Remove Math Remove Retirement Remove Startup
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

An instructive war story : During the mid-1990s, a grad school buddy took a senior job at a tech startup that came with lots of stock. My buddy could pay off his mortgage and car loans, pre-pay the kids colleges, fully fund retirement accounts, and still have cash left over. In late 1996, they were bought by Yahoo!

Investing 264
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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Perhaps they have some founder stock from a startup. And the way math works, you end up with a stock that goes up a bunch. And you’re going to see a big sea change in the next three to five years of asset managers and RIAs optimizing taxable tax, and then non-taxable retirement accounts for various type of investments.

Taxes 130
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15 Recession-Proof Businesses That Thrive in Any Economy

Clever Girl Finance

Demand is likely to continue as more and more people in the Boomer generation reach retirement. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Is freelancing considered a recession-proof career?

Economy 69
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Transcript: Jonathan Clements

The Big Picture

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And then I was approached by Citigroup about being director of financial education for this startup called MiFi. But learning how to spend in retirement.

Investing 144
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Adviser links: getting really clear

Abnormal Returns

wiredplanning.com) Retirement Spending guardrails are important in retirement, but the details matter. thinkadvisor.com) Not everyone is happier in retirement. thinkadvisor.com) Moving states in retirement requires some careful planning. thinkadvisor.com) Solo 401(k) contribution math can be tricky.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

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 144
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The Sweet Spot

Mr. Money Mustache

In the big picture, this usually leads to having a “successful” life, because of this basic math: Traditional Success. =. Observe the following cautionary tale: Diana is the director of engineering in a Silicon Valley tech startup. She had more than enough to retire , twenty years ago! How much work you do.

Medical 52