Teach and Retire Rich

The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)


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We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.  

  • The Wealthy Custodian (pod)
  • The Wealthy Custodian in Retirement (pod)
  • Questions to Ask a Professional Fiduciary 
  • Learned by Being Burned (short pod series about K-12 403(b) issues)
  • 403bwise.org
  • Meridian Wealth Management

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

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Teach and Retire RichBy Daniel Otter

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