Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Clever Girl Finance

JANUARY 22, 2024

When you’re drowning in large amounts of debt or chronic struggles with money management, working with a trained counselor is likely worth a small investment. Types of guidance you can get from budget counseling Let’s talk about some of the types of help a budget counselor might be able to offer you.

Budgeting 65

Budgeting Financial Counseling Debt Management Financial Advisor 65

Fortune Financial

JANUARY 11, 2024

For human resource (HR) managers, curating a benefits package that resonates with the workforce boosts talent attraction, enhances employee retention and fosters a thriving organizational culture. The strategic management of employee benefits is vital in creating an outstanding workplace.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Nationwide Financial

NOVEMBER 10, 2022

To apply for either of these benefits, your client with a VA pension would be able to apply via form or in-person to their Pension Management Center. Investing for veterans. The general investing advice from financial professionals to start early, set goals, and follow a plan is still applicable for veteran and military clients.

Financial Planning 52

Financial Planning Planning Education Clients 52

Clever Girl Finance

AUGUST 15, 2022

Good communication is key to managing finances successfully with your spouse. Below are some tried and proven tactics that will bring stability and financial peace to your relationship. Be honest - how are you and your spouse doing financially? Managing emotions and stress is key to building a strong financial future together.

Communication 69

Communication Accounting Budgeting Planning 69

The Big Picture

JUNE 6, 2023

I think he’s really a fascinating guy, and I’m glad we finally managed to get him in to the studio for a podcast. We’d rather dream about having 10 million then start investing $100 a week. Manage it yourself.” It’s really a very thoughtful and intelligent approach to thinking about spending.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 30, 2023

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. BRYANT: Yes, yes, Operation HOPE is the official kids accounts manager for the Atlanta Public School System and the Atlanta City Council funded us a few million dollars to open kindergarten accounts. I want them.

Banking 143

Banking Economics Economy Business Planning 143