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Adviser links: in times like these
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. (kitces.com)
- Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. (epsilontheory.com)
Aging
- How financial literacy declines with age. (knowledge.wharton.upenn.edu)
- Why advisers may spot dementia in clients first. (thinkadvisor.com)
- Older Americans are joining in on the sober curious trend. (nextavenue.org)
Advisers
- Clients prefer advisers with a fiduciary duty. (citywire.com)
- Financial capital is only one part of well-being. (timmaurer.com)
- How to better visualize retirement spending. (kitces.com)
- Why summarizing a conversation is so important. (meaningfulmoney.life)
- When does a single-famliy office structure make financial sense? (institutionalinvestor.com)
- What to do if somebody is impersonating you online. (advisorperspectives.com)
- Do women receive worse financial advice? (alphaarchitect.com)
