Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. What Passive Income is not.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

MAY 13, 2025

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct?

Clients 130

Clients Investments Investing 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.” women tend to live longer, making it much more important to plan for a longer retirement) or a subjective one (e.g.

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. In Dave’s world, an 8 percent retirement withdrawal rate isn’t crazy. It’s almost all powerful and good stuff, with one major error. Did you catch it? Here’s about as close as I could come. Maybe he simply made a mistake. Maybe he misspoke. Okay, Boomer !

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96

The Big Picture

JULY 29, 2024

So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. 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. It was great.

Clients 147

Clients Portfolio Financial Advisor Investments 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. Or a 65-year-old that is retired to secure a $3 million dollar policy.

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97