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Talk Your Book: How Advisors Can Manage 401k Accounts

Talk Your Book: How Advisors Can Manage 401k Accounts

FromAnimal Spirits Podcast


Talk Your Book: How Advisors Can Manage 401k Accounts

FromAnimal Spirits Podcast

ratings:
Length:
27 minutes
Released:
Mar 14, 2022
Format:
Podcast episode

Description

On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients. Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   
Released:
Mar 14, 2022
Format:
Podcast episode

Titles in the series (100)

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and watching. Look for new episodes every Wednesday morning.