Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money!

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 13, 2025

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. I think we could ballpark it closer to $2 trillion. And I think the focus on cost has been relentless.

Clients 130

Clients Investing Investments Management 130

Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” The externship program was such a huge success that she has continued to offer it each summer.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98

The Better Letter

NOVEMBER 2, 2023

I couldn’t make that math work at all plausibly. It’s almost all powerful and good stuff, with one major error. Did you catch it? If you invest $529 a month from age 30 to age 65 with a decent growth mutual fund in a Roth IRA you’ll have $5.6 Here’s about as close as I could come. Maybe he simply made a mistake.

Certified Financial Planner 96

Certified Financial Planner Investing Investments Portfolio 96

The Big Picture

JULY 29, 2024

00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. You know, don’t be overwhelmed by the, the vocabulary or the math or things that frighten people away from the industry.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Good Financial Cents

AUGUST 19, 2023

As a Certified Financial Planner, I see underinsured people every day. EXPERT TIP That brings us back to simple math – multiplying your annual income times the number of years your family’s living expenses will need to be covered. Do you think a million-dollar term life insurance policy sounds like too much insurance?

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97