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At The Money: How to Spend Your Money in Retirement

The Big Picture

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! She joins Barry Ritholtz to discuss what you need to know about planning for retirement. She is the Director of Personal Finance and Retirement Planning at Morningstar.

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

We also talk about Seth's journey to financial planning as a career changer (after finding that previous jobs in urban planning and real estate either took too much time away from his family or weren't compatible with his values), how Seth's connection with a family friend eventually led him to assume the books of business of three retiring advisors (..)

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Model Portfolios Portend the End of 'Traditional' Financial Advice

Wealth Management

Related: The Evolution of the UMA What This Means for Financial Advice When advisors pay ~10 bps to license these models, they get turnkey portfolios with minimal hands-on work, but clients often pay 50–150 bps all in. Without differentiation, clients may simply self-allocate using licensed models.

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Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

Waycrest’s seven-person team will work with clients including physicians, business owners, attorneys and philanthropic families, primarily in Michigan and Florida, though it is licensed in 40 states. Is a Roth Conversion Worth It for All Clients?

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. Retirement planning offers dual benefits through tax-deductible contributions to vehicles like SEP IRAs, Solo 401(k)s, and SIMPLE IRAs.

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Did Anyone Get The License Plate.?

Random Roger's Retirement Planning

It makes no sense that a sitting President would want the stock market to go down but I'm not sure how to reconcile the rhetoric that appears to have been driving markets lower.

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7 Ways to Buy a New Home Before Selling Your Current House

Darrow Wealth Management

Retirement risks. Tapping retirement savings may do more harm than good. Further, some lenders are only licensed in certain states. Depending on the lender, retirement accounts may not be eligible. If you leave your job, the loan will be due in full. Better ratios. Discuss the terms and risks with the lender.