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Document and article links are listed in reverse order, with most recent episodes listed first.
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Episode 33 Article Link:
Episode 32 Article Link:
Is The New Normal Accelerating the Need for Better Portfolio Management Technology?
Episode 31 Article Link:
Episode 30 Article Link:
Episode 29 Links:
Rod Crandall Contact Info:
Phone - (847) 305-0600
E-mail - RCrandall@usadvisorsinsurance.com
Episode 28 Article Link:
Just Married? How to Say "I Do" to Shared Finances
Rod Crandall Contact Info:
Phone - (847) 305-0600
E-mail - RCrandall@usadvisorsinsurance.com
Episode 26 Article Link:
Brett Fulmer Contact Info:
Website - brokerbrett.com
Twitter - @broker_brett
LinkedIn - Brett Fulmer
Episodes 24 and 25 Links:
BOOK: Smart(er) Investing: How Academic Insights Propel the Savvy Investor
Episode 23 Article Link:
Episode 22 Article Link:
What CARES Act withdrawals could mean for client retirement savings
Episode 21 Article Link:
Episode 20 Article Link:
How to Have Difficult Conversations When You Don’t Like Conflict
Episode 19 Article Link:
Episode 18 Article Link:
Robinhood Customer Commits Suicide After Seeing $730,000 Negative Balance
Episode 17 Article Link:
Episode 15 Article Link:
Episode 14 Article Link:
Advisor or Broker: The Clarity the Industry Needed from the SEC
Episode 12 Article Link:
Episode 11 Article Link:
The Flaws a Nobel Prize-Winning Economist Wants You to Know About Yourself
Episode 10 Article Link:
Episode 9 Article Link:
Episode 8 Article Link:
Episode 7 Video Link:
CEO Gary Kelly Shares Thoughts on Planning for Future Demand
Episode 6 Article Link:
Episode 5 Article Link:
Why Advisors Must Treat Social Security As Vital To Retirement Income
Episode 4 Article Link:
Episode 3 Article Link:
6 moves advisors should be recommending for their clients right now
Episode 1 Article Link: