The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/The Compound and Friends
The Compound and Friends artwork

The Most Invincible Career Path in Finance

The Compound and Friends · 2026-06-22 · 41 min

0:00--:--

Episode notes

On this episode of Live From The Compound, Josh Brown sits down with Ric Edelman, founder of Edelman Financial Engines to discuss the future of higher education, why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. With 300,000 financial advisors in the U.S. and 38% expected to retire within the next decade, he explains why he's investing in the next generation through Rowan University's new School of Financial Planning. Plus, Ric shares his latest thoughts on crypto, institutional adoption, regulation, and why he's staying bullish despite a challenging 2026 for digital assets. This episode is sponsored by Betterment Advisor Solutions. Learn more at ⁠

More from The Compound and Friends

All episodes →
  • Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt80 / 100
  • Brian Belski Returns!
  • Invest in the Robot Revolution or Be Crushed by It
  • Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
  • Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta
Explore the best B2B Finance podcasts →
All The Compound and Friends episodes →