Your Richest Life

APRIL 19, 2022

Money books for financial literacy. If the idea of reading a money book sounds boring to you, don’t worry; there’s an option for you. There are plenty of fun, interesting books that will meet you at your level. Books about mindset, budgeting and building wealth can apply to everyone, regardless of where you’re at now.

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Your Richest Life

MARCH 15, 2022

Some people have also been booking Airbnbs that they’ll never visit, or purchasing from sites like Etsy to help small Ukrainian businesses. If you book an Airbnb in Ukraine, look for places with multiple reviews that date back before 2022. People do take advantage of crises for their own gain. About Your Richest Life.

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Your Richest Life

SEPTEMBER 12, 2022

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

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Your Richest Life

FEBRUARY 15, 2022

If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. Just save up the cash ahead of time, book your trip using your credit card, and then pay it off right away. That will earn you points without accruing major interest fees.

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Your Richest Life

AUGUST 10, 2024

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked.) Sites like Kayak and Google Flights that will help you watch current rates and determine when to buy. For more information on the services offered, contact Katie today.

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FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. Book a Demo to Find Out More. For example, C.L. Wrapping It Up.

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Your Richest Life

MAY 10, 2024

According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. When you book airfare, you can also save more money by booking your flight between 21 and 60 days ahead of departure, for both domestic and international flights.

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Your Richest Life

JULY 17, 2024

Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. The internet is drowning in financial advice, both good and bad. Money lesson #7: Find the financial planner who is right for you.

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Your Richest Life

DECEMBER 19, 2022

A few books to get you started are Atomic Habits by James Clear, You Are a Badass at Making Money by Jen Sincero, and Ride of a Lifetime by Disney CEO Bob Iger. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Bring in Accountability.

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Your Richest Life

APRIL 5, 2022

Book a summer trip? At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Pay down debt? About Your Richest Life.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner? So please subscribe!

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Sara Grillo

AUGUST 14, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. She obtained her CFP designation in 2003. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.

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Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice.

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Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

APRIL 11, 2022

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views. What’d ya think of my blog on hourly financial advisors?

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Your Richest Life

NOVEMBER 11, 2022

Book Health Checkups. If you did, it might be a prime opportunity to book health appointments before the new year kicks off. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Again, don’t beat yourself up if you got off course.

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Good Financial Cents

APRIL 10, 2023

pic.twitter.com/Hs7gsklEKt — Jeff Rose, CFP® (@jjeffrose) April 9, 2022 For example, I recently built a backyard oasis at my home, which I couldn’t have done if I was simply “rich” and just blowing all my income on flashy stuff. Lifetime memories = generational dividends.

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. With annuities now being able to be offered in 401k plans, the playing field has changed.

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Your Richest Life

APRIL 11, 2025

If you want to learn more about investor behavior, check out the book The Psychology of Money by Morgan Housel. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. Timing the market is often a losing game.

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