Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. Request an additional report paying only until age 70, since in retirement you are on a fixed budget and do not want outgoing payments.

Insurance 59

Insurance Math Financial Advice Compliance 59

Random Roger's Retirement Planning

JUNE 22, 2023

This Tweet was embedded in a thread; The context in the Tweet before was that he was on Cavuto to talk about an upcoming book and he believes that investing can be simple. And then just a little math, the "guarantee" based on the 50/50 allocation would be 2.5% That does not mean I would agree with him on everything.

Math 74

Math Portfolio Investments Investing 74

Yardley Wealth Management

JULY 20, 2022

Their retirement plan is strong, their kids are independent, and they are debt-free. They’re approaching retirement age, but it’s hard for them to imagine what exactly retirement will look like. We’d think about their life expectancy (never fun, but a necessary part of retirement planning). So—problem solved, right?

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

Investments 130

Investments Investing Valuation Portfolio 130

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

Clever Girl Finance

FEBRUARY 10, 2023

And don't worry if math isn't your thing because we've included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren, and Amelia Warren Tyagi described this simple way to budget. Who invented the 50-30-20 budget?

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those …. Let’s talk about books. It’s — it’s a beautiful book. I love statistics.

Clients 299

Clients Wealth Management Banking Investments 299

Clever Girl Finance

SEPTEMBER 11, 2023

And don’t worry if math isn’t your thing because we’ve included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren and Amelia Warren Tyagi described this simple way to budget.

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

Clever Girl Finance

OCTOBER 20, 2022

Retirement accounts. Figuring out how to calculate liquid net worth is as simple as doing a quick math equation: Liquid assets - liabilities = liquid net worth. Don't worry—there is an answer to the question, "What is my liquid net worth" that doesn't involve solving math equations. What doesn't count as liquid assets?

Assets 59

Assets Accounting Math Portfolio 59

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. So I applied to Maryland State retirement.

Assets 147

Assets Management Investments Investing 147

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And that a bit of that cult, Dick and Ike are both retired now. And I very much get the sense he has no interest in retiring. So I was at Harvard.

Valuation 130

Valuation Investments Investing Assets 130

Good Financial Cents

FEBRUARY 10, 2023

Many people on the web and elsewhere are looking to create books, tutorials, and other long-form projects but don’t have the time to do the actual writing. You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Examples include writing an e-book or creating an online course.

Advertising 102

Advertising Media Food Management 102

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. Retirement Planning. Retirement planning is a very precise process, and one that is unique to the individual.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

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 162

Clients Investments Investing Management 162

Good Financial Cents

APRIL 14, 2023

Selling E-books 2. Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. Maybe best of all, once you get your book published and marketed, the income is totally passive! And if you can find success with one e-book, you can just rinse and repeat.

Accounting 91

Accounting Communication Investments Investing 91

Clever Girl Finance

MARCH 6, 2023

You can turn these earnings into the beginning of your retirement nest egg or even fund your college expenses in a few years! By starting your savings early , you could have millions of dollars by the time you get to retirement age just from saving small amounts. Wouldn't that be nice?

Media 105

Media Accounting Banking Food 105

The Big Picture

AUGUST 15, 2023

He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” And I made the letter, I actually put the letter in my first book to describe how you get somebody’s attention. And I had written that first book about hedge funds, which led me- RITHOLTZ: In 2016, right?

Management 130

Management Investments Investing Government 130

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. By creating products you can sell online, such as e-books, courses, or software, you can earn a residual income that can provide you with a comfortable living. 55K a Year Is How Much an Hour?

Budgeting 64

Budgeting Taxes Transportation Insurance 64

Abnormal Returns

MAY 10, 2023

(peterlazaroff.com) George Grombacher talks with Jonathan Clements about his new book "My Money Journey." financialducksinarow.com) Retirement The math behind savings rates and retiring early. financialducksinarow.com) Retirement The math behind savings rates and retiring early.

Math 246

Math Estate Planning Retirement Banking 246

The Big Picture

MARCH 27, 2023

Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. I usually say nice things about the book, and I don’t do that if I don’t mean it. First of all, before we get started, I very much enjoyed the book.

Assets 285

Assets Investments Investing Management 285

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance. I realized I had enough to retire if I wanted to.

Investments 147

Investments Investing Management Retirement 147

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 278

Management Assets Portfolio Investments 278

The Big Picture

MARCH 23, 2024

link] • Large language models, explained with a minimum of math and jargon : Want to really understand how large language models work? Now, in his most wide-ranging interview since his retirement, Federer reflects on his old rivals, his new passions, and the fresh sense of urgency that drives him: “I feel minutes matter more now than before.”

Math 189

Math Commission Insurance Government 189

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. So I know in the book, you write about wanting to come to New York City and being like, gee, this is a little intimidating.

Media 147

Media Food Advertising Investments 147

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. You can use ratios to keep track of many different aspects of your financial situation—from cash flow to savings to tips for retirement planning and more. million to retire confidently.

Assets 98

Assets Numbers Math Retirement 98

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. Let’s talk about books. I didn’t know what any of these terms meant. SALISBURY: Sure.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. WEINSTEIN: I do, Barry. RITHOLTZ: Right.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

NOVEMBER 22, 2022

My dad was a naval officer who retired shortly before I was born. What did your dad retire from doing? He retired and went to work at the Library of Congress as personnel. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? Tell us about those experiences. So my dad is actually from Mississippi.

Recruitment 147

Recruitment Engineering Banking Investments 147

The Big Picture

SEPTEMBER 10, 2024

I don’t even know what it’s going to be yet, but I mean, I’m not retiring. That’s the big five in my book. So that’s the math. It’s based on the book that the producer exactly did. Let’s talk about books. She’s a literary giant, so she’s always handing me books.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

AUGUST 29, 2023

And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. But when you translate that to folks who might have a heavy municipal bond portfolio, and those folks who are in retirement, and they don’t like principal losses.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Better Letter

OCTOBER 5, 2023

The biggest thing, though, was that my much-better-half retired. As you will see, to honor her retirement, students and former students lined the entire route from her classroom to our house to applaud her. Common sense on “book banning.” We drove across the country (much slower than last time ). But we are.

Insurance 114

Insurance Food Asset Allocation Retirement 114

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account.

Assets 173

Assets Management Portfolio Marketing 173

Sara Grillo

MAY 3, 2024

“ Let’s say you are doing a podcast about NJ Retirement and it isn’t creating any meaning response – no growth in subscribers, no leads, nobody in your NJ following mentions they are listening, etc. Is the topic of NJ Retirement well-suited for the audience? There is a science and math to it.

Marketing 52

Marketing Marketing Financial Advisor Wealth Management 52

Random Roger's Retirement Planning

APRIL 12, 2023

My experience is that the typical retired person/couple expects growth in exchange for some volatility from the equity portion of their portfolio, they don't want it from their fixed income sleeve.

Portfolio 75

Portfolio Math Clients Retirement 75

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. I couldn’t make that math work at all plausibly. In Dave’s world, an 8 percent retirement withdrawal rate isn’t crazy. Did I mention that he’s a big deal? Did you catch it? Maybe he misspoke.

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96