Open Windows Investing by TPFG
Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
Categories: Business, Education
Tags: 401k, 403b, advice, advisory, financial, investing, opportunity, Retirement, SDBA, self-directed brokerage accounts