Morning Memo
Wealth Management Morning Memo

NOVEMBER 30, 2021

CAREERS

Fifteen Must-Listen Financial Podcasts

Check out these (mostly) new podcasts your peers listen to.

FULL ARTICLE

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ALTERNATIVE INVESTMENTS

Why Financial Planners Have A Fiduciary Duty To Be Well-Educated In Cryptocurrency

Crytocurrencies are here to stay. It's well-past time advisors start learning about them.

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SPONSORED CONTENT

5 Lessons from 5 Decades of Asset Allocation

Five key lessons that we believe are vital to be a great asset allocator today.

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HIGH NET WORTH

Elon Musk’s California Exit Can Save Him $2 Billion in Taxes

The billionaire’s sale of multiple homes was a crucial step in fleeing the high-tax state.

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MICHAEL KITCES' #FASUCCESS PODCAST

JD Bruce on Segmenting Clients with Separate Planning Fees

Abacus Wealth Partners' J.D. Bruce describes how the firm uses Angie Herbers’ Diamond Team Model to offer different services for a variety of clients.

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SPONSORED CONTENT

Making Tax Smart Withdrawals in Retirement

See why a conventional withdrawal strategy may result in a big tax surprise.

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Podcasts

RIA EDGE PODCAST

Growth by Design with Journey’s Penny Phillips

Penny Phillips, co-founder and president of Journey Strategic Wealth, discusses the keys to creating sustainable growth and the evolution of options now available to independent advisors.

Sponsored by Schwab Advisor Services

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INSIDE ETFS PODCAST

Inside The World Of ETFs with Jan van Eck

Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events.

Sponsored by Allianz

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SPONSORED WEBINAR

One-Stop Shopping for Hedged Large Cap Exposure

Join on Thursday, Dec. 2nd to learn how the ZEGA Buy and Hedge ETF (ZHDG) is more of a progressive approach versus the traditional 60/40 portfolio, and why it's an appropriate investment for goals-based investors with moderate risk profiles.

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