2.4 • 671 Ratings
🗓️ 10 October 2024
⏱️ 112 minutes
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0:00.0 | It's time for another fellow retirement planner chat, this time with Eric Barnes from Retirement |
0:05.0 | Portfolio Partners in this the 120th episode of the Retirement Planning Education Podcast. |
0:14.1 | Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth |
0:19.5 | IRAs, employer retirement plans, taxes, social |
0:22.9 | security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more. |
0:28.9 | And now here's your host, Andy Panko. |
0:31.8 | Hi again, everybody. |
0:34.1 | So we meet again. |
0:35.0 | I'm glad you're here. |
0:35.8 | Today is another retirement planner chat episode, |
0:38.2 | this time with my friend Eric Barnes from retirement portfolio partners. So Eric and I met online |
0:44.1 | some point during the pandemic. There weren't, there still aren't, but there weren't many of us |
0:48.9 | retirement focused advisors who offer services for a flat annual fee where that fee includes management investments. |
0:56.9 | That's a real outlier. There's a few dozen of us now that I'm aware of, but three, maybe four |
1:02.6 | years ago I first met Eric, there was 10 maybe folks who do retirement planning for a flat fee |
1:08.6 | that includes investment management. So that number's been growing, which is nice to see. |
1:12.0 | But anyway, so folks like us, we kind of were outliers in the industry and we met each other. |
1:18.2 | I don't know if it was a Facebook group for other advisors or on LinkedIn, but we kind of |
1:22.2 | saw each other talking about this flat fee thing and reached out like, hey, you're doing what |
1:25.9 | I'm doing type thing. |
1:26.8 | Like, let's talk, you know, so we kind of stand out in a good way, in my opinion. |
1:31.1 | So we chatted, became friendly, and, you know, we kicked around ideas. |
... |
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