A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
” think a lot of people are guilty of doing mental accounting and thus managing their retirement account one way because it’s in one “bucket,” and then having different taxable accounts with different purposes that oftentimes end up owning the same thing. While it’s not the worst thing investors can do, it’s also not the most optimal.” (Simon Tryzna, Three ‘Wise’ Guys)
Three ‘Wise’ Guys on: Mega-Rich Planning Strategies (Matthew Ricks, Simon Tryzna, Michael Kelly)
Are you asking or telling? (Brian Plain)
Stop Obsessing Over Every Penny (Thomas Kopelman)
Episode 15: Pursuing Impact Ft. Nate Spangle (The Long Game Podcast, Thomas Kopelman)
How to become a GREAT Financial Adviser and my accidental journey to becoming one (Cleona Lira)