PODCAST – We bring you insight into the hottest topic in wealth management. You will get balanced views, actionable steps, and timely examples from industry experts.
This month’s guest is Rick Wedell, Chief Investment Officer, RFG Advisory and former Head of Fixed Income Investing at Bain Capital.
Your host is Shari Burnum, CFP, a 30+ year veteran wealth manager and top independent advisor and team leader in the hybrid RIA / fiduciary channel.