In this episode we'll dive into Dave Grant's backstory and "the numbers" so I hope you enjoy the episode. 

Dave Grant returns for another episode... or two? Dave is one of my good friends and founder of Retirement Matters. One of the things I most appreciate about Dave is his willingness to open up and share all sides of his experience as an RIA owner.  Today we'll dive into his backstory and "the numbers" so I hope you enjoy the episode. We had a really good discussion and had to break it into two episodes. There was so much good stuff that we didn’t want to leave anything out.

If "ownership" is something you've grown tired of or it's something you're tired of wanting... don't miss this episode!

 

The First Year: The Diary of a New RIA Owner

FPA NexGen

NAPFA Genesis