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Advisors Face an $80 Trillion Tidal Wave as 10,000 Clients Retire Every Day | Ben with Benefits - Christine Benz
On the latest episode of Ben with Benefits, Ben Carlson spoke with Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz. Christine is also the author of the new book How to Retire. Ben and Christine discuss some of the biggest challenges and opportunities for financial advisors with the tidal wave of baby boomer assets that need to be managed in retirement. They dive into the different types of retirement clients and how to effectively manage those relationships, retirement withdrawal strategies, the psychology of spending money in retirement, the biggest question advisors need to answer for their clients and much more!
Thanks to Pontera for sponsoring this episode, to learn more visit: https://www.Pontera.com/Ben
For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation
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By The CompoundOn the latest episode of Ben with Benefits, Ben Carlson spoke with Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz. Christine is also the author of the new book How to Retire. Ben and Christine discuss some of the biggest challenges and opportunities for financial advisors with the tidal wave of baby boomer assets that need to be managed in retirement. They dive into the different types of retirement clients and how to effectively manage those relationships, retirement withdrawal strategies, the psychology of spending money in retirement, the biggest question advisors need to answer for their clients and much more!
Thanks to Pontera for sponsoring this episode, to learn more visit: https://www.Pontera.com/Ben
For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation
Learn more about your ad choices. Visit megaphone.fm/adchoices