Who better to make sense of the tariff situation than one of our favorite guests, Cullen Roche, economist, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm.

• An Autopsy of American Exceptionalism
• Three Things - China Deal
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Scott finds out just how much commission Equitable salespeople get for selling EQUI-VEST products. No wonder they fight reform so hard. No wonder they love to initiate exchanges.

• The Price of Enrollment
• Podcast on SIOs
• Plan Fee Disclosure Form for University of Jamestown
• Equitable Plan Fee Disclosure Brochure
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Who better than best-selling author Morgan Housel to help put April's market volatility in perspective? Well we couldn't get Morgan on the pod but we have the next best thing: Morgan Houselisms! Enjoy.

• 9 Charts on Trump’s First 100 Days in the Markets
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).