David Bach

AE Wealth Surpasses $4B in Total Platform Assets

AE Wealth Management Remains One of the Country’s Fastest-Growing RIAs, Adding $1 Billion in Platform Assets in Just Six Months AE Wealth Management continues to grow without accepting external capital or making acquisitions, having surpassed $4 billion in total platform assets as of June 12, 2018. AE Wealth increased its total platform assets from just…

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Teaching Couples How to Work Together on Their Finances

David Bach’s #1 national best-selling book, “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner,” is now out as a brand-new edition 17 years after its initial release In addition to the revisions and updates, the book is also now available as a turnkey seminar titled “Smart Couples,…

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Why Some Clients Should Take Social Security Early

Click to watch! This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.…

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How You Can Finish Rich

David Bach, co-founder and Director of Investor Education at AE Wealth Management, talks with Evan Carmichael on his show about how to finish rich. Any testimonial statements herein may not be representative of the experience of other financial professionals and are no guarantee of your future success. The testimonials were not paid for. Results from…

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Think Return on Retirement, Not Return on Investment

Your clients have worked their whole lives focusing on saving and planning for retirement. Now what? David Bach, 9 time New York Times Best Selling Author and co-founder of AE Wealth Management, speaks with Reuters’ Fred Katayama as they discuss what a client’s focus should shift to when they reach retirement. Click to Watch! This…

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