CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! Dental insurance plans don’t typically cover the full cost of Invisalign.

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The Charity CFO

FEBRUARY 17, 2022

If you have too little in reserve, it indicates you’re not planning ahead. . Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. How well does your organization budget? And do you hit that budget consistently?

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Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. And it’s a critical need.

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Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

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PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Rogoff has a plan for how to rid the world of the 3,000-year-old artifact that he believes has passed its prime. Cash is also how many people budget, since what they see is, literally, what they can spend.

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CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

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CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). And it’s preferred by many small nonprofits without experience in bookkeeping or the budget to hire a full-time accountant or outsourced accounting service.

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CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

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CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

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Barry Ritholtz

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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The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like).

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Barry Ritholtz

JUNE 6, 2023

I said, yes, I plan to. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself. It’s much deeper than math. So, I took the summer off.

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Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? ” One about five years ago, I’m planning a trip to Silicon Valley. SEIDES: Oh no.

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Barry Ritholtz

JUNE 3, 2024

What was the original career plan? Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. It was kidding.

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Math Treasury Marketing Valuation 56

Barry Ritholtz

NOVEMBER 21, 2023

That’s less than one 100th of 1% of the annual budget. So here’s the math, Barry. So of course, when you have that level of volatility in the market, right, it’s gonna put a little chill into people’s plans. So what we envision is, think of a four oh one K from birth. billion a year. You all have phones.

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Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. There’s ways around that during reconciliation for budget bills and things like that. We started on that plan in December of 16. 01:19:36 [Speaker Changed] Absolutely.

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