Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. It’s why you see all kinds of wealthy people retiring early without having to change their lifestyles. 13: Annuities.

Assets 92

Assets Accounting Investing Investments 92

Gen Y Planning

FEBRUARY 1, 2024

So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. Let’s take it a step further and look at what investing that $5/day (or $1,300 a year) would look like instead of spending it on a latte. Shouldn’t you listen to what they have to say?

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Insurance Financial Advice Accounting Clients 52

Good Financial Cents

OCTOBER 10, 2022

After all, earning passive income is one of the best ways to escape the grasp of your 9-to-5 job. And what are the best ways to build passive income streams to replace the income from your regular job? It boils down to your individual talents, goals, and whether you have any cash to invest upfront.

Accounting 69

Accounting Investing Investments Certification 69

Good Financial Cents

DECEMBER 13, 2022

If you don’t, inflation can quickly eat away at your nest egg. But where should you invest your $15,000? The best high-yield savings accounts are FDIC-insured, so you are protected up to $250,000 per depositor per account. You can invest $15,000 over a period of time by automating your investment contributions.

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Investing Investments Accounting Certification 86

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?

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Financial Planning Planning Budgeting Insurance 68

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. Retirement savings.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

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.

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Clever Girl Finance

FEBRUARY 7, 2023

But at the same time, you might have pushed it to the back of your mind because you have more pressing issues. It may be that creating generational wealth is not on your immediate priority list while you tackle your current finances. But with that being said, you can still build it into your long-term financial goals.

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Education Estate Planning Accounting Assets 105

WiserAdvisor

NOVEMBER 6, 2023

However, it is imperative to recognize that you have only taken the first step toward achieving financial security. It is also important to ensure that your savings continue to grow. Making sure that your wealth not only withstands inflation but also serves as a robust capital base for your future aspirations is paramount.

Investing 52

Investing Investments Financial Advisor Taxes 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. It’s why I’ve shifted a lot of my work to helping people make extra money as a side hustle and eventually creating multiple passive income sources. Blogging 4.

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Communication Investing Investments Accounting 90

WiserAdvisor

JULY 10, 2023

Interest rates directly impact your investment returns, and inflation compromises the purchasing power of your money. A financial advisor can help you understand the impact of high-interest rates and inflation on your finances. High-interest rates and inflation can be challenging for investors. before the end of 2023.

Management 52

Management Investing Investments Taxes 52

Indigo Marketing Agency

APRIL 23, 2020

How can you market in a crisis to multiply your best clients, grow your business, and help more people? Join this exclusive webinar to learn: 1. How to use the current crisis to multiply your best clients 2. How to use the current crisis to multiply your best clients 2. About Your Presenter. Now is the time.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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. It's also about having the knowledge to invest and learning how to diversify your portfolios. Yet women of color aren't to blame.

Education 52

Education Assets Investing Investments 52

The Big Picture

SEPTEMBER 5, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I think this is your fourth, fifth, something like that?  The transcript from this week’s, MiB: Jonathan Miller on Post-Pandemic Residential Real Estate , is below.

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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.

Accounting 105

Accounting Investing Investments Media 105

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! For those of you who are new to my blog/podcast, my name is Sara. For those of you who are new to my blog/podcast, my name is Sara. Listen to this show. In this podcast we are going to expose the truth about ESG investing. I am a CFA® charterholder and I used to be a financial advisor.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

APRIL 11, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.  The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. What can I say about his breadth and depth of expertise? I know you will also.

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Valuation Education Government Numbers 286