Salim Ramji: The Industry Uses Complexity As a Mask to Charge More

Salim Ramji: The Industry Uses Complexity As ...

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Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan

Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO of Bryn Mawr Trust Advisors, Chief Wealth Officer of WSFS Bank, and founder of the FinServ Foundation. He’s a professor of practic ...  Show more

David Bach: ‘Start Enjoying Your Life Sooner’

Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Rich; Start Late, Finish Rich; and The Automatic Millionaire. He just released the 20th anniversary edition of The Automatic Milliona ...  Show more

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