Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the prospects for RIA M&A in 2023.
Quote of the Day
“Fewer years of forced distributions plus fewer years of possible distributions means there is the potential for a lot more income to be squeezed into a lot smaller number of years.”
(Jeffrey Levine)
Podcasts
- Michael Kitces talks with Carl Richards about building a career in financial advice. (kitces.com)
- Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning. (carsongroup.com)
- Insights from a year's worth of 'The Human Side of Money' with Brendan Frazier. (wiredplanning.com)
SECURE 2.0
- A deep dive into SECURE Act 2.0 including delayed RMD ages. (kitces.com)
- Some notable items from Secure 2.0. (thinkadvisor.com)
Advisers
- Inflation, and falling markets, put the hurt on wealth in 2022. (ft.com)
- How to approach Monte Carlo simulations based on one-time and ongoing engagements. (kitces.com)
- There are two distinct types of financial advice, based on urgency. (advisorperspectives.com)
- Everybody is getting into the direct indexing game. (ft.com)
- How to talk to adult children about inheritances. (kindnessfp.com)
- Choosing simplicity over complexity: the case against FSAs. (abnormalreturns.com)
