Nerd's Eye View
MARCH 21, 2023
Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.
Clever Girl Finance
JULY 10, 2023
If you didn’t go to college (or plan not to), there are many careers you can pursue. Kick things off with the initial idea: how do you envision the business working? From there, you can start looking at making a business plan, gaining any funding you need, and also getting it off the ground.
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Steve Sanduski
AUGUST 4, 2022
Simple math says the CAGR of NET NEW ASSETS (i.e., CAGR of AUM sounds pretty good until you look at how much of that growth was simply due to market growth. For comparison, a passive 60/40 bond portfolio, as mentioned above, grew at a CAGR of 11.9%. Revenue Growth. You can’t eat AUM so let’s look at actual revenue.
Clever Girl Finance
AUGUST 2, 2022
They enable you to make elective salary deferrals, otherwise known as contributions to the 401(k) plan. 403(b) plans are often available from employers like hospitals, public schools, and churches. Some quick math for the value of your $10,000 after a certain number of years: 10 years: $20,000. Similar to the 401(k) is a 403(b).
The Big Picture
MAY 30, 2023
And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.
Clever Girl Finance
JUNE 5, 2023
How to explain yourself: When you’re planning on making a move, the reason is pretty clear-cut. Make sure you have done the math. You should also make a business plan and know when your income will be stable. Telling your co-workers about your plans before you tell your boss is a bad move.
FMG
DECEMBER 22, 2022
We were always planning-focused, and I offered financial planning as a standalone service from the very beginning. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? How often do you plan on hosting these events?
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