
Personal finance strategy
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 32 | Subscribers | Read | robcarrickpf.substack.com |
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Here's where home equity can be a retirement game-changer
> Shannon talks about how advisers can position themselves to help clients keep their cool in a crash, and Rob shares what he’s learned about investors after watching them weather at least three big crashes in the past.
Organize now, reduce (mega)stress later
Shannon and Rob tackle fees in Episode Two of The Findustry, including the ideal cost for clients and how advisers can own the conversation about costs.
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
My 30-year conversation with people about personal finance and investing continues
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