Nerd's Eye View

JANUARY 30, 2023

From the sudden changes to everyday life brought on by the pandemic to navigating the new world of hybrid or remote work, employees have endured a challenging few years. At the same time, this shock to the system has led many individuals to reflect on where they are in their careers today and where they want to go in the future.

Management 130

Management Clients Business Planning Planning 130

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP 130

CFP Planning Financial Planning Financial Advisor 130

The Big Picture

NOVEMBER 22, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s Howard Marks of Oaktree Capital. It’s Tony Ressler of Ares, Marc Rowan of Apollo Global. Marcus Shaw works with them, and he’s the CEO of AltFinance.

Recruitment 141

Recruitment Engineering Investing Investments 141

Steve Sanduski

FEBRUARY 6, 2023

Pam Perskie is the Founder and CEO of Seven Mile Advisory , a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. The multi-family office structure.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

Clever Girl Finance

OCTOBER 19, 2023

It’s not fun to wake up and have “I don’t want to work anymore” as your first thought. You can’t enjoy the day if you’re in a funk that’s hard to shake. But it’s important to find out why you feel this way and what you can do about it. Is it normal to not want to work ever? into the void.

Planning 60

Planning Clients License Wealth Accumulation 60

MazumaBusinessAccounting

JUNE 30, 2021

Here’s a quick guide that covers important tax deductions for your business. What Will a Deduction Save Me? For example, if your business made $75,000 last year but you invested $10,000 in new business equipment, you would deduct that $10,000 from your net income. Think broad. What Are the Perks?

Taxes 98

Taxes Insurance Education Retirement 98

Clever Girl Finance

OCTOBER 16, 2023

In this article, we’ll delve into what constitutes a toxic working environment, how to recognize it, and what steps you can take to navigate within one and get yourself out of one. Table of contents What is a toxic workplace? What to do when your workplace is toxic?

Medical 77

Medical Communication Commission Budgeting 77

The Big Picture

MAY 7, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She was Chief Revenue Officer at Microsoft. She was Chief marketing officer at SoFi. And I think you will also, with no further adieu, my discussion with domain monies.

Startup 141

Startup Advertising Engineering Numbers 141

MazumaBusinessAccounting

OCTOBER 10, 2021

” he thought the job sounded like something he could do. Senga contacted his friend’s office and received a list of what he would need to get this company off the ground. “I just typed in ‘Hallie,’ my daughter’s name,” Senga says. I go, ‘Where do I start?'”

Accounting 97

Accounting License Taxes Insurance 97

SEI

SEPTEMBER 16, 2022

Kristen Bauer, CEO, Laird Norton Wealth Management, on what makes a successful leader during times of change. Kevin Chorniak, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management, on how you prepare for change and ensure alignment across an organization. View transcript. Close transcript.

Wealth Management 52

Wealth Management Communication Management Assets 52

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Don’t go about this decision without doing your research, people! (No,

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Clever Girl Finance

FEBRUARY 12, 2024

There are so many benefits, even if you work remotely. Once you see all the great things about meeting with colleagues and others in your career field, you won’t want to miss out! Table of contents But first, what is networking? What are the benefits of face to face meetings?

Communication 52

Communication Management Investing Investments 52

Clever Girl Finance

AUGUST 2, 2023

Are you considering starting a side hustle? Perhaps you imagine quitting your job one day to take your business full-time, or maybe you just need to make a little extra money in your spare time. When launching a successful side hustle, there are several foundational things you should have in place.

Business Planning 94

Business Planning Planning Food Budgeting 94

Clever Girl Finance

OCTOBER 17, 2023

If you’re looking at a $60,000 per year job, you might ask, “$60,000 a year is how much an hour?” What is $60,000 a year monthly? We’ll also go over factors that affect your pay and what jobs pay $60,000 per year. This is assuming you work a 40-hour week for 52 weeks a year. 60,000 a year is how much an hour after taxes?

Taxes 52

Taxes Insurance Retirement Retirement Planning 52

MazumaBusinessAccounting

JULY 15, 2021

That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. First, let’s talk about the importance of a business plan. To reach any destination, you need a good map. Determining what sets your company or product apart.

Business Planning 105

Business Planning Taxes Planning Retirement 105

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. You’re listening to Masters in Business on Bloomberg Radio.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Steve Sanduski

JANUARY 5, 2023

Create a “path to partnership” for your team members who want to be on that track with Lisa Salvi. If you have a top team, they want to know what their potential career path looks like. They want to know what criteria you’re using to determine promotions and pay raises. Why the wrong team?

Clients 52

Clients Financial Advisor Investing Investments 52

MazumaBusinessAccounting

JANUARY 27, 2022

Here’s a quick guide that covers important tax deductions for your business. What Will a Deduction Save Me? For example, if your business made $75,000 last year but you invested $10,000 in new business equipment, you would deduct that $10,000 from your net income. Think broad. Overall, it’s a win-win!

Taxes 52

Taxes Insurance Transportation Education 52

Good Financial Cents

JANUARY 11, 2023

But what exactly do these high-earning professionals do? And how much money do they make? You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Chief Financial Officer. The 8 Highest-Paying Jobs in Major Banks. Financial Manager.

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

The Big Picture

JUNE 7, 2023

 The video from last week’s panel is above Bloomberg Masters in Business host Barry Ritholtz discusses the current environment for hedge fund launches with IDW Group Founder and Chief Executive Officer Ilana D. It’s one of the top at head hunters in the world of hedge funds. So let’s start with you, Mike.

Management 267

Management Investing Investments Economics 267

Clever Girl Finance

JUNE 27, 2023

Are you looking for a way to make extra income? With many companies embracing work from home, it’s the perfect time to look at online part-time jobs to give you more freedom and flexibility in your life. Language interpreter Expert tip What are the advantages of working online part-time jobs? Table of contents 1. Bookkeeper 4.

Certification 81

Certification Recruitment Engineering Media 81

Clever Girl Finance

JUNE 27, 2023

Good work habits will help you stand out, make a good impression on your employers, and in addition, leave a positive impact wherever you go. Don’t forget about your life outside of work Expert tip What are the most effective work habits? What good work habits should I focus on first? Table of contents 1.

Communication 73

Communication Planning Management Media 73

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. That’s my favorite one.

Banking 141

Banking Economics Economy Business Planning 141

Mr. Money Mustache

SEPTEMBER 4, 2023

Whoa, have you seen what just happened to interest rates!? – Which brings up a few questions about whether we need to worry, or do anything about this new development. . – Which brings up a few questions about whether we need to worry, or do anything about this new development. What if I want to buy a house?

Economy 110

Economy Banking Budgeting Economics 110

The Big Picture

JANUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Barron’s 100 most influential women in US finance, lots and lots of others. They do debt, they do equity, they invest in public real estate, they invest in private.

Assets 258

Assets Investing Investments Management 258

The Big Picture

JANUARY 30, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She had stints at at Disney before going on to be Chief Operating Officer at Nickelodeon, and then eventually the Viacom Media Network. 00:02:02 [BARRY RITHOLTZ] Thank you for coming.

Media 141

Media Wealth Management Investing Investments 141

Tucker Advisors

APRIL 4, 2023

Is it the change we want? Bureau of Labor’s statistics show this is exactly what many Americans began to do. Conversely, workers who only have 401(k)s or defined contribution plans, rose from 9 to 34%. Senior employees tend to promote positive “can-do” attitudes in the workplace.

Retirement 75

Retirement Financial Advisor Planning Budgeting 75

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They are not like any other fund that you’ll hear me talk about. I think you’ll, you’ll really enjoy it. It’s really a fascinating firm in so many ways.

Banking 141

Banking Portfolio Assets Investing 141

Clever Girl Finance

DECEMBER 11, 2022

Year planning allows you to set goals and be more prepared for the upcoming year. Imagine how good it'll feel achieving everything you set out to accomplish. Yet if you have goals in place, you’ll be better equipped to handle the surprises that happen. Are you ready to have a successful year? As the quote from Thomas S.

Planning 59

Planning Taxes Business Planning Budgeting 59

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Not the usual combination.

Math 130

Math Management Insurance Assets 130

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Mike Rockefeller of Woodline Partners launched what was one of the hottest new hedge funds in a long time. Since then, it’s grown to about $7 billion. How did you get here?

Healthcare 152

Healthcare Portfolio Management Investing 152

Clever Girl Finance

OCTOBER 30, 2023

Every now and then, you read legitimate stories of how people radically changed their lives with the best work from home jobs. You know it’s possible, but how? Well in this article, you’ll learn just how to find your own perfect job so you too can start making money online today! No questions asked.

Recruitment 52

Recruitment Engineering Certification Communication 52

Trade Brains

FEBRUARY 6, 2023

Now let’s come to the part when new year’s resolutions were made. Yeah, that long list of things that you wanted to work on this year. Maybe you wanted to know how to start investing in 2023. Well, if you haven’t started yet, we’ve got you covered.

Investing 52

Investing Investments Management Banking 52

Trade Brains

APRIL 17, 2023

Today, on Ratan Tata’s 83rd birthday, we pay respect by taking a look at Ratan Tata Story, the journey of Ratan Tata, and achievements along the way. He also recalls that it was his grandmother who helped him muster the courage to speak up and at the same time also taught him to do so in a kind and dignified manner.

Retirement 98

Retirement Engineering Manufacturing Ethics 98

The Irrelevant Investor

JUNE 9, 2021

With numbers like that, you'd think he'd take advantage of the extra point. He took 29 3's for the whole season! Whether you look at a long-term chart of market cap to GDP or the CAPE ratio, you would conclude that the game has changed. He literally said to me, “What should I do? The league took 15,361.

Engineering 52

Engineering Numbers Economy Accounting 52

Trade Brains

JANUARY 6, 2023

This is complementary to the various Indian companies that have been doing business in India and overseas. . What is Market Capitalization? Let’s understand with an example. Just by looking at the share price, you cannot judge the size of a company. trillion and estimated to a GDP growth rate of 9.5% crore shares.

Marketing 98

Marketing Marketing Banking Consulting 98

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. I thought this was quite fascinating, and I think you will also. So you have really very interesting background. What led you to this area?

Clients 286

Clients Wealth Management Investing Investments 286