So Money - Episode 52

Ric Edelman

Founder and CEO of Edelman Financial Services


Whether you’re ready to work with a financial advisor and not sure how to go about it… or just trying to figure out if you should work with one, today’s episode is going to be a valuable resource for you! It’s packed with awesome tips and advice from our guest, Ric Edelman.

Ric is the founder and CEO of Edelman Financial Services, one of the largest independent financial planning firms in the US with 40 offices nationwide. He’s been ranked 3 times as the #1 independent financial advisor in the country by Barron’s and that’s no small feat! Ric and his team have been helping thousands of people just like YOU for 27 years. Not to mention, he has written 8 books and is a #1 New York Times bestselling author.

Three takeaways from our interview:

— How to know if you’re ready to work with a financial advisor. This, I know, is something many listeners are grappling with…Ric settles it for us once and for all.

— How to select the best planner for you and key questions to ask before working together.

— Ric’s money secrets to a happy marriage. He and his wife formed the advisory all those years ago together.

If you’d like to learn more about Ric Edelman, head over to or follow him on Twitter @ricedelman. Check out his books as well: The Truth About Money and The Lies About Money each earned “book of the year” awards by the Institute for Financial Literacy. His most recent book The Truth about Retirement and IRAs is a #1 national best-seller.

My favorite quote from this interview: “People squander the most valuable resource… time!” – click to tweet

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