18 Burst results for "Rick Edelman"

"rick edelman" Discussed on WWL

WWL

01:33 min | 2 years ago

"rick edelman" Discussed on WWL

"To you by the Rick Edelman show Saturdays at nine AM on wwl. Robert here. Robert, somebody burned down, my she shed, no one bird down, your she shed shero, all really Victor. Because my she sheds burning up in the backyard. Does she share with struck by lightning, Cheryl, Robert state farm cover? My she shed she showed she turned our shelter hideaway. Robert that's covered here that Victor. I'm getting a new she she she can we stop says she shared now with a win. That's here to help life go, right? State farm. Talk to an agent today. Traffic tip call wwl five. Oh, four to six. Oh, info. I'm David Blake. Now, it's Tommy Tucker WWL AM FM and dot com in about another twenty five years ago. I'll be faced with a bum. I guess the choice of Medicare, and whether or not I wanna I guess you have to do it or you don't have to do it works. Well, you get sick. You wanna have that that card? Bernie Sanders talks about Medicare for all. Hey, patricia. You're on wwl. Good morning. Good morning. Bernie sanders. Yes. Ma'am. Bernie is that he doesn't engage in common sense. And I don't believe that any of the liberal philosophy engages in common sense. That's the problem on the end. I will we're going to delve into it in a minute. We gotta go besides Patricia. And see what exactly it would do what it would not do. What it would mean? What it would not mean Medicare for all when we come back. Wwl..

Bernie Sanders Medicare Robert Robert state farm patricia Rick Edelman Cheryl Tommy Tucker David Blake twenty five years
"rick edelman" Discussed on WTVN

WTVN

01:32 min | 2 years ago

"rick edelman" Discussed on WTVN

"Rick Edelman show. I'm Rick Edelman before we go any further on the program today, we need to just take a brief moment and express our condolences and sadness for what's going on with the wildfires in California throughout the entire state. Our hearts and prayers go to everyone who is affected by this. We've got clients ourselves, and and staff and financial planners and in and around the bay area in the north and in and around Orange County and Los Angeles in the south, and it's it's an astonishing situation, and we're our hearts, and I go out to you. If you're affected. Would ordinarily begin the program by saying in a very happy weekend to you? I can't do that. Because of what's going on in California. I also can't do it. Because of what's going on with the Dow Jones industrial average it's been a tumultuous week, and there's not really any choice. But I've got to talk about the stock market again with you. Because as I'm sure you're aware volatility has returned to the stock market and plenty of other financial markets over not just this week. But the past six weeks, you know, this is what's the big deal wreck. I mean, you are a personal financial. Of course, you should be talking about the market. Well, we'll know because as my wife Jean loves to say, there's you know, the personal finance is more personal than finance. And quite frankly, the financial markets are a tiny little piece of the broader personal finance issues that you and I wrestle with every single day..

Rick Edelman California Orange County Los Angeles Jean six weeks
"rick edelman" Discussed on WRVA

WRVA

01:31 min | 2 years ago

"rick edelman" Discussed on WRVA

"Edelman show. I'm Rick Edelman before we go any further on the program today, we need to just take a brief moment and express our condolences and sadness for what's going on with the wildfires in California throughout the entire state. Our hearts and prayers go to everyone who is affected by this. We've got plying ourselves and staff and financial planners and. In and around the bay area in the north end in and around Orange County and Los Angeles in the south, and it's. It's an astonishing situation. And we're our hearts and prayers go out to you. If you're affected. And I would ordinarily begin the program by saying in a very happy weekend to you. I can't do that. Because of what's going on in California. Also can't do it. Because of what's going on with the Dow Jones industrial average it's been a tumultuous week, and there's not really any choice. But I've got to talk about the stock market again with you. Because as I'm sure you're aware volatility has returned to the stock market and plenty of other financial markets over not just this week. But the past six weeks, you know, this is what what's the big deal wreck. I mean, you are a personal financial. Of course, you should be talking about the market. Well, well now because as my wife, Jean loves to say, there's you know, the personal finance is more personal than finance. And quite frankly, the financial markets are a tiny little piece of the broader personal finance issues that you and I wrestle with every single.

Rick Edelman California Orange County Los Angeles Jean six weeks
"rick edelman" Discussed on WSB-AM

WSB-AM

01:31 min | 2 years ago

"rick edelman" Discussed on WSB-AM

"I'm Rick Edelman before we go any further on the program today, we need to just take a brief moment and express our condolences and sadness for what's going on with the wildfires in California throughout the entire state. Our hearts and prayers go to everyone who is affected by this. We've got clients ourselves, and and staff and financial planners and in and around the bay area in the north end in and around Orange County and Los Angeles in the south, and it's it's an astonishing situation, and we're our hearts, and I go out to you if you're affected, and I would ordinarily begin the program by saying in a very happy weekend to you. I can't do that. Because of what's going on in California. I also can't do it. Because of what's going on with the Dow Jones industrial average it's been a tumultuous week, and there's not really any choice. But I. I've got to talk about the stock market again with you. Because as I'm sure you're aware volatility has returned to the stock market and plenty of other financial markets over not just this week. But the past six weeks, you know, this is what what's the big deal recommend you our personal financial? Of course, you should be talking about the market. Well, we'll know because as my wife Jean loves to say, there's you know, the personal finance is more personal than finance. And quite frankly, the financial markets are a tiny little piece of the broader personal finance issues that you and I wrestle with every single day..

California Rick Edelman Orange County Los Angeles Jean six weeks
"rick edelman" Discussed on KSFO-AM

KSFO-AM

01:30 min | 2 years ago

"rick edelman" Discussed on KSFO-AM

"I'm Rick Edelman before we go any further on the program today, we need to just take a brief moment and express our condolences and sadness for what's going on with the wildfires in California throughout the entire state. Our hearts and prayers go to everyone who is affected by this. We've got plying ourselves and staff and financial planners and in and around the bay area in the north end in and around Orange County and Los Angeles in the south, and it's. It's an astonishing situation, and we're our hearts, and I go out to you. If you're affected. And I would ordinarily begin the program by saying in a very happy weekend to you. I can't do that. Because of what's going on in California. I also can't do it. Because of what's going on with the Dow Jones industrial average it's been a tumultuous week, and there's not really any choice. But I've got to talk about the stock market again with you. Because as I'm sure you're aware volatility has returned to the stock market and plenty of other financial markets over not just this week. But the past six weeks, you know, this is what what's the big deal recommend. You are a personal financial. Of course, you should be talking about the market. Well, we'll know because as my wife Jean loves to say, there's you know, the personal finance is more personal than finance. And quite frankly, the financial markets are a tiny little piece of the broader personal finance issues that you and I wrestle with every single.

California Rick Edelman Orange County Los Angeles Jean six weeks
"rick edelman" Discussed on KOA 850 AM

KOA 850 AM

01:31 min | 2 years ago

"rick edelman" Discussed on KOA 850 AM

"I'm Rick Edelman before we go any further on the program today, we need to just take a brief moment and express our condolences and sadness for what's going on with the wildfires in California throughout the entire state. Our hearts and prayers go to everyone who is affected by this. We've got clients ourselves, and and staff and financial planners and. In and around the bay area in the north and in and around Orange County and Los Angeles in the south, and it's it's an astonishing situation, and we're our hearts, and I go out to you. If you're affected. And I would ordinarily begin the program by saying in a very happy weekend to you. I can't do that. Because of what's going on in California. I also can't do it. Because of what's going on with the Dow Jones industrial average it's been a tumultuous week, and there's not really any choice. But I've got to talk about the stock market again with you. Because as I'm sure you're aware volatility has returned to the stock market and plenty of other financial markets over not just this week. But the past six weeks, you know, this is you'd say, well, what's the big deal? Rick. I mean, you are a personal financial. Of course, you should be talking about the market. Well, we'll now because as my wife Jean loves to say, there's you know, the personal finance is more personal than finance. And quite frankly, the financial markets are a tiny little piece of the broader personal finance issues that you and I wrestle with every single day..

Rick Edelman California Orange County Los Angeles Jean six weeks
"rick edelman" Discussed on WBT Charlotte News Talk

WBT Charlotte News Talk

01:31 min | 2 years ago

"rick edelman" Discussed on WBT Charlotte News Talk

"I'm Rick Edelman before we go any further on the program today, we need to just take a brief moment and express our condolences and sadness for what's going on with the wildfires in California throughout the entire state. Our hearts and prayers go to everyone who is affected by this. We've got pliant ourselves, and and staff and financial planners and in and around the bay area in the north end in and around Orange County and Los Angeles in the south, and it's it's an astonishing situation, and we're our hearts, and I go out to you if you're affected, and I would ordinarily begin the program by saying in a very happy weekend to you. I can't do that. Because of what's going on in California. I also can't do it. Because of what's going on with the Dow Jones industrial average it's been a tumultuous week, and there's not really any choice. But i've. I've got to talk about the stock market again with you. Because as I'm sure you're aware volatility has returned to the stock market and plenty of other financial markets over not just this week. But the past six weeks, you know, this is what's the big deal. Rick. I mean, you are personal financial. Of course, you should be talking about the market. Well, well now because as my wife, Jean loves to say, there's you know, the personal finance is more personal than finance. And quite frankly, the financial markets are a tiny little piece of the broader personal finance issues that you and I wrestle with every single day..

Rick Edelman California Orange County Los Angeles Jean six weeks
"rick edelman" Discussed on KLBJ 590AM

KLBJ 590AM

01:47 min | 2 years ago

"rick edelman" Discussed on KLBJ 590AM

"Welcome back to the Rick Edelman show last segment. We were talking about how annuity marketers are not always necessarily as forthcoming as you might want him to be. And then they hand you telephone books full of disclosure documents, and legal contracts, which is often beyond the ability or interest of anybody bothering to read. So here's good news coming out of the SEC to help that the SEC has proposed new rules this past week that will improve the disclosure of variable annuities in particular and also variable life insurance contracts. They're now going to allow wants this rule gets finalized the annuity and insurance industries to promote a summary prospectus instead of forcing you to read that telephone book, they're going to give you a one page or maybe a two page summary document, concise reader-friendly kief acts like the risks in the fees. It's great news. The mutual fund. And industry has had this ability for ten years. And now the SEC is going to make it available to variable annuities and variable lie, so we're looking forward to that positive change in the interest of consumer education. That's great news. Hey, another aspect of consumer education really excited that our new children's book that's coming out in November twenty it's called the squirrel. Manifesto? It's the first children's book that we've ever written, gene. And I wrote this together I've written nine books jeans written one of our own and we've now collaborated on a new children's book. It's called the squirrel manifesto. And even though the book hasn't yet been published. It'll be released on November twenty it is already number one on Amazon's children's new releases list. And you can order the book the spoil manifesto,.

SEC Rick Edelman Amazon ten years
"rick edelman" Discussed on WCBM 680 AM

WCBM 680 AM

01:54 min | 2 years ago

"rick edelman" Discussed on WCBM 680 AM

"Radio six eighty WCBS WCBS in Baltimore. Welcome back to the Rick Edelman show. If you've got a question, you can drop me an audio file all you gotta do is use your iphone or your Android and record an audio of yourself. And then Email it to me at ask Rick at RIC Edelman dot com. That's what I was born did from sandy spring, Maryland. My question today is about experiment with digital currency called bitcoin which introduces a novice to in one of your programs or almost ten years ago. I recall you said you had a few not as an investment, you repeatedly said, but as a financial learning experiment role you do cover digital currencies and the blockchain comprehensive linear recent book. Can you bring your audience up to date on the result of early bitcoin experiment? Thanks a lot. If you agree, right? All right. Osborne. Happy to to do that. Yes. Osborne. Is correct. I have I began years ago. Investing or buying bitcoin. Because I wanted to see how it worked what it was. And so on and so forth. My attitude has shifted over the past several years. And I now do believe that it's not merely an experimental logically. But I do believe that there's a there there in the world of cyber assets. Notice. I didn't call them cyber currencies or crypto assets. Notice. I didn't call them. Crypto currencies bitcoin was originally designed as a crypto currency. I'm not sure how soon it will be useful as a true alternative to currencies. But there's no question in my mind now that crypto.

Rick Edelman Osborne RIC Edelman Baltimore Maryland ten years
"rick edelman" Discussed on WTVN

WTVN

02:40 min | 2 years ago

"rick edelman" Discussed on WTVN

"Rick. Edelman show Now. Here's wick Weakened to you welcome to the Rick Edelman show where in the midst of controversy over, the fiduciary standard you've heard me talking about this with you for. A long time in the reason it matters so much is because. Things have changed so radically in the, personal finance, landscape you know back in the day back in the, fifties and sixties maybe even into the nineteen seventies the big decision you had to make when it came to. Managing, your money Was how to choose the right investment right that's what, investors spent all of their time doing should you buy this stock. Or that stock should you put your money into the market or. Take it out of the market that's, no longer, the question that investors asked because we have gotten a, lot more sophisticated a lot more knowledgeable far more educated and let's face it a lot more experienced as well About how to properly manage assets you're no longer trying to pick stocks right have you ever bought an individual stock when's the last time you, did that do you watch the prices scrolling across the bottom of the screen on these business news networks all. Day? Long I doubt. It that's not the key to investment management success the key is not choosing stocks the key is, building a comprehensive investment portfolio highly diversified, featuring, exposure to, all the major asset classes and, markets? Sectors on a global basis and doing this, with? Funds rather than individual securities because funds give you. Broader diversification of more a greater breadth of? Holdings and greater diversification translates into lower risks right that makes sense owning a thousand? Stocks is lot safer than owning just one because if one goes broker in trouble but if it's one of a, thousand well, you know you can just shrug your shoulders right so Investors get that which means the question today is. No longer what. Investment do I choose the question now becomes. What investment advisor do I choose. Because the complexity has become so great that, it's not just about the investments but hey the tax implications those investments and the estate implications do I hold the account in my name only, is a joint with my spouse do I put it into a trust and if so is an a revocable. Trust? Or an irrevocable. Trust do I put the money into a child's account and so on and so forth so you've, so many issues and and she.

Rick Edelman wick Weakened Rick. Edelman fiduciary advisor
"rick edelman" Discussed on WMAL 630AM

WMAL 630AM

02:40 min | 2 years ago

"rick edelman" Discussed on WMAL 630AM

"Rick Edelman. Show Now. Here's wick And a very happy. Weekend to you welcome to the Rick Edelman show where in the midst of controversy over, the fiduciary standard you've heard me talking about this with you for, a long time and the reason it matters so much is because. Things have changed so radically in the, personal finance, landscape you know back in the day back in the, fifties and sixties maybe even into the nineteen seventies the big decision you had to make when it came to. Managing, your money Was how to choose the right investment right that's what, investors spent all of their time doing should you buy this stock, or that stock should you put your money into the market or. Take it out of the market that's, no longer, the question that investors asked because we have gotten a, lot more sophisticated a lot more knowledgeable far more educated and let's face it a lot more experienced as well About how to properly manage assets you're no longer trying to pick stocks right have you ever bought an individual stock when's the last time you, did that do you watch the prices scrolling across the bottom of the screen on these business news networks all. Day. Long I doubt. It that's not the key to investment management success the key is not choosing stocks the key is building, a comprehensive investment portfolio highly diversified featuring, exposure to all the major asset. Classes. And markets sectors on a global basis and, doing? This with funds rather than individual securities because funds. Give you broader diversification of more a greater? Breadth of holdings and greater diversification translates into lower risks right that makes sense owning? A thousand stocks is a lot safer than owning just one because if one goes broker in trouble but if it's, one of, a thousand you can just shrug your shoulders right so Investors get that which means the question today is no longer what. Investment do I. Choose the question now becomes what investment advisor. Do I choose because the complexity. Has become so great that it's not just, about the investments but hey the tax implications those investments and the estate implications do I hold the account in my name only or is it, joint with my spouse do I put it into a trust and if so is in a revocable trust or. An? Irrevocable trust do. I put the money into a child's account and so on and so forth so you have so many, issues and she.

Rick Edelman fiduciary advisor
Legionnaires' disease bacteria found at Jacobi Medical Center

The Truth About Money with Ric Edelman

02:03 min | 2 years ago

Legionnaires' disease bacteria found at Jacobi Medical Center

"Eighty. Four, other injuries reported well w CBS's Peter Haskell in east New York legionnaires bacteria has been found in the water. At Jacobi medical center patients staffers who drinking bottled water patients are also using bath wipes while the four hundred fifty bed Bronx hospital installs new water filters and showerheads city health and hospitals says the bacteria was discovered during, routine required testing officials say the risk to, patients is very low and there is no risk. To the surrounding. Community earlier this month one person died of legionnaires disease after an. Outbreak in Washington heights legionnaires is not. Contagious person to person people get it by breathing water, vapor containing, the bacteria the deadly northern California wildfire near reading continues to take a toll on thousands of days evacuees hundreds of whom, have lost, their homes Alastair Sullivan resident of northern California. Barely escaped in time Things out. About five. Minutes to go drive towards the flames to get around in other ways so you get out of the, neighborhood quickly I didn't want. To sit in traffic with flames coming up. Behind, the fire heading into a fifth day has. Left five people dead including a seventy year old woman and her. Two young great grandchildren blaze which has destroyed more than five hundred homes and threatens another five thousand is just five percent contained today marks one hundred days until the midterm elections President Trump will try to keep GOP majorities, in the house and the Senate he's suggested, he may hit the campaign trail for six or. Seven days a. Week the president will also bring some baggage to the trail and. Intensifying investigation into Russia's 2016 election meddling. In which Michael Cohen the, president's former fixer appears ready, to cooperate, with special counsel Robert Muller he has accused Mr. Trump of knowing in advance about a twenty sixteen Trump Tower meeting involving, Donald Trump, junior and several Russians claims President Trump deny CBS correspondent Mola langey with the president in New, Jersey now back to the. Rick Edelman show.

President Trump Trump Tower CBS Jacobi Medical Center Peter Haskell Washington Heights New York California Bronx Hospital Rick Edelman Robert Muller Alastair Sullivan Russia Mola Langey Michael Cohen Special Counsel GOP Senate
"rick edelman" Discussed on WBZ NewsRadio 1030

WBZ NewsRadio 1030

01:36 min | 2 years ago

"rick edelman" Discussed on WBZ NewsRadio 1030

"It's the rick edelman show triple eight plan ric ric edelman dot com we're talking about a study showing the volume of trading and self directed retirement accounts and the risks to you of too frequent trading people who are doing that clearly are not farmers think about this picture of farmer what does he do every season he plants seeds in the ground you know what he doesn't do them he knows them come back a week later to dig the seat up to see how it's doing he plants the seed in the ground and he walks away for months at a time wait let it do its thing look if the flood's gonna come there's not a lot you can do about it if the drought is gonna come is not a lot you can do about it and if all you do is dig up the seed to check it out you're gonna kill it for sure instead of hurry up do something let's invert that don't just do something stand there that's the approach you really need to be taking far too often people feel that when the market is moving it's either rise her fallen in a big way different from before that they ought to do something about it if it's falling quick i gotta get out or if it's rising hurry up i gotta get in neither the above is correct establish your long term investment strategy you've already done that ask yourself why are you investing the way that you're investing it's because of your long term goals.

rick edelman
"rick edelman" Discussed on WBZ NewsRadio 1030

WBZ NewsRadio 1030

02:00 min | 3 years ago

"rick edelman" Discussed on WBZ NewsRadio 1030

"Rick edelman show now here's wick adamant welcome to the rick edelman show i am brandon poor so with isabelle barrow we're gonna take your telephone calls without rick today he is off hello isabelle however you brandon thrilled to be here and before we take your calls there's really a lot that we've pulled that we think matters to you that's going to impact you and your family when it comes to your finances that i'm gonna start by posing a question if a company isabel has sales increase at thirty one percent what do you think would happen to the stock price solid go up you would think so right it would shoot up will not necessarily enter caterpillar just this past week they reported their profits their earnings and the sales went up thirty one percent but in the call and executive said that this could prove to be the high water mark for the year and the stock this day sold off by six percent example of huge volatility going on in our markets there has been volatility i think the markets have been trending down a little bit more than up despite a lot of good news out there when it comes to the companies percent for the quarter which would be the highest growth rate in the last seven years dividends are expected to increase in two thousand eighteen seventy percent of us companies are are expecting to be increasing their dividend this year which is the highest rate at least a decade or so and it's partly because of the tax cut right so there's been a corporate tax cut in two thousand eighteen lower taxes means more profit that can mean more dividends but why does that happen why is there a disconnect why does the market not look at all the current good news and shoot up well we've got to remember that the stock market is a leading indicator so it cares what these companies are reporting for profits but right after that right after the here it they wanna know what's next what's coming the next quarter and so if there's an executive that has any type of a cautious statement that's what the market's going to focus on here's the good news you don't need.

isabelle barrow isabel executive Rick edelman brandon thirty one percent two thousand eighteen seventy seven years six percent
"rick edelman" Discussed on KSFO-AM

KSFO-AM

02:18 min | 3 years ago

"rick edelman" Discussed on KSFO-AM

"Four stroke today a public service announcement from the american stroke association and the ad council talk radio five sixty uhhuh the views expressed on this program not necessarily the views of this station do not use the show's content as the basis for an investment decisions instead consulted financial advisor or conduct road due diligence calls a prescreened and the show was prerecorded earlier this week rick edelman is an investment adviser representative of eshelman financial services a registered investment advisor which burnishes this program and also registered principal of the f legacy securities and affiliated broker dealer member finra as i b c this is the rick edelman show now here's rick edelman i'm very happy weekend to you welcome to the rick edelman show brandon courses in the studio with me today it is great to be here thank you brandon for joining us we have had a tumultuous market over the past couple of weeks but the focus has been all on the stock market but it's not just the stock market that investors need to be looking out for the municipal bond index fell more in the first quarter than any first quarter and get this fifteen years that's unbelievable i don't think people realized how much muny bonds have fallen in the past three months the biggest in fifteen years and this is measured by popular index it's down over one percent which again is a big loss in the context of this investment category and it's for a number of reasons one is the new tax rates so two thousand eighteen the rates are a little bit less so tax free interest is a little bit less valuable but also we're seeing rising interest rates which also hurt now the inflows into this category wreck people investing into muny bonds the lowest in five years and it's a ninety two percent drop over the five year average which is telling evidence that people have said oh my goodness i can't believe how much money i'm losing a municipal bonds because let's face it the people who buy municipal bonds tend to be older more conservative fiscal conservative investors who want current income and they want to avoid taxes and they haven't seen losses in this category for such a long period of time and so this is.

american stroke association advisor rick edelman representative principal brandon fifteen years ninety two percent three months one percent five years five year
"rick edelman" Discussed on BizTalk Radio

BizTalk Radio

02:19 min | 3 years ago

"rick edelman" Discussed on BizTalk Radio

"The price also talked a little bit about this last week when famed financial adviser rick edelman talked about that that that basically financial advisers are going to be out of a job if they don't figure out that technology is going to take over a lot of the stuff that they have been doing and it's not necessarily the advisers that i know because most of them are not in the business of managing money if all you're doing is managing money for a living then millennials in particular who don't really like social interaction or any kind of interaction are going to go online and use some robotic advisory service which i find deplorable because i've never found at least not yet a robot that can do the same thing as a real person can they do asset allocation of course can they do rebalancing that's been going on for years but can they do with the team that i sat down with yesterday were they successful physician and his equally successful spouse who had tax issues and personal family issues longterm healthcare issues with an ageing parent and the list goes on and on and on so anyway what joe caughlin coughlin good irish boy had to say although i have a really good friend who's a scotsman whose last name has coughlin to about a former monsignor of mine was also coughlin so i don't know if it's irish or scottish now i think it's irish anyway he's the founder of the mit technology age lab a multidisciplinary research programme that studies the over fifty population along with technology and product design and innovation he's written a book and i'm going to order this book because i'm really fascinated by this whole long jibbidy longevity planning thing it's called the longevity economy unlocking the world's fastest growing most amidst understood market.

rick edelman coughlin mit
"rick edelman" Discussed on WBZ NewsRadio 1030

WBZ NewsRadio 1030

02:00 min | 3 years ago

"rick edelman" Discussed on WBZ NewsRadio 1030

"The rick edelman show this is the rick edelman show now here's wig at man were back at the riggleman the you're listening to the truth about money brennan corso with me in the studio as we head out to claremont california to say hi to scott welcome to the program scott how you doing great thanks for taking my call i'm on a regular listener i'm sixty four and a half that plan on retiring at sixty five vote you a little bit of consulting work at that time i've got a uh an ira and a four one k uh take social security they ch sixty six i've been to uh one of the middlemen retirement seminars i visited with that and it it'll mena kaiser twice and uh i've recruit books uh and i like the algorithm of selling into investing and rebalance sick which makes sense to me uh my wife is uh is not um uh in line with me she's a wanting to deal with different than investment firm uh because of some of her friends that are involved in a father who did well financially in our area and she wants to uh have our by money invested with a merrill lynch and uh my currently have it would morgan stanley's but i found out my mark sand like i was not a three sheeran no that'll chinchar but what is one do when uh your spouse was not in line with which which you would like to do in terms of uh uh retirement and where to put money well do or two choices one is persuasion uh is to uh try to convince per that you were right or she convince you that she's right the alternative the ndfb you had those conversations already by the way the alternative is to divide the assets you do year thing and that her do her thing the issue comes to joint accounts ordinarily we would encourage people to maintain if they're mary join accounts but that would require you to maintain that account at one institution which means you have two choices.

ira social security merrill lynch rick edelman claremont california scott mena morgan stanley four one k
"rick edelman" Discussed on KKOB 770 AM

KKOB 770 AM

02:22 min | 3 years ago

"rick edelman" Discussed on KKOB 770 AM

"The show's content as relations for any investment decisions instead consult financial advisor were conduct rude iljaz closer prescreened and the show was we recorded earlier this week riggleman as an investment adviser representative with italy financial services a registered investment advisor which were dishes this program and also registered principle of ef legacy securities and villian broker dealer member finra sipc this is though rick edelman show now here's wig at old man welcome to the ric edelman show thanks for joining us this weekend happy weekend to you by the way do you have a credit card ovitz a silly question of course you do unless you're a millennial in which case now you might not have a credit card oh and dopey so quick to say well that's because they have debit cards instead they'll be so sure about that either know what millennials are using these days then no ever heard of it its own by pay pal then now is an app in your smartphone that let you transfer money to another smartphone i mean think about this millennials are going out together to a restaurant or bar the bill shows up member in the old days the waitress would say do you want me to split the checking out the world split the czech five ways it's a big nuisance a one person ends up paying the bill with their credit card or with cash and then they got to collect the money from all of their friends at what a nuisance what a hassle look come up with all that means everybody's gotta carry cash and so on and so forth than most solves all that because you know vim odors it allows you to transfer money from your venlo account on your phone to your friends than mullah count on their phone simple quick easy and free millennials love then mo well according to lend edu they just polled 1200 millennials about their then mo use then bo is a huge smartphone application there go on tractor process twenty billion dollars in payments this year this is no leading outfit and according to the survey by lend eighty you one out of every three millennials onethird of them 33 percent have used then now to pay for drugs 21percent have used it to settle gambling debts.

advisor representative financial services italy rick edelman ric edelman twenty billion dollars 33 percent 21percent