By SA For FAs:
Listen on the go! Subscribe to the SA for FAs podcast on iTunes, Stitcher and SoundCloud (click the highlighted links).
Paula Hogan of Hogan Financial eschews standard industry practices focused on portfolio averages in favor of asset-liability matching aimed at ensuring client financial safety in retirement.
In this podcast interview (17:28), leading advisor Paul Hogan offers insight into the workings of her own RIA practice, its demographics, and the unique processes she has put into place to keep her older clients safe, as well as the challenges common to her younger clients.
See also Dividend Champion And Contender Highlights: Week Of October 6 on seekingalpha.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.