We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor.

• Katz-Moses Financial
• 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor?
• Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
• Meridian Wealth Management
• 403bwise.org

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).