The Big Picture

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. Urban, urban planning.

Assets 264

Assets Investments Investing Management 264

The Big Picture

OCTOBER 21, 2024

What was investing always the career plan? 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. So there’s a, there’s a, a whole planning that goes on in terms of when you launch different funds.

Numbers 147

Numbers Banking Investments Investing 147

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. To What If Analysis, what if I pay… So I’m doing my cash flow planning in my retirement plan, and I say, You know, I don’t wanna have to pay for in as a retirement. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59