Feb 10, 2014
The enlightening and always-entertaining Michael Kitces (NerdsEyeView.com) joins us to talk about communication from the advisor perspective. Why are some advisors stuck in the mud? How do the top advisors communicate with clients? Barb Friedberg joins Len and Greg on the roundtable to discuss risky investments. When does an investment represent "too much" risk? Joe & OG tackle the myRA, PK talks about which goals to save for first, and Doug has a trivia question that's easier than usual.
Show notes are available at StackingBenjamins.com.