Rick Frisbie's guest appearances

Rick Frisbie

Money Tree Investing

XYPN Radio

Katie Brewer

Carl Richards

Daniel Crosby

David Osborn

Jason Hartman

Engelo Rumora

Kevin Bupp

Warren Buffett

Travis Hornsby

Robert Farrington

Matthew Sullivan

Joe Saul-Sehy

Shannah Compton

Richard Duncan

John Lee Dumas

OwlTail

Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning. Rick Frisbie from RobustWealth.com speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road. Investing doesn’t have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning. For more information about this episode, visit the show notes at http://moneytreepodcast.com/196

Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning. Rick Frisbie from <a href="http://RobustWealth.com" rel="noopener nofollow" target="_blank">RobustWealth.com</a> speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road. Investing doesn’t have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning. For more information about this episode, visit the show notes at <a href="http://moneytreepodcast.com/196" rel="noopener nofollow" target="_blank">http://moneytreepodcast.com/196</a>

How to Use Investing to Reach Your Goals with Rick Frisbie

Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of technology in the financial services industry and what we can expect in the next 18 - 24 months. Robo-advisors, or automated wealth platforms, are here to stay. However, advisors will appreciate the suggestions Rick to best incorporate these tools in a way that drives growth.   You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/83

Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of technology in the financial services industry and what we can expect in the next 18 - 24 months. Robo-advisors, or automated wealth platforms, are here to stay. However, advisors will appreciate the suggestions Rick to best incorporate these tools in a way that drives growth. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/83" rel="nofollow" target="_blank"> http://www.xyplanningnetwork.com/83</a>

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie