Carson Wealth

MARCH 2, 2023

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). But even if you feel confident today, would it be reasonable to retire early? How Early Is Early?

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

Random Roger's Retirement Planning

JUNE 3, 2023

One is that a politician who votes to cut benefits or raise the retirement age will probably lose some voter support. Keep in mind that extending the full retirement age (FRA) to 68 or 69 or whatever is a de facto benefit cut. The last sentence is about the math involved not about the right and wrong of any of it which we'll get to.

Retirement 72

Retirement Taxes Math Accounting 72

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 204

Banking Government Insurance Taxes 204

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MARCH 27, 2023

So you retire in 2018. By the way, you show the math in the book very, very easily and understandable for those who may not be as mathy, which is basically a giant fund collecting 2 percent is much better than a smaller fund that’s killing it, but they’re not starting out with a lot of assets.

Assets 285

Assets Investing Investments Management 285

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. Balyasny lost a lot of capital in 2018.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

SEPTEMBER 10, 2024

I don’t even know what it’s going to be yet, but I mean, I’m not retiring. A term that we sort of invented in 2018, which I regret now. So that’s the math. And that’s why I always think about my life, which is the next thing I do is gonna be something totally different. 00:24:26 Okay.

Valuation 162

Valuation Clients Investing Investments 162

Sara Grillo

MAY 8, 2023

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. Sara G About Bobby Samuelson Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investing Investments 147

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. in 2018, in the European Union in 2020, in Australian in 2021. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. How many do you have in your fleet?

Government 321

Government Banking Numbers Investing 321

The Better Letter

JANUARY 2, 2025

From its January 22, 2018 inception through November 1, 2024, the fund lost 2.8 For example, Michael Moore, famous for being one of the few people who predicted Donald Trump’s election win in 2016, confidently declared that Mr. Trump would not win again in 2024 ( Do The Math: Trump Is Toast ). Happy Retirement, Paul!

Management 103

Management Marketing Marketing Economics 103