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Michael Kitces interviewed me!

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  • #31







    Did you mention the WCI or the forum on the podcast?  There seems to be an influx of FAs over the past few days!
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    Gulp, yes, and Michael told me that would happen. He also said it would slow down after a month or two; we’ll see  ????
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    It's amazing how many of the new financial advisors have dredged up old topics from months ago and offered generic or inaccurate answers just to get their post count up (and to get free advertising for themselves in the signature blocks of their posts).  Hopefully one or two of them are hidden gems that will offer useful advice instead of selling "product" and offering higher than Vanguard fees for lower than Vanguard performance.

    The silver lining in this is that some WCI participants who may not have heard of Michael Kitces now might check out his excellent blog, Nerd's Eye View.  His target audience obviously is financial planners, but there's plenty of good commentary and detailed articles that can benefit individual investors too.

    P.S. Congratulations again to Johanna for the interview with Michael Kitces!

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    • #32
      I just listened to the entire podcast.  It was really great!  I am impressed that you have been able to essentially start a new successful business from this forum.  You presented yourself well.  I would recommend listening to this podcast if you are in need of planning.  I hope some of the student/resident/young attendings will get your help.

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      • #33




        I just listened to the entire podcast.  It was really great!  I am impressed that you have been able to essentially start a new successful business from this forum.
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        I haven't had a chance to listen to the podcast, but that is pretty impressive.  I hope WCI isn't gouging you on the commission! 

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        • #34




          I hope WCI isn’t gouging you on the commission!
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          lol, then I suppose it's too much to hope for him to give me an advertising discount for hyping his site  :roll:
          Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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          • #35
            This was great! Thank you for being so honest and transparent. I always value the information you bring to this forum. Keep up the good work!

             

            PS.  I am in VA so I didn't need a translator. 

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