Talk Your Book: How Advisors Can Manage 401k Accounts

Animal Spirits Podcast

English - March 14, 2022 08:00 - 27 minutes - ★★★★★ - 1.8K ratings
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Previous Episode: Talk Your Book: The Craziest Commodities Market Ever

Next Episode: Is a Recession Bullish For Tech Stocks? (EP.248)

On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
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On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients.

Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.

Learn more about your ad choices. Visit megaphone.fm/adchoices