Your Richest Life

OCTOBER 15, 2023

Over the course of your career as a physician, your income will change quite a bit. Compared to your days in residency, your income as a practicing physician can be double, triple or even more of what you used to make. Some clauses also state that you can’t also work for a telehealth company.

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Clever Girl Finance

DECEMBER 7, 2022

However, you don’t have to be a celebrity or trust fund baby to get rich. However, the thing to remember is that being wealthy isn’t just about the amount of money you accumulate but also includes your net worth. Net worth is the value of all of your assets minus the liabilities that you owe. Let's get into them!

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Nationwide Financial

APRIL 20, 2023

It can certainly be tempting to use your refund to buy the latest electronics or book a dream vacation. But what about investing that money to potentially set yourself up for more success in the future? That can be a great option for your clients who are deciding what to do with their tax return. Tax season is here!

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Clever Girl Finance

DECEMBER 26, 2022

Well, it’s not just what you do; it's what you DON’T do that can make or break your house budget. It's painful to say, but a lot of information out there about homeownership can leave you house poor. So before you sign any legal paperwork, it's critical to answer some questions. Specifically, what is house poor?

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The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio. You get a Stanford MBA.

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Clever Girl Finance

APRIL 15, 2023

It's a popular idea that saving 10% of your income is a smart way to start building a healthy savings account. No matter where you are in your savings journey, trying to save is always important. So let's talk about whether this rule is a smart idea for you and your finances or if you should consider other options.

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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.

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Clever Girl Finance

NOVEMBER 20, 2023

In addition to grief, you’re also expected to deal with closing out the life of your loved one—from rehoming pets to canceling a credit card after death. Figuring out what to do when a loved one dies can leave you feeling stressed and overwhelmed, but this checklist when someone dies can help make the process easier.

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Harness Wealth

JUNE 9, 2023

In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life.

Financial Planning 52

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Clever Girl Finance

APRIL 15, 2023

It's a popular idea that saving 10% of your income is a smart way to start building a healthy savings account. No matter where you are in your savings journey, trying to save is always important. So let's talk about whether this rule is a smart idea for you and your finances or if you should consider other options.

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WiserAdvisor

DECEMBER 15, 2023

According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. Financial security is a fundamental element that can shape the quality of your post-employment years.

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eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

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Financial Planning Clients Planning Education 95

James Hendries

SEPTEMBER 13, 2022

Since employers are responsible for following retirement savings plan rules, they should familiarize themselves with the SECURE Act 2.0’s If an employee has not made an investment election, contributions default into a qualified default investment alternative (QDIA), such as a target-date fund, balanced fund, or a managed account.

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Clever Girl Finance

AUGUST 12, 2020

The amount that you need when finding out how to save up for a house can seem daunting. But to ensure that it's a wealth-building tool and not a financial burden, you must be prepared. There are some financial obligations of your investment. When asking, "how much money should I save before buying a house?"

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Harness Wealth

APRIL 17, 2023

In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future. Do You Owe Taxes In A Tender Offer? Do You Owe Taxes In A Tender Offer? How Do Tender Offers Work?

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WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement.

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The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 This is Masters in business with Barry Ritholtz on Bloomberg Radio. I never hear you talk about the Ivy League.

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WiserAdvisor

MAY 31, 2023

Consider consulting with a professional financial advisor who can explain the pros and cons of both the plans so you can make an informed decision based on your unique financial needs and goals. Consequently, investors are not required to pay taxes on these contributions until they decide to withdraw the funds in retirement.

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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. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest. But I gotta start with your education.

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The Big Picture

AUGUST 2, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. If you want to listen to me wonk out about automobiles, Hannah Elliott is my favorite automobile reviewer.

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Cordant Wealth Partners

OCTOBER 25, 2021

In this article, we cover everything you need to know about the Intel SERPLUS program for the upcoming enrollment period. We’ll outline how it works, the four most common questions we hear about SERPLUS elections and provide free resources to help with your enrollment for 2022. Finally, what distribution schedule should I elect?

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Cordant Wealth Partners

NOVEMBER 20, 2020

This is true with most things, and it’s undoubtedly true with investing. You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. Let’s dive in.

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Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Then, I’m going to be discussing inflation and interest rates and how those affect the value of your investments. And you’ll see that performance is actually pretty similar. My name is Ryan Kelley.

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Marketing Marketing Investing Investments 52

Cordant Wealth Partners

JANUARY 28, 2021

Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. In this article, we lay out 4-steps to consider as you evaluate this decision: Why Defer? Let’s dive in.

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The Big Picture

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Let me introduce the panel from your left to right. Taking a hedge fund approach to long-only investing. So let’s start with you, Mike.

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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. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is not an official transcript. They are not like any other fund that you’ll hear me talk about.

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Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. But if you do have a question, please submit those via your questions bar and we will follow up individually with you after the presentation. Bloomberg Aggregate, which is a bond index representing the overall investment-grade U.S.

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Marketing Marketing Banking Numbers 52

The Big Picture

DECEMBER 21, 2023

Can these patterns successfully inform future investments? And on today’s edition of At the Money, we’re gonna discuss what you need to know about market seasonality. Great to be with you. People raise money to pay taxes. They pay taxes is certain times of year. Jeff, welcome. Jeff Hirsch : Hey, Barry.

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Numbers Taxes Marketing Marketing 312

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. She is an expert in so many fascinating areas that you wouldn’t think are related but they really are.

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Clever Girl Finance

DECEMBER 16, 2023

If you don’t feel like you truly have a strong handle on your finances, one possible cause for that is using a budgeting method that doesn’t work. If you’ve attempted to make a budget in the past and “failed” due to budget challenges , maybe it’s time to rethink your plan. What is the 70-20-10 budget? That’s it. (If

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Clever Girl Finance

FEBRUARY 20, 2024

Picture this: you’ve just received or saved $20,000 but are unsure what to do with it. You could spend it on a luxurious vacation or a new car, or you could invest it wisely to set yourself up for financial stability in the future. So, let’s find out the best way to invest $20k! Think outside the box!

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Investing Investments Risk Tolerance Education 52

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill.

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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. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. I thought this was quite fascinating, and I think you will also. What led you to this area?

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Clever Girl Finance

JUNE 27, 2023

It’s no surprise a lot of us are asking, Should I buy a house now or wait? Table of contents Should I buy a house now? What to think about before buying Reasons you might wait to buy Expert tip Consider your personal situation when buying a house Should I wait to buy a house in a recession? Save for a down payment.

Insurance 83

Insurance Taxes Planning Budgeting 83

Clever Girl Finance

SEPTEMBER 11, 2023

Like many, you might shudder at the word budget, or perhaps it sounds too boring or challenging to figure out. If you’re looking to simplify your budgeting process or are new to budgeting, then this might be the perfect match! There are a few reasons it can be great for your finances. What is the 50-30-20 budget?

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Budgeting Taxes Transportation Healthcare 82

The Big Picture

NOVEMBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. He is one of a kind, and I’m confident you will find this to be fascinating also. CHANCELLOR: Yes.

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The Big Picture

JULY 18, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. WAGNER: No.

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