Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. To What If Analysis, what if I pay… So I’m doing my cash flow planning in my retirement plan, and I say, You know, I don’t wanna have to pay for in as a retirement. So ethically, I think it applies everywhere.

Insurance 59

Insurance Clients Financial Advisor Math 59

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: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. It’s much deeper than math. Do it my way.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 152

Clients Investing Investments Management 152

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. RITHOLTZ: People will figure out.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

JULY 19, 2022

And I think that story still has some legs but sort of the key culprit then became demographics and retirement savers and the latest story now is in the sort of the one percent. And so, it’s very sort of, I don’t know, math oriented or algebra-oriented type of thing as opposed to great stories which drive most investment passions.

Investing 130

Investing Investments Valuation Portfolio 130

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. 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! What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. 00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that. Prince of a person, a great intellect, a very serious investor, a good macro guy, but a real stock person and, and he was very helpful to me in culture ethics.

Economy 141

Economy Clients Economics Banking 141