Podcasts about edelman financial services

$291 billion asset manager Edelman Financial Services, provided a striking forecast suggesting the Bitcoin price surging to $420,000. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ric Edelman is the founder of Edelman Financial Services & the Digital Assets Council of Financial Professionals. He is also the author of over 10 books on personal finance and host of The Truth About Your Future Podcast. We discuss:- The Bitcoin Spot ETF launch and inflows- A walk through of the process of how RIAs will adopt the Bitcoin ETFs- What happens at the peak of the BTC cycle, will ETFs sell off? - Will the SEC will approve the Ethereum Spot ETF this year?- Will Crypto Regulations will be approved in 2024 or 2025?- The impact of AI on investing and the economy  The growing fiat debt problem⭐️ Learn about BitGo, one of the top crypto custodians - https://www.bitgo.com/ 

Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he's stepped down from daily duties at his namesake firm. Bruce and Jeff ask him about his efforts to help the financial services industry understand and embrace digital innovations like blockchain, Bitcoin and more.

Money is often the barrier to people getting to their NEXT. In this episode, personal finance expert and author Dominique Broadway outlines how to literally fund your dreams. Dominique explains how she overcame mountains of debt to design a life that aligns with her values. She created an eight figure business that started with having an abundance mindset. Then she got very honest about what she was facing and created one plan after another that helped her tackle her debt and generate more revenue. She bucks the traditional financial advice that relies on scarcity and teaches us how to set ourselves up for financial freedom in the short and long term.Episode Log 1:05 Recapping The Next Bootcamp2:00 How Aundrea learned about Money9:21 How the book Your Money Or Your Life changed Aundrea's perspective11:40 Introducing Dominque Broadway12:35 Dominique talks about the importance of dreaming and making wealthy decisions17:55 How Dominique got into debt19:00 How Dominique confronted her debt19:32 Habits of the wealthy 25:30 How to design your life 29:05 How much you need in an emergency fund31:00 Dominique explains why credit cards shouldn't be the primary source of an emergency fund 32:05 Prioritize saving vs. paying down debt 34:50 Focus on generating more money instead of cutting back on everything39:22 The true meaning of an abundance mindset42:46 The value of spending money to free up your time About Dominique:Website: https://dominiquebroadway.comThe Wealth Decision Book: https://dominiquebroadway.com/book/Dominique Broadway is a Personal Finance Coach, Speaker, Finance Expert, Entrepreneur and the Founder of Finances De•mys•ti•fied & The Social Money Tour. She has a strong passion for working with young professionals, entrepreneurs and people of all ages to bring their Dreams2Reality. Dominique has worked at major brokerage firms such as UBS Financial Services and Edelman Financial Services when she began her career.Dominique is known for being highly favored to conduct speaking engagements throughout the east coast and has developed a reputation for making a boring topic such as personal finance fun, exciting, easy to understand and a social experience.

CNBC's Bob Pisani spoke with Matt Hougan, CIO of Bitwise Investments – along with Ric Edelman, founder of Edelman Financial Services as well as the Digital Assets Council of Financial Professionals from the Future Proof Conference in Huntington Beach, California. They dove into the crypto craze – including challenges facing the crypto community this summer, what could drive a possible crypto comeback and whether there is any hope for approval of a spot bitcoin ETF in light of recent SEC scrutiny. In the Markets ‘102' portion of the podcast, Bob continues the conversation with Ric Edelman.

Bill Barhydt, CEO of Abra interviews Ric Edelman, founder of Edelman Financial Services, and Barron's #1 ranked Financial Advisor for 2012, and best-selling Author. Plus, Abra Bitcoin Analyst, Natalie Brunell joins Bill from the Oslo Freedom Forum with a banking giant's about-face on crypto. Then team Abra answers CPRX questions.

Ric Edelman, the founder of Edelman Financial Services and the Digital Assets Council of Financial Professionals joins the show. In this episode we discuss: Ric's new book The Truth About Crypto His journey in the digital assets industry The current macro backdrop and how cryptoassets should be considered in a portfolio Views on the RIA market and how the crypto discussion is evolving The regulatory landscape, including views on the DoL, SEC and Elizabeth Warren How the Digital Assets Council of Financial Professionals is evolving Links mentioned on the show: The Truth About Crypto on Amazon DACFP Twitter: @ricedelman (Ric); @thedacfp (DACFP);  

Our guest today is Ric Edelman, the founder of the Digital Assets Council of Financial Professionals, or DACFP, an organization he formed in 2018. DACFP aims to advance financial professionals' knowledge of blockchain and digital assets. Prior to forming DACFP, Edelman and his wife Jean founded Edelman Financial Services, which grew to become one of the largest Registered Investment Advisors in the United States before it acquired Financial Engines to form Edelman Financial Engines in 2018. Edelman is a fixture in financial media where he is known for his radio show and frequent print and television appearances and has authored numerous books, including his latest, The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets. Edelman began his career as a journalist after graduating from Rowan University with a degree in communications.BackgroundBioDigital Assets Council of Financial Professionals (DACFP)DACFP Course on Blockchain and Digital Assets℠Edelman Financial EnginesThe Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets, by Ric EdelmanThe Truth About Your Future With Ric EdelmanOther books by Ric EdelmanCryptocurrency"Crypto Attitudes Around the World," by Ric Edelman, dacfp.com, April 25, 2022."Ric Edelman Expects the SEC Will Approve a Bitcoin ETF," by Bernice Napach, benefitspro.com, July 2, 2021."A Bitcoin ETF Could Be a Game-Changer for Advisors. Not Everyone's Buying It," by Avi Salzman, Barron's, Oct. 19, 2021."Ric Edelman's '22 Predictions for 2022," by Brian Anderson, 401kspecialistmag.com, Dec. 29, 2021. "Here's the Best Time to Buy Bitcoin, According to Yale Data,” by Ali Montag, cnbc.com, Aug. 8, 2018."Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals," by Matt Hougan and David Lawant, CFA Institute, 2021.The Future of Advice"What's Coming Next in This Technological and Investment Revolution," YouTube, April 13, 2022.Milken InstituteStanford Center on Longevity"Laura Carstensen: 'I'm Suggesting We Change the Way We Work,'" The Long View podcast, Morningstar.com, Sept. 14, 2021.Retirement"Ric Edelman on the Future of Retirement," YouTube, Nov. 1, 2021."U.S. Is Facing 'a Real Retirement Crisis,' Top Investor Says—His Plan for Doubling Savings and Reducing Income Inequality," by Lizzy Gurdus, cnbc.com, June 22, 2021."More Americans Could Outlive Their Savings. How Advisors Can Protect Them," by Amey Stone, Barron's, July 21, 2021.Other"This Chart Perfectly Sums Up Why It's Important to Have a Diverse Investment Portfolio," by Kathleen Elkins, cnbc.com, Jan. 12, 2021.Richard Thaler

In this episode, David Armstrong is joined by Ric Edelman, founder of Edelman Financial Services (now Edelman Financial Engines) and the Digital Assets Council of Financial Professionals. Edelman discusses how he founded his firm with a focus on middle class savers when every other advisory firm was only looking for HNW clients, and grew the … Continue reading 15. Ric Edelman Looks To the Future →

Guest Interview – Ric Edelman – 1:10 to 39:35What led to Ric stepping down at Edelman Financial Engines.Why he's winding down his nearly 30-year-old radio show this fall to create a new show.How blockchain and Bitcoin will become as impactful as the internet for the financial services industry.Where Ric stands on the prospect of a Bitcoin exchange-traded fund after six years of saying it's on the way.What caused Ric to write a book in four days after the events of 9/11.Related links: Digital Assets Council of Financial ProfessionalsEdelman Financial EnginesGuest Bio Ric Edelman launched Edelman Financial Services in 1987, aiming to create a financial advice firm with a client-centric approach focused on providing financial help to everyday American families. He merged that firm with Financial Engines in 2018 to create Edelman Financial Engines, with $270 billion in assets under management and 340 advisers. He's also been host of the Ric Edelman Radio Show for more than 29 years. Three years ago he created RIADAC, the RIA Digital Assets Council, to teach financial professionals about blockchain and digital assets. 

Ric Edelman is the chairman and co-founder of Edelman Financial Services, LLC, the author of several personal finance books and the host of a weekly personal finance talk radio show called The Ric Edelman Show. In this conversation, we discuss 60/40 portfolios, Bitcoin regulation, Federal Reserve actions, Bitcoin adoption among RIAs, and the new financial advisor certificate program Ric helped launch. ======================= The Stacks 2.0 mainnet is launching on January 14, 2021. Stacks, which you may recognize as Blockstack, is a layer-1 blockchain that uses the Bitcoin blockchain as a secure base-layer and enables developers to harness its power in new ways. Stacks makes Bitcoin more than digital gold, enabling apps and smart contracts on Bitcoin--unlocking innovation, new value, and a new way to earn BTC. Register for the mainnet event here: https://stacks2.com/ ======================= Coinbase Wallets are adding support for .crypto and .zil domains through their partnership with Unstoppable Domains. Unstoppable Domains provides an all-in-one solution for blockchain domains. You can send money using these new domains instead of long Bitcoin wallet addresses, while also storing your domain in Coinbase's collectibles section. Go to unstoppabledomains.com in the dapp browser to register and manage your domains.  ======================= LVL is a new crypto investing platform that I'm an investor in. They allow anyone to trade an unlimited number of times per month for free. They have no trading fees and no spreads in the spot market. If you buy or sell more than $500 in Bitcoin on any exchange, you're spending too much on trading fees. Use LVL to save money and trade as many times you want. https://lvl.co/pomp =======================

Gerald Dix v. Edelman Financial Services

Private equity funding is behind many of the big roll-up firms, including High Tower Advisors, Atria Wealth Solutions, Edelman Financial Services and the Carson Group. Most prominently, PE investments fueled Focus Financial Partners, which went public in July of last year. James Poer, the CEO of Kestra Financial, recently partnered with a private equity investor and discusses the role of private equity in wealth management.

With all the news going around about the markets, we thought it would be fitting to kick off our rewind week by sharing our time with Ric Edelman. Ric, Chairman and Founder of Edelman Financial Services, bestselling author, and host of the hit “Ric Edelman Radio Show” joined our show to give us some advice on some "best practices" to follow in a choppy market.  This episode originally released on November 2016. You can find the original show notes HERE. Enjoy!  

Dominique Broadway has an extensive background in finance working with UBS Financial Services and Edelman Financial Services managing million dollar portfolios. She launched Finances De·mys·ti·fied, an award winning organization that provides Personal Finance Coaching & Financial Capability solutions, she was named one of the top Financial Advisors in the United States for Millennials.  Dominique’s demystified financial advice, has been highlighted on Yahoo!, Pageonce, TheNest.com, Baltimore Sun, Black Enterprise, Marketwatch.com, Ebony Magazine, Levo League, SmartCEO, U.S. News, USA Today, Refinery 29 and other media outlets. In this episode we discuss: Her transition from corporate finance to entrepreneurship. The importance of creating and following your budget. Understanding your goals around money. Contact Dominique: Website Instagram Sponsorship: WP Engine (web hosting) 7 Steps to Creating an Influential Personal Brand (guide) Contact Michelle: http://michellengome.com info@michellengome.com https://www.instagram.com/michellengome  

BTC U$ 6.600; Altcoins estáveis; Bcash e EOS 2,5%; Tron 3,12; Bitfinex teve 12.000 BTC de saque; Exchange Abra terá índice com 10 principais ativos; Edelman fala bem do Bitcoin.

My guest today has built one of the largest successful advisory businesses in the country. Ric Edelman is the founder and executive chairman of Edelman Financial Services, a mega-independent RIA with more than $22 billion in AUM, with 165 advisors serving 36,000 clients across 43 office locations from coast to coast. After starting out like any other financial advisor—selling mutual funds in the 1980s as an individual advisor—Ric has spent the last thirty years ultimately building a marketing machine that brought in a whopping 45,000 prospects to his firm last year alone. In this episode, Ric shares how he grew and scaled Edelman Financial over time, as well as how his marketing of the firm has evolved over the years. Listen in to hear why he considers it the firm’s job to bring in new clients (and the role of advisors to simply service those clients), how he would do things differently if he were starting fresh today, and advice for advisors who are thinking about or actively building a practice from scratch. For show notes and more visit: https://www.kitces.com/89

Good morning my wonderful CEOs! Today’s CEO Spotlight features Millennial Finance Coach, Entrepreneur, Speaker and Founder of Finances De-mys-ti-fied & The Social Money Tour. Domonique worked at top investment firms such as UBS Financial Services and Edelman Financial Services before realizing that she could better impact her community through entrepreneurship. Dominique strives to educate and encourage people to take control of their money. Her story on entrepreneurship, money, and homeownership at age 22 offers insight to getting what you want in your life. Key Takeaways from this episode: Get goals! Getting what you want requires planning and working to make your Dreams2Reality. Be More Resourceful than Wealthy! The most successful people are able to use their resources to their advantage. The Neighborhood Assistance Corporation of American (NACA) is a homeownership organization that provides down payment assistance for first-time homeowners. More information is located here. Spend money smartly! Dominque managed to learn how to save and spend money purposefully. Is Kylie Jenner truly self-made? I am teaming with top Real Estate Agent Alex Sardegna and leading lender Troy Toureau of McLean Mortgage Corporation to give the rundown on homeownership. We will be there July 26th at 6:00pm. Attendance is FREE. Sign Up Here.   Thank you again! I absolutely look forward to seeing and meeting you all! As always, please subscribe and rate my show! Let me know what you think! The Socials: Instagram and Twitter: @stacksnthecity Music: bensound.com

Ric Edelman, Founder & Executive Chairman of Edelman Financial Services, has been ranked the #1 Independent Financial Advisor in the nation by Barron’s three times.1 His commitment to teaching consumers about personal finance has established him as a popular and trusted financial professional in the country. A #1 New York Times bestselling author, Edelman’s eight books have collectively sold more than one million copies and have been translated into several languages.

What's the truth about YOUR financial future? Do you know? Do you want to know? Would you change what you're doing if you could understand how technology will radically change almost every aspect of your future life, including your financial planning needs? Ric Edelman, best selling author, host of The Ric Edelman Show and internationally recognized financial advisor, joins Jordan Goodman, host of The Money Answers Show, to talk about his new best seller, 'The Truth About Your Future.' Edelman is the Founder and Executive Chairman of Edelman Financial Services. Edelman believes that thanks to technology and extended projected life spans we'll need three distinctly different financial plans - one for now, one for later, and another for much later. Current financial planning isn't enough! Edelman and Goodman explore why this is true and unpack the assumptions that current financial plannings assumes, why those assumptions won't work and what the implications are for all of us.

What's the truth about YOUR financial future? Do you know? Do you want to know? Would you change what you're doing if you could understand how technology will radically change almost every aspect of your future life, including your financial planning needs? Ric Edelman, best selling author, host of The Ric Edelman Show and internationally recognized financial advisor, joins Jordan Goodman, host of The Money Answers Show, to talk about his new best seller, 'The Truth About Your Future.' Edelman is the Founder and Executive Chairman of Edelman Financial Services. Edelman believes that thanks to technology and extended projected life spans we'll need three distinctly different financial plans - one for now, one for later, and another for much later. Current financial planning isn't enough! Edelman and Goodman explore why this is true and unpack the assumptions that current financial plannings assumes, why those assumptions won't work and what the implications are for all of us.

Click Here to Apply to Hang Out with David Bach! This week on the Elite Advisor Blueprint, my good friend and world renowned financial expert, David Bach, is here to help you (the financial advisor) take your business and life to an entirely new level of success. David Bach is one of America’s most trusted financial experts and bestselling financial authors of our time. He has written nine consecutive New York Times bestsellers with more than seven million books in print, translated in over 19 languages. His runaway #1 bestseller The Automatic Millionaire spent 31 weeks on the New York Times bestseller list. He is one of the only business authors in history to have four books simultaneously on the New York Times, Wall Street Journal, BusinessWeek and USA Today bestseller lists. Over the past 20 years David has touched tens of millions through his seminars, speeches and thousands of media appearances. He has been a contributor to NBC’s Today Show appearing more than 100 times, and a regular on The Oprah Winfrey Show, ABC, CBS, Fox, CNBC, CNN, Yahoo, The View, PBS, and many more. Besides being a recognized national spokesperson on finance, he’s also spent many years in the financial advising trenches as he helped his dad and sister build The Bach group to over half a billion dollars of assets and also later served as the Vice Chairman at Edelman Financial Services where he partnered with Ric Edelman to help them grow to $13B of assets during his stay. He’s most recently joined our team at AE Wealth as our Director of Investor Education and by the end of this conversation, it should be easy to see why! Here are a few highlights from our conversation: Right out of the gates we get into David’s journey that led up to his first appearance on Oprah. We get into a really fun conversation on the behind the scenes steps it took just to get on the show and it’s not an easy process! Then we dig into the secret of managing assets and proper asset allocation to retain your clients and scale your business. David’s simple advice, also protects you from losing clients during the next market correction! Next we walk through the referral framework David used during his time at the Bach Group to double their annual referrals. What I love about it, it’s only 4 steps. From there, we dig into a common struggle in financial services. The tug of war with work/life balance and what David learned from a year long sabbatical he took to stay at home and be a dad. He also shares the 1 habit he took up during his break that changed his life for the better. We wrap on some rapid fire tips from David that he’s learned by giving public seminars to over 1 million people worldwide that advisors can use to create a better live event and more crowd engagement. ''When You have an interesting financial plan, you usually end up having a scary life." - David Bach [03:58] David shares the “ah-ha” moment that led to defining a completely untapped market, writing 9 consecutive New York Times bestselling books, presenting at over 700 live seminars, and appearing on The Oprah Winfrey Show (not once, but six times) to share his strategies for living and finishing rich!    [11:00] David’s secret ingredient that any financial advisor can use to land right kind of clients. [11:49] Find out how David finally made it on The Oprah Winfrey Show and the thoughts, feelings and emotions he had leading up to this MASSIVE opportunity. [15:00] David explains the “Latte Factor” and his method for turning complex information into simple and actionable ideas that people can relate to. [18:20] A proven strategy every financial advisor can model that has helped David retain clients for life and scale billion dollar businesses. [25:00] Why most advisors fail to reach assets under management in excess of $50 million and what you can do to create a trainable, scalable, and saleable business! [27:47] The art of the client referral and a systematized process for duplicating your best clients. [35:33] The importance of putting yourself first and taking care of your health so you can finish on top.    [37:30] Find out why David decided to take 18 months off work in order to spend more time with his family and the life changing gift that keeps on giving.   [46:03] Discover the biggest seminar mistakes made by financial advisors and what David does differently!   [55:28] Find out why David’s wife is the person he thinks of when he hears the word “successful”. [56:36] David shares 2 of his all-time favorite books and his experience hanging out with one of the authors! [00:59:23] The 2 BIG problems that David hopes humanity will fix within the next 25 years. [01:02:57] The single most important factor that led to David’s success and his best advice to financial advisors who want to take their business and life to the next level. ''An educated client is a good client that will stay the course of time.” – David Bach SELECTED LINKS FROM THE EPISODE Connect with David Bach Website | Facebook | Twitter | YouTube The Bach Group at Morgan Stanley Smart Women Finish Rich: 9 Steps to Achieving Financial Security and Funding Your Dreams The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner AE Wealth Management Investor Education Edelman Financial Not Fade Away: A Short Life Well Lived The Alchemist How to Win Friends & Influence People Steve Jobs Biography Go Green, Live Rich: 50 Simple Ways to Save the Earth and Get Rich Trying PEOPLE MENTIONED IN THE EPISODE David Bach Oprah Ric Edelman Jean Chatzky Paulo Coelho Dale Carnegie Steve Jobs This is provided for informational purposes only. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements. Results from the use of these concepts are no guarantee of your future success. Federal law, state law and/or insurance carrier requirements may prohibit or place limitations on marketing activities. All producers and investment advisors should be aware of any gifting limitations imposed by federal regulation, state regulation, insurance carriers, broker-dealers and Registered Investment Advisers, as applicable. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated. AE03174073 For financial professional use only.

About This Episode:   According to recent research, the average U.S. Household carries over $16,000 in credit card debt, $28,000 in auto loans, and almost $50,000 in student loans. That's MORE debt than the average household income! Every year we commit to better finances and ultimately a better life, but for some reason, the process is so mystifying. Joining us today to discuss your personal finances and her own story of entrepreneurship and good money management  is Dominique Broadway, Founder and Personal Finance Coach at Finances De•mys•ti•fied. You can find her on Facebook, Twitter, and Instagram using the links shared below. This episode is brought to you by Jumpstart:HR, LLC HR Outsourcing for Small Businesses and Startups www.jumpstart-hr.com   About Dominique Broadway: Provocateur and trailblazer can be used to describe this millennial. Dominique has transformed the reputation of personal finances into a social experience by making it engaging, trendy and easy to understand. Dominique Broadway is an award winning Financial Planner, Personal Finance Coach, Speaker, Finance Expert, Entrepreneur and the Founder of Finances De•mys•ti•fied & The Social Money Tour. She has a strong passion for working with young professionals, entrepreneurs and people of all ages to bring their Dreams2Reality. Dominique began working at major brokerage firms such as UBS Financial Services and Edelman Financial Services, at the ripe age of 21, focusing on clients with $10 million and up in investable assets. Shortly after launching Finances De•mys•ti•fied, an award winning organization that provides Personal Finance Coaching & Financial Capability solutions, she was named one of the top Financial Advisors in the United States for Millennials, at the age of 28. Dominique is known for being highly favored to share her entrepreneur story, financial expertise and words of wisdom to universities such as Georgetown University, Howard University and University of Maryland, among others and corporations such as NBC Universal and numerous non-profits. Dominique has also received various accolades such as the Top 30 Under 30 in Washington DC, the DC Future Business Leader of America Businessperson of the Year and nominated for the Changemaker of the Year for her work with Financial Literacy. Dominique is proud alum of Bowie State University where she received her Bachelors of Business Administration with a focus on Banking and Finance. To further her education she went on to receive her Master’s of Science in Financial Management from University of Maryland University College. Dominique’s demystified financial advice, has been highlighted on Yahoo!, Pageonce, TheNest.com, Baltimore Sun, Black Enterprise, Marketwatch.com, Ebony Magazine, Levo League, SmartCEO, U.S. News, USA Today, Refinery 29 and other media outlets.   Website: http://dominiquebroadway.com/ Twitter: @MsFinanceCoach Instagram: @DominiqueBroadway  

Are you confident with your investment strategy? Do you wish you knew more about how to invest? Today's guest is going to help us because he's an expert on investing.  New York Times bestselling author of Rescue Your Money: How to Invest Your Money During these Tumultuous Times, Ric Edelman is here with us today. The book was originally published back in 2009 in response to the 2008 financial crisis but now he's updated it to reflect today's economy. Ric has been on the show with me before on episode 52 so definitely check that out if you missed it. More about Ric... he's the founder and executive chairman of Edelman Financial Services,. Ric has also been ranked the #1 Independent Financial Advisor by Barron's three times. He has eight other books and has sold over one million copies collectively. For more information visit www.somoneypodcast.com. 

Anmol Singh has accrued over 7 figures of profits for him and his investors in trading wins and continues to remain a stock and forex trader. He is also an avid real estate investor with a large portfolio and has funded two other tech based companies TradingAlgoSytems and QuickSM. He spends most of his day managing funds and working with students of Live Traders  Ric Edelman has devoted his career to improving financial literacy. Barron's has ranked him the #1 independent financial advisor in the nation three times. His firm, Edelman Financial Services, is now one of the largest financial planning firms in the country, managing $16 billion for 30,000 clients nationwide. Ric is an award-winning radio and television personality, and a #1 New York Times bestselling author Nolan Bushnell a prolific entrepreneur, he has started more than 20 companies, including Catalyst Technologies, the first Silicon Valley incubator, and Etak, the first in-car navigation system, not to mention Chuck E. Cheese Pizza Time Theater.  Bushnell was the first and only person ever to hire Steve Jobs, which he details in his 2013 book, Finding the Next Steve Jobs For more information go to MoneyForLunch.com. Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

Ric Edelman is the CEO and Chairman of Edelman Financial Services and this is his second appearance on the Creating Wealth podcast. Ric hosts his own television and radio show. He is the author of the #1 New York Times bestseller, The Truth About Money and he is here today to share with us insights from his new book, Rescue Your Money. His advice to those interested in investing in their financial future is to diversify your portfolio and to never pay off your long-term mortgage.   Key Takeaways: [3:00] Using software to run your business and income property basics at the next seminar. [3:51] Inflation: The percentage of increase since 2012. [10:08] Ricardo, 3D printing is not free and you must consider the inflationary and deflationary forces.    Ric Edelman Guest Interview [17:45] 11 Great Reasons to Carry a Big, Long Mortgage [21:45] Behavioral Finance: Why emotionally we make the wrong decisions at the wrong times. [23:08] Depending on how you spend your money you may be experiencing a very high rate of inflation. [26:09] Inflation and taxes are the two key obstacles investors face. [29:03] Nobody knows what the future holds so diversity in your portfolio is of the utmost importance. [30:41] The 16 major asset classes and market sectors. [34:22] 2 things people believe about the stock market which are completely false.   Mentioned in This Episode: Jason Hartman @JHart88 on Voxer Edelman Financial The Truth About Money Rescue Your Money 11 Great Reasons to Carry a Big, Long Mortgage

Ric Edelman is the chairman and CEO of Edelman Financial Services, the author of several personal finance books and the host of The Ric Edelman Show. Edelman has been ranked multiple times the #1 Independent Financial Advisor in the United States by Barron’s. In the late 1990s, his company was named by Inc. magazine as one of the fastest growing privately held financial planning firm in the country for three years in a row. In this episode, we talked about his journey of starting his business and the many lessons he learned along the way. Listen to this episode here. [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Can you organically grow a multi-billion dollar RIA? Many of the large RIAs you read about got there because they acquired firms or they were part of a banking, accounting, or law firm that fed them a large number of clients. Today's guest, Scott Hanson of Hanson McClain, built the firm with his partner Pat McClain the old-fashioned way--one client at a time. Using gorilla-marketing tactics, a radio show, and smart marketing, these guys built a $2 billion RIA with about 4,000 clients and an average account size of $500,000. Similar to Edelman Financial Services, Scott and Pat built a hugely successful RIA with relatively modest size clients. I've known Scott for more than 20 years and in today's show, we take a chronological look at what he systematically did to build a top RIA from scratch and the strategies he's now using to keep the machine humming.

Consumers are getting spoiled with services like Uber, Airbnb, Netflix, and the iPhone and they expect the same level of ease and access when working with an advisor. If you don’t deliver it, you’ll lose clients to advisors who will. In today’s podcast, I discuss the conversations I had in New York last week with Betterment founder and CEO Jon Stein, Personal Capital co-founder and CEO Bill Harris, and the on-stage duo of Ric Edelman, chairman and CEO of Edelman Financial Services and Bill Bachrach, founder and CEO of Bachrach & Associates. You’ll learn… How Betterment’s RetireGuide is the latest example of a Robo firm quickly moving up the complexity scale and digitizing what used to be solely done by financial advisors. The one thing both Jon Stein of Betterment and Bill Harris of Personal Capital told me financial advisors should be scared of. What Jon Stein thinks of the traditional 1% AUM fee and his take on Vanguard’s new hybrid advice offering. The metrics behind Personal Capital’s conversion of clients from account aggregation to directly managed assets. Why Ric Edelman firmly believes half of all financial advisors will be gone within the next 10 years and what you can do to NOT be one of them. What Ric Edelman believes the advisor/client relationship will look and feel like in the future. My main reason for visiting New York last week was to attend Singularity University’s Exponential Finance Conference. Today’s podcast is the first of two podcasts that will address some of the things I heard at this event. While some of the things discussed at the event were “way out there,” my role is to connect the dots and translate what I’m hearing and seeing into practical ways for you to grow your business and make it more profitable.

Whether you’re ready to work with a financial advisor and not sure how to go about it… or just trying to figure out if you should work with one, today’s episode is going to be a valuable resource for you! It’s packed with awesome tips and advice from our guest, Ric Edelman. Ric is the founder and CEO of Edelman Financial Services, one of the largest independent financial planning firms in the US with 40 offices nationwide. He’s been ranked 3 times as the #1 independent financial advisor in the country by Barron's and that’s no small feat! Ric and his team have been helping thousands of people just like YOU for 27 years. Not to mention, he has written 8 books and is a #1 New York Times bestselling author. Three takeaways from our interview: -- How to know if you’re ready to work with a financial advisor. This, I know, is something many listeners are grappling with…Ric settles it for us once and for all. -- How to select the best planner for you and key questions to ask before working together. -- Ric’s money secrets to a happy marriage. He and his wife formed the advisory all those years ago together. Visit SoMoneyPodcast.com for more!

DAVID BACH IS A BESTSELLING PERSONAL FINANCE AUTHOR, an expert on women investors, and Vice Chairman of Edelman Financial Services. Our wide-ranging discussion covers how he wrote 9 consecutive New York Times Bestsellers, how to raise billion of dollars in new assets, and why women make great clients. The podcast was recorded in San Diego and we have some interesting sound effects for your listening pleasure.   

Jason Parker interviews Ric Edelman who is Barron's #1 financial advisor, the bestselling author of seven books on personal finance and the host of the Ric Edelman show, heard on radio stations nationwide.  Ric's firm, Edelman Financial Services, manages $5 billion in assets and has been helping people achieve financial success for twenty-five years.Contact Ric Edelman:1-888-752-6742www.RicEdelman.com