Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Nationwide Financial

NOVEMBER 10, 2022

Key Takeaways: Veteran and military clients are in the unique position to receive various benefits from the U.S. Helping your clients navigate these opportunities can be challenging, but the VA. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider.

Financial Planning 52

Financial Planning Planning Education Clients 52

eMoney Advisor

DECEMBER 5, 2022

As a financial professional helping couples plan for the future, you have likely experienced the discomfort that can occur when conflict arises. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. RITHOLTZ: What’s the pushback to that from clients? SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. SETHI: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130