Your Money, Your Future: Key Changes Every Investor Should Know

The wealth management industry looks a little different these days between a decreasing numbers of advisors, new fees coming from large firms like Vanguard, so much more

What does that mean for you as an investor and why should you care?

This week on The Wealth Cafe I sat down with fellow financial advisor and good friend Jessica Weaver to unpack how these continued industry changes are going to impact consumers

And since are already talking about industry changes lets talk about the way retirement has changed over the last several decades

The second Wealth Cafe episode I have for this week takes a deep dive into how the retirement landscape have shifted

One of the biggest changes is moving from defined contribution (aka pensions) to define benefit plans (think IRAs, 401ks, etc.)

On this episode I break down what changes have occurred, why we saw this shift happen, and how this changes the way financial advisors help individuals prepare for retirement

Both of these episodes dive into the evolution of wealth building in this country and what it means for the future. Make sure to check them both out below

Watch This Week's Episode

Read to talk more about estate or financial planning?

Apply for a complimentary intro call here

Watch Last Week's Episode