SOUND INVESTING PODCAST

9/20/2023

https://anchor.fm/s/10bb8090/podcast/play/76140296/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2023-8-20%2F837a5c42-b893-4d8a-cba3-7a842e2c1361.mp3 Paul Merriman
Listen Now
Show Notes

About This Episode


  1. How to teach investors to develop realistic expectations for risk and return

  2. Best advice for first time investors

  3. Major changes in the financial planning industry

  4. How advisors bill for investments under management and those "held away”

  5. Robo advisory services

  6. Advice to young and older adults who want to get into the financial planning industry


Working with Tom is always fun!

/paul-and-tom-on-talking-real-money