Your Client Is Rich in Real Estate. Now What?
About this episode
Joseph Moore joins Ben Carlson to discuss financial advice over 300 years, focusing on real estate as a wealth-building tool.
On this episode of Talking Wealth, Joseph Moore, author of How to Get Rich in American History, joins Ben Carlson to discuss 300 years of financial advice. What works, what doesn’t, and how our ideas about building wealth have changed over time. They also discuss real estate as a wealth-building tool, when it makes sense to sell versus hold, how real estate compares with stocks, and why your personality should play a role in how you invest. This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors. For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth…
People in this episode
Host: Ben Carlson
Guest: Joseph Moore
Topics covered
- real estate
- wealth building
- financial advice
- investing strategies
- stocks vs real estate
Sponsors
Betterment Advisor Solutions
Mentioned in this episode
Organizations: Ritholtz Wealth Management
Books & works: How to Get Rich in American History
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