NAIFA Advisor Today

FEBRUARY 6, 2025

He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.

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Ethics Retirement Planning Education CFP 138

Abnormal Returns

NOVEMBER 8, 2023

(secondlifefp.co.uk) Morgan Housel A Q&A with Morgan Housel author of the new book “Same as Ever: A Guide to What Never Changes.” thinkadvisor.com) Morgan Housel's new book “Same as Ever: A Guide to What Never Changes” is now out. podcasts.apple.com) Retirement Why working longer isn't necessarily a good retirement plan.

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Financial Planner Retirement Retirement Planning Financial Services 260

Abnormal Returns

DECEMBER 14, 2022

Podcasts Christine Benz and Jeff Ptak talks with Jamie Hopkins of Carson Wealth about some common retirement planning questions. peterlazaroff.com) Dan Kemp and Ollie Smith talk with Joe Wiggins author of the new book "The Intelligent Fund Investor."

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Investing Investments Retirement Planning Banking 245

The Big Picture

OCTOBER 23, 2023

( Bloomberg ) • The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations : Higher interest rates and inflation are upending millions of Americans’ retirement planning. Books are copyrighted material, not free fodder for wealthy companies to use as they see fit, without permission or compensation.

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Retirement Planning Budgeting Investments Retirement 264

Advisor Perspectives

SEPTEMBER 17, 2024

Christine Benz is Morningstar’s director of personal finance and retirement planning, but she’s written a book that evokes Viktor Frankl as much as Bill Sharpe, aiming to go well beyond the mathematics of saving for, and living in, retirement.

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Retirement Numbers Retirement Planning Planning 116

Abnormal Returns

APRIL 3, 2023

(advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult. advisorperspectives.com) How “naturally occurring retirement communities” affect longevity. thinkadvisor.com) An excerpt from Wade Pfau's book "Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success."

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Financial Counseling Wealth Management Retirement Planning Retirement 130

The Irrelevant Investor

MAY 1, 2022

Today’s Talk Your Book is brought to you by DPL Financial Partners We had Wade Pfau, Professor of Retirement Income at The American College, and CEO and C0-Founder of DPL Financial Partners, David Lau on the show to talk about retirement spending, retirement income, and the 4% rule.

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Retirement Planning Retirement Planning Clients 52

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Kathleens book, Put Your Money to Work: A Woman's Guide to Financial Confidence , helps women take control of their finances.

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Financial Planner Recruitment Financial Services Retirement Planning 52

Dear Mr. Market

DECEMBER 31, 2024

Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone. Lets make this year one for the financial record books. Happy Planning and best to you in 2025! Ready to Tackle 2024? Submit a form.

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Budgeting Financial Planning Estate Planning Planning 105

Random Roger's Retirement Planning

NOVEMBER 20, 2024

Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. Now, Bengen says the worst case has bumped up to 4.7%, I'm not sure I'm on board with that (listen to the podcast).

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Retirement Retirement Planning Clients Engineering 52

Random Roger's Retirement Planning

JANUARY 6, 2025

Obviously bookings could dry up or at least go through a some sort of downturn resulting in less income. Maybe you have very few moving parts or have many more moving parts but it is important to realize that no one's retirement plan will be done in by everything going exactly as planned.

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Retirement Retirement Planning Insurance Medical 52

Indigo Marketing Agency

MARCH 19, 2025

With well-crafted, high-converting ads marketing your financial advisor services, you will attract the right audience and keep your schedule booked with highly qualified leads. Book a free call today. Action Steps: Use action-oriented language like Download Now, Book a Free Call, or Get Your Guide.

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Financial Advisor Advertising Marketing Marketing 52

Getting Your Financial Ducks In A Row

APRIL 24, 2023

Photo credit: jb Had an opportunity to read a new book over the tax season (in my spare time!). I found this book, by Jasen Dahm, CFA, CPA, to be a very good review of strategies to maximize your income and avoid taxes where possible, while planning your retirement income stream.

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Retirement Taxes Planning Insurance 54

Indigo Marketing Agency

FEBRUARY 8, 2025

We developed a trust-building digital marketing strategy for his financial planning firm that focused on delivering real and relevant content that cut through the noise, established authority, built trust, and moved prospects to booking a call with him. No worries. What are the best ways to convert prospects into clients?

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Indigo Marketing Agency

MARCH 5, 2025

Having the opportunity to tell your whole story is how you eliminate all objections, indoctrinate your audience, and move them to book consult calls. Appointment-booking CTAs: Encourage attendees to schedule a free consultation. Book a Free Consultation Today and lets craft a winning event marketing strategy together!

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

NAIFA Advisor Today

APRIL 18, 2024

David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes , USA Today , the New York Times , Fox Business , CBS Radio, and Bloomberg Radio.

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Retirement Retirement Planning Financial Advisor Taxes 59

Harness Wealth

APRIL 16, 2025

This strategy allows effective management of tax liability by controlling when these significant deductions hit the books. Leveraging retirement plans for tax advantages Tech entrepreneurs can create substantial tax advantages through Solo 401(k) plans, which allow contributions up to $69,000 in January 1, 2024 for those under 50.

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Startup Taxes Tax Planning Transportation 52

Ballast Advisors

APRIL 13, 2023

Selling The Business If you plan to sell the business, starting five years prior to retirement is probably sufficient. You need to get the financial books in order and make sure you have the appropriate staffing. Grooming a family successor whose heart is not in the business is a recipe for both business and family struggles.

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Retirement Planning Retirement Planning Taxes 40

Sara Grillo

DECEMBER 16, 2024

Today I have Brian Williams of Northshire Consulting and were going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small businesses who currently do not offer them. What if the local baker had a 401k plan? Why are small business owners not offering 401k plans?

Financial Advisor 52

Financial Advisor Consulting Planning Retirement Planning 52

Indigo Marketing Agency

JUNE 19, 2023

To learn more about our firm or to get a second opinion on your retirement plan, contact our office today. There’s little chance you would uncover this trick unless you went searching for the answer (or read my book ), but it’s actually really easy to add bullet points to your profile.

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Retirement Planning Advertising Retirement Financial Advisor 98

Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Working with an independent firm can reduce the risk of receiving biased advice. Do you have a unique situation? Always seek a specialist if you have a unique situation.

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Fee Only Financial Advisor Financial Planner Certified Financial Planner 53

The Big Picture

JANUARY 17, 2024

His book “ What Investors Really Want ” has become a classic that explains what drives investors. His book, What Investors Really Want, has become a classic that explains what drives investors’ behavior. In your book, you explain investors are motivated Not just by financial returns, but by expressive and emotional benefits.

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Portfolio Investments Investing Retirement Planning 130

Yardley Wealth Management

JULY 20, 2022

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. Their retirement plan is strong, their kids are independent, and they are debt-free.

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Retirement Planning Budgeting Retirement Wealth Management 52

Midstream Marketing

NOVEMBER 8, 2024

E-books that provide in-depth information on a subject. Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. Podcasts that discuss interesting topics.

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Financial Advisor Media Financial Services Clients 52

The Irrelevant Investor

DECEMBER 28, 2019

Articles The global political future may be uncertain, but the environmental and technological trends are pretty clear — and pointing in the right direction By Matt Ridley What is in the SECURE Act, and how will it affect your retirement plan? By Blair duQuesnay You haven’t seen this movie before.

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Retirement Planning Financial Services Retirement Planning 52

Midstream Marketing

DECEMBER 28, 2024

Some examples are free shipping on Amazon, the free Kindle app for reading Kindle books, and popular tablet TV shows. You can discuss retirement planning, simple investing for beginners, or estate planning. Philosophy Behind Guerrilla Marketing Jay Conrad Levinson was an important person in marketing in the United States.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Irrelevant Investor

JANUARY 18, 2020

By Patrick O'Shaughnessy Expecting companies to sponsor retirement plans is like demanding that a dog dance; it may comply, but neither well nor happily. By Ramp Capital Podcasts He wanted to be a leading man With Bill Simmons, Sean Fennessey, and Quentin Tarantino Books Who owns the Empire State building?

Retirement Planning 52

Retirement Planning Retirement Economics Planning 52

Yardley Wealth Management

AUGUST 31, 2022

Wherever you’re at in your retirement planning, the important thing is to remember that, here as with anything else, there’s no judgment involved. Retirement planning isn’t a test—it’s life. Sometimes things happen to derail our most careful plans and our best intentions.

Financial Planner 52

Financial Planner Retirement Planning Retirement Wealth Management 52

The Richer Geek

MARCH 1, 2023

His evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving and tax strategies. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and is a NAPFA-registered financial advisor.

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Certified Financial Planner Retirement Planning Financial Planner Financial Services 52

Random Roger's Retirement Planning

AUGUST 11, 2022

Again, "the book" would agree with the post but being well into my 50's now, I feel like it ignored real world stuff, or put differently, peoples real life situations are not as simple as the post, as "the book," would have you believe. No one, wants to be hurting for money now or in the future.

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Retirement Planning Retirement Planning Portfolio 75

The Irrelevant Investor

MARCH 29, 2020

Articles Globally, companies have lost $26.1 By Jared Diamond The post These Are the Goods appeared first on The Irrelevant Investor.

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Retirement Planning Economy Insurance Retirement 52

Indigo Marketing Agency

DECEMBER 19, 2022

She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. You can check out his podcast and books for more info. He published his first book, Making Money Simple , in 2019. Learn more about Grace on LinkedIn. Taylor Schulte .

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Financial Advisor CFP Financial Services Education 116

Good Financial Cents

SEPTEMBER 15, 2022

Ad Make your kids' retirement plan work by investing in a Roth IRA Roth IRAs allow you to save money for their retirement, while providing the flexibility that traditional retirement plans lack. Otherwise, there’s no requirement for your child to make a direct contribution into the plan. Ads by Money.

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Accounting Taxes Retirement Retirement Planning 101

Validea

SEPTEMBER 13, 2023

The host of the film, Dan Buettner is author of the book “ The Blue Zones Secrets for Living Longer: Lessons From the Healthiest Places on Earth ”. Define your financial goals and objectives, whether it’s retirement planning, buying a home, or funding your child’s education.

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Investments Investing Financial Guidance Retirement Planning 98

MazumaBusinessAccounting

MAY 31, 2022

Keep the following documents for seven or more years: Income tax returns (federal and state) W-2s and 1099s Medical bills Contracts Receipts for tax-deductible items Mileage records Canceled checks Real estate tax forms Credit cards statements that contain purchases used as tax deductions Retirement plan contributions. Mazuma Can Help!

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Envision Wealth Planning

MARCH 31, 2022

Feelings of fear, anxiety, and insecurity are common for women around the topic of retirement planning. According to TIAA’s just-released Financial Wellness Survey, the research points out that only about a third of women (31%) are saving for retirement, compared to 44% of men. This isn’t an unusual conversation by any means.

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Retirement Planning Education Financial Planning Retirement 52

Clever Girl Finance

SEPTEMBER 4, 2022

It’s incredible the volume of movies, TV shows, books, magazines, and other resources your library contains. Believe me, I would love to support all the authors by buying their books, but it’s simply too much money. I can save money and live better by checking out hundreds of books every year. without the expense.

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Food Retirement Budgeting Accounting 98