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Adviser links: exciting plans

Abnormal Returns

riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. (riaintel.com) Selling a service, like financial planning, is different than selling a product. alphaarchitect.com)

Planning 261
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Personal finance links: knowing what you want

Abnormal Returns

ritholtz.com) Jim Dahle talks with Britt Williams Baker, who is the co-founder of Dow Janes, a company focused on financial education for women. bitchesgetriches.com) Why you need to do the math on a life insurance situation. whitecoatinvestor.com) Retirement Retirement is filled with all sort of irreversible decisions.

Insurance 259
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Animal Spirits: Is Financial Education Working?

A Wealth of Common Sense

We Check the Math. Steve Cohen says stocks could retest.

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Wednesday links: the great promise of capitalism

Abnormal Returns

calculatedriskblog.com) Home buying math is bad right now, but will it be any better a year from now? techdirt.com) Do we really want Google, Facebook, Twitter, Youtube to educate our children? (drorpoleg.com) Employees don't like it when a company rescinds its promise of permanent remote work. year-over-year. wired.com)

Math 246
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The Self Educating Child

Mr. Money Mustache

Little MM and me self-educating with some Orson Scott Card, way back in 2017. Sure, the education itself was slow and crappy – I was always craving more advanced material and more creative learning formats which just weren’t there in my small town high school. We’ve come so far together since then!

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At The Money: Behavior Beats Intelligence

The Big Picture

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. I’m Barry Ritholtz.

Math 273
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#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang

Nerd's Eye View

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)