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Next Gen Personal Finance


Jul 8, 2022

Featured in the The Bogle Effect, a book chronicling the life and legacy of Vanguard's founder Jack Bogle, Dina and Tony Isola are described as the "husband-and-wife team at Ritholtz Wealth Management (RWM) trying to save schoolteachers from losing hundreds of millions a year in fee-ridden, and arguably predatory, annuity products." In this conversation with Yanely, Dina and Tony share why they are so passionate about serving teachers through their work at RWM. They provide tips of what to look out for in 403(b) plans, how to suss out those hidden fees and how to ensure more of your wealth generated by your investments goes to YOU. Enjoy!