Ep111: Talking Real Money

For several years he was the Emmy nominated host of the popular PBS television program, Serious Money. Currently he co-hosts the radio show Talking Real Money, every Saturday at Noon on KNWN Northwest News Radio in Seattle, and also a top 50 investing podcast. Tom helped build Merriman Capital into one of the premier fee-only investment advisory firms in the country. In 2009 he founded Vestory with his long-time friend and associate Don McDonald. Together they created one of the fastest growing Registered Investment Advisory firms in the country before merging with Apella Wealth in 2020. Tom is currently a Regional Director at Apella Wealth and is responsible for offices in Bellevue, Olympia, Portland, San Francisco, and Dallas managing approximately $1 billion dollars in client assets. Listen to this insightful RIA episode with Tom Cock about helping people transition from work to retirement. Here is what to expect on this week’s show: - How it’s important to have a retirement plan that determines the necessary amount of money for retirement while optimizing investment portfolios. - Why having a podcast is a great way to educate people and get more customers. - How building relationships with your listeners is a vital part of having a podcast. - Why a podcast helps your listeners feel more connected to you and your business. - How it can be difficult help others in your organization develop their own unique voice so they can best assist clients. Connect with Tom: Links Mentioned: https://talkingrealmoney.com/ https://apellawealth.com/