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®).