Life Changing Questions Podcast

Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron’s and The Wall Street Journal. Gil’s fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top 50 advisor in Texas by Barron’s, out of the state’s 26,002 registrants. Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors’ self-harm tendencies driven by ego satisfaction. In this episode, Gil Baumgarten shares: What’s happening to the financial system and what can we do to take control of o