Random Roger's Retirement Planning

MAY 3, 2024

One sentiment that popped up a few times was the threat of RMDs kicking people into higher tax brackets. While I am not sure which tax bracket their readers view as being problematic, I am guessing they are not worried about the jump from 12% to 22%, I have to believe hey collectively make much more than that. million IRA?

Taxes 94

Taxes Distribution Accounting Retirement 94

The Big Picture

JULY 3, 2023

My back-to-work morning train WFH reads: • 6 Rules to Know Before Hanging an American Flag This July 4 : Did you know that the MLB and NFL routinely violate one of them? Business Insider ) • ‘Funflation’ and the Pessimism of Disbelief : Why splurging on high-priced tickets and hotels isn’t an economic horror story.

Recruitment 260

Recruitment Banking Consulting Economics 260

Good Financial Cents

AUGUST 5, 2023

Having a million dollars may seem like the impossible dream, particularly if you’re starting from zero. But the fact that there are more than 22 million millionaires in the US already means it’s doable. After all, if at least 22 million people can do it, so can you. If you’re not in one now, it’s something to aspire to.

Retirement Planning 90

Retirement Planning Retirement Planning Portfolio 90

Mish Talk

NOVEMBER 28, 2022

Crypto Firms in Bankruptcy Proceedings End of an Era The Balance Sheet Assets $256 million. Fun Fact The SEC has a $30 million unsecured claim on BlockFi. is only beginning to answer how its hundreds of thousands of customers will fare in an insolvency. Q: How did this happen? Liabilities $1 to $10 billion.

Assets 214

Assets Management Economics 214

The Big Picture

NOVEMBER 23, 2023

So grab a kombucha, get comfortable and read on for everything you’ve wanted to know about the wild world inside your gut. ( New York Times ) • These People Are Responsible for Thanksgiving’s Most Polarizing Food : How did a berry synonymous with one day of the year become the crown jewel of a billion-dollar business cooperative?

Transportation 261

Transportation Food Economy Management 261

Mish Talk

DECEMBER 12, 2022

When and How? As the merchant, I trade Bitcoin for dollars, yen, Euros, or something else. Case number one is price neutral to Bitcoin. In case one, there is no net increase or decrease in the desire to hold Bitcoin. The above holds true for gold, dollars, and every commodity. Question of the Day I am a merchant.

Numbers 130

Numbers Math Insurance Government 130

Good Financial Cents

AUGUST 19, 2023

Do you think a million-dollar term life insurance policy sounds like too much insurance? A million-dollar term life insurance policy might actually be the minimum coverage needed for the typical middle-class household, but it’s affordable. Table of Contents Do You Really Need a $1 Million Term Life Insurance Policy?

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97

Mish Talk

NOVEMBER 19, 2022

No one could say exactly what belonged to whom. Bankruptcy filings say one entity’s outstanding loans include at least $1 billion to Mr. Bankman-Fried personally and $543 million to a top lieutenant. Ten of them lived and worked together in a $30 million penthouse at an upscale resort in the Bahamas. A lawyer for Ms.

License 227

License Assets Accounting Math 227

The Big Picture

NOVEMBER 4, 2023

We discuss how he fell into the entire world of crypto when a friend of his made lots of money on Dogecoin. He reveals that >80% of Initial Coin Offerings were scams, and why so many of the stablecoins were not backed by actual dollars. 5% makes Tether one of the world’s most profitable companies.

Numbers 184

Numbers Assets Management Accounting 184

Trade Brains

SEPTEMBER 29, 2023

This is happening in a country with 79% of the population living in poverty, widespread unemployment, two-thirds of households struggling to afford basic items, 44% of people not having enough food to eat, inflation has turned into deflation, and one of the world’s worst human rights records. against the US dollar. in 2023 and 0.4%

Food 98

Food Banking Economics Portfolio 98

Abnormal Returns

OCTOBER 15, 2022

arstechnica.com) Good luck finding some one to install a new heat pump. protocol.com) How London is making progress reducing air pollution. bloomberg.com) How might southwest Florida be rebuilt? vox.com) How vultures through their diet prevent carbon emissions. statnews.com) Public health How did the U.S.

Financial Advising 130

Financial Advising Transportation Media Food 130

The Big Picture

DECEMBER 27, 2023

On today’s episode, we discuss what to do, and NOT do, when selling a house. TRANSCRIPT How to Sell a House It’s a seller’s market in real estate, for sure. Still, there are plenty of big mistakes that you can make as a seller that cost you a ton of money. Some people price their houses too high.

Sales 144

Sales Numbers Marketing Marketing 144

The Big Picture

JULY 2, 2023

Louis Is the Struggling Downtown You Haven’t Heard Of — and Right-Wing Policies Are Making Things Worse. The comforting sounds of sidewalk diners and live music that used to hum along with the traffic on summer nights has been replaced by sirens, or silence. ( Avert your eyes! Will we ever be rid of them? (

Ethics 259

Ethics Recruitment Accounting Consulting 259

The Big Picture

SEPTEMBER 10, 2023

Washington Post ) • Inside Musk’s Twitter Transformation : Favors for friends Kanye West and Marc Andreessen, and gut decision-making, followed his takeover of the platform now called X. Slate ) • Businesses keep complaining about shoplifting, but wage theft is a bigger crime : The other side of the coin on workplace crime is wage theft.

Ethics 130

Ethics Pharmaceutical Education Media 130

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. Here are six questions to ask when choosing a financial advisor: How do you get paid? This is critical if the advisor will be providing on-going investment advice.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

The Big Picture

DECEMBER 14, 2023

On today’s edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Dave Nadig : Well the key thing about a mutual fund that’s different from an ETF is primarily how the money gets in and out and then how it’s taxed. Mutual funds or ETFs?

Taxes 176

Taxes Distribution Accounting Portfolio 176

The Big Picture

JANUARY 21, 2023

Klinsky also served as one of the first five general partners at Forstmann Little, helping to oversee seven private equity and debt partnerships totaling over $10 billion in capital. He also explains how Forstmann Little was the white shoe alternative to the firms doing junk bond financing. economist covering US + Canada.

Education 157

Education Economics Banking Assets 157

The Big Picture

AUGUST 26, 2022

My friend manages hundreds of millions of dollars and has eschewed this side of the business. My friend manages hundreds of millions of dollars and has eschewed this side of the business. He has high client retention and has generated respectable performance for those customers. He was aghast over this.

Accounting 353

Accounting Government Assets Management 353

The Big Picture

OCTOBER 1, 2023

Now that their son stands accused of one of the largest financial frauds in U.S. Read on to learn what the NFT marketplace looks like now. The brothers then used Thomas to raise money for their sprawling network, inviting him to speak at “donor events” that brought in millions of dollars.

Ethics 130

Ethics Medicine Medical Economics 130

The Big Picture

AUGUST 6, 2022

It’s also a way to filter out one particular form of overconfidence: no trade is good enough that it’s worth the risk of losing everything. ( Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do. million followers some laughs. million followers some laughs.

Engineering 281

Engineering Economics Food Banking 281

The Big Picture

JULY 22, 2023

One opens his books. Curbed ) • Inspired by Ukraine war, Taiwan launches drone blitz to counter China : After Ukraine deployed drones to successfully offset Russia’s advantages on the battlefield, Taiwan’s leaders took note. One opens his books. Saquon Barkley asked him one day in the Giants’ locker room.

Assets 130

Assets Clients Planning Management 130

Million Dollar Round Table (MDRT)

AUGUST 31, 2023

By Antoinette Tuscano, MDRT Content Specialist Million Dollar Round Table members’ careers — and sometimes their lives — change because of friends they meet through the organization or speakers they see at events such as the MDRT Annual Meeting. Success is not something you pursue… If you work hard on your job, you’ll make a living.

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94

The Big Picture

OCTOBER 10, 2023

Yields on the 10, 20 and 30 year Treasury were all up in the neighborhood of 60 basis points over the past 16 trading sessions. Yields are up 1% or more on each of these bond maturities since the end of June. ( Wall Street Journal ) see also Amid Strikes, One Question: Are Employers Miscalculating? Here’s what they found.

Medical 130

Medical Economy Portfolio Accounting 130

Good Financial Cents

AUGUST 11, 2022

They say your chances of winning the lottery are somewhere in the range of 1 in 10 million. I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. If you have a million dollars to invest or anywhere close to that, the steps below can help you grow your money so it lasts a lifetime.

Investing 109

Investing Investments Marketing Marketing 109

The Big Picture

SEPTEMBER 19, 2022

If you’re interested in venture capital, in technology, in how to think about early stage investing, well, strap yourself in, this is a great one. If you’re interested in venture capital, in technology, in how to think about early stage investing, well, strap yourself in, this is a great one. team was tiny.

Valuation 299

Valuation Investing Investments Engineering 299

Mish Talk

NOVEMBER 9, 2022

it's market cap is now $732 million. The 94% loss is the biggest one-day collapse ever among billionaires tracked by Bloomberg. Unlike Bitcoin, Ethereum did not make a new 52-week low in the FTX fallout. Ethereum vs Bitcoin Bitcoin operates on a "proof of work" basis. Price points added by Mish. FTX 2022-11-09.

Valuation 306

Valuation Marketing Marketing Banking 306

The Big Picture

AUGUST 8, 2023

percent annually since the global financial crisis in 2008 ( Institutional Investor ) see also The Risks Hidden in Public Pension Funds : Attracted by promises of high returns, many public pension funds have been loading up on private equity but may not fully appreciate the dangers, our columnist says. ( And I’m not a journalist.

Economy 244

Economy Financial Advisor Investing Investments 244

Random Roger's Retirement Planning

MARCH 7, 2024

Have you ever heard/read something like, if you'd put $1000 into some stock 25 years ago and just held it, you'd have some huge dollar amount today? It would be great to have put a few bucks into Amazon 25 years ago and have $1 million's worth today but what does that really look at feel like. There are of course many definitions.

Medical 93

Medical Clients Taxes Portfolio 93

Good Financial Cents

DECEMBER 10, 2022

Do you believe making money online is more fantasy than reality? It’s not – the evidence is the tens of thousands of people who are making money online from home right now. To help you make this dream a reality, we’re providing this guide of the 25 best ways to make money online from home.

Risk Tolerance 111

Risk Tolerance Media Investing Investments 111

Mish Talk

NOVEMBER 26, 2022

First, let's recap how we got here and why this is a big issue. On August 24, President Biden's Fact Sheet announced a student debt forgiveness plan that will cost in the neighborhood of $420 billion. Biden's plan went unchallenged for weeks, presumably because no one had the standing to sue. Taxpayers do not count.

Planning 191

Planning Education Government Economics 191

Integrity Financial Planning

OCTOBER 13, 2022

When was the last time you stopped and thought about how long the dollar bill that’s in your pocket has been circulating through the economy? Every year, the government prints millions of dollar bills a day. Bureau of Engraving and Printing makes paper for currency out of a unique blend of 75% cotton and 25% linen.

Financial Planning 92

Financial Planning Banking Government Retirement 92

Good Financial Cents

APRIL 10, 2023

Isn’t it funny how childhood experiences shape our views of rich vs. wealthy, as well as who has money compared to who doesn’t? There are several memories from my own childhood that made me think I knew how to tell if someone was rich, yet one in particular still sticks in my mind. Ads by Money.

Investing 109

Investing Investments Assets Accounting 109

The Big Picture

JUNE 21, 2023

Dozens of firms had failed, millions of individual investors had plunged into the red or cashed out, and billions of dollars of institutional investment had moved on. The Atlantic ) • The hottest new perk in tech is freedom : How small tech companies are using remote work to compete with the big guys. (

Economy 130

Economy Investing Investments 130

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” I was recently featured in a MarketWatch article about how to find a good financial advisor.

Financial Advisor 97

Financial Advisor Financial Advice Accounting Compliance 97

Discipline Funds

MARCH 10, 2023

One of the themes I’ve been discussing lately is how inflation risk has been evolving into credit risk. But one thing that doesn’t change is human emotion. It’s human nature and it’s the thing that makes markets appear like the eternal recurrence I previously discussed. Markets change over time.

Risk Management 135

Risk Management Banking Economy Valuation 135

The Big Picture

JANUARY 24, 2023

He eventually goes to a Forstmann Little where he’s one of the first five founding partners. Eventually, Steve takes his experience and knowledge and stands up his own firm, New Mountain Capital, which is one of the largest private equity shops in the world. Have you found one or the other more interesting in your career in PE?

Investing 260

Investing Investments Numbers Banking 260

Carson Wealth

FEBRUARY 22, 2023

But is a million dollars even enough for your retirement needs? A million dollars breaks down into an annual amount of about $30,000 over 30 years (not counting taxes, etc.). Know what that is and make sure you max it out. Let’s say I have $100,000 in my retirement fund and I make 5% interest.

Retirement 98

Retirement Taxes Planning Math 98