
Sign up to save your podcasts
Or
In this election season, Social Security should be a key topic of debate due to its impending funding crisis, which could lead to a 25% reduction in benefits by 2032. Then Ric and industry experts discuss the challenges of organic growth for financial advisors, noting the shift from individual client acquisition to broader strategies. And Ric answers a listener question, explaining that you can't simultaneously pursue aggressive growth and safety in an investment.
#SocialSecurity #Election2024 #RetirementPlanning #FinancialCrisis #SocialSecurityReform #ElderlyCare #GovernmentPolicy #TaxIncrease #EconomicSecurity #FutureOfSocialSecurity
-----
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
Wealth Management Convergence (March 2024): https://www.thetayf.com/pages/convergence
Edelman Financial Engines: https://www.edelmanfinancialengines.com/
Mariner Wealth Advisors: https://www.marinerwealthadvisors.com/
Gladstone Wealth Partners: https://gladstonewealth.com/
Mill Creek Capital Advisors: https://www.millcreekcap.com/
-----
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
-----
3.2
377377 ratings
In this election season, Social Security should be a key topic of debate due to its impending funding crisis, which could lead to a 25% reduction in benefits by 2032. Then Ric and industry experts discuss the challenges of organic growth for financial advisors, noting the shift from individual client acquisition to broader strategies. And Ric answers a listener question, explaining that you can't simultaneously pursue aggressive growth and safety in an investment.
#SocialSecurity #Election2024 #RetirementPlanning #FinancialCrisis #SocialSecurityReform #ElderlyCare #GovernmentPolicy #TaxIncrease #EconomicSecurity #FutureOfSocialSecurity
-----
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
Wealth Management Convergence (March 2024): https://www.thetayf.com/pages/convergence
Edelman Financial Engines: https://www.edelmanfinancialengines.com/
Mariner Wealth Advisors: https://www.marinerwealthadvisors.com/
Gladstone Wealth Partners: https://gladstonewealth.com/
Mill Creek Capital Advisors: https://www.millcreekcap.com/
-----
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
-----
5,397 Listeners
437 Listeners
757 Listeners
734 Listeners
617 Listeners
1,288 Listeners
436 Listeners
828 Listeners
496 Listeners
489 Listeners
547 Listeners
323 Listeners
765 Listeners
694 Listeners
123 Listeners