Abnormal Returns

MAY 13, 2024

investmentnews.com) Research The problematic math of passing down generational wealth. blogs.cfainstitute.org) How life events affect retirement planning. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. wealthmanagement.com) Why 4% retirement withdrawal rates are still a thing.

Math 287

Math Retirement Planning Financial Advice Communication 287

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 264

Planning Financial Advice Wealth Management Math 264

The Big Picture

MAY 1, 2025

Compounding, Denominator Blindness, Survivorship Bias all affect our abilities to make good decisions about the future when even basic math is involved. If you are retiring in the next 12-36 months, you have a right to be concerned. How should a person who is approaching retirement NOT invest?

Retirement 189

Retirement Investments Numbers Investing 189

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. getelements.com) Brendan Frazier talks about the importance of listening as a financial adviser. thinkadvisor.com) Not everyone is happier in retirement.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.

Insurance 59

Insurance Math Financial Advice Compliance 59

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. And truthfully a coffee a day is not going to change your financial life in any material way but there are certain five or ten big things that make a huge difference so what I encourage you … RITHOLTZ: Let’s go through those.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130