Tucker Advisors

APRIL 4, 2023

Is it the change we want? Conversely, workers who only have 401(k)s or defined contribution plans, rose from 9 to 34%. Some of us tend to leave these statistics out of the discussion when pointing to increased longevity and health, or even boredom, as reasons that older adults are working longer.

Retirement 75

Retirement Financial Advisor Planning Budgeting 75

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below. Bill Cates.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I found this conversation to be absolutely fascinating, and I think you will too.   The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below.

Investing 130

Investing Investments Clients Management 130

Trade Brains

OCTOBER 11, 2022

In this study of fundamental Analysis of Marico, we present the company history, overview, business segments, financials, future plans, and more. In this study of fundamental Analysis of Marico, we present the company history, overview, business segments, financials, future plans, and more. We grew up using it and savoring its smell.

Planning 52

Planning Food Healthcare Portfolio 52

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. I’m Barry Ritholtz. Tom joined Vanguard back in 1988.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. If, if you had to guess someone would run through this path, you would, you would never assume, well, you’re gonna come outta law school and eventually you’re gonna be general counsel.

Math 130

Math Management Insurance Assets 130

Carson Wealth

JANUARY 4, 2024

Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in each decade of your life, starting with your 20s. Set yourself up for future financial success by living each decade to its fullest. Build your positive financial behaviors. Don’t wait to find out!

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

The Big Picture

AUGUST 29, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You could tell when you listen to this conversation that it’s two guys who know each other just BS-ing and schmoozing. I thought this was a fascinating conversation, and I think you will also.

Assets 164

Assets Management Marketing Marketing 164

The Big Picture

JULY 18, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I thought this was a fascinating conversation and I think you will also.  The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. WAGNER: Exactly.

Investing 130

Investing Investments Assets Insurance 130

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? In this article we briefly summarize some of those issues.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? ESG and the Stock-­Picker’s Dilemma. Fri, 09/22/2017 - 12:58.

Portfolio 52

Portfolio Investing Investments Management 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Better Letter

MAY 4, 2023

Income annuities hedge longevity risk simply and efficiently as risk pooling – which allows insurance carriers to fund each individual annuity based upon the annuitant’s expected life rather than his possible life – makes them 25–40 percent cheaper than do-it-yourself options (more here ). Thanks for reading.

Retirement 93

Retirement Sales Medical Insurance 93

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I, I, I found this conversation to simply be delightful. I listened to the first conversation we had. I remember that conversation nine years ago, but that was not the first time we met.

Investing 143

Investing Investments Marketing Marketing 143

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. I could go on and on but rather than do that, let me just say, my conversation with IDW’s Ilana Weinstein. What were your early career plans?

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So with no further ado, my conversation with former director of research at Tudor Investments, Peter Borish. Well, I guess it’s sort of fortuitous. We’ll get to that.

Math 143

Math Risk Management Management Marketing 143

Brown Advisory

MAY 16, 2016

Mon, 05/16/2016 - 16:07. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. These are my notes rather than a transcript. Noted there in bold are a few highlights of the day. Berkshire Hathaway.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

OCTOBER 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She takes me to school time and again, I found our conversation about the book fascinating, and I think you will do as well. Barry Ritholtz : 00:01:42 [Speaker Changed] My pleasure.

Healthcare 143

Healthcare Manufacturing Government Numbers 143

The Big Picture

AUGUST 22, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I found this conversation to be delightful, entrancing, and fascinating. SUNSTEIN: Well, I’d say it was amazing. I don’t even know where else to go. How much fun is that?

Economics 245

Economics Media Government Numbers 245