The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: That’s more counseling than it is financial advice. It’s much deeper than math. Do it my way. SETHI: Yes, I think I became more comfortable.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?

Clients 150

Clients Investing Investments Management 150

Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money!

Accounting 105

Accounting Investing Investments Media 105