If you know a teacher, or are a teacher, you really need to listen to this week’s podcast! It is linked below, and there’s extremely important information regarding your 403(b) plans from this week’s guest.
Archives for 2019
075 – Dina Isola – Ritholtz Wealth Management
In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management. Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers. Dina explains why the current state of many 403(b) plans is harmful to teachers across the country, what the alternatives could be for teachers, and more. She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.
[Read more…] about 075 – Dina Isola – Ritholtz Wealth Management
Tim’s Top Links – 6/26/19
There is so much swirling in the news recently about Regulation Best Interest (Reg BI). For those who are unaware of what the regulation is, don’t worry! The latest episode of the Mullooly Asset Podcast talks all about, as well as this week’s episode of Living With Money! Stay tuned!
Here’s what I’ve been reading this morning:
Tim’s Top Links – 6/25/19
For most MLB teams the season ends in September, and for a select few teams it ends in October.
However, for the New York Mets it ends in June almost every year. As we get ready to turn the page into July, it looks like another Mets season is lost. (I hope I’m wrong!)
Here’s what I’ve been reading this morning:
Tim’s Top Links – 6/24/19
After a few fun days out of the office on Thursday and Friday spent on the golf course at Bethpage, and on a fishing trip out of Captree State Park, I am refreshed and ready for a new week! Before I left last week, I published a new blog post. Did you read it?