Abnormal Returns

DECEMBER 12, 2022

Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. osam.com) Kunal Kapoor, "Direct indexing has many of the benefits of passive, but it may be bringing back a little bit of the fun. kitces.com) What the CFP Board is saying about cryptocurrencies.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Abnormal Returns

FEBRUARY 19, 2023

awealthofcommonsense.com) How to generate income by selling non-dividend paying shares. rationalwalk.com) Rising passive management should help active managers, but will it? abnormalreturns.com) What you missed in our Saturday linkfest. grist.org) Here's hoping anti-immigrant sentiment has peaked. wsj.com)

Financial Advising 130

Financial Advising Economy Media Taxes 130

Nerd's Eye View

AUGUST 2, 2022

What’s unique about Matthew, though, is how he differentiates his firm by offering his high-net-worth clients opportunities to diversify their investment portfolios by syndicating private real estate partnerships that directly purchase individual multi-unit rental properties. My guest on today's podcast is Matthew Topley.

Clients 175

Clients Financial Advisor Financial Planning Portfolio Management 175

The Richer Geek

MARCH 29, 2023

And like a lot of us, he partnered with other investors and decided to purchase real estate and begin his journey to generate passive income. You're thinking man, what can I do? How can I generate some of that passive income? 7:15] What is passive income and how does it work? [9:27]

Investing 52

Investing Investments Financial Planning Banking 52

Random Roger's Retirement Planning

APRIL 28, 2024

So what the hell are we supposed to do? From there, I think you need to understand what things you're relying on like working until a certain age or maybe an inheritance or downsizing your house to get cash out or anything else. Summing up Schrager. At 50 or so, you probably need to have a decent understanding of where you stand.

Retirement 73

Retirement Insurance Food Taxes 73

Integrity Financial Planning

DECEMBER 4, 2023

If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Consider Other Forms of Income Maybe you just can’t wait to retire. Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? That’s okay!

Retirement 98

Retirement Retirement Planning Budgeting Financial Planning 98

Clever Girl Finance

JUNE 21, 2023

Table of contents What does it mean to be rich? What does it mean to be wealthy? What is the difference between rich and wealthy? What does it mean to be rich? What does it mean to be rich? Being rich means having a lot of money or a high income. What does it mean to be wealthy?

Assets 87

Assets Investing Investments Accounting 87

Good Financial Cents

MARCH 6, 2023

Most people have heard of passive income, but what about residual income? In this article, I’ll explain how residual pay works and share 14 residual income ideas that will allow you to earn money while you sleep (once you’ve put in some hard work!) Table of Contents What Is Residual Income?

Investing 102

Investing Investments Risk Tolerance Sales 102

Clever Girl Finance

MARCH 29, 2024

Table of contents What is capitalized interest? Table of contents What is capitalized interest? What are the rules for capitalized interest? Articles related to interest and student loans You can minimize your interest costs with some preparation What is capitalized interest? Interest is no fun unless you are earning it.

Education 75

Education Accounting Planning Assets 75

Clever Girl Finance

NOVEMBER 16, 2022

Are you a student trying to figure out how to boost your income but don't have much time to do it? Then our list of passive income ideas for students is what you've been searching for! Beyond tuition, housing, and books/supplies, students incur many expenses that require a source of income. What is passive income?

Advertising 52

Advertising Investing Investments Commission 52

Random Roger's Retirement Planning

JANUARY 27, 2023

The area closest to me in the study is Prescott Valley and the number is $952,000 which will generate $38,000 of portfolio income, added to the average Social Security here of $24,692, less 22% taxes leaves Prescottonians with $51,460 to spend. If yes, what is your margin for error? It's Not What Most Influencers Say It Is.

Retirement 67

Retirement Numbers Taxes Portfolio 67

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 92

Assets Accounting Investing Investments 92

Integrity Financial Planning

NOVEMBER 20, 2023

Phase 1: Pre-retirement (Approximately Ages 50-62) This is around the age when you will start to have a sense of what you have saved and what your expenses might look like. When you are 20 years old, it can be hard to picture what retirement might look like for you.

Retirement 88

Retirement Budgeting Medical Distribution 88

Advisor Perspectives

JUNE 21, 2023

But rates have been rising, and passive allocations to bonds or stocks cannot be counted on to provide the same results they did for the last 40 years. Given that regime change, my guest today is here to discuss what should be the appropriate allocation to fixed income in a multi-asset portfolio.

Portfolio 52

Portfolio Assets 52

Random Roger's Retirement Planning

SEPTEMBER 10, 2023

That amount of money can certainly create an income stream but that circumstance likely would need additional income streams beyond Social Security. That could be jobs, monetizing a hobby, some sort of "passive" income or maybe something else. What things do you love doing? Whatever the answer, do those things.

Retirement 67

Retirement Engineering Manufacturing Economics 67

Clever Girl Finance

OCTOBER 1, 2022

Let's get into what it all means and how you can prepare for a recession. But what does it really mean for your personal finances, and what can you do to still thrive financially during a recession? So, what is a recession? What happens to interest rates. After all, recessions come with a lot of negatives.

Budgeting 105

Budgeting Economy Healthcare Investing 105

Good Financial Cents

JULY 13, 2022

If you have been wondering what it means to invest in digital real estate, you’ll have to start thinking in terms of our virtual world. In the rapidly evolving world of cyberspace, digital real estate is akin to a virtual parcel of land. However, the types of digital real estate that are out there are a lot broader than you might think.

Investing 78

Investing Investments Accounting Media 78

Integrity Financial Planning

DECEMBER 4, 2023

If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Consider Other Forms of Income Maybe you just can’t wait to retire. Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? That’s okay!

Retirement 52

Retirement Retirement Planning Budgeting Financial Planning 52

The Richer Geek

JUNE 28, 2023

In this episode we’re discussing… [1:54] What got him into financial planning? [3:54] In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice.

Financial Planning 52

Financial Planning Taxes Assets Planning 52

Clever Girl Finance

FEBRUARY 2, 2023

What does it mean to be rich? Being rich is simply having a lot of money or a high income. It doesn’t matter how much money you have if your expenses are higher than your income. What does it mean to be wealthy? What they do have, is a lot of assets , such as real estate, investments, cash, and financial stability.

Assets 124

Assets Accounting Investing Investments 124

Integrity Financial Planning

NOVEMBER 20, 2023

Phase 1: Pre-retirement (Approximately Ages 50-62) This is around the age when you will start to have a sense of what you have saved and what your expenses might look like. When you are 20 years old, it can be hard to picture what retirement might look like for you.

Retirement 52

Retirement Budgeting Medical Distribution 52

Nerd's Eye View

JULY 5, 2022

Welcome back to the 288th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Patrick Kilbane.

Financial Advisor 188

Financial Advisor Clients Assets Management 188

Good Financial Cents

OCTOBER 10, 2022

After all, earning passive income is one of the best ways to escape the grasp of your 9-to-5 job. And what are the best ways to build passive income streams to replace the income from your regular job? Money market accounts can also help you earn passive income, and they don’t tie up your cash.

Accounting 69

Accounting Investing Investments Certification 69

Random Roger's Retirement Planning

FEBRUARY 7, 2023

Forget about rules of thumb, three months or six months, go with what makes you comfortable. I am too conservative on this front so don't take my advice on a number of months, but going with what makes you sleep easier, feel bulletproof is a good idea. Reuters asks What's Your Plan B ? We've looked at this dozens of times.

Planning 57

Planning Management Investing Investments 57

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? RITHOLTZ: Listen what changing the model. They advise or directly manage about $250 billion in flying assets.

Portfolio 130

Portfolio Management Assets Investing 130

Random Roger's Retirement Planning

APRIL 30, 2023

Sure, someone in their 30's with a couple of million in the bank and a passive income stream or two that covers their expenses could call themselves retired and probably be able to stay retired but having done a lot of reading, that scenario is not applicable to the majority of people who pulled the FIRE trigger. Time is precious.

Retirement 61

Retirement Engineering Banking Planning 61

Trade Brains

DECEMBER 21, 2023

So, if asked to choose one metric to pick out the few bad apples from the good ones, what would it be? These margins give us an idea as to what percentage of revenue the Company takes home. We will understand what they do, especially focusing on their sources of revenue. Our pick would be Net Profit Margins. Ltd in 1937.

Engineering 101

Engineering Investing Investments Sales 101

Clever Girl Finance

AUGUST 9, 2023

Table of contents So, what is a recession? What should I buy in a recession? What happens to money you have in the bank during a recession? Let’s get into what it all means and how you can prepare for a recession. So, what is a recession? What changes during a recession? Economies work in a cycle.

Budgeting 52

Budgeting Economy Investing Investments 52

Discipline Funds

SEPTEMBER 22, 2023

you’re getting high income, high principal stability and tax efficiency across very predictable short-term time horizons. John Bogle was the king of passive investing. T-Bills are an incredibly attractive option at this time. In recent months I’ve heard the term “T-Bill and chill” more and more often.

Portfolio 131

Portfolio Assets Insurance Investing 131

WiserAdvisor

FEBRUARY 2, 2023

An economy in a recession may experience unemployment, job losses, business closures, declining incomes, low trade, industrial activity, etc. An economy in a recession may experience unemployment, job losses, business closures, declining incomes, low trade, industrial activity, etc. Recession 2023: How to prepare 1.

Financial Advisor 97

Financial Advisor Economics Planning Risk Tolerance 97

Random Roger's Retirement Planning

SEPTEMBER 6, 2022

The article is fine, it lists making sure you have 35 years where you had income, the positive effect of working in your 60's and then a bit on when to collect. 70 is still kind of far away from here, I'm 56, but I have a sense of what the next 12-13-14 years probably look like. What is your optionality?

Retirement 74

Retirement Taxes 74

The Richer Geek

APRIL 19, 2023

Fred got a little book, it's called The Little Green Book of note Investing, we're gonna talk a little bit about some note investing, some other ways that you can perhaps get into passive income streams. 13:11] About his book: The little green book of note investing [17:19] What kind of return are you seeing on notes? [20:09]

Portfolio 52

Portfolio Assets Investing Investments 52

Clever Girl Finance

MAY 12, 2023

Table of contents What is FI (financial independence)? What is FIRE? What is FI (financial independence)? What is FIRE? Those who reach FIRE have the investment income and savings they need to pursue what matters most to them—whether it’s at work or elsewhere.

Retirement 59

Retirement Numbers Insurance Accounting 59

Trade Brains

JULY 5, 2023

Best Dividend Stocks Under Rs 200 : Investor has any one of the motives while investing in an asset, it is either capital appreciation or a way of earning a passive income from the asset you have invested in. Those who look for a passive source of income can invest in stocks can that pay dividends. Stock P/E 6.73

Engineering 96

Engineering Manufacturing Assets Marketing 96

Random Roger's Retirement Planning

OCTOBER 15, 2022

What message do you take from the implication that if you dial back from a 4% withdrawal rate you'll be safer? What action is being suggested here? What is relevant is how much you end up with. It is far more robust to devise a retirement plan that is less reliant on just two income streams, portfolio and social security.

Numbers 59

Numbers Retirement Retirement Planning Portfolio 59

Validea

FEBRUARY 3, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Instead, investors should ask themselves what their goals are and what they want their portfolio to do for them, and what they need to have in their portfolio to accomplish those goals.

Portfolio 59

Portfolio Assets Investing Investments 59

Gen Y Planning

MAY 1, 2023

You’ve probably heard the phrase “financial independence” thrown around a time or two — but have you ever stopped to consider what it really means? As you work hard building your savings and growing your net worth, it may be worthwhile to consider what you need to do in order to achieve your own version of financial independence.

Financial Planner 52

Financial Planner Retirement Budgeting Planning 52