Financial Counseling, Math and Planning - Financial Advisor Source

Transcript: John Hope Bryant

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Banking

Banking Economics Economy Business Planning

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. It’s much deeper than math. What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing?

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Transcript: John Hope Bryant

Transcript: Ramit Sethi

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