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. com) Laurence Kotlikoff is not a fan of our current retirement savings regime. rethinking65.com)

Financial Counseling 261

Financial Counseling Compensation Planning Wealth Management Startup 261

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. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Clever Girl Finance

JANUARY 22, 2024

Expert tip: Leverage budgeting tips from counseling to improve your finances In addition to seeking out professional help with your finances, it’s a good ideas to take extra steps on your own to learn more about your money. You can get basic budget counseling at their various agencies as well as debt management plans.

Budgeting 96

Budgeting Financial Counseling Debt Management Financial Advisor 96

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

Nationwide Financial

NOVEMBER 10, 2022

Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. 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 veteran benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52