The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? With no further ado my discussion with Jonathan Clements.

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The Big Picture

APRIL 8, 2025

Tell us what, what the career plans were. We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. Let’s assume that we are administering a stock plan for a large corporate client. Lisa Shalett : Not at all.

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The Big Picture

JULY 15, 2025

What was the career plan? Richard Bernstein : So, the career plan was, was kind of foiled, I would say, six months after graduation. Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? 00:31:26 [Speaker Changed] Yeah, so I, I wrote a book in 2000, so 25 years ago.

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WiserAdvisor

JUNE 26, 2025

Most professionals approaching retirement know they need a plan. What many underestimate (often drastically) is the size of the piece of that plan that should be devoted to healthcare. If you’re planning smartly for the long haul, this is where your attention should be focused. Healthcare in retirement isn’t a single bill.

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The Big Picture

MARCH 17, 2025

Her book, the Deficit Myth was a surprise bestseller, came out right in the middle of the pandemic and did really well. I’ve been wanting to have you here since the book first came out during the pandemic, and we’ll spend a lot of time talking about it. What, what was the original plan Stephanie Kelton : To be a dentist.

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The Big Picture

MAY 13, 2025

I want to talk about your time at Vanguard, but before I do that, bachelor’s in finance, MBA from Villanova Finance always was the career plan. So, so it’s funny ’cause Eric eventually writes a book, the Boggle Effect, you mentioned cost isn’t the first principle. So there’s a whole succession planning.

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The Big Picture

JUNE 2, 2025

What was the original career plan? And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t.

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FMG

JUNE 13, 2025

One standout strategy includes bundling a relevant book with the catered lunch to enhance attendance and provide a valuable takeaway. One advisor noted that these events draw not only current clients but also curious prospects who are actively exploring retirement planning options. How can I convert event attendees into clients?

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The Big Picture

MAY 7, 2025

Full transcript below. ~~~ About this weeks guest: Dr. William Bernstein is the author of numerous books, including mostr recently, “ The Delusions Of Crowds: Why People Go Mad in Groups. He is also the author of multiple books, the Intelligent Asset Allocator, four Pillars of Investing, investors Manifesto, and on and on.

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The Big Picture

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And I did a lot of options math, which I thought was interesting. 00:35:18 Right.

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The Big Picture

MAY 6, 2025

What was the career plan? Sander Gerber : Well, actually I was good at math. Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. 00:49:30 [Speaker Changed] You mentioned books earlier. So we called it a deal code.

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Abnormal Returns

JUNE 7, 2025

wsj.com) The administration is preventing this Michigan coal plan from closing, despite everyone's desire to shut it down. wsj.com) Everybody talks their book, especially wellness influencers. theatlantic.com) The tough math of being a professional tennis player. (sherwood.news) Why Nepal loves EVs. apnews.com) Health Huge news.

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The Better Letter

JULY 19, 2025

things do not work out as planned. None of us wants to end up on the wrong side of maybe (or, as math geeks would have it, the wrong side of variance). The protagonists in Beverly Cleary’s children’s books did, too. This sort of advance is not wildly different from what came before; it is intentionally derivative.

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Abnormal Returns

JUNE 7, 2023

ritholtz.com) Jon Luskin talks with Mike Piper about his new book "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need." awealthofcommonsense.com) Home buying math is bad right now, but will it be any better a year from now? sapientcapital.com) 529 Plans, 101.

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The Big Picture

MAY 31, 2024

We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. Be sure to check out our Masters in Business next week with Peter Mallouk, CEO of Creative Planning, which manages over $300 billion in client assets.

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The Big Picture

AUGUST 12, 2024

I’m deep in my book writing work discussing federal debt when I see a tweet that simply epitomizes the entire genre. Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable.

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The Big Picture

JULY 24, 2024

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. The book has received widespread acclaim for its insightful approach. It seems obvious we should have a long term perspective in, in financial planning and investing. He is the author of “The Psychology of Money.”

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The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

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The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

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Random Roger's Retirement Planning

JUNE 22, 2023

This Tweet was embedded in a thread; The context in the Tweet before was that he was on Cavuto to talk about an upcoming book and he believes that investing can be simple. And then just a little math, the "guarantee" based on the 50/50 allocation would be 2.5% That does not mean I would agree with him on everything.

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Clever Girl Finance

JANUARY 17, 2023

There are various ways to get into this hobby—dream journaling, gratitude journaling, book journaling. It's more than just math. Your journal can be a regular notebook, a special money planning book, or something digital. Some days you may spend a whole lot more than you planned —but that's not necessarily a bad thing!

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Clever Girl Finance

JULY 8, 2024

Table of contents 27 Lucrative side hustles for women Expert tip: Create a plan of action for your side hustle Why a side hustle is a great idea What is a good side hustle for a woman? And be sure to check out our list of best side hustle books as well!). And you won’t have to spend time making lesson plans.

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Sara Grillo

APRIL 11, 2023

Note, this assumes that the advisor is providing both financial planning and investment management services. Note, this assumes the advisor is providing only financial planning services. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

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The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

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Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. Among the comments which mostly accused Slott of pedaling fear in order to sell a book was this interesting comment. I'm paraphrasing Slott. Work with your accountant though.

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Clever Girl Finance

FEBRUARY 12, 2023

Definitely check out our list of best side hustle books as well!). You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. And you won’t have to spend time making lesson plans. You can work online, part-time, or however you want to design it.

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Clever Girl Finance

JULY 13, 2022

If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Event planning. Tying into the ideas above, event planning is another industry that involves a ton of multitasking and coordinating details. Learn more about starting an event planning business. Bookkeeping and accounting.

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The Big Picture

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. Urban, urban planning.

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The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

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Clever Girl Finance

FEBRUARY 10, 2023

A budget plans out exactly how you'll use your money and this can be tailored to suit your specific lifestyle and situation. And don't worry if math isn't your thing because we've included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. Like many, you might shudder at the word budget.

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Yardley Wealth Management

JULY 20, 2022

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. Their retirement plan is strong, their kids are independent, and they are debt-free. So—problem solved, right? Well, actually, no.

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Clever Girl Finance

SEPTEMBER 11, 2023

Using budgeting best practices means planning out exactly how you’ll use your money , and this can be tailored to suit your specific lifestyle and situation with the 50-30-20 rule. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren and Amelia Warren Tyagi described this simple way to budget.

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Budgeting Taxes Transportation Healthcare 105

Clever Girl Finance

JULY 6, 2023

Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Travel plann ing If you love to plan things and have a lot of knowledge about great travel deals and flights, you might be interested in being a travel planner or travel agent.

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The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Some don’t.

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The Big Picture

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. 00:10:34 [Speaker Changed] And, and I don’t recall if this was on the podcast with John Mack or in John Mack’s book, but he had nothing but really nice things to say about Mitsubishi.

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The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. And so my plan was actually to quit and not do anything and figure out what my next step was.

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Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Sell An E-book 11. Sell Lesson Plans (for Teachers) 1. Start building a nest egg Remember earlier I said to create passive income you need time, money or skills?

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