Clever Girl Finance

JANUARY 16, 2024

Additionally, having a job at a young age helps build a strong work ethic. Open a retirement account Retirement might feel ages away (and it is), but that doesn’t mean you can’t start saving for it as a teen. Most young adults don’t even consider retirement until many years later. No book reports are required!

Budgeting 98

Budgeting Accounting Retirement Planning 98

Sara Grillo

JUNE 24, 2024

Request an additional report paying only until age 70, since in retirement you are on a fixed budget and do not want outgoing payments. On UL and IUL use current rates, VUL use a 5% & 6% rate of return. Request an internal cost report that shows all the internal costs eroding your cash value. Are you disturbed yet?

Insurance 59

Insurance Math Financial Advice Compliance 59

International College of Financial Planning

MAY 30, 2023

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s In today’s rapidly evolving and economically complex world, mastering the fundamentals of personal finance is of utmost importance.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

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. Sell An E-book 11. While not exactly an ebook, it’s also available on Kindle and paperback; this book still nets me passive income years after I wrote it. This is active income.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. Let’s talk about books. RITHOLTZ: So you move here from Spain.

Clients 163

Clients Investments Investing Management 163

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. You can learn about the stock market, bonds, budgeting, retirement planning, and saving. Financial advisors also support clients with guidance on investments and retirement accounts like your IRA.

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. You can learn about the stock market, bonds, budgeting, retirement planning, and saving. Financial advisors also support clients with guidance on investments and retirement accounts like your IRA.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investments Investing Management 52

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. NADIG: Even though Amex was the key, you know, Amex was the glue holding it together because they’ve figured out how to do creation and redemption, and how to handle book.

Management 279

Management Assets Portfolio Investing 279

The Big Picture

OCTOBER 1, 2023

My Sunday morning look at incompetency, corruption and policy failures: • Inside Sam Bankman-Fried’s Family Bubble : At Stanford Law School, Joseph Bankman and Barbara Fried specialized in ethics and social fairness. He disclosed none of these activities on his annual disclosure forms, an obvious violation of federal ethics law.

Ethics 130

Ethics Medicine Medical Accounting 130

The Big Picture

AUGUST 29, 2022

He is the author of several books, most recently, “The Bogle Effect,” how John Bogle and Vanguard turned Wall Street inside out and saved investors trillions. BALCHUNAS: Yeah, institutions, which came in handy later in my — when I wrote my first book. And I asked everybody, (inaudible) people for this book. RITHOLTZ: Yes.

Assets 174

Assets Management Marketing Marketing 174

Abnormal Returns

FEBRUARY 4, 2023

wsj.com) De-extincting species raises all manner of ethical questions. newatlas.com) Six insights from Jamie Kreiner's new book “The Wandering Mind: What Medieval Monks Tell Us About Distraction.” washingtonpost.com) How to achieve functional longevity in retirement. grist.org) Science Lidar keeps unearthing new ancient cities.

Media 130

Media Medicine Ethics Financial Advising 130

Good Financial Cents

APRIL 10, 2023

My initial conversation with the couple helped me learn they wanted to retire at the age of 50, and that they were super motivated when it came to working hard for what they wanted. That’s right; they were in their mid-thirties and they wanted to retire at age 50, yet they only had $17,000 in actual assets to their name!

Investments 110

Investments Investing Assets Accounting 110

The Big Picture

JULY 4, 2023

I kind of feel like, you know — RITHOLTZ: Can you talk at school or — WEINSTEIN: You have to wait for the book. I’ll have to be when I retire and publish under Anonymous. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results. WEINSTEIN: I do, Barry.

Management 148

Management Recruitment Numbers Banking 148

Sara Grillo

APRIL 19, 2024

It’s a huge problem From a subscriber : “I am in my mid 60s and have no immediate plans to retire. How do I best answer the question if prospects (or clients) ask about my plans to retire? He’ll be taking over my practice whenever I retire, which I have no concrete plans to do anytime soon.”

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

Insurance 59

Insurance Retirement Financial Advisor License 59

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. berkshirehathaway.com and the book Poor Charlie’s Almanack, a collection of speeches and presentations by Munger. annualized compared with 6.9%

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. berkshirehathaway.com and the book Poor Charlie’s Almanack, a collection of speeches and presentations by Munger. annualized compared with 6.9%

Investments 52

Investments Investing Ethics Taxes 52

Sara Grillo

JUNE 12, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. 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.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

JANUARY 14, 2025

00:32:34 [Speaker Changed] Yeah, this is really something that’s very important to me in terms of when I think about the industry and like what are the big problems that are, that are facing the industry, what’s really causing investors not to get as much money in their retirement accounts as we possibly could get there.

Management 148

Management Investments Investing Assets 148

The Big Picture

APRIL 8, 2024

I think it was in his book, one Up on Wall Street. 00:16:57 [Speaker Changed] Early on there was a business called Johnson Red Book. 00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that. 00:55:54 [Speaker Changed] Let’s talk about books. Just a, a great role model.

Economy 148

Economy Clients Banking Economics 148

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. CLYMER: And I guarantee you when I retire from whatever this is, that’s the watch I will wear every day. RITHOLTZ: And I’ve been on the waitlist — so all these guys are booked the year … CLYMER: Yes.

Retail 174

Retail Insurance Advertising Numbers 174

Aleph

FEBRUARY 11, 2023

I could retire now. Retirement is a bogus post-WWII concept [link] [link] Feb 11, 2023 Have we outgrown a single retirement age? link] If you can write something like this without mentioning war, plague, famine, expropriation, etc., you don’t understand the concept of “unknown unknowns.” I like working.

Banking 59

Banking Government Economics Taxes 59