3min chapter

Animal Spirits Podcast cover image

Talk Your Book: How Advisors Can Manage 401k Accounts

Animal Spirits Podcast

CHAPTER

Do You See an Opportunity for Advisers and Clients to Be More Comprehensive?

The primary use case is, as you outlined earlier, i have a financial adviser. They're managing it for me. I also have y dollars in my for one k. And i trust this person. There's no reason, fundamentally, that they shouldn't have been helping me with these assets from day one. It's been a missing part of my overall solution. So i'm going to let my adviser manage the of them, because now he has a solution to do. This is kind of the common behavior theme that we see across clients and their advisers. You see markets start to get volatile. It definitely creates some fear in investors, especially when you're talking about their long term retirement

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