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.

Financial Counseling 264

Financial Counseling Compensation Planning Wealth Management Startup 264

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. riabiz.com) First Citizens is acquiring SVB's wealth management unit. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Clever Girl Finance

JANUARY 22, 2024

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. Types of guidance you can get from budget counseling Let’s talk about some of the types of help a budget counselor might be able to offer you.

Budgeting 90

Budgeting Financial Counseling Debt Management Financial Advisor 90

Clever Girl Finance

AUGUST 15, 2022

Good communication is key to managing finances successfully with your spouse. Below are some tried and proven tactics that will bring stability and financial peace to your relationship. Be honest - how are you and your spouse doing financially? Retirement. Be open to financial counseling. Figure out debt.

Communication 94

Communication Accounting Budgeting Planning 94

Fortune Financial

JANUARY 11, 2024

For human resource (HR) managers, curating a benefits package that resonates with the workforce boosts talent attraction, enhances employee retention and fosters a thriving organizational culture. The strategic management of employee benefits is vital in creating an outstanding workplace.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

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.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

I think he’s really a fascinating guy, and I’m glad we finally managed to get him in to the studio for a podcast. Manage it yourself.” RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. Have I managed my asset allocation and my investment fees?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130