RB Advisors, Matt & Dan, Complete Semi-Annual Training Through Ed Slott & Company, LLC

Posted on May 20, 2019

Consistent with our core value of pursuing growth and continuous learning, our Ed Slott Master Elite IRA Advisor Group(SM) members, Matt and Dan, completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas, Texas earlier this month. The workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring significant changes to the way Americans plan for retirement. 

“Right now, Congress is...

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Matt’s Minutes January 2019

Posted on February 1, 2019

Matt covers Richmond Brothers' thought process with the early 2019 economic environment in this month's Matt's Minutes.

Prefer to read instead? Get the Closed Captions here!

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Choppy Markets [Matt’s Minutes]

Posted on December 7, 2018

Matt discusses the recent market rollercoaster and emotional driven investment decisions in this edition of Matt's Minutes. 

No time to watch? Grab the Closed Captions here!

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Top 5 Social Security Stats [Social Security Seconds]

Posted on November 17, 2018

Dan discusses his top 5 stats from a recent USA Today article on Social Security statistics: https://www.usatoday.com/story/money/personalfinance/2018/11/04/surprising-statistics-social-security-retirement-planning/38236151/ in this short clip.

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Doom & Gloom or Continued Growth? [Matt’s Minutes August 2018]

Posted on September 7, 2018

Matt gets into his thoughts about the recent media noise in addition to the mid-term election, GDP, private equity firms and more in this month's short clip. No time to watch? Click here for the closed captions.

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