A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“I think back to one of my clients who, this past year, mentioned that they were fed up with the fact that their children couldn’t go back to school in person. They could be anywhere if school was only going to be virtual and how they wish they could live out their future dream of buying a boat and sailing around the Caribbean with them. I was able to encourage them to do just that. To seize the day and, while their children were young, take the chance. Now they have the memories and stories forever.” (Christopher Clepp)
Articles
Do You Need a Long-Term Care Policy? (Jordan Benold)
Tomorrow is Never Promised (Christopher Clepp)
Investment Rebalancing, Made Simple (Matt Fizell)
Videos
Human Nature & Numbers with Jamie Hopkins (Shaping Change with Ross Marino)
The Challenges & Opportunities With Guaranteed Income With Matt Wolniewicz (Shaping Change with Ross Marino)
Podcasts
Better Conversations. Better Outcomes: Navigating Change When Life Happens (featuring Ross Marino)
Courses
The One Page Financial Plan (Jeremy Walter)