Eric Simonson: The Case for Flat-Fee Financial Advice
Our guest on the podcast today is Eric Simonson. Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019. In addition, he heads up the Advice-Only Network, which is a platform dedicated to helping consumers find advice-only financial planners. Before starting Abundo, Eric was a financial advisor and managing director of Ameriprise Financial. He’s a certified financial planner and received bachelor’s degrees in finance and English from the University of Minnesota. Eric, welcome to The Long View.
Background
Philosophy, Financial Advice, and FIRE
“Our Investment Philosophy,” by Eric Simonson, abundowealth.com, Aug. 2, 2022.
“What Is a Flat Fee Financial Advisor?” by Eric Simonson, abundowealth.com, May 8, 2022.
“Investments Are a Small Part of Financial Advice,” by Jeremy Zuke, abundowealth.com, Jan. 13, 2025.
“When Do You Need a Financial Advisor?” by Lori Bodenhamer, abundowealth.com, June 22, 2022.
“What If You Can’t Retire Yet?” by Chris Mamula, abundowealth.com, Feb. 26, 2023.
“The Value of International Diversification,” by Jeremy Zuke, abundowealth.com, July 7, 2024.
“DIY Investing: Managing Your Own Investment Accounts Is Easier Than You Think,” by Lori Bodenhamer, abundowealth.com, July 20, 2022.
Travel Hacks
“How to Travel and Still Meet Your Financial Goals,” by Eric Simonson, abundowealth.com, Aug. 1, 2022.
“How to (Properly) Use Your Credit Card Points When Booking Travel,” by Andrew Dressel, abundowealth.com, Aug. 24, 2022.
Other
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fler avsnitt av The Long View
Visa alla avsnitt av The Long ViewThe Long View med Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.