notes Episode 2 - PIGGY Plan-It!

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  • Money Notes Episode 1 - Social Security
    Here is the debut episode of our podcast series: Money Notes!





    Is Social Security the “Sacred Cow” of American Politics and will it last?  In this episode of Money Notes, Nancy and Jackie dive into the ins-and-outs of Social Security. Find out about full retirement age, delayed retirement credit, and hear about its sustainability. 
    Download Money Notes Episode 1 - Social Security!

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  • Podcast Tease...
    It's coming...




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    Please note that this post is solely for me to learn how to host these files.

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    0 min

About Money Notes

From the publisher's feed

On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to…