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Hi and welcome to the Longview.

I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

And I'm Amy Arnaud, Portfolio Strategist for Morningstar.

Our guest on the podcast today is Eric Simonson.

Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019.

In addition, he heads up the Advice-only Network, which is a platform dedicated to helping

consumers find advice-only financial planners. Before starting Abundo, Eric was a financial advisor

and managing director of AmeriPrice Financial. He's a certified financial planner

and received bachelor's degrees in finance and English from the University of Minnesota.

Eric, welcome to the Longview. Thank you so much for having me. I'm happy to be here.

Well, we're happy to have you here. So we want to talk about the financial planning firm that you

run, but before that, and maybe the main thing that we want to talk about the financial planning firm that you run, but before that,

and maybe the main thing that we want to talk about today, is this advice-only network that you oversee?

Maybe you can talk about what you were trying to address by starting up the advice-only network.

...