Dina Isola's guest appearances

Dina Isola

NGPF Podcast

Living With Money

Be a Better Lawyer with Dina Cataldo

Jonathan Clements

Tina Hay

Brad Klontz

Bola Sokunbi

Warren Buffett

Travis Hornsby

Jean Chatzky

Andy Rachleff

Ron Lieber

Rachel Schneider

Ted Benna

Chris Mamula

Kerry Hannon

Chris Smith

Ben Johnson

OwlTail

Scott Dauenhauer

Dina of Ritholtz Wealth Management and Scott of Meridian Wealth have a shared goal: for every teacher to have access to high quality vendors for their 403(b) and 457 retirement plans. At a recent NGPF Speaker Series event, they shared insights gained from working with scores of teachers and analyzing thousands of plan documents. Listen to this podcast and walk away with practical knowledge you need to analyze your own plan as well as tips on how to advocate for better plans. Enjoy!

Dina of Ritholtz Wealth Management and Scott of Meridian Wealth have a shared goal: for every teacher to have access to high quality vendors for their 403(b) and 457 retirement plans. At a recent NGPF Speaker Series event, they shared insights gained from working with scores of teachers and analyzing thousands of plan documents. Listen to this podcast and walk away with practical knowledge you need to analyze your own plan as well as tips on how to advocate for better plans. Enjoy!

NGPF Podcast: Dina Isola and Scott Dauenhauer share insights on what to look for in your 403(b) and 457 plans

In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management.  Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers.  Dina explains why the current state of many 403(b) plans is harmful to teachers across the country, what the alternatives could be for teachers, and more.  She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.

In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management.  Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers.  Dina explains why the current state of many 403(b) plans is harmful to teachers across the country, what the alternatives could be for teachers, and more.  She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.

075 - Dina Isola - Ritholtz Wealth Management

Welcome to the first episode of Soul Roadmap where you're hear interviews and mini-lessons on tools &amp; strategies to take action and live your best life. Today we're talking money! Guest Dina Isola tells us how to talk to aging parents about finances, how to get our own in order and more. Subscribe for more episodes coming your way!

Welcome to the first episode of Soul Roadmap where you're hear interviews and mini-lessons on tools &amp; strategies to take action and live your best life. Today we're talking money! Guest Dina Isola tells us how to talk to aging parents about finances, how to get our own in order and more. Subscribe for more episodes coming your way!

#001: How to Reach Your Money Goals with Dina Isola