The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman)

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 7 June 2020

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ric Edelman, chairman and co-founder of Edelman LLC, speaks to Real Vision senior editor Ash Bennington about how investors can position themselves for success during this unprecedented crisis. Edelman analyzes the ongoing calamity through the lens of behavioral finance, and gives recommendations for how investors should be thinking about their savings and investments. He recommends that investors take the long-term, thoughtful approach and not worry about short-term price gyrations - but he does prescribe caution for investors who are averse to wild swings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Are you ready for a Monzo Business Bank Account?
0:03.3	Heather from the Accounter's Growth Club was,
0:05.3	knowing what cash I have is really important and Monzo Business makes it easy.
0:09.8	It automatically puts 20% of my income into a tax pot.
0:14.0	When it's time to pay your VAT, I always know the money's there.
0:17.0	If you're ready for a Monzo business account, apply today.
0:20.0	Just search Monzo Business. Only sole traders or limited company directors in the UK can apply.
0:25.0	Get tax pots with Monzo Business Pro for £5 a month.
0:28.1	Te's and sees apply. The I'm here with Rick Edelman.
0:53.4	Rick, welcome to the show.
0:54.8	Great to be with you, Ash.
0:55.7	Thanks.
0:56.7	It's a pleasure to have you.
0:57.8	Rick, you are currently the largest RIA in America, is that right?
1:01.6	Correct, By far.
1:03.0	You've got something like 200 billion of assets under management.
1:08.0	Correct.
1:10.0	We have 350 financial advisors in 170 offices.
1:15.0	Well, not anymore, but normally through about 170 offices.
1:20.0	We also are the largest workplace provider of advice in the country.
1:24.7	We serve about 150 of the Fortune 500 as well as thousands of small businesses around the country.
1:31.8	All told about 10 million workers around the US have
	...

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