017 - Kris Venne - Ritholtz Wealth Management

On today's episode of Living With Money, Tim talks with Kris Venne.  Kris is the Director of Wealth Management at Ritholtz Wealth Management based out of NYC.  Ritholtz Wealth Management is one of the fastest growing RIA's in the nation, and Kris discusses some of their philosophies within the firm that help them standout from the rest.  They talk about on-boarding new clients, setting client expectations, and Kris' unique take on what is "next" to come for advisors.

Om Podcasten

Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.