Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Eric Simonson: The Case for Flat-Fee Financial Advice

57:55
 
Share
 

Manage episode 490608947 series 2506692
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

Bio

Abundo Wealth

Advice-Only Network

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

RightCapital

  continue reading

326 episodes

Artwork
iconShare
 
Manage episode 490608947 series 2506692
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

Bio

Abundo Wealth

Advice-Only Network

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

RightCapital

  continue reading

326 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play