Reviews written by David Principe

Good update from Bob

Interesting ideas, but would be good to hear about practical side of them. For example, in practice how does one go about re-balancing all the pieces Bob's discussed, e.g....

I felt content was quite interesting, but Andrew's presentation style was a bit rough - long pauses, lots of "uh's" - made hard to follow. Still, piqued my curiosity....

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Great topic. Seems like low hanging fruit for advisers to grab. One side comment: even if our presenters do have gorgeous eyes, probably not appropriate to announce....

Enjoyed it. Rick's presentation was good, and I thought Andy had some good follow up questions. Good food for thought.

Thought Bryan & Chris both did a great job of addressing their respective material

Interesting idea. I think exploring soft side of estate planning is great step in that area of financial planning (the rest of it is so cold!). ...

Some good tidbits, I like the "down & dirty" approach to Roth - that checklist should make it easier to determine if more in-depth analysis is required.

Interesting, but ultimately not as helpful as I'd have hoped. (in terms of takeaways that I think I'll be able to implement)

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