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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

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#FA Success Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time, With Eric Miller

Nerd's Eye View

We also talk about why Eric chose to niche focus his practice because he saw firsthand from his family members who work in health care that those in the industry were being underserved and he felt that he could provide a meaningful difference in their financial lives, how Eric grew his practice by developing relationships with business consultants (..)

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#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock

Nerd's Eye View

And be certain to listen to the end, where Brenda shares how she always thought she wasn’t good with numbers but found she enjoys financial planning because she can combine her intuitive math skills with her love of working with people, educating, and having deep conversations that can impact the future of clients’ lives, how Brenda is (..)

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The Growing Appeal of Semi-Retirement

Darrow Wealth Management

Generally, part-time workers won’t be eligible for medical benefits. Although running a business isn’t always a part-time gig, consulting can offer a lot of flexibility, high income, and ability to continue saving for retirement or cover medical insurance. If married with a working spouse, that could be an option.

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10 Different Types Of Debt: Good Debt Vs Bad Debt Types

Clever Girl Finance

Unsecured debt can include credit cards, personal loans, student loans, medical bills, and more. Overall, equipment loans can be beneficial for businesses and entrepreneurs. However, make sure you’ve crunched the numbers and factored them into your business plan. The details of medical loans will vary by hospital.

Medical 97
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#FA Success Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth, With Nancy Knous

Nerd's Eye View

And be certain to listen to the end, where Nancy shares how she coped with failing her Series 7 exam 5 times in the span of a year before she realized she may have a learning disability and then after consulting with her doctor, she was able to find the right medication for her that improved her focus so much, that years later she got the highest grade (..)

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Personal, estate, and business tax planning strategies for 2023

Nationwide Financial

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets.