Math, Retail and Strategic Planning - Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets

Assets Management Portfolio Marketing

Budgeting for Twins: 11 Tips To Manage Double The Costs

Clever Girl Finance

JANUARY 10, 2025

Always do the math to maximize savings! For larger items, like cribs and strollers, I checked out local parenting groups on Facebook for preowned or like-new options at a fraction of the retail price. I signed up for loyalty programs at major retailers and tracked points on every purchase. Its worth the search!

Budgeting

Budgeting Management Medical Insurance

Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

Budgeting for Twins: 11 Tips To Manage Double The Costs

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