52: Ric Edelman and Choosing a Financial Planner
So Money with Farnoosh Torabi
English - March 04, 2015 13:00 - 30 minutes - ★★★★★ - 1.7K ratingsEntrepreneurship Business business entrepreneurship entrepreneur finance marketing health investing leadership success money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Whether you’re ready to work with a financial advisor and not sure how to go about it… or just trying to figure out if you should work with one, today’s episode is going to be a valuable resource for you! It’s packed with awesome tips and advice from our guest, Ric Edelman. Ric is the founder and CEO of Edelman Financial Services, one of the largest independent financial planning firms in the US with 40 offices nationwide. He’s been ranked 3 times as the #1 independent financial advisor in the country by Barron's and that’s no small feat! Ric and his team have been helping thousands of people just like YOU for 27 years. Not to mention, he has written 8 books and is a #1 New York Times bestselling author. Three takeaways from our interview: -- How to know if you’re ready to work with a financial advisor. This, I know, is something many listeners are grappling with…Ric settles it for us once and for all. -- How to select the best planner for you and key questions to ask before working together. -- Ric’s money secrets to a happy marriage. He and his wife formed the advisory all those years ago together. Visit SoMoneyPodcast.com for more!
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Whether you’re ready to work with a financial advisor and not sure how to go about it… or just trying to figure out if you should work with one, today’s episode is going to be a valuable resource for you! It’s packed with awesome tips and advice from our guest, Ric Edelman. Ric is the founder and CEO of Edelman Financial Services, one of the largest independent financial planning firms in the US with 40 offices nationwide. He’s been ranked 3 times as the #1 independent financial advisor in the country by Barron's and that’s no small feat! Ric and his team have been helping thousands of people just like YOU for 27 years. Not to mention, he has written 8 books and is a #1 New York Times bestselling author. Three takeaways from our interview: -- How to know if you’re ready to work with a financial advisor. This, I know, is something many listeners are grappling with…Ric settles it for us once and for all. -- How to select the best planner for you and key questions to ask before working together. -- Ric’s money secrets to a happy marriage. He and his wife formed the advisory all those years ago together. Visit SoMoneyPodcast.com for more!
Learn more about your ad choices. Visit megaphone.fm/adchoices