Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Nerd's Eye View

JANUARY 22, 2025

Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. I help clients in retirement by doing X, Y, and Z.").

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Wealth Management

SEPTEMBER 30, 2024

Private bankers and retirement planners will increasingly use AI to invest and even communicate, but the human element will always be crucial.

Financial Advisor 275

Financial Advisor Communication Retirement Investing 275

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

Financial Planner 241

Financial Planner CFP Financial Planning Retirement 241

A Wealth of Common Sense

DECEMBER 6, 2024

Retirement is still a relatively new concept. Throughout most of human history, people worked late into life, maybe retired for a few years or worked until they keeled over. Retiring to a life of leisure is a concept that’s only been around in a big way since the post-WWII era.

Financial Advisor 126

Financial Advisor Retirement Wealth Management Management 126

Nerd's Eye View

JANUARY 21, 2025

Welcome to the 421st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Read More.

Taxes 209

Taxes Tax Planning Financial Advisor Compensation Planning 209

Abnormal Returns

JANUARY 29, 2025

morningstar.com) Peter Lazaroff on how much money you need to retire. yaleclimateconnections.org) Purpose Why you need a purpose in retirement. contessacapitaladvisors.com) On the value a financial advisor can add. abnormalreturns.com) Retirement includes a lot of uninsured health costs. cnbc.com)

Economics 173

Economics Retirement Financial Advisor Investing 173

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

AUGUST 24, 2023

For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.

Retirement 246

Retirement Planning Retirement Planning Communication 246

Abnormal Returns

JANUARY 15, 2025

Podcasts Khe Hy talks with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." humansvsretirement.com) Peter Lazaroff on what you need to know when choosing a financial advisor. podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning.

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Financial Advisor 246

Nerd's Eye View

JUNE 20, 2023

Welcome back to the 338th episode of the Financial Advisor Success Podcast! Which inspired him to change the way he engages with his clients around financial planning… and ultimately led him to write a book to honor her, and help his clients (and other retirees) learn from his mother’s story.

Retirement 246

Retirement Clients Financial Advisor Financial Planning 246

Abnormal Returns

NOVEMBER 11, 2024

podcasts.apple.com) Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner Financial Advisor at Artisan Financial Strategies. advisorperspectives.com) A three-part approach to developing a 'statement of financial purpose.' kitces.com) What it means to be a great adviser to retired clients.

Wealth Management 162

Wealth Management Estate Planning Tax Planning Financial Advisor 162

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Abnormal Returns

MARCH 24, 2025

(citywire.com) What would an agentic AI solution look like for a financial advisor? crr.bc.edu) What do (different) surveys tell us about well-being in retirement? advisorperspectives.com) Ranking the adviser AI note taking apps. kitces.com) Aging Older Americans have a bad sense of the risk of long-term care costs.

Risk Tolerance 147

Risk Tolerance Startup Financial Advisor Retirement 147

Abnormal Returns

JUNE 12, 2024

ritholtz.com) Katie Gatti Tassin talks with Katy Song of Domain Money about how to break up with your financial advisor. semafor.com) Retirement Cognitive decline is inevitable. abnormalreturns.com) It's easy to let your spending fall in retirement. humbledollar.com) Some charts to help you think about retirement.

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

FMG

MARCH 6, 2025

Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement 246

Retirement Planning Financial Planning Risk Tolerance 246

Wealth Management

JANUARY 30, 2023

The new legislation brings many opportunities for financial advisors to rapidly scale their practices.

Retirement 246

Retirement Financial Advisor 246

Nerd's Eye View

FEBRUARY 11, 2025

Welcome to the 424th episode of the Financial Advisor Success Podcast ! David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome everyone! Read More.

Planning 163

Planning Valuation Financial Advisor Sales 163

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

The Chicago Financial Planner

OCTOBER 21, 2021

Saving for retirement is a major undertaking for most of us. Health savings accounts (HSA) provide another vehicle to save for retirement. An HSA can serve as an additional retirement savings vehicle on top of your IRA or 401(k) to help cover healthcare and other retirement expenses. Click To Tweet. The Bottom Line.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. For instance, many people feel overwhelmed by retirement planning.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

A Wealth of Common Sense

FEBRUARY 15, 2024

Josh Brown joined me again this week to discuss questions about career advice for younger advisors, when it makes sense to hire a financial advisor for retirement, 401ks vs. brokerage accounts and how to deploy cash in the face of all-time highs in the stock market. The post When Should You Hire a Financial Advisor?

Financial Advisor 139

Financial Advisor Retirement Accounting Marketing 139

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Abnormal Returns

SEPTEMBER 16, 2024

(youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) A checklist if a client gets laid off near retirement age.

Wealth Management 278

Wealth Management Startup CFP Retirement 278

Nerd's Eye View

AUGUST 23, 2023

In this guest post, Kathleen Rehl, a semi-retired financial advisor and educator now focusing on her own estate planning considerations, shares her experience with creating her "Legacy IRA" rollover to a Charitable Gift Annuity to support her chosen nonprofits after Congress passed the SECURE 2.0 But the SECURE 2.0

Taxes 246

Taxes Retirement Clients Estate Planning 246

Abnormal Returns

AUGUST 14, 2024

(nytimes.com) Retirement Six myths in retirement including 'You don't need a financial advisor.' morningstar.com) When should people near retirement de-risk their portfolio? wsj.com) A first hand account of retirement. morningstar.com) We all need to prepare for cognitive decline.

Tax Planning 281

Tax Planning Retirement Financial Advisor Education 281

The Chicago Financial Planner

JANUARY 17, 2022

Annuities are often touted as the “cure” for all that ails your retirement. In the case of Executive Life, thousands of annuity recipients were impacted in the form of greatly reduced annuity payments which in many cases permanently impacted the quality of their retirement. FINANCIAL WRITING.

Retirement 185

Retirement Insurance Financial Planner Taxes 185

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financial advisors. It is key for the growth of your business.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Abnormal Returns

MARCH 13, 2024

open.spotify.com) Retirement A lot of things can upend a successful retirement. humbledollar.com) Managing withdrawals in retirement is a real challenge. morningstar.com) Should financial advice be gentle or authoritarian? tonyisola.com) The best financial advisor for you may not be local.

Financial Advice 305

Financial Advice Retirement Financial Advisor Financial Planning 305

Abnormal Returns

APRIL 10, 2024

(morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.' wsj.com) Retirement Some reasons to go back to work after retiring. cntraveller.com) How Social Security fits within your retirement plan.

Estate Planning 262

Estate Planning Retirement Planning Retirement Taxes 262