2004, Communication and Financial Advice - Financial Advisor Source

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. RITHOLTZ: That’s more counseling than it is financial advice. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? SETHI: Yes.

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Transcript: Howard Lindzon

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. They kept the reputation intact by communicating with their investors. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: This is not financial advice. How’s my 10 grand doing? LINDZON: Yes. LINDZON: I hate CNBC. RITHOLTZ: Right.

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Financial Advisor Source

Transcript: Ramit Sethi

Transcript: Howard Lindzon

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