One of the challenges of putting together our video blogs is being timely with what we cover. You’ve probably noticed that over the time you’ve watched our videos our subjects mostly cover things that could have happened yesterday or ten years ago, or for that matter ten years from now. Today, I’m breaking with that practice and am going to give you some of my best thoughts on how to manage disaster planning in the age of the coronavirus, or … [Read more...]
205 – Fee-Based Financial Planning – Michael Kitces
In this episode Josh talks with Michael Kitces from XY Planning Network. They talk about XYPN's model of fee-based financial planning aimed at Gen X and Gen Y and why there was a need for this. Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisors Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. In addition, he is a co-founder … [Read more...]
