Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

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Financial Planner Financial Advice Retirement Financial Advisor 246

Wealth Management

SEPTEMBER 19, 2024

A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.

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Retirement Financial Advisor Retirement Planning Planning 288

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

The Chicago Financial Planner

OCTOBER 21, 2021

Saving for retirement is a major undertaking for most of us. Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. The rising cost of healthcare in retirement .

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Retirement Planning Accounting Retirement Planning 193

The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?

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Financial Advisor Financial Planner Fee Only Clients 249

NAIFA Advisor Today

JUNE 13, 2025

For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical. While these costs are often lower than those incurred through pre-65 health insurance, they remain significant, especially when viewed over a multi-decade retirement.

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Retirement Planning Retirement Planning Healthcare 69

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

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Retirement Clients Planning Estate Planning 130

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Nerd's Eye View

NOVEMBER 1, 2024

Read More.

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Financial Planner CFP Certification Retirement Planning 188

Nerd's Eye View

AUGUST 24, 2023

For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.

Retirement 246

Retirement Planning Retirement Planning Communication 246

Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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Retirement Planning Retirement Planning Taxes 142

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 179

Financial Planner CFP Financial Advisor Retirement 179

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

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Financial Planning Clients Planning Financial Advisor 130

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement 246

Retirement Planning Financial Planning Risk Tolerance 246

Nerd's Eye View

JANUARY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. Read More.

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Retirement 246

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Abnormal Returns

OCTOBER 4, 2023

(humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools. bogleheads.podbean.com) Peter Dunn on whether it is dishonest to have two financial advisors. open.spotify.com) Retirement Assessing life one year into retirement.

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Planning Retirement Retirement Planning Financial Advisor 273

Abnormal Returns

APRIL 10, 2024

(morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.' humansvsretirement.com) Estate planning Why you should update your estate plans periodically. wsj.com) Retirement Some reasons to go back to work after retiring.

Estate Planning 259

Estate Planning Retirement Planning Retirement Taxes 259

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. For instance, many people feel overwhelmed by retirement planning.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Abnormal Returns

MARCH 15, 2023

(open.spotify.com) Christine Benz and Jeff Ptak talk with Robert Powell about generating income in retirement. wsj.com) Retirement Retirement planning is a moving target. humbledollar.com) Retirement is, in part, about declaring career victory. thisisthetop.substack.com) Consumers are piling into CDs.

Retirement Planning 246

Retirement Planning Retirement Financial Services Financial Advisor 246

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Taxes 246

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only 56

Fee Only Financial Advisor Financial Planner Certified Financial Planner 56

Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year. Social Security COLA for 2023.

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Financial Planner Retirement Planning Retirement Insurance 234

Abnormal Returns

FEBRUARY 21, 2024

youtube.com) Retirement Why planning in retirement is so challenging. Rowe Price about non-financial considerations in retirement. morningstar.com) People work in retirement for any number of reasons. humansvsretirement.com) 3% rates make holding a mortgage in retirement easier.

Retirement 270

Retirement Retirement Planning Portfolio Management Taxes 270

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Don Connelly & Associates

JUNE 16, 2025

And that’s exactly where the opportunity lies for the advisor who does more. Nothing will destroy a retirement plan faster than a long-term care event. Seven out of ten people in America will have a long-term care event and most Advisors are not discussing it. Long-term care (LTC) is one such opportunity.

Financial Advisor 52

Financial Advisor Planning Retirement Planning Clients 52

Covisum

JUNE 19, 2025

The 2025 Social Security Trustees Report , just released, offers a mix of reassurance and urgency—and it's essential that we, as financial advisors, help clients interpret the headlines correctly.

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FMG

MARCH 6, 2025

Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Indigo Marketing Agency

JUNE 12, 2025

5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients As a financial advisor, you’re not looking to work with just anyone. You want your marketing strategies for financial advisors to connect you with the right clients. A good marketing plan does it every time.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Nerd's Eye View

JULY 26, 2024

Also in industry news this week: While the number of RIA M&A deals has not surged in 2024, the average size of deals has increased, demonstrating interest from (often private-equity-backed) firms in pursuing larger targets Off-channel communication tops the list of concerns amongst RIA compliance professionals, with advertising and marketing coming (..)

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Carson Wealth

AUGUST 25, 2022

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. Retirement has multiple factors and requires in-depth analysis.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors? Are your videos getting zero engagement?

Financial Advisor 52

Financial Advisor Clients Education Healthcare 52

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Tobias Financial

JUNE 15, 2025

Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Financial Planner 246

Financial Planner CFP Retirement Planning Financial Advisor 246

The Chicago Financial Planner

FEBRUARY 6, 2022

In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement. Plan for your retirement .

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Retirement Planning Retirement Financial Planner Planning 189