Clever Girl Finance

SEPTEMBER 25, 2023

Are you keen to hear ideas for how to make money as a teenager? You’ve come to the right place! You have things to pay for, such as clothes, entertainment, going out with your friends, and let’s not forget gas or transportation. That said, making money at your age can seem like an uphill battle.

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Clever Girl Finance

OCTOBER 7, 2022

With a solid foundation of budgeting basics , your kids will be set up for the real world better than most. You can also incorporate budgeting lessons into their lives at a young age. Let’s explore some strategies you can employ when teaching kids about budgeting. Why teach your kids about money?

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Clever Girl Finance

AUGUST 12, 2022

Whether you are looking for a lucrative way to make ends meet or possibly fund your education, you’ve come to the right spot. When hunting for a job as an 18 year old, the first thing you need to know is there are many opportunities out there. Instead, pursue a job that looks like it will fit your interests and skill set.

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Park Place Financial

SEPTEMBER 30, 2022

Retirement Planning How to Calculate How Much You Need to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. The amount depends on multiple factors, including your current income and the lifestyle you wish to maintain in retirement, which differ for everyone. Will you move?

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Gen Y Planning

FEBRUARY 1, 2023

Luckily, we have compiled various tips from self-reported “less-stressed” millionaires to help you. If you’re ready to unload some of your stress, read on! Well, you might already be one! Think of your net worth as a summary of your total financial value – your assets minus your liabilities.

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Mr. Money Mustache

SEPTEMBER 4, 2023

Whoa, have you seen what just happened to interest rates!? – Which brings up a few questions about whether we need to worry, or do anything about this new development. . – Which brings up a few questions about whether we need to worry, or do anything about this new development.

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BlueMind

MAY 10, 2022

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. Conversations need to have the proper nuance.

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Validea

DECEMBER 7, 2022

There is a tendency to avoid looking at your finances and investments when things are bad, so I am guessing there isn’t going to be mad rush to open year-end brokerage statements this year. Why ruin this holiday season by looking at how much you’re down over the past year. Inventory Your Investments & Returns.

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Zoe Financial

JUNE 6, 2023

As we raise our children, we dream about their admission to the nation’s top schools, where they’ll receive the best education. Funding higher education is a topic on many parents’ minds, especially as their children grow older. Did You Know? Otherwise, your tuition liability will increase.

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Clever Girl Finance

JANUARY 12, 2023

Sometimes you need all the mom hacks you can get, so we rounded up the most epic ones we could find. You have schedules to manage and meals plus snacks and lunches to prepare, in addition to the other things you do each day. Why do you need mom hacks? So, let’s get to it!

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Sara Grillo

DECEMBER 12, 2022

Do conflicts of interest matter as long as they are disclosed? 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?

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Clever Girl Finance

SEPTEMBER 23, 2022

But when you can focus your mind on the things that matter most, it makes all the difference. That’s why money affirmations that work fast can be so powerful. Money affirmations that you repeat to yourself on a regular basis can help you to make better financial decisions. What are money affirmations?

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Sara Grillo

AUGUST 14, 2023

For those of you who are new to my blog, my name is Sara. Why is the fiduciary standard important in financial advice? Does it matter if you are a fiduciary or not? The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal. Let’s debate it! Let’s talk about it.

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Sara Grillo

APRIL 10, 2023

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?” and you can bet that this is going to be a live one! For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor.

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Clever Girl Finance

OCTOBER 23, 2022

Your relationships will be much better for it! Think of the examples of money etiquette you find in your daily life. What do you do when your friend asks to borrow money? How do you decide when and how much to tip for service? Should you share your salary information with others?

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The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. 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, what can I say? Good to have you.

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The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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. You have a good voice.

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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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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. you’re in the right place.

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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. So, let’s find out the best way to invest $20k!

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Clever Girl Finance

DECEMBER 21, 2022

Do you want to develop new habits that will help you improve your health, productivity, finances, or something else? Our list of ideas can help you jumpstart your journey toward better habits! They are an excellent way to start and stick to the habits you want to build into your life.

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Clever Girl Finance

SEPTEMBER 2, 2022

Did you know that many of our most important life lessons can teach us a thing or two about how to also handle our money? Many of the principles that we learn to live by can be applied to other areas of life, including your finances. For example, you’ve probably learned that life is what you make it. Learn from your mistakes.

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WiserAdvisor

FEBRUARY 19, 2024

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. A financial advisor can help you identify common retirement planning blind spots. Health insurance is a viable option.

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Retirement Retirement Planning Healthcare Estate Planning 66

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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Gen Y Planning

DECEMBER 5, 2022

As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Where is your money going?

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Clever Girl Finance

JANUARY 28, 2023

Whether it’s the beginning of a new year or another milestone point in your life, life planning is a crucial part of reaching your goals. It’s pretty tough to achieve your goals without thinking through what those goals are first. If you expect every detail to go according to plan, you will be disappointed.

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Gen Y Planning

NOVEMBER 5, 2021

As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Are you knee-deep in a year-end spending spree?

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Taxes Estate Planning Planning Budgeting 75

James Hendries

AUGUST 24, 2022

Planning for retirement can seem premature when you have only been in the workforce for a decade or so. The Earlier You Start, The Less You Need. But funds set aside or invested today can balloon in the future. But as the oldest Millennials begin to hit middle age, retirement suddenly does not seem so far away.

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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? For those of you who are new to my blog, my name is Sara. What is your opinion? Scott Salaske of Firstmetric.

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Sara Grillo

SEPTEMBER 12, 2022

Is it time to say “FU” to your CFP designation? For those of you who are new to my blog, my name is Sara. I really had a good time creating this podcast and I think you’ll enjoy listening. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Are they getting a raw deal?

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The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. 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 know you will also. And I said, why?

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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.

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