Remove Books Remove License Remove Planning
article thumbnail

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households. Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast!

article thumbnail

At The Money: How to Spend Your Money in Retirement

The Big Picture

. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She joins Barry Ritholtz to discuss what you need to know about planning for retirement.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Bank stock under ₹25 in focus as SMFG plans additional $1.1 billion investment in the company

Trade Brains

Synopsis : Yes Bank gained investor attention after reports of Japan’s SMFG planning an additional $1.1 This development builds upon SMFG’s earlier definitive agreement announced on May 9, 2025, where Sumitomo Mitsui Banking Corporation (SMBC), a licensed banking arm under SMFG, agreed to acquire a 20 percent stake in Yes Bank.

article thumbnail

Why I Worry About an Incredibly Bright Future

Inside Information

After reading an early (not yet published) version of Spenser Segal’s upcoming book on artificial intelligence applications in the financial planning space (Tentative title: The AI-Enabled Future of Wealth Management ), I’m wondering how my readers are going to keep up with the upcoming pace of change.

article thumbnail

Home Office Deductions: What Remote Workers Need to Know in 2025

Harness Wealth

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions? However, the licenses must be directly related to business activities.

article thumbnail

Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

00:02:20 [Speaker Changed] We we’re gonna talk about kava, we’re gonna talk about know what matters, the book you wrote. What, 00:02:38 [Speaker Changed] What was the career plan, by the way? I, I guess I would say to you this, I I never really had a career plan. 00:09:05 [Speaker Changed] So you licensed the spot.

article thumbnail

Transcript: Tom Barkin, Richmond Federal Reserve President & CEO

The Big Picture

What was the original career plan? If businesses are highly uncertain, they’re not gonna invest, they’re not gonna hire, they’re gonna defer growth plans. I think it, it does on the business side, 00:18:09 [Speaker Changed] Yeah, very much businesses have to plan much longer term. I don’t know.