WiserAdvisor

JUNE 26, 2025

Most professionals approaching retirement know they need a plan. Retirement is no longer just about 401(k)s and Social Security. This article is a deep dive into healthcare costs in retirement. The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. to 2 times.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

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. I write about him a little bit in the book. Nice to be here.

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

JUNE 16, 2025

Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. You know, he’s written several historically deep books, particularly about Bernard Baruch, but he certainly, you know, describes the historical episodes of manias and panics. So you mentioned half math, half Shakespeare.

Math 130

Math Numbers Investing Investments 130

The Big Picture

MAY 13, 2025

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. So, so it’s funny ’cause Eric eventually writes a book, the Boggle Effect, you mentioned cost isn’t the first principle. Let’s talk about books.

Clients 130

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The Big Picture

JUNE 2, 2025

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. McKinsey is a mandatory retirement age.

Economy 130

Economy Economics Numbers Banking 130

FMG

JUNE 13, 2025

Advisors offer insights on retirement, long-term care, or market trends over lunch at a local café or conference room. One standout strategy includes bundling a relevant book with the catered lunch to enhance attendance and provide a valuable takeaway. Pi Day Pizza Parties Who knew Pi Day (March 14) could generate business?

Education 52

Education Food Clients Retirement 52

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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Asset Allocation Medical Assets Management 144

Abnormal Returns

OCTOBER 18, 2023

(talkingbillions.co) Frazer Rice talks with Jared Dillian about his forthcoming book "No Worries: How to Live a Stress-Free Life." open.spotify.com) Retirement Nine things to consider in retirement. tonyisola.com) Retirement is, in part, about saying no to obligations you don't like.

Insurance 264

Insurance Math Retirement Taxes 264

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? finance.yahoo.com) The case for semi-retirement.

Math 245

Math Retirement Food Financial Planning 245

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. You want to say, look, I hope to retire in about 20 years and maybe I’ll be in a position to sell part of my portfolio. None of it matters.

Math 268

Math Retirement Portfolio Economy 268

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. If you’re depending on income to fund your retirement, 5% rates are a blessing.

Insurance 130

Insurance Math Economics Economy 130

Random Roger's Retirement Planning

JUNE 3, 2024

I haven't seen too many scenarios where Roth conversions were optimal as most people don't earn more after they retire. 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. How much are you likely to end up with in your retirement accounts?

Numbers 98

Numbers Taxes Retirement Accounting 98

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?

Math 130

Math Management Insurance Assets 130

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.

Math 74

Math Portfolio Investments Investing 74

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. Request an additional report paying only until age 70, since in retirement you are on a fixed budget and do not want outgoing payments.

Insurance 59

Insurance Math Financial Advice Compliance 59

Yardley Wealth Management

JULY 20, 2022

Their retirement plan is strong, their kids are independent, and they are debt-free. They’re approaching retirement age, but it’s hard for them to imagine what exactly retirement will look like. We’d think about their life expectancy (never fun, but a necessary part of retirement planning). So—problem solved, right?

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

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.

Valuation 130

Valuation Investments Investing Portfolio 130

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.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Clever Girl Finance

FEBRUARY 10, 2023

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. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren, and Amelia Warren Tyagi described this simple way to budget. Who invented the 50-30-20 budget?

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

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. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those …. Let’s talk about books. It’s — it’s a beautiful book. I love statistics.

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Clients Wealth Management Banking Investments 293

Clever Girl Finance

SEPTEMBER 11, 2023

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. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren and Amelia Warren Tyagi described this simple way to budget.

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

Clever Girl Finance

OCTOBER 20, 2022

Retirement accounts. Figuring out how to calculate liquid net worth is as simple as doing a quick math equation: Liquid assets - liabilities = liquid net worth. Don't worry—there is an answer to the question, "What is my liquid net worth" that doesn't involve solving math equations. What doesn't count as liquid assets?

Assets 59

Assets Accounting Math Portfolio 59

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. So I applied to Maryland State retirement.

Assets 144

Assets Management Portfolio Investments 144

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And that a bit of that cult, Dick and Ike are both retired now. And I very much get the sense he has no interest in retiring. So I was at Harvard.

Valuation 130

Valuation Assets Investments Investing 130

Good Financial Cents

FEBRUARY 10, 2023

Many people on the web and elsewhere are looking to create books, tutorials, and other long-form projects but don’t have the time to do the actual writing. You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Examples include writing an e-book or creating an online course.

Advertising 102

Advertising Media Food Management 102

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. Retirement Planning. Retirement planning is a very precise process, and one that is unique to the individual.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Sell An E-book 11. While not exactly an ebook, it’s also available on Kindle and paperback; this book still nets me passive income years after I wrote it. This is active income.

Accounting 106

Accounting Investments Investing Media 106

Good Financial Cents

APRIL 14, 2023

Selling E-books 2. Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. Maybe best of all, once you get your book published and marketed, the income is totally passive! And if you can find success with one e-book, you can just rinse and repeat.

Accounting 91

Accounting Communication Media Investments 91

Clever Girl Finance

MARCH 6, 2023

You can turn these earnings into the beginning of your retirement nest egg or even fund your college expenses in a few years! By starting your savings early , you could have millions of dollars by the time you get to retirement age just from saving small amounts. Wouldn't that be nice?

Media 105

Media Accounting Banking Food 105

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. Let’s talk about books. RITHOLTZ: So you move here from Spain.

Clients 157

Clients Investments Investing Management 157

The Big Picture

AUGUST 15, 2023

He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” And I made the letter, I actually put the letter in my first book to describe how you get somebody’s attention. And I had written that first book about hedge funds, which led me- RITHOLTZ: In 2016, right?

Management 130

Management Investments Investing Government 130

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. By creating products you can sell online, such as e-books, courses, or software, you can earn a residual income that can provide you with a comfortable living. 55K a Year Is How Much an Hour?

Budgeting 64

Budgeting Taxes Transportation Insurance 64

Abnormal Returns

MAY 10, 2023

(peterlazaroff.com) George Grombacher talks with Jonathan Clements about his new book "My Money Journey." financialducksinarow.com) Retirement The math behind savings rates and retiring early. financialducksinarow.com) Retirement The math behind savings rates and retiring early.

Math 246

Math Estate Planning Retirement Banking 246

The Big Picture

MARCH 27, 2023

Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. I usually say nice things about the book, and I don’t do that if I don’t mean it. First of all, before we get started, I very much enjoyed the book.

Assets 280

Assets Investments Investing Management 280

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. NADIG: Even though Amex was the key, you know, Amex was the glue holding it together because they’ve figured out how to do creation and redemption, and how to handle book.

Management 273

Management Assets Portfolio Marketing 273

The Big Picture

MARCH 23, 2024

link] • Large language models, explained with a minimum of math and jargon : Want to really understand how large language models work? Now, in his most wide-ranging interview since his retirement, Federer reflects on his old rivals, his new passions, and the fresh sense of urgency that drives him: “I feel minutes matter more now than before.”

Math 184

Math Commission Insurance Government 184

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 201

Banking Government Insurance Taxes 201