Financial Counseling Numbers Planning 
Your Richest Life
AUGUST 4, 2023
When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!
Nationwide Financial
NOVEMBER 10, 2022
When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Investing for veterans.
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The Big Picture
JUNE 6, 2023
I said, yes, I plan to. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. SETHI: Yes, number one is eating out or dining. SETHI: Fantastic.
Fortune Financial
JANUARY 11, 2024
Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees. From 401(k) plans and health savings accounts (HSA) to general financial information, our experts explain how different financial tools help your business and employees secure a stable financial future.
The Big Picture
MAY 30, 2023
And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.
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