Steve Sanduski

JANUARY 5, 2023

Here are 10 ideas from my top podcasts of 2022 that particularly resonated with me and my audience (in chronological order). And while putting this career planning roadmap in place may not be why you became an advisor, it’s critical if you want to attract and retain top talent. 5. Connect with Stakeholders.

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Good Financial Cents

JANUARY 27, 2023

Robinhood 5. How to Get Free Stocks You have so many options today for investing in stocks, real estate, or crypto that investing platforms must work harder to gain your business. Claim your reward from the top right of your home screen. of participants will earn a reward valued at $5, and only 0.1% M1 Finance 4.

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Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks. Happy to be here.

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Good Financial Cents

JANUARY 6, 2023

Hire a Robo-Advisor. Fortunately, today’s rising interest rate environment means you can earn more in a savings account than you could just a year ago. The yield on their money market account is currently set at 3.11%, and you can benefit from perks like online account access, mobile deposit, and check-writing privileges.

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Good Financial Cents

MARCH 29, 2023

It’s easy to see why the Roth IRA is so incredibly popular. When you do decide to take distributions from a Roth IRA, you won’t have to pay income taxes on that money. These are the main benefits of a Roth IRA that set this account apart from a traditional IRA , but there are plenty of others.

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Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. A lot of people out there dream of early retirement – who wouldn’t love to hang up the office keys and jump off the 9-5 train sooner rather than later? And lastly, it never hurts to start visualizing what you want your life post-retirement to look like.

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The Big Picture

FEBRUARY 6, 2024

 The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below. I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. I actually come from a very academic family. Really fascinating guy.

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Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. From the lens of 1989, Marty’s 2015 Nikes with “power laces” seemed a logical progression (not to mention the auto-sizing “Members Only” jacket!). It’s been a market recovery dominated not just by U.S.

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Assets Investing Investments Marketing 59

Good Financial Cents

JULY 21, 2022

Investing your money can be one of the most important decisions you make in your life. 0 to open, $5 to invest. $0 Best for Account Funding for Beginners, Runner-up Stash Our Partner Get Started Minimum Investment $0 to open, $5 to invest. Click your state to start investing today! 0 to open, $100 to invest. $0.

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Good Financial Cents

MARCH 20, 2023

But, how much can you end up with if you invest $200,000 wisely, today? Table of Contents How to Invest $200,000 Starting Today 1. Buy a Business 5. Don't give it a second thought and click on your state today. As a financial advisor, I suggest spreading out a $200,000 investment into several different buckets.

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Good Financial Cents

DECEMBER 29, 2022

Unfortunately, the sheer number of investment options to choose from can be overwhelming and downright confusing. Don't give it a second thought and click on your state today. From there, you can research options and invest in the fractional share market at your own pace. GET STARTED WITH BETTERMENT TODAY.

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Good Financial Cents

JULY 3, 2023

O ne of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRA’s ?” No matter which option you choose the most important thing with any investing is to get started. ” Coming in at a close second is, “What’s the best stock to buy right now?”

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Good Financial Cents

APRIL 14, 2023

Ad Take control of your student loan debt today. Facebook Ads for Small Businesses 5. There are ways you can research a topic idea to make sure it’s a popular one. That’s not easy, so check out our post How to Make Your First $1,000 Selling Ebooks to get a primer on how you can create and market your first e-book.

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Clever Girl Finance

SEPTEMBER 7, 2023

Whether you received a large bonus at work or a windfall from a family member, you’re probably not complaining if you suddenly have an extra $100k. There are many ways to invest $100,000, from real estate to starting your own business. Contributions to a 401k account are limited to $22,500 in 2023, according to the IRS , for example.

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FMG

JANUARY 31, 2023

From content marketing analytics help to how often you should end emails and more, this roundup has it all. How Often Should Financial Advisors Send Emails? (4 Kickstart your email marketing strategy in 2023 with these handy tips. Take a full peek at this month’s marketing insights and book a call with our team today.

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The Better Letter

JANUARY 11, 2024

Elizabeth Barton (1506-1534) was a wildly popular prophetess and nun known as “The Holy Maid of Kent” during the English Reformation. English Catholic leaders like Thomas Wolsey and Sir Thomas More supported her, finding her popularity useful in their quest to resist the spread of Protestantism. Thanks for visiting.

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Sara Grillo

FEBRUARY 13, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe! It’s just exchange of shares.

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Good Financial Cents

APRIL 19, 2023

In this post, I will break down passive income and show you how to create several passive income streams. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. On the other hand, if I open an investing account today, that takes some effort. Now let’s get started.

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The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. I, I’ve been really lucky in my career and I, I listen to your show all the time, and most people will say that, right? Ed Hyman is much more practical than most economists. And then you get an MBA from MIT.

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Good Financial Cents

APRIL 26, 2023

Savings Bonds Money Market Funds Treasury Inflation-Protected Securities (TIPS) Annuities Cash Value Life Insurance Medium Risk Investments Losses can occur from time to time. Most banks will offer a bonus as an incentive for you to sign up, and these bonuses can be worth several hundred dollars on their own.

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FMG

MARCH 21, 2023

” From tips for optimizing your content for SEO to the types of social media content you can use to grow your brand and more, let’s spring into spring with this great roundup! Tips for Optimizing Your Content for SEO [Infographic] via Social Media Today When creating content, are you keeping SEO in mind?

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The Big Picture

DECEMBER 26, 2023

The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist , is below. He has both A-A-C-M-T and a CFA looks at the world from a very interesting perspective. So you get an MBA from Fordham. I was there from 9 89 to 93. Steve SME has been in the technical analysis game for a long time.

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The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. I, I’m kind of fascinated by your background, and before we get into what you do, we have to talk a little bit about how you got to where you are today. It, 00:02:02 [Speaker Changed] It’s great to have you.

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FMG

JUNE 22, 2023

Regardless of which platform you use to market your business, there are always trends that financial advisors can use to boost their marketing success rate. Trends help financial advisors stand out against competitors, produce new ideas and opportunities, and draw attention to your business.

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The Big Picture

OCTOBER 31, 2022

? ? ?. The transcript from this week’s, MiB: The Jeremies! The Professor invested and joined as an advisor. And I’m now the second longest employee and have been there from the very early days. But I said I would be willing to certainly consider being an advisor on WisdomTree. Schwartz and Siegel on SFTLR! ,

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