@DrBradKlontz Because it's an easy (1-ingredient) recipe to follow. Far harder to explain the value of diversification, asset classes, and the Callan Periodic Table :)
@firesidefinance is here! 😃 This is precisely what we do, and it's the ONLY thing we do. No sales, no asset management, no referrals, no affiliates, just financial education that is fun and engaging. References include Twilio, PwC, and UC Berkeley.
@blader@thisisgrantlee We have this type of benefit too but the challenge tends to be finding a trusted person or firm -- I've seen so many threads from people requesting recommendations
@thisisgrantlee Precisely why I started @firesidefinance! CFP led workshops that are actually fun, engaging, & don't sell anything to employees. Our only product is financial education. Working w/ companies like Twilio & PwC with NPS scores of 9.7/10 :) #financialempowerment#financialwellness
Great tips from @RetirementRisks@MichaelKitces in today's estate planning webinar! Powerful story of what drove you to enter the profession. Loved your question "How do you want to make people feel after you pass?" Thanks! #CEDoneRight#taxnerd
Excited to be featured in the HR Advisory Magazine Spring 2021 issue with an article about Building Employee Financial Resiliency! https://t.co/Vy7GsFOP6z @BennieHealth@JLCollinsNH @PlayWithFIRECo Shoutouts to your books & movies!
@CPAPlanner Thanks for the awesome webinar yesterday on tax planning! Love your enthusiasm and energy. Still feel for that planner who was fired about the higher property taxes! Looking forward to future @MichaelKitces events. #taxescanbefun
Finally this is happening! Starting with new hires in Oct 2020, the default @tsp4gov contribution rate will be 5% and it will go into an age-appropriate Lifecycle Fund. Enrollees prior to Oct 2020 need to manually adjust to contribute at least 5%! https://t.co/1Nox2cRY0y
When it comes to Financial Literacy & Investing people from the inner city are at a disadvantage for many reasons but education is the biggest, my mission is to help educate our inner cities about the importance of saving & creating generational wealth to change their family tree
Another great financial wellness workshop in the books! This time with lifeatpwc Philly. #financialwellness#cfp#financialplanning @ PwC Philadelphia Office https://t.co/OHxevU3Vuj
My entry is live for a trip to the @MILInfluencer Conference and @FinCon 2019! https://t.co/NXfKOOQWZo Thanks Spencer & MMM for running the contest. @usaaef@USAA Hope to see you in September in DC!
Thanks for the one-minute summary, @60SecDocs!
And a special thanks to the @USSBOWFIN Submarine Museum for letting us film on board. (My submarines were 1980s-1990s.)
And yes, that surfing pose is a cheater five.
#military#milspouse#sot#vets#FinancialIndependence