The Big Picture

MAY 7, 2024

So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? I love, I love the title of that book. Let’s talk about books. So she sat down over a weekend and wrote a book for them.

Startup 147

Startup Advertising Engineering Numbers 147

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Sell An E-book 11.

Accounting 105

Accounting Investing Investments Media 105

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

DECEMBER 12, 2022

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. -Doug Twiddy. Matt Pruitt, CFP®, CFA®.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

OCTOBER 19, 2022

RAMPULLA: Charlie Ellis, another one, you know, The Loser’s Game, his book there. We partnered with a firm in this space and developed a module to help with health care costs and determining health care costs in retirement. I worked with Jack Bogle for about eight years before he retired. He retired. RITHOLTZ: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Your Richest Life

NOVEMBER 11, 2022

If you’ve struggled with staying on track, you could also seek out the help of a Certified Financial Planner to assist you in making a plan that works for you. Increase Retirement Account Savings. If you’ve got a healthy emergency fund in place, look next at your retirement accounts. Book Health Checkups.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

Steve Sanduski

APRIL 8, 2023

What’s your retirement number? – – The number supposedly represented how much they needed to save for retirement. ING’s ads were a perfect example of how we’ve been conditioned to save, save, save, so that at some point, likely in our 60s, we can “retire” and live off our money pot until we die.

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52

The Big Picture

DECEMBER 28, 2022

The last time we spoke, we really were talking about the retirement crisis, and we spent a little bit of time discussing Vanguard. But this new book is so interesting and so filled with details that only an insider can have. RITHOLTZ: I’ve been educated with this book, so it’s deep in my thought process.

Management 189

Management Investing Investments Clients 189

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point. Lee holds a Ph.D.

License 52

License Financial Advisor Certified Financial Planner CFP 52

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. In Dave’s world, an 8 percent retirement withdrawal rate isn’t crazy. Did I mention that he’s a big deal? Dave’s main themes focus on morality, character, and changing the culture.

Certified Financial Planner 96

Certified Financial Planner Investing Investments Portfolio 96

Park Place Financial

SEPTEMBER 8, 2022

While wills share some features with estate planning, some assets fall outside their terms, such as retirement accounts and life insurance. . Most people are familiar with the trope popularized in books and films of heirs fighting over their deceased loved one’s estate and assets. 4) Probate Is Not Worth the Stress . 0 Comments.

Estate Planning 52

Estate Planning Planning Certified Financial Planner Taxes 52

Sara Grillo

APRIL 10, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. They love to travel, bake, and swim.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

JULY 29, 2024

So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. It was great.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Sara Grillo

SEPTEMBER 26, 2022

If you are a financial planner and you’d like to learn how to communicate better… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. About John “JR” Robinson.

CFP 80

CFP Financial Planner Ethics Financial Planning 80