NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

Economics 52

Economics Financial Services Strategic Planning Financial Advisor 52

Nerd's Eye View

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. My guest on today's podcast is Stacey Hyde.

License 174

License Financial Advisor Clients Communication 174

Nationwide Financial

JULY 20, 2022

Add in uncertainty around the future of Social Security and it’s no surprise that clients are coming to financial professionals with more questions than usual. As a trusted financial professional, you have an opportunity to reassure clients by helping answer one of their most common questions: “When should I take Social Security benefits?”

Clients 98

Clients Planning Retirement Planning Retirement 98

Clever Girl Finance

JUNE 6, 2023

What influential women do you have in your life? Whether it’s your mom, best friend, favorite female celebrity, or influencer, there’s no doubt that it’s important to have women in our lives that we can look up to and learn from. Find out what the habits of successful women are and how to make them part of your life!

Planning 72

Planning Media Electronics Budgeting 72

Clever Girl Finance

JULY 16, 2022

It is not uncommon for women to put others first. For centuries women have been taught to be docile and not be too ambitious for fear of being seen as too bossy or greedy. So what can women do about it? Of the 2,668 billionaires compiled in the annual Forbes list , only 327 are women. Why money is power for women.

Education 88

Education Retirement Investing Investments 88

Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. What is the best financial decision? Can you relate?

Budgeting 82

Budgeting Planning Accounting Investing 82

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Clever Girl Finance

APRIL 11, 2024

How to achieve your goals: 5 Key ways These 5 ways to achieve your goals with examples included can apply to any part of life, including health, career, financial, and personal aspects. So many of us enjoy talking and dreaming about our goals, but achieving them is another issue. That just means it’s within reach!

Retirement 78

Retirement Planning Accounting Budgeting 78

Steve Sanduski

JANUARY 5, 2023

For advisor roles, I developed a “ Financial Advisor Career Path to Partnership ” roadmap that shows 5 levels from Paraplanner to Partner and the education, experience, responsibilities, expectations, and compensation at each level. Download my Financial Advisor Career Path to Partnership roadmap for free here.

Clients 52

Clients Financial Advisor Investing Investments 52

Clever Girl Finance

JULY 12, 2022

Lastly, women's lifestyle blogs provide much-needed inspiration and personal growth. 37 of the best lifestyle blogs for women. So here are the best lifestyle blog examples for women to stay inspired: 1. Why lifestyle blogs are inspiring. Sometimes lifestyle blogs may seem like just a fun thing to skim through in our spare time.

Budgeting 71

Budgeting Food Planning Education 71

The Big Picture

MAY 7, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest. Joanne Bradford has had a fascinating career in technology, marketing and finance. She was Chief Revenue Officer at Microsoft. She was Chief marketing officer at SoFi. You, you started, what is that?

Startup 141

Startup Advertising Engineering Numbers 141

Clever Girl Finance

JULY 2, 2023

Although their clothes are a bit too casual for a corporate job if you have flexibility in your workwear, this could be a great place to build outfits you’ll actually want to wear all day long. In addition, they’re women of color founded and run. In addition, they’re women of color founded and run.

Budgeting 52

Budgeting Ethics Retail Manufacturing 52

Clever Girl Finance

APRIL 24, 2023

Strategies that help you learn how to stop worrying about money are essential life skills that will help you build a happier and more satisfying life. Overwhelming debt can bring extra financial stress to your life and cause lots of sleepless nights! You may be suffering from financial stress. Why do I worry about money?

Budgeting 62

Budgeting Planning Accounting Banking 62

Clever Girl Finance

APRIL 24, 2023

Strategies that help you learn how to stop worrying about money are essential life skills that will help you build a happier and more satisfying life. Overwhelming debt can bring extra financial stress to your life and cause lots of sleepless nights! You may be suffering from financial stress. Why do I worry about money?

Budgeting 52

Budgeting Planning Accounting Banking 52

Clever Girl Finance

APRIL 24, 2023

Strategies that help you learn how to stop worrying about money are essential life skills that will help you build a happier and more satisfying life. Overwhelming debt can bring extra financial stress to your life and cause lots of sleepless nights! You may be suffering from financial stress. Why do I worry about money?

Budgeting 52

Budgeting Planning Accounting Banking 52

The Big Picture

OCTOBER 24, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management.

Portfolio 130

Portfolio Management Assets Investing 130

Clever Girl Finance

OCTOBER 12, 2023

Women and investing is a topic that doesn’t get mentioned often enough, but it is extremely important. Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan.

Investing 76

Investing Investments Risk Tolerance Accounting 76

Workable Wealth

NOVEMBER 11, 2020

Financial wellness is like eating healthy – it’s hard work and no fun but you know it’s good for you. But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Gender (men typically pay more than women) . Increase (or Get) Life Insurance. tend to pay less).

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

The Big Picture

MAY 30, 2023

He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. John Hope Bryant is a fascinating entrepreneur and philanthropist.

Banking 141

Banking Economics Economy Business Planning 141

Clever Girl Finance

FEBRUARY 12, 2024

Or build a six-figure salary or business from scratch? When you don’t know exactly what you want, how will you know when you have it? That problem is precisely why it’s so important to gain an understanding of what you want in your life. Getting clarity to achieve your life’s goals is possible. And who do I want to be?

Planning 66

Planning Management Numbers Budgeting 66

The Big Picture

JANUARY 16, 2024

Barron’s 100 most influential women in US finance, lots and lots of others. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. 00:00:09 [Barry Ritholtz] This week on the podcast I have an extra special guest.

Assets 258

Assets Investing Investments Management 258

Clever Girl Finance

MARCH 20, 2022

However, there are also plenty of 30 day glow up challenge tips that involve aspects of mental health , emotional health , and even financial health to help you not only look but also feel your best. Enhance your life with this 30 day glow up challenge over the next 30 days! Here's are things you can try every day for the next 30 days!

Food 52

Food Media Planning Estate Planning 52

Clever Girl Finance

JULY 13, 2022

Let's talk about the best business ideas for women! It’s so important for our world to have women in business. After all, we’re half the population—that’s billions of women with unique ideas, skillsets, and visions for the future. Educational business ideas for women. Design business ideas for women. are female.

Food 118

Food Advertising Media Clients 118

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services. But that was Linda’s career path.

Math 130

Math Management Insurance Assets 130

The Big Picture

JULY 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I had zero knowledge of that. WEAVER: Yeah.

Consulting 286

Consulting Management Numbers Investing 286

Nationwide Financial

MARCH 1, 2023

has been a frequent question in the financial media for much of the past year. For example, a recent Nationwide Financial survey taken in advance of Women’s History Month in March found that women investors are more fearful of a recession this year than they were in 2022. Are we in a recession?”

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

Indigo Marketing Agency

FEBRUARY 27, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). In addition to operating Seals Financial Planning & Investments , Steve takes time out from his busy schedule to help those in need.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

The Big Picture

JANUARY 31, 2024

The global financial crisis in 2008, that was a big, fast, deep recession. At the Money: Forecasting Recessions with Claudia Sahm (January 31, 2024 ) Investors don’t like recessions. But how can they tell if one’s coming? There’s an indicator for that. She runs Sahm Consulting. Bad things happen when the economy contracts.

Economy 286

Economy Economics Consulting Marketing 286

Clever Girl Finance

FEBRUARY 18, 2023

The good news is it’s possible to transform your mindset, which could lead to positive changes in your financial situation. When you have negative emotions wrapped up in your financial decisions , it often has a negative impact on your financial picture. Let’s talk about what a broke mindset is.

Budgeting 52

Budgeting Transportation Management Food 52

Clever Girl Finance

AUGUST 10, 2022

It could give you a boost of energy and confidence. Working through the challenges of your hidden skill will help build resilience and perseverance. Hidden talents are those skills and abilities that most of the world might not know you possess. They can range from bizarre to commonplace. Hidden talents you’ve forgotten.

Education 64

Education Nonprofit Media Planning 64

Good Financial Cents

APRIL 10, 2023

Isn’t it funny how childhood experiences shape our views of rich vs. wealthy, as well as who has money compared to who doesn’t? There are several memories from my own childhood that made me think I knew how to tell if someone was rich, yet one in particular still sticks in my mind. Ads by Money.

Investing 109

Investing Investments Assets Accounting 109

The Big Picture

OCTOBER 31, 2023

. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Barry Ritholtz: 00:00:06 This week on the podcast, I have an extra special guest. Michael Carmen is co-head of private Markets at Wellington Management. Wellington’s a fascinating company. They’ve been around literally nearly a century.

Management 152

Management Investing Investments Portfolio 152

Nationwide Financial

MAY 18, 2023

Raising a child can be expensive, but tools like Health Savings Accounts, college savings plans, Flexible Spending Accounts and child tax credits can help lessen the financial burden for clients. Key Takeaways: It’s estimated that raising children in a middle-income family can range from $16,007-$17,141 per child annually.

Clients 98

Clients Insurance Accounting Taxes 98

The Big Picture

DECEMBER 14, 2022

MCCARTHY: And so for most of my life — I mean, really, for all my life that I remember, his company — and if I would go to visit, they’d have things on the wall that says the company for women. He routinely had women who were his managers, his bosses, and there was a female CEO for a really long period of time.

Assets 152

Assets Investing Investments Portfolio 152

Clever Girl Finance

OCTOBER 17, 2023

When it comes to your financial health, your income is one of the most important numbers in the equation. Articles related to $45k a year is how much an hour Build your career plan to earn $45k a year and beyond! Additionally, there are a lot of details to consider how much money you actually earn each month. Is 45k a good salary?

Taxes 52

Taxes Numbers Math Management 52

Clever Girl Finance

DECEMBER 13, 2023

For example, you may be looking for financial advice for single ladies , or you may need ideas on how to survive financially as a single mom. Build a sustainable budget for your single income When you have only one source of income, you need to be more intentional and strategic with your spending, as there may be less margin for error.

Budgeting 76

Budgeting Planning Financial Planning Accounting 76

FMG

APRIL 6, 2023

There are numerous things to consider when trying to create a financial company logo. What Makes a Good Financial Advisory Logo? Logos for financial services tend to be more challenging than your average company. Logos for financial services tend to be more challenging than your average company.

Wealth Advisor 52

Wealth Advisor Management Financial Advisor Clients 52