A Wealth of Common Sense

JUNE 20, 2023

You need to understand how math, statistics and probabilities work. You also need a deep understanding of financial market history from booms to. To be a successful investor you need to possess a number of different traits. You need to understand corporations and the global economy generally function over the long haul.

Financial Advice 136

Financial Advice Math Economy Numbers 136

Nerd's Eye View

MARCH 21, 2023

And be certain to listen to the end, where Brenda shares how she always thought she wasn’t good with numbers but found she enjoys financial planning because she can combine her intuitive math skills with her love of working with people, educating, and having deep conversations that can impact the future of clients’ lives, how Brenda is (..)

Financial Advice 245

Financial Advice Insurance Financial Advisor Financial Planning 245

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'

Planning 238

Planning Financial Advice Wealth Management Math 238

Abnormal Returns

APRIL 1, 2024

youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. thinkadvisor.com) Solo 401(k) contribution math can be tricky. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning.

Wealth Management 197

Wealth Management Math Financial Advising Retirement 197

The Big Picture

JUNE 24, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. You need to understand how math, statistics and probabilities work. To be a successful investor you need to possess a number of different traits.

Math 258

Math Advertising Financial Advice Assets 258

The Big Picture

MAY 9, 2024

Bad financial advice reaches naïve, impressionable consumers of social media without any guardrails or controls. The Math Doesn’t Add Up ( Rolling Stone , January 24, 2024) How TikTok Is Wiring Gen Z’s Money Brain ( WSJ , May 4, 2024) _ 1. 2 Sure, you can claim mainstream media is bad, but social media is worse.

Media 319

Media Taxes Math Investing 319

Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” Once women achieve their CFP® certification, the rate of relinquishment is extremely low. It can be a truly special role.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98