Random Roger's Retirement Planning

FEBRUARY 11, 2023

Looking at something like Yahoo Finance shows XYLD down about 22% last year but you need to add back in 12% of distributions to get a more accurate picture which Portfoliovisualizer does. I blanked out the name of the third fund, it is a covered call fund that I own.

Portfolio 72

Portfolio Distribution Numbers Clients 72

Pacifica Wealth

FEBRUARY 9, 2022

After you pass away, the courts must determine the distribution of your assets. A Will is a legal document that expresses how your assets should be distributed at death. A Will tells the state that you have a better plan for the distribution of your assets and that they need to distribute your assets according to your plan.

Estate Planning 52

Estate Planning Planning Distribution Assets 52

The Big Picture

OCTOBER 17, 2023

So there are some blank numbered balls in it in order to create these billion dollar payouts. And what you get at the end is a very, very uneven distribution of wealth. Graham Foster] : 00:11:54 You see the, exactly the same non-linear wealth distribution in real life. That’s a, that’s a function of returns.

Investing 130

Investing Investments Clients Management 130

The Better Letter

MAY 4, 2023

Income annuities remain widely unpopular (largely thought to be because they are a one-time irrevocable decision which allow no legacy distribution) yet would help to solve a variety of complex problems with which retirees struggle and which cannot be solved otherwise. Moreover, the distribution of longevity is wide.

Retirement 93

Retirement Sales Medical Insurance 93

The Big Picture

JULY 18, 2023

WAGNER: Well, you had a lot of businesses, one that stands out, oh, I’m going to blank on the name. WAGNER: …for the cost of lift is with this new, the largest rocket, I’m blanking on the name, but that’s going to be an unbelievable reduction in lift costs. And so — RITHOLTZ: Really? It’s kind of shocking.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

NOVEMBER 8, 2022

It was completely — I felt completely blank. And then I put that out as I — I did that for Crispin, but I also sold it as a report, but not for wide distribution, sort of $1,000 a shot. You can imagine, you give a bearish message at a bullish investment conference, and no one listens to you. I met him there. and the U.K.

Banking 143

Banking Valuation Economy Investing 143

The Big Picture

JUNE 6, 2023

And so, I told them point blank, I said, “Look, I’m interested, but I want to do it my way. So, I created this eBook and I decided to sell it for $4.95 cents, and I was very terrified, it’s like any artist who’s ever sold something. RITHOLTZ: Sure. It’s validation. SETHI: But money’s really hard on TV.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

SEPTEMBER 5, 2023

Although that said, that 7% boost isn’t evenly distributed, and there’s lots of stories about these areas in Florida, particularly on the East Coast, but parts of the Southern West Coast that have just been overrun. The infrastructure can’t handle it. MILLER: Yes.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

OCTOBER 10, 2023

That’s just, it’s in randomly distributed. Barry Ritholtz ] 00:10:46 [Speaker Changed] Or not so randomly distributed It it’s mostly dudes. And I wondered whether I’d feel that again when I sat down before a blank computer screen. So it literally profit distributions, right. It’s Crypto Bros.

Math 154

Math Numbers Marketing Marketing 154

The Big Picture

JULY 4, 2023

What about fill in the blank? WEINSTEIN: Well, it was better for me in that the weight was relatively evenly distributed. But I’ve also come to him with ideas. What about activism? Things that he doesn’t do today but may make sense and be adjacent and he’s exploring all of those things. RITHOLTZ: Right.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

MARCH 21, 2023

Here are the ways that what I just said might have been bold blank and I could be wrong. ASNESS: — quote, “normal model,” normal distribution say. RITHOLTZ: — cleared the road for the rest of my thought. ASNESS: The footnotes have three purposes to me, where I stick the humor. They are the hedges. RITHOLTZ: Right.

Valuation 164

Valuation Investing Investments Numbers 164

The Better Letter

MARCH 10, 2022

As William Gibson said many times , “the future is already here — it’s just not very evenly distributed yet.” ” Success and social chaos are never evenly distributed, either. It isn’t clear – and there is precious little evidence to support it – that reality is ever evenly distributed.

Distribution 52

Distribution Planning Numbers Portfolio 52