Nerd's Eye View

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” ” has brought a wide range of changes to the world of retirement planning.

Financial Planner 246

Financial Planner Retirement Planning Clients Planning 246

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

OCTOBER 1, 2024

What's unique about Gaetano, though, is how after breaking away from an insurance broker-dealer with barely $5M in assets under management, he has been able to quickly build his practice to $75 million in AUM in just 5 years in part by turning what was originally a liability for him in his 20s – being a 'young' advisor who prospective clients (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Nerd's Eye View

MARCH 5, 2024

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130

Clients Financial Advisor Financial Planner Medicine 130

NAIFA Advisor Today

JANUARY 24, 2024

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Consultant Financial Planning 52

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

Sara Grillo

OCTOBER 18, 2022

Pursuing entrepreneurship may seem daunting when you’re living with a disability and busy raising a family, but there are lots of tools and resources to help you achieve your goal of starting a small business. The post How to Start a New Business as a Busy Parent With a Disability appeared first on Sara Grillo.

Financial Planner 59

Financial Planner Business Planning Electronics Planning 59

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do? A Financial Advisor works with clients.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-Term vs. Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-Term vs. Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals.

Wealth Management 52

Wealth Management Management Risk Tolerance 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. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. This is active income.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

OCTOBER 19, 2022

We partnered with a firm in this space and developed a module to help with health care costs and determining health care costs in retirement. I worked with Jack Bogle for about eight years before he retired. And then Jack Brennan took over after Jack Bogle retired, handpicked successor. He retired. RITHOLTZ: Yeah.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

Steve Sanduski

APRIL 8, 2023

What’s your retirement number? Back in 2008, ING ran a “Your Number” marketing campaign with print, web, and TV ads showing different people busy with their daily routines carrying a large orange six- or seven-figure number in dollars. – – The number supposedly represented how much they needed to save for retirement.

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52