Listen Now 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...
Listen Now 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. This episode originally aired in 2023 and was a top interview of the year. Although...
Listen Now Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content...
Watch Now Listen Now For 14 years, Khe worked on Wall Street, where he was among the youngest managing directors at BlackRock, focusing on alternative investments. Despite this impressive career, he felt empty and quit his job at age 35 during what he called a...
Listen Now When should you use a Roth 401(k) instead of a Traditional 401(k)? This decision impacts not only how you save but also how your money grows and is taxed over time. Given the ever-changing landscape of tax laws and financial strategies, understanding...
Watch Now Listen Now I’m thrilled to welcome back to the show Sara Gelsheimer, Senior Wealth Manager at Plancorp, who has carved a remarkable career path with a profound commitment to empowering women in finance. Want to meet with Sara? Schedule a call with her here!...
