52: Ric Edelman and Choosing a Financial Planner

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 4 March 2015

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Whether you’re ready to work with a financial advisor and not sure how to go about it… or just trying to figure out if you should work with one, today’s episode is going to be a valuable resource for you! It’s packed with awesome tips and advice from our guest, Ric Edelman. Ric is the founder and CEO of Edelman Financial Services, one of the largest independent financial planning firms in the US with 40 offices nationwide. He’s been ranked 3 times as the #1 independent financial advisor in the country by Barron's and that’s no small feat! Ric and his team have been helping thousands of people just like YOU for 27 years. Not to mention, he has written 8 books and is a #1 New York Times bestselling author. Three takeaways from our interview: -- How to know if you’re ready to work with a financial advisor. This, I know, is something many listeners are grappling with…Ric settles it for us once and for all. -- How to select the best planner for you and key questions to ask before working together. -- Ric’s money secrets to a happy marriage. He and his wife formed the advisory all those years ago together. Visit SoMoneyPodcast.com for more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	So Money episode 52, Rick Edelman.
0:04.0	You're listening to So Money, with award-winning money guru Farnu Shorabi.
0:09.0	Each day, get a 30 minute dose of financial inspiration from the world's top business minds, authors, influencers, and from Farnuus herself.
0:17.0	Looking for ways to save on gas or double your double coupons?
0:22.0	Sorry, you're in the wrong place.
0:24.0	Seeking profound ways to live a richer, happier life.
0:27.0	Welcome to So Money.
0:29.0	Good day to all of you.
0:32.0	Welcome back to So Money. I'm your host
0:34.3	Farnoosh Terabi. Now whether you're ready to work with a financial
0:37.7	advisor and not sure about how to go about it or maybe just trying to
0:42.1	figure out if you should work with one one day someday
0:45.3	today's episode is going to be a valuable resource for you it's packed with
0:50.8	awesome tips and advice from our special guest, Rick Edelman.
0:55.7	Rick is the founder and CEO of Edelman Financial Services.
0:59.5	It is one of the largest independent financial planning firms in the country with 40 offices across the nation.
1:07.6	He's been ranked three times as the number one independent financial advisor in the country by Barron's
1:13.6	Rick and his team have been helping thousands of people just like us for 27 years
1:18.6	not to mention he has written eight books and is a number one New York Times best-selling author.
1:25.0	Three valuable takeaways from our time with Rick, one, how to know if you're ready to work
1:30.0	with an advisor.
1:31.8	This I know is something many listeners are grappling with. You might be curious about this.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Farnoosh Torabi, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Farnoosh Torabi and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.