Sara Grillo

APRIL 10, 2023

It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” For those of you who are new to my blog/podcast, my name is Sara.

Investing 52

Investing Investments CFP Financial Advisor 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. We are not actually able to take questions live today. 0:17 Ryan Kelley: Thanks. Happy to be here. 0:20 Laurent Harrison: Great.

Marketing 52

Marketing Marketing Banking Numbers 52

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. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

WiserAdvisor

JUNE 22, 2023

Hiring a financial advisor can be an excellent step towards building your financial future. They can help guide you in managing your finances and in avoiding costly financial mistakes in the long run. You can do this by asking pertinent questions during your discussions with your advisors.A

Financial Advisor 52

Financial Advisor Portfolio Investing Investments 52

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

Sara Grillo

NOVEMBER 14, 2022

Let’s talk about it. In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent.

Insurance 59

Insurance Financial Advisor Retirement License 59

Clever Girl Finance

MARCH 6, 2023

If you have a smartphone in your pocket, you have access to apps that can help put money into your wallet. Using the best money-making apps can be the perfect way to add a little breathing room to your budget. Top 39 best money-making apps Here are some of the best money-making apps ready to help you meet your financial goals.

Budgeting 94

Budgeting Commission Investing Investments 94

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. Ad Take control of your student loan debt today. Refinancing your student loan allows you to save money and pay off your debt faster. Blogging 4.

Communication 90

Communication Investing Investments Accounting 90

Good Financial Cents

JULY 11, 2022

If you read many stories about entrepreneurship, you’ve probably noticed that most entrepreneurs have multiple streams of income. I felt the same way when I started learning about money a long time ago. Click your state to get started. Entrepreneurship isn’t easy, and income streams dry up all the time. Ads by Money.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. Is it time to say “FU” to your CFP designation? It’s about to get very, very heated so let’s get on to the show! Are they getting a raw deal? So please subscribe!

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

FEBRUARY 13, 2023

In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. Don’t let your clients get taken! In this podcast we are going to expose the truth about ESG investing. SRI: Socially Responsible Investing.

Investing 72

Investing Investments Clients Portfolio 72

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. This is your nest egg. If you’re willing to commit your resources to the steps and ideas below, you could earn residual income effortlessly for years to come.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. And they said, “We already do.”

Management 268

Management Assets Portfolio Investing 268

The Big Picture

OCTOBER 31, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. I’ve been as busy, because finishing, as we’re going to talk about, sixth edition of the book and conferences more than ever because now you can do them on Zoom. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Numbers 141

Numbers Investing Investments Marketing 141