Robo-Advisor vs. Real Advisor to Spend Down Retirement Savings? | YMYW POdcast

Question: Hello YMYW Team – Jim from Santa Cruz “calling” … it’s been 6-weeks since my last confession (oops – 6-weeks since my last email) … as my good friends Jack and Diane are getting-close to Retirement, they’re realizing that how one accumulates assets is really different from how one spends those assets. They’ve heard… Continue reading Robo-Advisor vs. Real Advisor to Spend Down Retirement Savings? | YMYW POdcast

Real Talk Ep1 – Mental Health & Battling Through It – Bespoke Financial Advisory

In this Episode of Real Talk by Allan Shenouda has one of the most honest and candid talks about his personal battle with mental health. As a leader in the financial sector, Allan’s courage to be honest and transparent has such a profound affect to the business community in breaking through the negative stigma around… Continue reading Real Talk Ep1 – Mental Health & Battling Through It – Bespoke Financial Advisory

The real truth about the 2008 financial crisis | Brian S. Wesbury | TEDxCountyLineRoad

This talk was given at a local TEDx event, produced independently of the TED Conferences. The Great Economic Myth of 2008, challenging the accounting to accounting principal. Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois. Mr. Wesbury has been a member of the Academic Advisory… Continue reading The real truth about the 2008 financial crisis | Brian S. Wesbury | TEDxCountyLineRoad