Mr. Money Mustache

APRIL 18, 2021

After all, the only way to renew a drivers license or a passport (or a medical license for that matter) is to dive head first into the ridiculousness and grin and bear it for the sake of the end goal. And my son happens to be sitting in an unusual but still promising (I hope) little corner of it.

Education 52

Education Math Engineering License 52

Good Financial Cents

APRIL 19, 2023

If you need a more formal definition, IRS Pub 925 has you covered. 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. License Your Music 13. One solution would be to license your music. What Passive Income is not. Side hustles.

Accounting 105

Accounting Investments Investing Media 105

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Charles King is a financial advisor licensed in 55 states and territories. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Good Financial Cents

JULY 11, 2022

To get started, you’ll need to pass a background check and have a valid driver’s license and auto insurance. I did have a big firm backing me so that definitely helped, but it was still up to me to go out and find new clients. Not only can you work as much as you want, but you can work whatever hours you desire as well.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Envision Wealth Planning

MARCH 17, 2022

A Certified Financial Planner (CFP) fiduciary definition matters. It is best to clarify what registrations, licenses, and professional designations your person has. The discernment between “commission” and “fee” (which is more transparent) is the beginning of the confusion. An advisor’s fee is a cost for services rendered.

Certified Financial Planner 52

Certified Financial Planner Investments Investing Financial Planner 52

ClearMoney

SEPTEMBER 24, 2021

The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income. Most people don’t have enough money saved to be able to live adequately in retirement without earning some kind of investment return. Crises, by definition, are not predictable. I’m too late.

Investments 52

Investments Investing Commission Financial Advisor 52

Clever Girl Finance

OCTOBER 19, 2023

As a freelancer, you’re not an employee, so you don’t get benefits such as health insurance or retirement plans. You can definitely get rid of the “I don’t want to work” thoughts in this role! But first, you need a commercial driver’s license (CDL) to become a long-haul truck driver. Choose a specialty.

Planning 95

Planning Clients License Wealth Accumulation 95

Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard? Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. A master’s degree in any of these streams would be a bonus.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Brown Advisory

JANUARY 1, 2023

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. If we apply this definitional change to our strategy then historical attribution would show financials as our best sector since inception.

Investments 52

Investments Investing Valuation Clients 52

Sara Grillo

JUNE 20, 2022

Going on straight commission is definitely a pressur e-cooker and I would encourage anyone looking to start out as a financial advisor to consider programs like this that do not try to make you starve in order to motivate you to develop business. Okay, everybody. A, welcome to the show. NATE PENHA: Hey, Sarah, thanks for having me.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. Definitely 00:07:32 [Speaker Changed] True. So let, 00:21:37 [Speaker Changed] Let me push back on that definition a little bit. So let, 00:21:37 [Speaker Changed] Let me push back on that definition a little bit.

Assets 173

Assets Management Portfolio Marketing 173

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. My initial conversation with the couple helped me learn they wanted to retire at the age of 50, and that they were super motivated when it came to working hard for what they wanted. ” Of course, this couple is not an anomaly at all.

Investments 110

Investments Investing Assets Accounting 110

Clever Girl Finance

NOVEMBER 16, 2022

Keep in mind that if you don't feel comfortable throwing something out, you should definitely keep it! Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Remember this is different than a marriage license, which you don't keep. Retirement plan contributions.

Certification 105

Certification Taxes Insurance Banking 105

The Big Picture

APRIL 25, 2023

But I was definitely informed by my father’s study groups, you know, I knew his network of friends and colleagues. HAMBURGER: So yes, there’s definitely issues with their employment and employment transition, right? There’s not significant licensing, you know, that that takes place. Now you buy a license.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

JUNE 18, 2024

So the fact that I had a sociology degree really didn’t impede, I think getting into business Barry Ritholtz : And you end up in like what some would think of as kind of a dry, legalistic part of Fidelity, the ERISA Division, which focuses on retirement accounts. Oh, definitely. It is not defining, it is not definitive.

Media 147

Media Food Advertising Investments 147

The Big Picture

OCTOBER 24, 2022

And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. RITHOLTZ: Oh, sure.

Portfolio 130

Portfolio Management Assets Investments 130

The Better Letter

FEBRUARY 8, 2024

If he had a pilot’s license, we’d suspend that. Brady is now retired as a seven-time Super Bowl champion, five-time Super Bowl MVP, 15-time Pro Bowler, and three-time NFL MVP. But he doesn’t.” ” Walters ended up paying a fine for regulatory violations. The rest became history.

Numbers 92

Numbers Education Management Math 92

The Big Picture

JANUARY 24, 2023

I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? I mean, so you just have to live through all this stuff. KLINSKY: Right.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

SEPTEMBER 5, 2023

And high-end markets in the county surrounding New York definitely did better, and people moved farther. And you definitely have some industries or some companies that want five days a week right now. It was definitely noticeable, but it wasn’t this mad gold rush. So it’s a three story structure, right?

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

NOVEMBER 25, 2024

Would you license these models to me? Yeah, 00:10:11 [Speaker Changed] That’ll, that’ll definitely wake, 00:10:12 [Speaker Changed] Wake you the ice you up coffee. 00:13:10 [Speaker Changed] Well, now, now definitely not keen on it. First, give us a quick definition of isolating beta and alpha.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 20, 2023

Anyway… RITHOLTZ: Well, it’s definitely better. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. That is a definite impact on everyday people, Main Street America, that I just don’t think we’ve really examined.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

AUGUST 22, 2023

I went there because I was fearful that being a professor would be like retiring in your 20s. And then people will feel licensed to say what they had shut up about. ” RITHOLTZ: We’ll definitely check it out. SUNSTEIN: But by tradition, it is not just a lackey. And I thought, that’s not what I want to do.

Economics 245

Economics Media Government Numbers 245