Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo leaving assets to their children and family. Listen along to hear what the wealthiest people in the world have learned about achievement, fulfillment, and wealth. Later in the show, Paul and Anne talk about the article “If I Can Trade for Free, Why Do I Need You?” from ThinkAdvisor.
What Do 5-Star Broker Ratings Mean? It’s Not What You Think.
So you go to a planning meeting and find out that the company is full of award-winning brokers selling 5-star funds. Well,