The Big Picture

MAY 9, 2024

Bad financial advice reaches naïve, impressionable consumers of social media without any guardrails or controls. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. 2 Sure, you can claim mainstream media is bad, but social media is worse.

Media 334

Media Taxes Math Investing 334

Walkner Condon Financial Advisors

JUNE 2, 2023

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Good Financial Cents

APRIL 19, 2023

The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms.

Accounting 105

Accounting Investing Investments Media 105

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. I couldn’t make that math work at all plausibly. Moreover, the true numbers are even worse than that because most bad funds have have closed or been absorbed. Could It Be True? Did you catch it?

Certified Financial Planner 94

Certified Financial Planner Investing Investments Portfolio 94

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

Media 281

Media Investing Investments Valuation 281

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.

Insurance 59

Insurance Clients Financial Advisor Accounting 59