• Looking Back, Looking Forward (#355)

  • Jan 3 2025
  • Length: 53 mins
  • Podcast

Looking Back, Looking Forward (#355)

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  • Summary

  • Barbara O'Neill, CFP®, AFC®, and owner of Money Talk and a regular contributor to 403bwise looks back at key money issues in 2024 and ahead to 2025.

    • 2024 Personal Finance Recap for 403(b) Participants
    • Million Dollar 403(b) Mistake
    • Morgan Housel books & podcasts
    • 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®).

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