
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman 3/31/23: It’s Time to Rewrite the Rules of Financial Success for Your Kids
Mar 31, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 5min
The Legacy of Immigrants
04:42 • 2min
The Importance of Happiness
07:10 • 2min
The Truth About Your Future
09:33 • 4min
The Industry of Investment Advisors
13:16 • 2min
The Importance of a Trade Association for Investment Advisors
15:07 • 3min
The Role of Investment Advisors in Retirement Planning
18:31 • 3min
The Impact of Secure Act 2.0 on the Investment Advisor Community
21:10 • 3min
The Importance of Eliminating the Retirement Savings Gap
24:28 • 2min
The Secure 2.0 Act Lifts All Boats
26:55 • 2min
How to Get Workers More Access to Retirement Plans
29:02 • 2min
The Racial Gap in Retirement Opportunities
31:12 • 2min
The Importance of Access to Retirement Plans
33:10 • 2min
The Disadvantages of ESG
35:03 • 6min
How Investment Advisors Should Handle ESG Investing
40:35 • 2min
The Importance of Strategy Neutral Investment Decision Making
42:22 • 2min
The Difference Between Advisor and Advisor
43:53 • 3min
The Importance of Being a Fiduciary
46:35 • 2min
The Truth About Your Future: A Visit by Jean Edelman
48:38 • 7min
