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. wsj.com) Somebody just paid a really big estate tax bill.

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. Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. Financial veteran benefits. Education Benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. RITHOLTZ: What are your thoughts on the early retirement fire movement? SETHI: Yes. From people? SETHI: Yes. I love that. RITHOLTZ: Right.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130