Scott and Dan discuss Scott's recommendations for consolidating and reallocating the many retirement savings plans Dan and his wife, Mandy, have from past employers.Listen Now »
Latest Episode: Consolidating retirement plans from past employers (#48).
Despite predating the 401(k) by several decades, the 403(b) plan suffers a myriad of problems that adversely affect participants. All too often investment fees are too high and access to low-cost mutual funds is too limited.
What do a fox, a wolf, and sheep have to do with the 403(b)?
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While the financial well-being of physicians may seem healthy on the surface, nearly half fall short of recommended retirement savings rates according to a survey.