Every year, Schwab does a study to determine the amount of money people think they need to be wealthy. Paul and Anne discuss what contributes to the idea of wealth and how the amount of money people think they need to be wealthy dropped in 2021 by $700,000. Later in the show, Paul brings up how Bitcoin affects the level of risk in a retirement portfolio.
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.