Jun 28, 2023
This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets.
The questions abound:
- Is it safe?
- Who should and shouldn’t own it?
- How much for a client’s portfolio?
- How do I deal with the logistics of ownership, rebalancing, digital wallets, and compliance oversight?
- What about bad actors - be...
Jun 22, 2023
With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let’s talk RETIREMENT.
Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor of The Street's Retirement Daily, host of Exceptional Advisor, Co-Founder of FinStream.TV,...
Jun 13, 2023
Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint financial attitudes, wealth-building behaviors, and investor risk tolerance to uncover client money...
Jun 5, 2023
On this episode of the Wicked Pissah Podcast we are joined by representatives from Dimensional Fund Advisors, Althea Trevor and Dillon Hewitt-Castillo. During our conversation with Althea and Dillon we learn about Dimensional’s investment philosophy, strategy, and the process they use when building portfolios. We also...