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#FA Success Ep 338: Finding Your Why In Helping Clients Figure Out What To Retire Towards (Not From), With Tony Hixon

Nerd's Eye View

What's unique about Tony's journey, is how the tragic death of his mother just 6 months after she retired, made Tony realize that even though retirees may be prepared financially for their retirement, they may not be prepared mentally for the transition to a life that is separate from their career identities.

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19 Best Recession-Proof Jobs For All Skill Levels

Clever Girl Finance

But how can you stay on track of your financial goals in a recession? Being in one of these careers can help! Table of contents What makes a career recession-proof? How to still do well financially in a bad economy? What makes a career recession-proof? People will get sick even during a recession.

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Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle

Gen Y Planning

The traditional view of what retirement should be is quickly fading in the rearview mirror as Gen X and Baby Boomers are flipping the script on what your post-career lifestyle can look like. During your career, you’re in accumulation mode. Your earnings are strong, and you’re saving consistently. Am I burnt out?

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19 Best Recession-Proof Jobs For All Skill Levels

Clever Girl Finance

What makes a career recession-proof? While some careers are tied to the economy, such as hospitality and tourism, or some retail jobs , others stay fairly constant regardless of whether the economy is doing well or not. Although no job is guaranteed, there are a few career fields that are impacted a lot less during a recession.

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Breaking Away From the Big 4: How to Start Your Own Accounting Firm

Harness Wealth

Leaving a career at a Big 4 (Deloitte, PwC, Ernst & Young, KPMG) or other prominent accounting firm to start your own CPA firm can be an exciting and rewarding entrepreneurial experience. In recent years, however, through technological innovation, it’s become easier than ever to chart your own path to the top.

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Transcript: Lynn Martin

The Big Picture

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. She began her career at IBM in Global Services and came to them with a BS in Computer Science and a master’s degree in Stats from Columbia. MARTIN: Though you shouldn’t because your program would not work if you did that. RITHOLTZ: Right.

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How financial advisors should approach succession planning

Nationwide Financial

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.