Nerd's Eye View

APRIL 8, 2025

And be certain to listen to the end, where Seth shares how he decided to become a Certified Tax Preparer after buying a retiring advisor's tax practice (and why he is planning to earn the Enrolled Agent license to gain more specialized training to better serve his clients' tax preparation needs), how Seth is gaining inroads with churches (and their (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Carson Wealth

JUNE 27, 2025

Financial planning should ideally involve every area of your financial life because they are all interrelated. Investments, estate planning, philanthropic planning, retirement planning, savings plans, and business planning are all part of a whole, and problems in one area can domino into other areas.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Wealth Management

OCTOBER 4, 2023

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Retirement Planning 354

Retirement Planning Planning Retirement Taxes 354

Nerd's Eye View

AUGUST 24, 2023

However, when these aspirations are delayed or blocked by senior advisory firm partners who choose to delay their retirement plans, it can leave younger advisors frustrated and in a place of uncertainty about their futures with their firm.

Retirement 246

Retirement Planning Retirement Planning Communication 246

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Retirement Planning 246

Retirement Planning Startup Clients Compliance 246

Nerd's Eye View

NOVEMBER 11, 2022

We also have a number of articles on retirement planning: How the recent increase in interest rates has made TIPS a more viable option to increase a retired client’s safe withdrawal rate. How a regular firm newsletter can keep clients engaged and improve retention.

Financial Planner 244

Financial Planner Retirement Planning Compliance Clients 244

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes.

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Nerd's Eye View

DECEMBER 23, 2022

”, a series of measures that will have significant impacts on the world of retirement planning. Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”,

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Nerd's Eye View

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Financial Planner 246

Financial Planner Retirement Planning Commission Retirement 246

Nerd's Eye View

DECEMBER 30, 2022

” has brought a wide range of changes to the world of retirement planning. Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0”

Financial Planner 246

Financial Planner Retirement Planning Clients Planning 246

Nerd's Eye View

SEPTEMBER 2, 2022

We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Nerd's Eye View

DECEMBER 16, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Financial Planner 246

Financial Planner CFP Retirement Planning Financial Advisor 246

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner 246

Financial Planner Recruitment Retirement Planning Retirement 246

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

Nerd's Eye View

MAY 1, 2023

Rowe Price has acquired Retiree Income, the parent company of popular retirement income planning software SSAnalyzer and Income Solver, to put its resources behind developing and distributing the company’s planning tools (albeit perhaps more to its retail and employee retirement plan clients than to advisors?).

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

JULY 10, 2023

Jason then pivoted to offering financial planning services for those nearing or entering retirement, which required the firm to retrain its staff on the ins and outs of retirement planning.

Financial Planning 246

Financial Planning Retirement Planning Clients 246

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

MAY 6, 2024

This month's edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prospects for financial advisors.

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

MAY 9, 2023

In this episode, we talk in-depth about how, to realize their vision for the future of a commission-based firm their father originally built, Liz and her brother have gone through the messy multi-year process of refocusing to a niche and rightsizing their client loads, how Liz and her brother realized in the process of buying into the firm that they (..)

Commission 246

Commission Planning Financial Advisor Financial Planning 246

Nerd's Eye View

JUNE 5, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: InvestCloud, a TAMP and all-in-one advisory technology platform which has undergone rapid growth in recent years through the acquisition of numerous disparate technology tools in order to compete with its more-established competitor (..)

Risk Tolerance 245

Risk Tolerance Retirement License Retirement Planning 245

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 246

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Wealth Management 130

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Darrow Wealth Management

APRIL 15, 2024

It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. A partial retirement helps with the emotional transition There are two phases of retirement planning: time and money.

Retirement 105

Retirement Retirement Planning Insurance Medical 105

oXYGen Financial

AUGUST 18, 2023

You're responsible for every decision, from selecting printer paper to creating a budget and business plan, as well as securing funding. Due to all of the tasks needed to keep a business profitable, long-term planning may become neglected. ![CDATA[ Owning and operating a small company can be demanding.

Retirement Planning 40

Retirement Planning Planning Retirement Budgeting 40

Ballast Advisors

APRIL 13, 2023

Understand the prospects and limitations of your business including when and how you’ll add to your retirement savings. Despite the best business plan, it is too easy to assume that your business is your retirement plan—and that could be a very costly mistake.

Retirement Planning 40

Retirement Planning Retirement Planning Taxes 40

Fortune Financial

MARCH 5, 2024

A 401k is a company-sponsored retirement plan that allows employees to elect contributions to be withheld from their wages and salaries and deposited into an investment account. It is named after a section of the Internal Revenue Code that provides regulations for these types of retirement plans. What is 401k?

Retirement Planning 52

Retirement Planning Retirement Financial Advisor Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Darrow Wealth Management

APRIL 15, 2024

It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. A partial retirement helps with the emotional transition There are two phases of retirement planning: time and money.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Midstream Marketing

NOVEMBER 5, 2024

Think about which parts of financial planning you like best. Is it retirement planning, investment management, or estate planning? For instance, if you are working with entrepreneurs, your financial advice should cover business planning, succession strategies, and smart investment ideas for saving on taxes.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Clever Girl Finance

NOVEMBER 1, 2023

There are other things that matter just as much, like saving, investing, and retirement planning. That means using it to obtain a home loan, get a cell phone, sign a lease for an apartment , or for business financing (with a solid business plan). Learn more about building good credit with our free course!

Accounting 96

Accounting Retirement Planning Retirement Planning 96

Harness Wealth

MAY 19, 2025

This continuity can be advantageous for long-term business planning and investment. Other common deductions include costs related to employee benefits, advertising and marketing expenses, professional fees, and interest on business loans.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246