New Planner Podcast: Scott Oeth & Creating a Successful RIA Model

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Scott Oeth talks about his journey to becoming a financial advisor, from his early days in banking, to opening his own RIA business, and all the bear markets in between. Scott also talks about how his approach to his outdoor adventure business, Bull Moose Patrol, parallels his approach to his financial advising firm. Lastly, Scott offers tips for new advisors and financial professionals who want to transition to the RIA model.

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In Defense of the Courthouse Wedding

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The cost of a wedding—a one-day event—can rival that of new car, a house down payment, or so many other large-ticket items that can last years or even a lifetime. Scott talks to Reuters about the decision he and his wife made to forego an expensive wedding, and, instead, opt for a financially-sound courthouse wedding that provided fond memories to last a lifetime.

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