Your Richest Life

JULY 29, 2022

Books for young kids: Follow the Money – Shares the story of a quarter as it is spent, traded and donated during its day. The Coin Counting Book – Introduces what American money looks like, and how to count it. Financial Literacy for Tweens (Ages 9-13). Books for Teens. Games, Apps and Videos.

Budgeting 116

Budgeting Accounting Education Fee Only 116

Your Richest Life

MARCH 15, 2023

Whether you love jewelry, travel, books or sports, treating yourself can be a very positive, and smart, way to spend your money. When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. 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.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

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. . Here are some additional resources for helping you manage your budget and prepare for downtimes: Managing Investments During a Financial Crisis. About Your Richest Life.

Budgeting 59

Budgeting Fee Only Financial Planning Planning 59

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.) You can also start to make a list of any big-ticket gifts or items you plan to buy this year, so you can keep an eye out for deals.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Your Richest Life

APRIL 19, 2022

In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. 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.

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Budgeting Financial Planner CFP Financial Planning 52

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.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. For example, according to Expedia , the last week of June is the most expensive for travel.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Sara Grillo

MAY 10, 2024

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama.

Clients 52

Clients License Retirement Planning Financial Advisor 52

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.

Financial Planner 52

Financial Planner Fee Only Accounting CFP 52

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?

Taxes 52

Taxes Accounting Budgeting Fee Only 52

Sara Grillo

OCTOBER 10, 2022

Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based. But… Fee for service (and only fee for service) is a haven where the sales agenda mimicry cannot follow. Fiduciary vs. ‘best interest.’.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

Sara Grillo

APRIL 25, 2022

Now let’s talk about some financial advisor target market stories. Todd Keffury of Cadenza Financial Planning is a financial advisor who lives in Las Vegas and is focused on working with event planning professionals. I am glad I made this transition; my only regret is not doing it sooner. Todd Keffury.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’

Fee Only 40

Fee Only Professional Services Clients Management 40

Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

JULY 18, 2022

His smart career decisions after university allowed him to avoid the being tortured and exploited in a wirehouse, bank, and insurance company financial advisor program. Instead, he got his first job at a fee only RIA firm instead which worked out brilliantly for him! From here you can move into a more senior planning role.

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Financial Advisor Recruitment Insurance Financial Planning 52

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. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? And you must have the discipline to follow through.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

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. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? And you must have the discipline to follow through.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

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. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 11, 2022

An hourly financial advisor is someone who provides financial advisor for a set hourly rate. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Hourly financial advisors are not common.

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Financial Advisor Portfolio Clients Management 52

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. Prepare for the worst, hope for the best, and revisit your financial plan when you need to make adjustments. Again, don’t beat yourself up if you got off course. About Your Richest Life.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

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Compliance Clients Wealth Management Management 162

Good Financial Cents

APRIL 10, 2023

This can mean things like: Hiring a mentor Joining a mastermind group Investing in personal coaching Learning with the help of books and courses Building relationships by investing in others I like to refer to these investments as “income accelerators” because they can help you boost your income in ways other investments cannot.

Investments 110

Investments Investing Assets Accounting 110

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. With annuities now being able to be offered in 401k plans, the playing field has changed. December 12 th , 2023.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

MAY 8, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. Yeah, you have a short fall. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

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. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

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CFP Financial Advisor Financial Planner Ethics 59

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. appeared first on Your Richest Life.

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Marketing Marketing Fee Only Portfolio 52