Remove Asset Allocation Remove Clients Remove Financial Advice Remove Financial Counseling
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Transcript: Ramit Sethi

The Big Picture

Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. RITHOLTZ: What’s the pushback to that from clients? Have I managed my asset allocation and my investment fees? RITHOLTZ: That’s more counseling than it is financial advice.