Did you know that teachers are particularly vulnerable to being sold inappropriate investing products because of specific, inherent personality traits?
Did you know that approximately 75% of all the dollars invested in 403(b) plans are currently held inside of expensive, and unnecessary, annuities?
Did you know that the 403(b) industry is NOT subject to ERISA laws and protections the way ordinary 401(k) plans are?
Did you know that financial salespeople are routinely acting as though they officially represent a school district or a union when they meet with teachers when, in fact, no such arrangement legally exists?
Josh Brown and teachers' retirement expert Anthony Isola discuss these issues and many more on this edition of Lesson Plan. Be sure to send this to the teacher in your life.
This is the second episode of a new playlist here on The Compound that stars both Dina Isola and her husband and fellow advisor Tony Isola. The Isolas have been fighting for the improvement of investment options for teachers and other 403(b) participants since the beginning of their careers. This type of fight involves hand to hand combat, rescuing one household's finances at a time.
Watch episode one of Lesson Plan here:
https://youtu.be/Xs_2IbjLPAI
You can get in touch with Dina about your investments here --
http://ritholtzwealth.com/
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