9/14/23: As a Financial Advisor, Are You Delivering All These Services?

Ever thought about the bigger picture when it comes to financial planning? Listen in as we dissect the pivotal role of financial advisors beyond mere investment advice. Unpacking the implications of the Assets Under Management (AUM) fee, we underline the need for a holistic approach to financial planning.

It's about adopting an inclusive perspective that intertwines financial planning with aspects like home ownership, estate planning, and tax planning. Tune in for a simplified understanding of financial planning and the crucial role of self-care in this equation.

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Links from today's show:

Interview with Matt Barthel of Barron's - Ready for These Retirement Shocks?: https://www.thetayf.com/blogs/this-weeks-stories/ready-for-these-retirement-shocks?

Ask Ric: https://www.thetayf.com/pages/ask-ric

Top advisors and the top firms at Barron's: https://www.barrons.com/advisor/report/top-financial-advisors/100?page=1&

Edelman Financial: https://www.edelmanfinancialengines.com/

Barron's Advisor Hall of Fame: https://www.barrons.com/advisor/summits/hall-of-fame

Self-Care with Jean Edelman: http://www.selfcarewithjean.com/

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X (formerly Twitter): https://twitter.com/ricedelman

YouTube: https://www.youtube.com/@RicEdelman

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Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html

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Schwab: https://www.schwab.com/

Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee

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