Nerd's Eye View
FEBRUARY 25, 2025
Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.
Nerd's Eye View
OCTOBER 29, 2024
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 (..)
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
JANUARY 21, 2025
In this episode, we talk in-depth about why Daniel decided to outsource tax return preparation (rather than hire someone to do it in-house) to be able to access the expertise of the CPAs his firm uses (particularly for clients with complicated equity compensation plans), how Daniel views these CPA relationships as mutually beneficial from a financial (..)
Financial Symmetry
OCTOBER 3, 2022
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? The post Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Do you know someone who has, but wasn’t sure exactly what it was?
Abnormal Returns
JUNE 17, 2024
(kitces.com) Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli Associates about the upcoming wave of adviser retirements. citywire.com) Advisers Compensation plans should align with your firm's overall goals. rethinking65.com)
Nerd's Eye View
MARCH 13, 2024
Which is, for example, why so many people opt to move to lower-tax or no-tax states like Florida or Texas in retirement, where they can enjoy lower state income taxes and preserve more of their retirement savings for use by themselves or their heirs. Read More.
Nerd's Eye View
JUNE 14, 2024
Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)
Expert insights. Personalized for you.
148 
Let's personalize your content