Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. One question I often get is, “Should I focus my investments on large cap stocks?” Our advice is always to diversify.

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Clever Girl Finance

MARCH 6, 2023

You can turn these earnings into the beginning of your retirement nest egg or even fund your college expenses in a few years! By starting your savings early , you could have millions of dollars by the time you get to retirement age just from saving small amounts. Start a blog A blog can be a fun way to make money as a teenager.

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Clever Girl Finance

SEPTEMBER 25, 2023

Table of contents Why you should make money as a teenager How to make money as a teenager: 39 Ideas Expert tip: Prioritize school, know your rights and avoid scams How can a 16 year old make money fast? By starting your savings early , you could have millions of dollars by the time you get to retirement age just from saving small amounts.

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Clever Girl Finance

OCTOBER 19, 2023

Table of contents Why you may say, “I don’t want to work anymore” 14 tips to recover from work burnout and love your job again Expert tip: Start saving money as you assess your job Got “I don’t want to work” feels? It’s not fun to wake up and have “I don’t want to work anymore” as your first thought. So, let’s get to it!

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Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. So please subscribe!

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! 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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Clever Girl Finance

MARCH 19, 2024

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. We all want to be financially independent and build wealth. It’s simply a long-term, organized approach to money management. What is a full financial plan?

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Clever Girl Finance

DECEMBER 1, 2022

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. We all want to be financially independent and build wealth. Retirement savings. A diversified portfolio of investments. you’re in the right place.

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Good Financial Cents

FEBRUARY 10, 2023

Teaching English as a Second Language 5. Social Media Manager 8. Launch a Blog 16. Web Design and Website Management 19. Investing 21. Freelance Writing Blogs and websites, especially the larger ones, need people to provide content for their sites. Freelance Writing 2. Ghostwriting 3. Tutoring 4.

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WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. household was $121,700.

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WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

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WiserAdvisor

JULY 10, 2023

Interest rates directly impact your investment returns, and inflation compromises the purchasing power of your money. The inflation rate for the 12 months ending in March 2023 was also relatively high at 5%. In such a scenario, consumers tend to borrow less for significant purchases such as homes, cars, and investments.

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Sara Grillo

MAY 23, 2022

For those of you who are new to my blog/podcast, my name is Sara. Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. For example, in Cody’s ADV you will see that he has no discretion over any client investments.

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Good Financial Cents

APRIL 19, 2023

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. The truth is that building a passive income stream usually isn’t passive at first. The first step is to build a small savings account that you can use later.

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The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

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