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. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Abnormal Returns

JULY 19, 2023

(peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." ngpf.org) Retirement FAT Fire. How to retire at any age with confidence. ofdollarsanddata.com) Take retirement surveys with a big grain of salt.

Financial Counseling 43

Financial Counseling Retirement Financial Advice Portfolio 43

Fortune Financial

JANUARY 11, 2024

Based on the 2022 Workplace Wellness Survey , published in the Employee Benefit Research Institute (EBRI) journal, younger employees prioritize professional development opportunities, while older employees value retirement planning more. Retirement benefits are a key component of a benefits package that attracts and retains top talent.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Clever Girl Finance

JANUARY 22, 2024

The good news is there are several reputable sites where you can find a budget counseling service that can help you get back on track with your finances! Financial Counseling Association of America The Financial Counseling Association of America (FCAA) is an organization with financial counselors available to help you.

Budgeting 65

Budgeting Financial Counseling Debt Management Financial Advisor 65

Clever Girl Finance

AUGUST 15, 2022

Retirement. Retiring is one of the top long-term goals for many, and early is becoming very popular. However, in order to make your retirement plans work, you will need to decide your objectives with your partner. Be open to financial counseling. However, it is not cheap! Figure out debt.

Communication 69

Communication Accounting Budgeting Planning 69

Nationwide Financial

NOVEMBER 10, 2022

Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Financial veteran benefits.

Financial Planning 52

Financial Planning Planning Education Clients 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