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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

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Cracks in the Safety Net

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

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#FA Success Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time, With Eric Miller

Nerd's Eye View

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

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Saturday links: seemingly good things

Abnormal Returns

Ford Ford ($F) has backtracked on its plan to remove AM radios from new cars. wsj.com) Transport RIP, Virgin Orbit and its horrible business plan. cnbc.com) The FDA approved another medication to reverse opioid overdoses. nytimes.com) Farming Why not plan a housing development around a farm?

Food 130
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The Growing Appeal of Semi-Retirement

Darrow Wealth Management

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. The study found that 66% of Gen Z and Millennials prefer a phased retirement and 57% of all respondents plan to work part-time in retirement.

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#FA Success Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth, With Nancy Knous

Nerd's Eye View

And be certain to listen to the end, where Nancy shares how she coped with failing her Series 7 exam 5 times in the span of a year before she realized she may have a learning disability and then after consulting with her doctor, she was able to find the right medication for her that improved her focus so much, that years later she got the highest grade (..)

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10 Different Types Of Debt: Good Debt Vs Bad Debt Types

Clever Girl Finance

Unsecured debt can include credit cards, personal loans, student loans, medical bills, and more. Overall, equipment loans can be beneficial for businesses and entrepreneurs. However, make sure you’ve crunched the numbers and factored them into your business plan. The details of medical loans will vary by hospital.

Medical 98