Abraham and Michael have an insightful discussion, going into the details about:

• His role at Buckingham Wealth Partners and co-founding XY Planning.
• The latest survey on financial planning and what the key findings were
• The latest trends on adviser technology in America
• What’s going on with direct indexing
• The media attention Altruist has gained - a custodian, a TAMP or All-in-One technology for advisers, what actually is it?
• TAMPs providing a suite of technology. Is this all bundled into one price for the adviser and how Michael see’s this shaking out
• What books he has read recently
• Michael’s approach to saving for retirement and what his portfolio looks like