Financial Counseling Investments Retirement 
Abnormal Returns
JUNE 17, 2024
(epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. 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. rethinking65.com)
Abnormal Returns
JULY 19, 2023
(peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." ngpf.org) Retirement FAT Fire. How to retire at any age with confidence. ofdollarsanddata.com) Take retirement surveys with a big grain of salt.
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Abnormal Returns
APRIL 3, 2023
Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms.
Clever Girl Finance
JANUARY 22, 2024
Even if there’s a cost involved in working with a budget counselor or consumer credit counseling, that doesn’t mean you should rule it out. When you’re drowning in large amounts of debt or chronic struggles with money management, working with a trained counselor is likely worth a small investment.
Clever Girl Finance
AUGUST 15, 2022
You'll figure out the best approach to saving, investing , and creating a solid financial plan. Retirement. Retiring is one of the top long-term goals for many, and early is becoming very popular. However, in order to make your retirement plans work, you will need to decide your objectives with your partner.
Fortune Financial
JANUARY 11, 2024
By investing in the education of employees about their benefits, companies can help their workforce understand and appreciate the full value of the benefits offered. What we found surprising is that this is the first year that saving for retirement is not the primary financial stress factor for employees.
Nationwide Financial
NOVEMBER 10, 2022
Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Financial veteran benefits.
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