Greg Gohr, Senior Vice President of Wealth Management at Commonwealth Financial Network, discusses the evolution of the fee only advisement business. Rob Katz, CEO at Vail Resorts, talks about the company’s expansion and the upcoming Rocky Mountain ski season. Shabri Moore, President of Moore Wealth, explains how to put emotional thoughts about retirement into action. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Private Equity Reporter Heather Perlberg break down the Businessweek Magazine cover story on private equity taking over the world. Katherine Liola , CEO at Concentric Private Wealth, explains how to create a financial fitness plan. Chuck Olsen, CEO at CalmWater Financial Group, talks about the benefits of a financial education. And we Drive to the Close with Brad McMillan, CIO at Commonwealth Financial Network. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related