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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson.

CFP 246
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Retirement Reading Roundup

Random Roger's Retirement Planning

Barron's has a bunch of articles on retirement in this week's issues. First is some harsh medicine that " Older Workers Are Fooling Themselves When It Comes to Work,Money, and Caregiving." The article contends that people have talked themselves into "wanting" to work longer because of how low retirement balances are.

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At The Money: Behavior Beats Intelligence

The Big Picture

I think one analogy here would be think about health and medicine. But if you are saying I’m going to retire in 20 years, even though that’s a long term time horizon, basically what you’re saying is I need the market to be in my favor in the year 2044. I’m going to retire in March of 2020.

Math 273
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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over. For many investors, however, the more important questions to ask and answer relate to your retirement strategy. Risk Tolerance: What is your asset allocation?

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#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130
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10 Wednesday AM Reads

The Big Picture

Bloomberg ) • Roth vs. Traditional 401(k): Where to Put Your Money for Retirement? Mason explore how predictive technology is reshaping everything from markets to medicine. You don’t have to think like a tax accountant, actuary and investment adviser to get it right. Here are some solutions.

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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? BUCKLEY: And I was lost and I wasn’t going to go into medicine. We were losing market share in the critical retirement, the 401(k) business.

Clients 279