Financial Planning and Netflix? episode artwork

EPISODE · Apr 15, 2019 · 52 MIN

Financial Planning and Netflix?

from Retirement 360 · host Alan Mercurio

Are financial services moving towards a Netflix-like subscription model? Maybe. Schwab had recently announced it will charge a $30 monthly fee for "unlimited advisory services, and automatic trades." While this might sound appealing to some, these clients will not have the benefit of custom planning, income planning or tax and estate planning. Robo Advisors might be easier - but are they better? This week on Retirement360 MWA advisor, Alan Mercurio, and host, Randy Cook, discuss new trends as companies (and the government) grow and develop with their retired audience. What worked in the past, might now be the best option for the future.

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Financial Planning and Netflix?

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שוק ההון והעולם הפיננסי | תל אביב 360 Tel Aviv University לראשונה בישראל, נעלה לאוויר עם סדרת הפודקאסטים המרתקת: "השקעות אימפקט, בתכל'ס"סדרת הפודקאסטים תצלול יחד איתכם לעולם המרתק והחדשני של השקעות האימפקט. נעסוק בפרקטיקה (מספיק עם הדיבורים!) ולא נפחד לשאול את המשקיעים ואת השחקנים בתחום את השאלות הקשות (ולקבל תשובות אמיתיות).בהנחיית אירה פרידמן, בכירה בשוק ההון ומובילה בתחום השקעות האימפקט, אנחנו יוצאים למסע בין כסף להשפעה, ננפץ לא מעט מיתוסים ונלמד להשקיע עם אימפקט.האם באמת אפשר לייצר גם תשואה וגם שינוי חברתי או סביבתי?האם גם גמל ופנסיה שלנו מושקעים בהשקעות אימפקט?זה קורה רק באירופה ובסיליקון ואלי או גם כאן, אצלנו בישראל?האם גם לקרן פילנתרו Invest Like a Boss Sam Marks Johnny FD Derek Spartz Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneurs Sa NCECA 360 Podcast National Council on Education for the Ceramic Arts The NCECA 360 podcast is the official podcast for the National Council on Education for the Ceramic Arts. This monthly podcast features ceramic news, information, interviews with artists, and exclusive NCECA Conference coverage. Working Like Dogs - Service Dogs and Working Dogs - Pet Life Radio Original Pet Life Radio Working LIke Dogs features pet podcasts about working animals. In this working animal podcast, we cover everything from how to get started as a trainer of working animals or how to acquire a working animal to how to take care of your animal companion. In these podcasts, you will learn what it means to work side by side with an animal. We cover working animals such as service dogs, guide dogs, hearing dogs, police dogs, search and rescue dogs, drug dogs, seizure dogs, military dogs, etc. In addition to dogs, we talk about working horses, elephants, pigeons, and the list goes on and on. We discuss topics such as equipment, grooming, nutrition, training, traveling with your working companion, veterinary issues, retirement, and behavior. Our working animal podcasts include guests in every field of the working animal world. Trainers, handlers, veterinarians, working animal experts, and animal communicators give you the inside scoop on everything you’ve always wanted to know about working an

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This episode is 52 minutes long.

When was this Retirement 360 episode published?

This episode was published on April 15, 2019.

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Are financial services moving towards a Netflix-like subscription model? Maybe. Schwab had recently announced it will charge a $30 monthly fee for "unlimited advisory services, and automatic trades." While this might sound appealing to some, these...

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