#5 Financial Planning for the Future | What’s Reported vs. What Matters in the Media| Free Dinners?

Financial Foursight

English - June 07, 2019 18:19 - 29 minutes - 68.5 MB - ★★★★★ - 5 ratings
Investing Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #4 When to keep Cash vs. Invest | Building blocks of good investor behavior | Maximizing Employer Benefits

Next Episode: #6 Happiness & Money | You take the Stairs | The boring BIG news

Colin and Ian talked about this trip to FPA NextGEN and the future of financial planning. What they've learn and how the industry of financial advice is changing.

Dwight's tweet of the week going meta with the talking about, " What we die from, what we worry about dieing from and what the media tells us we die from. "

Link: https://twitter.com/iand/status/1134113358758776832

Isaiah talks about a recent article from Rick Ferri talking about his experience "Free" Retirement Dinner and the financial salesperson hosting the meal and presentation.

Annuity Sales Statistics "64.8% of total sales last year were sold into retirement plans". :

http://www.irionline.org/research/research-detail-view/iri-issues-2018-fourth-quarter-annuity-sales-report

Twitter Mentions

@iand