Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what advisers need to think about their own retirement.
Quote of the Day
"Sometimes my role as adviser feels more like the money whisperer. Teaching people to get out of their own way leads them to self-acceptance."
(Dina Isola)
Podcasts
- Michael Kitces talks with Ryan Townsley, who is the founder of Town Capital, about transitioning into a career of wealth management. (kitces.com)
- Daniel Crosby talks taxes with Jeff Levine, Chief Planning Officer, Buckingham Wealth Partners. (standarddeviationspod.com)
Women
- Why Social Security rules are biased against women. (thinkadvisor.com)
- What advisers can do to make sure women are more involved in a couple's decision making. (barrons.com)
Advisers
- The SEC has fined Charles Schwab ($SCHW) $187 million over robo-advisor disclosures. (riaintel.com)
- The SECURE Act has complicated passing on IRAs to heirs. (financial-planning.com)
- The four phases of retirement including the 'reinvention phase.' (fa-mag.com)
- LGBTQ+ clients have unique financial planning needs. (morningstar.com)
- Results from the AARP–National Geographic “Second Half of Life Study.” (aarp.org)
- What it's like to bring your son or daughter into wealth management. (savantwealth.com)
