Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Yardley Wealth Management

MARCH 1, 2022

You receive an executive compensation package. Allocate a significant portion of any new wealth to tax-sheltered retirement accounts. Ditto for those executive compensation benefits.) (Ditto for those executive compensation benefits.) You retire. You decide to work part-time in retirement.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

You receive an executive compensation package. Allocate a significant portion of any new wealth to tax-sheltered retirement accounts. Ditto for those executive compensation benefits.) (Ditto for those executive compensation benefits.) You retire. . You decide to work part-time in retirement.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Cordant Wealth Partners

NOVEMBER 20, 2020

Initially, with top marginal tax rates as high as 90 percent in the 1960s and 70 percent in the 1970s, these plans’ primary benefit was to shift income into lower-tax, retirement years. Of course, this comes with the risk of your company not being around to make good on its deferred compensation obligations in 10 or 20 years.

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

Deferring taxes one year before retirement and then over a 10-year distribution schedule has value, but deferring taxes for 20 years (allowing your money to grow pre-tax) has a lot more value. Of course, this comes with the risk of your company not being around to make good on its deferred compensation obligations in 10 or 20 years.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Carson Wealth

JULY 19, 2022

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. The four elements of effective executive compensation plans . Direct Compensation and Benefits . By Craig Lemoine, Director of Consumer Investment Research.

Executive Compensation 112

Executive Compensation Compensation Planning Planning Insurance 112

The Big Picture

APRIL 11, 2023

But Amazon had a great run, Bezos retires. It certainly lagged the stock market and executive compensation. RITHOLTZ: Now, some companies, like Apple and Microsoft, seemed to have held up much better than Tesla, Netflix. I’ll leave out the pelotons — DAMODARAN: Yeah. RITHOLTZ: — and the purely lockdown stocks.

Valuation 298

Valuation Education Numbers Government 298