Sheryl Garrett: 'The Industry Thought I Was Nuts'

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 July 2019

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

The pioneer in hourly financial-planning guidance weighs in on choosing an advisor and rapidly evolving business models for financial advice.

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.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.8	Hi, and welcome to the Longview.
0:34.8	I'm Christine Ben's Director of Personal Finance for Morningstar.
0:38.2	And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.
0:42.7	Our guest this week is Cheryl Garrett.
0:45.3	Cheryl is founder of the Garrett Planning Network, a national network of hourly fee-only financial planners that she started in 2000.
0:53.5	Cheryl has authored, co-authored, or served as
0:56.1	technical editor on many books, including Garrett's Guide to Financial Planning, Just Give Me the
1:01.8	Answers, and Personal Finance Workbook for Dummies. She has worked with the House Subcommittee
1:07.3	on Financial Services regarding predatory lending regulation, financial literacy, and
1:12.5	Social Security reform. She has also received numerous awards in financial planning during her career.
1:19.1	Most recently, Investment News named Cheryl as its 2019 Investment News icon.
1:25.0	Cheryl, welcome to the Longview. Oh, thank you very much. I'm delighted to be here.
1:29.8	Cheryl, let's start with your evolution into the network which focuses on providing hourly,
1:37.6	fee-only advice. It started from your work as a wealth manager where you found that you
1:42.8	had a number of clients that you were having
	...

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