Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Table of contents What is a financial plan? Plan for taxes Yup, taxes!

Financial Planning 69

Financial Planning Planning Budgeting Retirement 69

Clever Girl Finance

JULY 16, 2023

Steer clear of any moving companies with bad reviews. Although working with trustworthy and professional movers can make your life easier, the DIY moving route will save you a substantial amount of money. Get insurance and registration updated When moving to a new state, you’ll need to update all of your insurance information.

Budgeting 52

Budgeting Insurance Planning License 52

Good Financial Cents

OCTOBER 31, 2022

The vast majority of Americans need life insurance. But with so many different insurance policies and providers , how can you find the right life insurance policy for you and your family? Sproutt Insurance is trying to help by putting a unique spin on the insurance application process. Key Features.

Insurance 92

Insurance Medical Insurance Coverage Food 92

Sara Grillo

JUNE 12, 2023

Not the premium – but the actual costs of the insurance policy. When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! The problem with insurance illustrations Insurance illustrations can be misleading and comparing them can be fundamentally inappropriate.

Insurance 59

Insurance Clients Financial Advisor Math 59

Good Financial Cents

NOVEMBER 9, 2022

Let’s review some of the best ones to consider for your portfolio and how they work. #1: They offer a fixed interest rate and FDIC insurance, which protects your deposit up to $250,000. From there, you’ll receive a regular payout for a specific duration of time or the rest of your life. 1: Dividend Paying Stocks.

Assets 92

Assets Investing Investments Accounting 92

The Big Picture

NOVEMBER 14, 2023

And it’s, 00:09:54 [Speaker Changed] It’s a really challenging life work balance at my, my friends who all went to big firms. We were Boston based, but we had, our parent company was in London, and then the ultimate Insurance company was in South Africa. So I wasn’t on the insurance side. I can’t leave.

Math 130

Math Management Insurance Assets 130

Sara Grillo

APRIL 11, 2022

One of my favorite lines from the podcast (link at top of the page) sums it up: “They come to me, either they have been self-managing their portfolio their whole life, or maybe they were working with…maybe a money management company…and they have come to the light. He can advise on assets held at any custodian. It’s too complex.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Clever Girl Finance

DECEMBER 13, 2023

However, it can also help you find joy in the simple (and free) things in life. How can you afford life on one income? No matter your lifestyle and no matter how many paychecks you bring home, you can find a way to live a happy, fulfilling life—without breaking the bank. Why is it hard to live on one income?

Budgeting 77

Budgeting Planning Financial Planning Accounting 77

The Big Picture

AUGUST 29, 2023

Undergraduate, you get a BS in insurance from Penn State. What led to an interest in insurance? So, started examining opportunities in finance, real estate and insurance. Penn State was one of the few schools that actually had an insurance major. Take us through a day in the life or a week in the life of Vanguard CIO.

Portfolio 130

Portfolio Investing Investments Numbers 130

Sara Grillo

MAY 23, 2022

As those of you who know me are aware, I’m sick of the compiled, embedded, opaque fees, the BS products clients get sold, like interval funds, private REITs, the crypto crap, the whole life insurance, direct indexing (or personal indexing, custom indexing or whatever other name you want to call it). So the service… 0:19:15.7

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Indigo Marketing Agency

APRIL 23, 2020

It’s 2020, but also we live in a completely virtual world right now, so if you haven’t implemented these virtual marketing strategies, there’s no excuse. People can put off their financial plan, and their life insurance, and their college planning for years if not decades. Now is the time. It’s complex.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

SEPTEMBER 5, 2023

MILLER: Yeah, talking, and the other sort of secret passion is I get to tell the same dad jokes every year because they haven’t heard ’em before, or they have, but not from me. MILLER: And that’s how they can continue to get flood insurance. In fact, the last three houses, I haven’t paid under the ask.

Sales 130

Sales Numbers Taxes Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

So I think the bottom line is they haven’t proven themselves, certainly recently, but over the years that they have the ability to do that in an impartial way, so that’s my short version of… No, I don’t think they should be involved. The confusion is with the CFP. That’s where the confusion is coming from.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

OCTOBER 10, 2023

And I had an idea, my idea was Mike Leach, coach of the Mississippi State Bulldogs at the time was gonna let me move into his life for a season in the ss in s e c football. They’ve been, they, as far as I know, they haven’t read it. That is the simulation of life. And I thought that could have been fun.

Math 150

Math Numbers Marketing Marketing 150

Good Financial Cents

APRIL 19, 2023

After all, one of the goals of financial independence is to build wealth that doesn’t eat up your time, so you can enjoy life and do the things you choose to do. Income – generating cash inflow that either represents income you use during daily life or that you re-invest. It requires time, money, skills, or all three.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 150

Compliance Wealth Management Clients Management 150

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. RITHOLTZ: Is that correct, it’s just the last century?

Valuation 282

Valuation Education Numbers Government 282

Sara Grillo

FEBRUARY 13, 2023

I’ve reviewed all of the studies on this. And so I’ve reviewed 118 years worth of data in all the studies that I looked at. We’re all talking about life on Titanic. So like Florida’s insurance market is collapsing because of all of that. So it’s secondary market. 0:56:32.8 : Yeah.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

NOVEMBER 15, 2022

RITHOLTZ: That five-year review is like, wow, I had no idea what the hell I was doing. I was the one reviewing marketing copy and doing presentations to groups of institutions about how to use the darn things. So all this comes back to if the technology exists for that, why haven’t we seen a major artist? NADIG: Yeah.

Management 266

Management Assets Portfolio Investing 266

The Big Picture

FEBRUARY 7, 2023

But I’ve never been to a public school in my life, other than sitting in the classrooms in Central Harlem. And you know, I’ve been a Francophile my whole life. It was not a bank because — RITHOLTZ: No FDIC insurance, no regulation. And then I went to Raleigh and covered public schools in Raleigh.

Engineering 251

Engineering Banking Numbers Management 251

The Big Picture

MAY 16, 2023

I mean, I didn’t set out in life to be a hedge fund guy. LINDZON: He didn’t say call him back, but this is a funny Mark story that I haven’t told too often is about three months later. It was just one of the greatest, stressful, fun, interesting times in my life. Our business turned me into a hedge fund.

Media 275

Media Investing Investments Valuation 275