The Coming Demise of Robo Advisors
Robo advisors suffer from a common flaw, according to Zvi Bodie. They don’t use a “safety first”...
27:57
Podcasts de advisors
In business, getting the right advice from qualified experts is critical. According to chartered...
36:32
Learning From The Mistakes of Others
A short caffeine cast this week, covering the golden nuggets Tracy has picked up from the...
17:00
Raising outside of San Fran and Leveraging The Right Mix of Advisors
Scot Chisholm, Co-Founder and CEO of StayClassy, talks with us about his unusual route to raising...
36:43
Selling Out: Clean Technology Goes Mainstream
In the world of investments, clean technology is seen as a boutique business - but that is...
08:58
Market Perspectives - December 2011
Jim Baird, PMFA's Chief Investment Strategist, details highlights from PMFA’s December's Market...
22:02
Market Perspectives – October 2011
Jim Baird, PMFA's Chief Investment Strategist, details highlights from PMFA’s September's Market...
12:57
Episode 1: Are Seminars Right for You?
How can you know if seminars and workshops are something you should be doing? We will discuss...
32:36
The Role of Advisors in Consumer Education
Financial DNA was originally built based on our passion to see the consumer receive education to...
03:23
Wise Words vol 1 ep 2: Stowe Boyd on Advisory Boards
This week we sit down with the grandfather of mentoring high growth companies, none other than...
41:13
Answering Listeners Questions, Why Investors Become Frustrated When Seeking Financial Advice,...
25:55
Answering Listeners Questions, How Even Great Savers Retirement Plan Can Go Wrong, The Necessity...
26:01
Answering Listeners Questions, Have We Discovered An Unknown Premium in the Stock Market, Direct...
25:57
Answering Listeners Questions, Investments Held in Concentrated Positions, Aligning Portfolio...
26:01
Answering Listeners Questions, Negative Impacts of Market Timing and Active Management, Risk...
25:59
Answering Listeners Questions, Portfolio Assets Outgrowing Capability To Self-Manage, Extra Risk...
26:06
Answering Listeners Questions, Retirement Planning, Ideal Opportunities For A Roth IRA...
26:09
Answering Listeners Questions, Discomfort Heading Into Retirement For A Self-Directed Investor,...
25:58
Answering Listeners Questions, Securing A Retirement Plan With Confidence, After Suffering The...
25:58
Answering Listeners Questions, Solving Problems For Early Retirement Success, Solutions For An...
26:00
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