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 phased retirements can work.
Quote of the Day
"Gen X and Millennials each came of financial age during bear markets—they are more risk-averse, maybe too much so."
(Allison Schrager)
Podcasts
- Brendan Frazier talks with Sonya Lutter about everything advisors need to know about love and money. (wiredplanning.com)
- Daniel Crosby talks with Andy Baxley, Senior Financial Planner at The Planning Center. (standarddeviationspod.com)
- Brad Barrett talks all things Social Security with Mike Piper. (choosefi.com)
Inflation
- How do older Americans react to inflation? (crr.bc.edu)
- How does inflation impact retirement? (ofdollarsanddata.com)
The biz
- Vanguard's CEO is facing a big customer service problem. (wsj.com)
- Robinhood ($HOOD) could add money management capabilities. (investmentnews.com)
Advisers
- It takes a village to run a successful wealth management firm. (blairbellecurve.com)
- Advisers need to consider their clients when contemplating selling their firm. (citywire.com)
- How turning wealth into annuitized income in retirement boosts spending. (thinkadvisor.com)
- How to do tax planning right. (thinkadvisor.com)
- The latest in financial advisortech including 'Jump AI entering the AI assistant tool space.' (kitces.com)
- Don't be this guy. When direct mail advertising backfires. (thecooldown.com)
