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The Ric Edelman Show: April 27, 2019

Duration: 1:22:49

On this episode:

  • Why Would Anyone Work With an Advisor Who Isn’t Acting in Their Best Interests?
  • Do You Own a Second Home?
  • At What Age Does a Wife Become a Widow?
  • Five Indicators of Financial Preparation

On this episode:

Why Would Anyone Work With an Advisor Who Isn’t Acting in Their Best Interests?

Duration: 6:28

The New Jersey Bureau of Securities created a new regulation that will require everyone providing investment recommendations to act as a fiduciary. Other states are working on similar regulations to help protect individual investors, but at least two Wall Street firms are already protesting. Listen to Ric Edelman reveal the two firms and share tips on how to find an advisor you can trust.


Do You Own a Second Home?

Duration: 4:51

Lots of folks own a second home, but the house could sit empty much of the time. Even if it is, they’re still paying for the up keep and utilities. That’s why many people love the idea of renting a second home and generating income. But there’s a problem if your mortgage on the second home was issued by Fannie Mae. Listen to Ric Edelman explain the rule and some new guidance that could help owners who want to generate rental income from a second home.


At What Age Does a Wife Become a Widow?

Duration: 4:57

The average age at which a wife becomes a widow is surprisingly low. What’s more, half of all women who are married will become widows under the age of 60. Listen to Ric Edelman share the average age at which a woman becomes a widow and discuss the profound implications when it comes to personal finance.


Five Indicators of Financial Preparation

Duration: 8:25

How prepared are you for your financial future? A new survey that was just released lists five key indicators. But the sad reality is that 43 percent of people are not prepared, according to this list. Listen to Ric Edelman share these five indicators and explain how you can make sure you are financially prepared.


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Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

Truth About Your Future. The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.

In March 2008 The Lies About Money was named Personal Finance Book of the Year by the Axiom Business Book Awards for earning the Gold Medal in the category of Personal Finance. This award was presented by Jenkins Group Inc., operators of IndependentPublisher.com.

*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.

**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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