About this episode
School counselor from Connecticut gets taken for an expensive ride. It could happen to you.
- Fraud Is Flourishing on Zelle. The Bank's Say It Is Not Their Problem.
- Stuck in AXA (First pod with Adam)
- Learned by Being Burned — teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan
- Meridian Wealth Management
- 403bwise.org
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