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Michael Kitces – The Past, Present & Future of Financial Advice - [Invest Like the Best, EP.122]
Invest Like the Best with Patrick O'Shaughnessy
Are You Focusing on Baby Boomer Retirees?
In the past five years, we've had half a dozen different social security timing calculator tools start coming out. It's morfing from there into discussions around medichere, health insurance, health surance before you're eligible for medicare. What do i do between work and 65? How do i make Medicure part d prescription drug plans? Do i take a medicure advantage plan versus a traditional part b plan? Like making all of those decisions. And that's where all these other value advice areas are starting to crop up again. Your advisers need se f p certification which means they need to re-invest in your investment process. You have to be able to talk about how much money
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