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.

Financial Planner 263

Financial Planner Retirement Retirement Planning Financial Services 263

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate.

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Ethics Retirement Planning Education CFP 138

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.

Retirement 116

Retirement Numbers Retirement Planning Planning 116

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."

Investments 245

Investments Investing 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.

Retirement Planning 264

Retirement Planning Budgeting Retirement Investing 264

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.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Dear Mr. Market

DECEMBER 31, 2024

Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. 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! A good rule of thumb?

Budgeting 96

Budgeting Financial Planning Estate Planning Planning 96

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."

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's.

Retirement 52

Retirement Retirement Planning Clients Engineering 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.

Retirement 59

Retirement Retirement Planning Financial Advisor Taxes 59

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.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 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. Instead of a headline like Optimize Your Wealth Portfolio for Maximum Returns, try something easier to comprehend like: Grow Your Retirement Savings Faster.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

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.

Retirement Planning 52

Retirement Planning Retirement Planning Clients 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.

Retirement 54

Retirement Taxes Planning Insurance 54

Random Roger's Retirement Planning

AUGUST 11, 2022

Peter Lazaroff posted Investing in Your 50's which focused on both portfolio and lifestyle considerations as people in that age group are looking around one corner or two toward their retirement. In your 50's, if you don't plan on retiring soon then hopefully you have a decent emergency fund. Update your retirement goals.

Retirement 75

Retirement Planning Retirement Planning Portfolio 75

Clever Girl Finance

DECEMBER 13, 2023

Saving money is an important task at any age, but as you hit your 40s, the need to save for retirement grows. While savers in their 40s and 50s typically have a decade or two left to save for retirement given the traditional age of 65, emphasizing saving now can set you up for a dream-worthy retirement.

Retirement 93

Retirement Accounting Taxes Insurance 93

Ballast Advisors

APRIL 13, 2023

Making the transition from taking care of your business to having the business take care of you in retirement is the purpose of succession planning. A good plan helps ensure the orderly transfer of a business to the next generation while providing you with retirement income or a nest egg to secure your future.

Retirement Planning 40

Retirement Planning Retirement Planning Taxes 40

Random Roger's Retirement Planning

JANUARY 27, 2023

Lending Tree posted a study showing how much people need saved to retire in/near 384 cities in the US. The averages you see from various reports are typically more akin to emergency funds than retirement funds. There are also people who sell classes and books that people are lining up to buy apparently? First, influencers.

Retirement 75

Retirement Numbers Taxes Portfolio 75

Darrow Wealth Management

AUGUST 14, 2023

Who doesn’t love the sound of an early retirement? But before focusing solely on whether you can retire early financially , also consider what you plan to do after retiring early. Retirement is a major lifestyle change. First, individuals retiring early may find their friends don’t have the same luxury.

Retirement 82

Retirement Planning Wealth Management CFP 82

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

Sara Grillo

DECEMBER 16, 2024

What if the local baker had a 401k plan? Small business retirement plans are the way to save the American middle class from retirement failure! Why are small business owners not offering 401k plans? This is how Brian approaches the conversation about small business retirement plans. Thats not it.

Financial Advisor 52

Financial Advisor Consulting Planning Retirement Planning 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. Unlock Your Retirement Potential Free Seminar) Keep the email short, focusing on benefits and a clear CTA. Appointment-booking CTAs: Encourage attendees to schedule a free consultation.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

JUNE 19, 2023

Dobransky & Associates, we’ve been helping scientists and researchers at UC San Diego and The Scripps Research Institute prepare for a secure retirement for over 30 years. To learn more about our firm or to get a second opinion on your retirement plan, contact our office today.

Retirement Planning 98

Retirement Planning Advertising Retirement Financial Advisor 98

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ll review: – How has the retirement landscape been affected by COVID-19? – How can advisors grow their retirement business in the current crisis? I’m super excited to welcome the team at Retirement Learning Center.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

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). Planners often go by some combination of terms like [financial, retirement, investment, money, wealth] followed by words like advisor, planner, consultant, manager, specialist.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Good Financial Cents

SEPTEMBER 15, 2022

The standard message from the financial community is that Americans are woefully unprepared for retirement. That owes to several factors, one of the major ones being a lack of regular retirement savings contributions. As the name implies, a Roth IRA is a variation of an individual retirement account. What is a Roth IRA?

Accounting 101

Accounting Taxes Retirement Retirement Planning 101

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).

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

Tucker Advisors

SEPTEMBER 8, 2021

Indexed Annuities: The New Retirement Pensions? Defined-benefit plans. With many of the plans still in existence, employers have placed a freeze on funding them, which is often the beginning of the process to eliminate the plans altogether. For one, it can be a better instrument for growing retirement savings.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Yardley Wealth Management

AUGUST 31, 2022

They both have decent-paying jobs, but their retirement savings are nonexistent. How can they possibly have enough for retirement when they haven’t even begun to save? Yes, ideally we all get to start saving for retirement in our 20s. Retirement savings is truly a “better late than never” situation.

Financial Planner 52

Financial Planner Retirement Planning Retirement Wealth Management 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 96

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. He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. You can check out his podcast and books for more info.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

WiserAdvisor

SEPTEMBER 1, 2022

If you wish to have a firm grip on your finances and want to learn about different strategies related to investing, tax-saving, or retirement planning, consult with a professional financial advisor who can advise you on the same. You need an expert’s guidance when it comes to financial planning.

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

Diamond Consultants

MAY 17, 2022

Succession planning has become one of the hottest topics in the industry and a leading driver of advisor movement. In their recent study, The Impending Succession Cliff , Cerulli reported that more than one-third of advisors are expected to retire within 10 years, setting up the transition of nearly 40% of assets.

Retirement 52

Retirement Planning Recruitment Wealth Management 52

Random Roger's Retirement Planning

JUNE 3, 2024

I haven't seen too many scenarios where Roth conversions were optimal as most people don't earn more after they retire. One no brainer scenario for me for Roth conversions is one we talk about frequently where someone's hand is forced into retirement either from downsizing or health reasons or even just retiring early with no earned income.

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Numbers Taxes Retirement Accounting 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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Certification Taxes Medical Accounting 98

Clever Girl Finance

APRIL 19, 2023

You can manage your money effectively by educating yourself about personal finance and creating a financial plan. There are so many resources available, such as Clever Girl Finance’s 100% free courses , books, blogs, and podcasts, that can empower you on your journey to learning more about personal finance.

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Retirement Education Investing Investments 105