The Big Picture

MAY 13, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct?

Clients 130

Clients Investments Investing Management 130

The Big Picture

DECEMBER 28, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But everybody is different from everybody else in age, income, wealth, attitude towards life, how many years you want to keep working, things like risk tolerance. RITHOLTZ: Sure.

Management 189

Management Investments Investing Clients 189

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have be behavioral finance tools so that the investor can understand their relationship with wealth and their risk tolerance, their needs at a greater level of detail.

Clients 147

Clients Portfolio Financial Advisor Investments 147