Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to set communication expectations with clients.
Quote of the Day
"Bear markets want you to pay attention to the day-to-day movements in the market."
(Ben Carlson)
Podcasts
- Jeff Ptak and Christine Benz talk with Dana Anspach, the founder and CEO of the financial planning firm, Sensible Money, about buliding an all-weather retirement plan. (morningstar.com)
- Howard Lindzon talks student loans with Bobby Matson, founder of Payitoff.io. (howardlindzon.com)
- Daniel Crosby talks with Ashley Quamme about when should a financial advisor make a referral to a mental health practitioner. (standarddeviationspod.com)
- Paul Fenner talks with Cullen Roche about the most important financial question to ask yourself. (podcasts.apple.com)
Advisers
- Most wealthy Americans don't need annuities to navigate retirement. (riabiz.com)
- Why higher interest rates are good for people downsizing. (bloomberg.com)
- There is an open window now where retirees can take advantage of a lump sum pension option. (ofdollarsanddata.com)
- Why it's even more important now to delay taking Social Security. (wealthmanagement.com)
- Should asset managers be required to disclose diversity data? (citywireusa.com)
- Behavioral finance can be used for good (or ill). (morningstar.com)
- Why it can be helpful to swap goals for possibilities. (flowfp.com)
