In this episode, I interview Richard Rosso of RIA Advisors, a financial planning firm that uses non-traditional techniques to help people meet their financial needs now and long-term.
Podcast: Play in new window | Download (Duration: 49:49 — 69.5MB)
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Richard has been in the financial services industry for 26 years. He is a Certified Financial Planner and Chartered Investment Management Analyst. Richard has helped individuals and families make holistic financial decisions working for companies like Dreyfus and Charles Schwab.
He has been part of the RIA Advisors family since November 2012. Richard is a featured writer for MarketWatch and a contributor to Money Magazine, NASDAQ.com, Nerdwallet, Christian Science Monitor and USA Today. He is featured regularly on Houston television and radio, including Fox, KPRC, KHOU and 740AM KTRH. He has been quoted in and interviewed for The New York Times, The Wall Street Journal, USA Today and New Yorker Magazine. Richard is a personal finance manager and senior investment advisor for RIA Advisors. Richard M. Rosso, MS, CFP, CIMA Senior Financial Advisor RIA Advisors, LLC.
Topics Discussed with Richard Rosso:
- A little about Richard
- How we met
- The disarray of today’s financial world
- Why your house is not an investment
- How life long debt is killing the American Dream
Podcast resources and links:
- RIA’s website here
- The Lance Roberts show (Podcast Richard hosts) here
- Join The Simple Circle here now
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