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THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

Ric Edelman

Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and health & wellness. Using his trademark humor and unique delivery, Ric makes complex topics easy to understand – as only he can! Ric was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, and he’s in both Research Magazine’s and Barron’s Financial Advisor Halls of Fame. He’s also recipient of IARFC’s Lifetime Achievement Award. Investment Advisor, RIABiz and InvestmentNews all named him one of the most influential people in the investment management profession – and he’s been named seven times by TALKERS as one of the HEAVY HUNDRED – the 100 most important radio talk show hosts in the country! Tune in to Ric’s show every weekday for the knowledge you need to achieve financial success! For more information, visit www.thetayf.com

Categories: Education

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The traditional 4% withdrawal rate from your investment savings may not last your lifetime, as you may be living to 100 or beyond. Plus, Ric discusses a variety of topics helpful to financial advisors with two leaders in the field. And Ric explains Donor-Advised Funds and endowments to a listener. #IdealClientProfile #ClientFocus #FinancialPlanning #InvestmentStrategy #ClientRelationships #TrustManagement #FinancialComplexity #AssetAllocation #WealthManagement #ClientSuccess #WithdrawalRate #RetirementPlanning #4PercentRule #FinancialPlanning #InterestRates #InvestmentStrategy #PortfolioManagement #SustainableWithdrawals #RetirementSavings #Endowments #DonorAdvisedFunds #EstatePlanning #CharitableGiving #TaxDeduction #NonprofitFunding #CharityDonations ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric: https://www.thetayf.com/pages/ask-ric ----- Links from today’s show: https://www.amazon.com/Tractiob%20grip%20book Gina Wickman's book -- Traction: Get a Grip on Your Business: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837 9/20 Webinar - Q4 Crypto Outlook: What You Need to Know Now: https://dacfp.com/events/q4-crypto-outlook-what-you-need-to-know-now 9/25 Webinar - Unlocking Alpha in Crypto-Equities and Beyond: https://dacfp.com/events/unlocking-alpha-in-crypto-equities-and-beyond 9/10 Webinar Replay – Bitcoin, Ethereum, or Both? How to Make an Informed Crypto Allocation Decision: https://dacfp.com/events/bitcoin-ethereum-or-both-how-to-make-an-informed-crypto-allocation-decision/ 9/11 Webinar Replay – Rates are Poised to Drop, Now What?: https://www.thetayf.com/pages/rates-poised-to-drop-now-what Wealth Management Convergence 2024: https://www.thetayf.com/pages/convergence Become Certified in Blockchain and Digital Assets: https://dacfp.com/certification/ ----- Follow Ric on social media: Facebook: https://www.facebook.com/RicEdelman Instagram: https://www.instagram.com/ric_edelman/ LinkedIn: https://www.linkedin.com/in/ricedelman/ X: https://twitter.com/ricedelman YouTube: https://www.youtube.com/@RicEdelman ----- Brought to you by: Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones Schwab: https://www.schwab.com/ Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee -----