Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” women tend to live longer, making it much more important to plan for a longer retirement) or a subjective one (e.g.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. None of this is to say that you shouldn’t be embracing those alternative sales funnels or other types of content.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. So I applied to Maryland State retirement.

Assets 141

Assets Management Portfolio Investing 141

Clever Girl Finance

MARCH 6, 2023

You can turn these earnings into the beginning of your retirement nest egg or even fund your college expenses in a few years! By starting your savings early , you could have millions of dollars by the time you get to retirement age just from saving small amounts. Wouldn't that be nice?

Media 86

Media Accounting Banking Food 86

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

Discipline Funds

MARCH 1, 2023

If you adjust it for only the working age and retired population then inventory is even higher. Of course, this data is highly localized and we generally measure “inventory” by the number of units that are actually for sale. And that’s where the math on renting comes into play.

Math 136

Math Numbers Sales Economy 136

The Big Picture

JANUARY 24, 2023

I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. RITHOLTZ: So it’s different math then I need 100x winner versus 99? I mean, so you just have to live through all this stuff. I was the next senior. KLINSKY: Yeah.

Investing 257

Investing Investments Numbers Banking 257

Bell Investment Advisors

NOVEMBER 27, 2023

On the other hand, if you’ve received a non-retirement portfolio, you may enjoy a step-up in basis on appreciated assets, so near-term taxes are less of a concern. Proceeds from a family home or a business pending sale might be distributed when sold or over time. Interdependencies and tradeoffs abound. But so do opportunities.

Accounting 52

Accounting Distribution Investment Advisor Taxes 52

Aleph

JANUARY 14, 2023

Jan 10, 2023 The California Public Employees’ Retirement System is making a $1Bn wager that small private equity firms can boost the pension giant’s returns and clout [link] CALPERS has a knack for being late… adding money to two small private equity shops now? It is the opposite, except in the top decile.

Math 59

Math Assets Government Banking 59

Sara Grillo

MAY 8, 2023

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. To What If Analysis, what if I pay… So I’m doing my cash flow planning in my retirement plan, and I say, You know, I don’t wanna have to pay for in as a retirement. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 195

Banking Government Insurance Taxes 195

Good Financial Cents

FEBRUARY 10, 2023

You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Many people make crafts to sell at craft sales and flea markets. Each time a sale is made from an ad or a link on your site, you’ll receive a commission payment from the provider. What can I do with an extra $200 a day?

Advertising 102

Advertising Media Food Management 102

The Big Picture

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

Portfolio 130

Portfolio Investing Investments Numbers 130

Good Financial Cents

APRIL 14, 2023

With more money at our disposal, we maxed out our retirement accounts and invest in real estate, while we travel 12 weeks annually.” – Holly Johnson, Freelance Writer and Blogger at ClubThrifty.com Holly has become so successful as a freelance writer that she now offers a course helping others succeed on the same path.

Communication 91

Communication Investing Investments Accounting 91

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. The amount of taxes you pay will depend on several factors, including your filing status, job status, the state you live in, retirement contributions, and your income. 55K a Year Is How Much an Hour?

Budgeting 64

Budgeting Taxes Transportation Insurance 64

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those ….

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 152

Clients Investing Investments Management 152

Good Financial Cents

AUGUST 19, 2023

EXPERT TIP That brings us back to simple math – multiplying your annual income times the number of years your family’s living expenses will need to be covered. Or a 65-year-old that is retired to secure a $3 million dollar policy. This alone can require a $1 million life insurance policy.

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97

Mr. Money Mustache

JUNE 21, 2022

Another fine day in Retirement. At the root of his question is the core of what it means to “Retire”. But, I did some math and if we sold the Airbnb with the other two houses, we’d have a chunk of cash big enough for me to mostly retire – working only if I really felt like it.

Investing 52

Investing Investments Retirement Math 52

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. They don’t need to transact.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. Walmart, which runs a tight ship, has sg and a to sales, I think of about 20%. And the value line has all these statistical patterns.

Management 258

Management Investing Investments Retail 258

The Big Picture

MARCH 21, 2023

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. They grew more in terms of earnings, sales, cash flows. But plenty of valuation measures, it has no applicability for price-to-sales. If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire? RITHOLTZ: Meaning?

Valuation 161

Valuation Investing Investments Numbers 161

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Do you get the picture?

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

JULY 19, 2022

Michael Lewis’ Liar’s Poker’s good guys was one of my sales contacts there. And I think that story still has some legs but sort of the key culprit then became demographics and retirement savers and the latest story now is in the sort of the one percent. Finally, in a faction (ph) like one of these. RITHOLTZ: Really?

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. We have a, a survey we do at the end of the year of Christmas tree sale. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends. So at that point, I had a pretty big career. It just worked out.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? region was well on its way to becoming the biggest site for any sales for Louis Vuitton. They did a billion dollars in sales, sold their hundred thousandth car. CLYMER: Yes, around there, I would say.

Retail 161

Retail Insurance Advertising Numbers 161

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: But in reality, any day you want to put your house up for sale, you might get a different price then — SIEGEL: If you — I mean, you know, if times are bad and then you say, “I got to sell it the next five minutes,” you don’t want to look at that price. You are going to be guaranteed great returns when you retire.

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And all that information about everything in the country was effectively for sale. Is it just that simple, these folks are all for sale? How many do you have in your fleet? BROWDER: Yes.

Government 312

Government Banking Numbers Investing 312