Wealth Management

FEBRUARY 16, 2023

The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.

Retirement Planning 278

Retirement Planning Retirement Planning 278

The Big Picture

MARCH 18, 2025

That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing. Here is a broad overview of each of the 10 main sections, which can help you quickly grasp the key ideas in the book. Create a financial plan (then stick to it). Bad Ideas : 1. Index (mostly).

Investing 317

Investing Investments Math Media 317

Wealth Management

APRIL 16, 2024

Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Budgeting 278

Budgeting Planning 278

Wealth Management

MARCH 15, 2023

What “fair share” taxation means for estate planning.

Estate Planning 246

Estate Planning Taxes Planning 246

Wealth Management

MARCH 16, 2023

Restrictions will make it more difficult to use these planning techniques.

Planning 264

Planning 264

Nerd's Eye View

NOVEMBER 27, 2023

This is because telling the full story of an advisor's background, philosophy, and expertise could easily fill up a book; in fact, many advisors have written books to share their knowledge and experience, which can establish them as trustworthy and desirable professionals for prospects to seek out. Read More.

Distribution 246

Distribution Financial Advice Clients Financial Advisor 246

Wealth Management

JULY 29, 2024

In his new book, the ‘father of life planning’ advocates for a broader fiduciary duty, one that extends to all institutions. Here’s how advisors play into that grand vision.

Fiduciary Duty 299

Fiduciary Duty Planning 299

The Big Picture

APRIL 3, 2025

Take a break from the sell-off and plan a fun night for this Monday. We will be discussing his latest book, plus all of his prior best sellers and films. A Q&A will follow.Everybody who comes gets a signed copy of the new book. A Q&A will follow.Everybody who comes gets a signed copy of the new book.

Government 130

Government Planning 130

Abnormal Returns

SEPTEMBER 4, 2024

ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning.

Estate Planning 264

Estate Planning Retirement Tax Planning Planning 264

Abnormal Returns

DECEMBER 11, 2024

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." awealthofcommonsense.com) Steve Chen talks with Christine Benz about her book "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement."

Retirement 147

Retirement Financial Advice Taxes Financial Planning 147

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 245

Clients Planning Financial Advisor Financial Planning 245

The Big Picture

OCTOBER 7, 2023

  This week, we speak with Michael Lewis, whose latest book is “ Going Infinite: The Rise and Fall of a New Tycoon , ” on FTX founder Sam Bankman-Fried. We discuss his writing process, and what made this book so different than his prior ones: A focus on personalities instead of some broad social upheaval. -is is SBF on the spectrum?

Education 333

Education Management Planning Marketing 333

Abnormal Returns

FEBRUARY 5, 2025

(contessacapitaladvisors.com) Family Some Bitcoin diehards are shunning 529 college savings plans for the cryptocurrency. wsj.com) A review of Sahil Bloom's new book "The 5 Types of Wealth." bloomberg.com) Selling Girl Scout cookies has jumped the shark. readthejointaccount.com) Personal finance Emergency fund 101.

Retirement 162

Retirement Banking Planning Management 162

Abnormal Returns

SEPTEMBER 18, 2024

(talkingbillions.co) How to Retire A review of Christine Benz's new book “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” marketwatch.com) Aging More than half of Baby Boomers plan to never sell their house. morningstar.com) George Kinder has a new book, “The Three Domains of Freedom.” cnbc.com)

Management 290

Management Retirement Taxes Planning 290

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. There are two types of structured sequences.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Abnormal Returns

SEPTEMBER 8, 2024

awealthofcommonsense.com) Early in retirement is the time to do some tax planning. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." Don't let anyone tell you otherwise. wsj.com) Three reasons why the stock market declines. ritholtz.com) How pour-over coffee got so good.

Tax Planning 298

Tax Planning Valuation Retirement Taxes 298

Abnormal Returns

OCTOBER 7, 2024

Podcasts Blair duQuesnay talks with George Kinder about his new book "The Three Domains of Freedom." frazerrice.com) Creative Planning TPG just bought a big stake in Creative Planning. blairbellecurve.com) Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford Risk.

Compliance 289

Compliance Wealth Management Financial Advice Government 289

Abnormal Returns

JUNE 12, 2024

Why you need to plan for it. theretirementmanifesto.com) A problem with Medicare Advantage plans. substack.com) Estate planning for blended families is tricky. humbledollar.com) Books Some books financial advisors recommend including "Same as Ever" by Morgan Housel. moneytalks101.substack.com)

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 217

Clients Planning Financial Advisor Financial Planning 217

Abnormal Returns

DECEMBER 18, 2024

Just a 10-Step Plan to Create Your Rich Life Together." theretirementmanifesto.com) How to think about retirement planning even though it may be decades off. awealthofcommonsense.com) Three insights from Daniel Crosby's new book "The Soul of Money." No More Fights. barrons.com) Don't let bad energy ruin your portfolio.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Nerd's Eye View

JULY 17, 2024

Buy-sell agreements are a common succession planning tool for business owners where, upon a triggering event like the death of one owner, the surviving owners have either the option or the contractual obligation to purchase the deceased owner's shares of the business.

Taxes 237

Taxes Insurance Planning Clients 237

The Big Picture

JANUARY 10, 2025

A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. He discusses why “Dying is hard work” and what we all need to understand about money, life satisfaction, and planning. Last summer, Jonathan received a terminal diagnosis and announced it at his site. DON’T MISS IT.

Portfolio Management 147

Portfolio Management Risk Management Education Portfolio 147

Abnormal Returns

JANUARY 15, 2025

podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. theatlantic.com) Five insights from Dana Miranada's new book, "You Dont Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money with Ease." nextbigideaclub.com) Five types of wealth you should actually shoot for.

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

Abnormal Returns

OCTOBER 1, 2024

wsj.com) How the well-respected Canada Pension Plan has performed relative to its benchmark. Foerster’s new book "Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor." (caia.org) How Millennium Management strictly manages downside risk. crr.bc.edu) CEOs get a little reflective when they reach a benchmark birthday.

Asset Allocation 289

Asset Allocation Management Assets Planning 289

Abnormal Returns

SEPTEMBER 25, 2024

(podcasts.apple.com) How to Retire Amy Arnott and Dan Lefkovitz talk with Christine Benz, about her new her book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." nextbigideaclub.com) How to plan for solo aging. morningstar.com) Christine Benz talks with Kerry Hannon about the benefits of working longer.

Retirement 289

Retirement Wealth Management Taxes Insurance 289

Abnormal Returns

NOVEMBER 29, 2023

Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." cnbc.com) A Q&A with Morgan Housel author of the new book, "Same as Ever: A Guide To What Never Changes." thinkadvisor.com) What makes up the three-legged stool of retirement.

Retirement 278

Retirement Retirement Planning Budgeting Portfolio 278

Abnormal Returns

OCTOBER 2, 2024

thebostonadvisor.com) A Q&A with Christine Benz about her book "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." wsj.com) Five lessons from Christine Benz's new book "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." tonyisola.com) What is money good for? Less than you think.

Retirement 277

Retirement Risk Management Accounting Insurance 277

Abnormal Returns

NOVEMBER 26, 2023

politico.com) How a plan to reform title insurance got sidetracked. The latter is making the former worse, and it will take years for things to even out and ease up." (newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. And we have a frozen housing market.

Financial Advising 281

Financial Advising Economics Insurance Media 281

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Abnormal Returns

FEBRUARY 24, 2025

Podcasts Christine Benz and Amy Arnott talk with Preston Cherry, author of a new book "Wealth in the Key of Life: Finding Your Financial Harmony." advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. kitces.com) Morningstar Why Morningstar ($MORN) is getting out of the RIA software business.

Wealth Management 147

Wealth Management Retirement Planning Financial Advice Clients 147

Abnormal Returns

FEBRUARY 19, 2024

(washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire.

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Abnormal Returns

JANUARY 10, 2024

ritholtz.com) Claer Barrett talks with Morgan Housel about his book "Same As Ever." ft.com) Jim O'Shaughnessy talks with Jared Dillian about his new book "No Worries: How To Live a Stress-free Financial Life." slate.com) Financial plans Your financial plan should start with your goals.

Investing 268

Investing Investments Financial Planning Retirement 268

Abnormal Returns

DECEMBER 9, 2024

riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice. thinkadvisor.com) Ten books financial advisers should check out including "You Werent Supposed To See That: Secrets Every Investor Should Know" by Joshua Brown. awealthofcommonsense.com) The biz Charles Schwab ($SHCW) is proceeding cautiously on crypto.

Financial Advising 147

Financial Advising Retirement Taxes Planning 147

The Big Picture

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.

Planning 162

Planning Clients Investing Investments 162

Abnormal Returns

AUGUST 28, 2024

youtube.com) Retirement How to plan for retirement. crr.bc.edu) A review of Larry Swedroe's new book "Enrich Your Future: The Keys to Successful Investing." Aswath Damodaran about the lifecycle of companies. ritholtz.com) Khe Hy talks with Rachel Feintzeig about the ins and outs of taking a sabbatical. How to get out.

Retirement 287

Retirement Commission Marketing Marketing 287

Abnormal Returns

MAY 8, 2024

podcasts.apple.com) Books Why Meir Statman wrote “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” advisorperspectives.com) The 7 best retirement books including "More Than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need" by Mike Piper. contessacapitaladvisors.com)

Retirement 273

Retirement Estate Planning Taxes Sales 273