Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Kitces and Carl - Real Talk for Real Financial Advisors
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The Importance of Diversifying Assets
"I think it was technology that did it to us. Like, you know, we were the gatekeepers with access to stocks and bonds," he says. "All of a sudden, like, why am I paying a broker to buy a thing that's so easy to buy on the internet? A baby can do it." The people most likely to see this are living in 'a 5 to 10% bubble,' CFO adds.
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