Zoe Financial

MARCH 22, 2023

The last thing you should do is worry about your finances. To turn these dreams into realities, you should anticipate your needs and think about where the money you need will come from. What comes to mind when thinking about retirement? Or laughing and sharing stories with your family?

Retirement 52

Retirement CFP Taxes Accounting 52

eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. Many financial planners offer clients a secure online vault where they can upload estate planning documents.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Clever Girl Finance

NOVEMBER 16, 2022

And, even if you do, does it really make life that much better? Sure, getting rich quickly, even if you start out with nothing, is possible (if it weren’t, nobody would ever play the lottery!) On top of that, having more money doesn’t mean your life will suddenly be perfect. But is there really a way to get rich quickly?

Education 79

Education Financial Planning Investing Investments 79

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Does the AUM fee model represent a conflict of interest that needs to be disclosed? What obligation do advisors have, if any, to explain to clients the different fee models available to them?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. What Backs the Value of Money?

Investing 52

Investing Investments Asset Allocation Risk Management 52

WiserAdvisor

SEPTEMBER 27, 2023

This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. It offers employer matches to boost your savings. Is having over $2 million in your retirement account enough? Is having over $2 million in your retirement account enough?

Risk Tolerance 52

Risk Tolerance Retirement Taxes Retirement Planning 52

Good Financial Cents

OCTOBER 10, 2022

Learning how to make money while you sleep is, quite frankly, the ultimate goal of financial independence. After all, earning passive income is one of the best ways to escape the grasp of your 9-to-5 job. But how do you make money while you sleep? 17 Ways to Earn Money While You Sleep. 17: Rent Out Your Car. . #9:

Accounting 69

Accounting Investing Investments Certification 69

Good Financial Cents

DECEMBER 22, 2022

Do you have $30,000 burning a hole in your pocket? You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Index Funds .

Investing 108

Investing Investments Risk Tolerance Accounting 108

WiserAdvisor

SEPTEMBER 22, 2022

Investing can help you grow your net worth and achieve financial goals that may seem unattainable on a salary. The income you earn is only one part of your financial status. How you use this income to invest in the market decides your overall financial standing to a large extent. How to invest safely.

Investing 52

Investing Investments Insurance Retirement 52

Zoe Financial

APRIL 4, 2023

TEP Zoe Financial Services Partner From sandy beaches to bustling cities, there are no limits to the retirement of your dreams as long as you know how to plan for it. With a solid financial foundation, you can have the freedom to choose from various options when selecting a foreign retirement destination. Retiring Abroad?

Retirement 52

Retirement Taxes Compliance CFP 52

Clever Girl Finance

NOVEMBER 22, 2022

When people think of abuse in a relationship, physical abuse is usually what comes to mind. The resources here can help you plan for your financial future if you’re stuck in a relationship because of money. What is a financially abusive relationship? Financial abuse versus household money management.

Accounting 65

Accounting Planning Banking Certification 65

Clever Girl Finance

FEBRUARY 7, 2023

You may have heard the term "generational wealth" and thought, " Wow, that sounds important." But at the same time, you might have pushed it to the back of your mind because you have more pressing issues. For instance, you might be focused on getting out of debt , saving money , or pursuing other financial goals.

Education 105

Education Estate Planning Accounting Assets 105

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 68

Financial Planning Planning Budgeting Insurance 68

Clever Girl Finance

FEBRUARY 20, 2024

Picture this: you’ve just received or saved $20,000 but are unsure what to do with it. You could spend it on a luxurious vacation or a new car, or you could invest it wisely to set yourself up for financial stability in the future. What is the best thing to invest $20,000 in long term? Think outside the box!

Investing 52

Investing Investments Risk Tolerance Education 52

Good Financial Cents

APRIL 14, 2023

Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life. I know this because I’ve personally witnessed how making an extra $100, $500, or $1,000 per month has positively impacted hundreds of families. Blogging 4.

Communication 90

Communication Investing Investments Accounting 90

Clever Girl Finance

MARCH 30, 2023

Picture this - you've received or saved $20,000, and you're not quite sure what to do with it. You could spend it on a luxurious vacation or a new car or perhaps invest it wisely to set yourself up for financial stability in the future. Soon you will better understand the various investment options available to you.

Investing 59

Investing Investments Risk Tolerance Retirement 59

Sara Grillo

NOVEMBER 14, 2022

Gary Mettler is the “ Annuity Maestro ” and author of “Always Keep Your Hands Up” – The Immediate Annuity Story. For those of you who are new to my blog, my name is Sara. It seems the two sides are moving closer together – but what is the best way to harmonize? Have a listen and see what you think!

Insurance 59

Insurance Financial Advisor Retirement License 59

Clever Girl Finance

MAY 2, 2022

Your financial well-being as a woman of color is critical. Compared to your white counterparts, you face unique challenges impacting your ability to build long-term wealth. As a result, the stats around wealth-building for women of color are staggering. Yet, it's not a solution to the racial wealth gap.

Education 52

Education Assets Investing Investments 52

Sara Grillo

SEPTEMBER 26, 2022

What is your opinion? What is the CFP Board’s role in enforcement, and do you believe it is effective? . What do you believe the CFP Board’s role should be in the future? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Is it time to say “FU” to your CFP designation? In this podcast, I rounded up a group of veeerrrry opinionated people and we’ll be debating the subject of what is means to be a CFP® pro. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 19, 2023

“Making money while you sleep” has a nice ring to it, doesn’t it? After all, one of the goals of financial independence is to build wealth that doesn’t eat up your time, so you can enjoy life and do the things you choose to do. But where do you start? This is your nest egg.

Accounting 105

Accounting Investing Investments Media 105

Mr. Money Mustache

JUNE 21, 2022

During our recent discussion on Inflation , a Badass reader stopped by and caught my attention by dropping the following block of wisdom into the comments section: “ A final note if you are worried about inflation: sledgehammer the TV and go for a walk in the woods. Trees get bigger every year unless you cut them down.”. Aaron Writes.

Investing 52

Investing Investments Retirement Math 52

The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest.

Media 278

Media Investing Investments Valuation 278