Micah Shilanski transitioned from working 70-plus-hour workweeks to refining his practice down to the point where he can service all of his 160 clients while being in the office only four months of the year.
Cornerstone Wealth Advisors founder Jon Guyton doesn't just run a financial planning firm that serves retirees, he also conducts retirement research himself.
A curated collection of the top words of wisdom shared by wealth management industry leaders and top breakaways from the first year of Mindy Diamond on Independence.
Michael Kitces talks to "Retirement Answer Man" Roger Whitney about how his podcast attracts affluent baby boomers transitioning to retirement and how he turns them into clients.
