Abnormal Returns

JUNE 17, 2024

Podcasts Matt Zeigler talks with Daniel Crosby about his new book "The Soul of Wealth" and much more. epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. citywire.com) Advisers Compensation plans should align with your firm's overall goals.

Financial Counseling 263

Financial Counseling Compensation Planning Wealth Management Startup 263

Abnormal Returns

JULY 19, 2023

Podcasts Peter Lazaroff talks with Jill Schlesinger about her latest book "The Great Money Reset." peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." ngpf.org) Retirement FAT Fire.

Financial Counseling 49

Financial Counseling Retirement Financial Advice Portfolio 49

Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. thinkadvisor.com) An excerpt from Wade Pfau's book "Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success."

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Clever Girl Finance

JANUARY 22, 2024

Money management includes things like setting up a budget or a better budget, monitoring your credit, and planning ahead with sinking funds for big expenses. You might do best with a strict plan for how every cent is used, as with the zero based budget. Does budget counseling affect your credit score? find money stressful.

Budgeting 98

Budgeting Financial Counseling Debt Management Financial Advisor 98

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 30, 2023

In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. He has written five books with more coming. By the way, my last book is “Up From Nothing.” Different risk tolerance and different business plan.

Banking 147

Banking Economics Business Planning Economy 147