Ric Edelman: On Crypto, Retirement Planning, the Advice Business, and More

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 17 May 2022

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

The financial expert and founder of DACFP, discusses the role of digital assets in today's market, as well as the importance of financial education starting at an early age.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.9	Hi, and welcome to the Longview. I'm Jeff Patak, Chief Ratings Officer for Morningstar Research Services. And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:42.7	Our guest today is Rick Edelman. Rick is founder of the Digital Assets Council of Financial
0:47.1	Professionals, or DACFP, an organization he formed in 2018.
0:52.8	DACFP aims to advance financial professionals knowledge of
0:55.8	blockchain and digital assets. Prior to forming DACFP, Rick and his wife Gene founded
1:01.1	Edelman Financial Services, which grew to become one of the largest registered investment advisors
1:06.1	in the U.S. before it acquired financial engines to form Edelman financial engines in 2018. Rick is a fixture
1:13.9	in financial media where he's known for his radio show and frequent print and television appearances
1:18.6	and has authored numerous books, including his latest, which is called The Truth About Crypto,
1:23.9	a practical, easy-to-understand guide to Bitcoin, blockchain, and other digital assets.
1:29.6	Rick began his career as a journalist after graduating from Rowan University with a degree in
1:34.3	communications.
1:35.4	Rick, welcome to the Longview.
1:37.7	Oh, it's great to be with you both.
1:39.2	Thanks so much for the invitation.
1:41.4	Oh, it's our pleasure.
	...

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