Retail investors are often curious about various aspects of AI, especially regarding its potential impact on the financial markets and investment opportunities. Some common questions asked by retail investors about AI include: Listen now and learn: Whether you’re...
The problem with conventional wisdom is that it represents the masses, but there’s a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get wrong. Listen now and learn: What investors get wrong A new way to...
There isn’t a better retirement savings account than a Health Savings Account (HSA). Listen now and learn: How HSAs actually work Ways to HSAs to supercharge your retirement savings Advanced planning strategies that leverage an HSA’s flexibility Listen Now Show...
Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going...
Plancorp’s CEO, Chris Kerckhoff, joins the show for a live recording at the Wealth Management EDGE Conference. Listen now and learn: Why the debt ceiling was originally created The three most likely scenarios in today’s debt ceiling standoff How to think about...
In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Listen now and learn: How investors fall victim to the behavior gap What it means to do real...