Talk Your Book: How Advisors Can Manage 401k Accounts

from Animal Spirits Podcast · host The Compound

On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Mar 14, 2022

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Talk Your Book: How Advisors Can Manage 401k Accounts

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