2.23.24 Money Not Math interview with Tevin Moreno – Moreno Dental Services. Money Not Math 152.
Money Not Math
by Drew Erickson
1d ago
2.23.24 Money Not Math interview with Tevin Moreno – Moreno Dental Services. Money Not Math 152. Did you know Tevin drove a bus to his first year of college and started his own practice/business straight out of college? Listen to this awesome interview to learn more about Tevin, his impressive path to becoming a dentist, and the lessons he has learned along the way. I left more impressed than expected and think you will too. Plus, there are some tremendous pieces of advice shared so it’s well worth the listen. Also, he may have a job opportunity for you. Help support his business and share ..read more
Visit website
2/21/24 Weekly Money Not Math Coffee Talk
Money Not Math
by Drew Erickson
1d ago
Topics discussed= Missing out by not talking finance? The Next BlackBerry? Are ‘Higher for Longer’ Interest Rates Back? The difference between Want and Need! Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions to people even if they aren't my clients for free. You are welcome to join the Facebook live to talk or stop by my office for some free coffee. There is no pressure to work with me or become my client by stopping by in person or online. I look forward to some great conversations and hope you have a great day. I love to help people hav ..read more
Visit website
Is Roger Federer the GOAT and What Can His Career Teach Us About Investing? Money Not Math 151
Money Not Math
by Drew Erickson
2w ago
“Roger Federer’s impact on the sport is maybe more than any man before him. His trademark style took the sport by storm and changed the way younger players approached it, essentially laying the groundwork for the next two decades of tennis. Beyond that even, his impact on the world of sport is clear for all to see and his position as a role model has never been questioned. Roger Federer is undoubtably the greatest tennis player of all time, but he may even be in the argument for the greatest athlete of all time as well.”- https://www.worldtennismagazine.com/archives/21793#:~:text=Beyond%20that ..read more
Visit website
How Small, Consistent Actions Can Pay Off BIG in Finance & Life
Money Not Math
by Drew Erickson
2w ago
2.7.24 Live Money Not Math free Coffee Talk recording How Small, Consistent Actions Can Pay Off BIG in Finance & Life https://financeinsights.net/KXVwTdjwPh06aK7SQEj4XHVZn7M?email=drew%405stonefinancial.com&fbclid=IwAR1N7gvKurlDwWOqraMzlIxc-DxnkkLjRgOfOw12Cf1A8MFbcSJoKod1O6k Uncertainty is Underrated https://www.dimensional.com/us-en/insights/uncertainty-is-underrated Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions to people even if they aren't my clients for free. You are welcome to join the Facebook live to talk or stop by m ..read more
Visit website
Want to Lose Your Money? Listen to Millionaires. Money Not Math 149
Money Not Math
by Drew Erickson
1M ago
Along with anybody else who attempts to forecast the investment future. Most who try to predict the market fail more often than not. Problem #1: Recency Bias Problem #2: Group Think Problem #3: Wishful Thinking Why Bother? “Why Investors Might Think Twice About Chasing the Biggest Stocks. As companies grow into some of the largest firms, the returns that push them there can be impressive. But not long after joining the Top 10 biggest by market cap, these stocks, on average, lagged the market.” – Dimensional.com #MoneyNotMath #5StoneFinancialGroup #EmptyNesters #RetirementPlanning #Retire ..read more
Visit website
I am Maxing out my 401k, Now What? Money Not Math Client Success Story 2
Money Not Math
by Drew Erickson
1M ago
I am Maxing out my 401k, Now What? Money Not Math Client Success Story 2 I love to help people have more confidence in their future and it is my mission to provide the highest quality advice and service possible to my clients. To accomplish this, I limit myself to having 100 active clients or less that I have a fiduciary responsibility to at all times. One way I hope to provide value to good people is to periodically write a client success story. So that no matter what is troubling you today, you can see there is light at the end of the tunnel, and it is possible to improve your financial fut ..read more
Visit website
Your 2024 Tax Fact Sheet and Important Dates. Money Not Math 148
Money Not Math
by Drew Erickson
2M ago
Your 2024 Tax Fact Sheet and Important Dates. Money Not Math 148 2024 Important Tax Facts for All Taxpayers. Do you know the difference between your marginal and effective income tax rate? 2024 Important Tax Facts for Investors. Is it better for you to pay income or capital gains tax rates? 2024: Important Tax Dates to Remember • Jan. 1: New IRA, retirement plan, and HSA contribution and income limits go into effect for the 2024 tax year, as listed above. • Jan. 16: Estimated tax payments due for the fourth quarter of 2023. • April 15: 2023 individual tax returns due, last day to contribute ..read more
Visit website
Priorities and timing are everything. Money Not Math 147 with Joe Hedrick - TRF Airport Manager
Money Not Math
by Drew Erickson
3M ago
Priorities and timing are everything. Money Not Math 147 with Joe Hedrick - TRF Airport Manager Listen to this Money Not Math conversation to learn more about Joe, how the airport works, and the lessons Joe has learned running this $1,000,000 per year business. What brought Joe to TRF and how did he become the manager of the TRF airport? From compliance to snowplowing to shaking hands with the governor… you may be amazed by all that goes into Joe’s job! Did you know the TRF airport has doubled how many people fly out of TRF and quadrupled the cargo that’s shipped? Check this episode out to ..read more
Visit website
Will I Ever Be Able to Retire? Money Not Math Client Success Story #1
Money Not Math
by Drew Erickson
3M ago
I love to help people have more confidence in their future and it is my mission to provide the highest quality advice and service possible to my clients. To accomplish this, I limit myself to having 100 active clients or less that I have a fiduciary responsibility to at all times. Rather than trying to sell as many hot dogs (or products) to as I can to as many people possible even if they do not need or want them. One way I hope to provide value to good people, whether they are my clients or not, is to periodically write a client success story. So that no matter what is troubling you today, yo ..read more
Visit website
Tough Times Can Lead to Amazing Opportunities. Money Not Math 146 with John Ensley
Money Not Math
by Drew Erickson
3M ago
Tough Times Can Lead to Amazing Opportunities. Money Not Math 146 with John Ensley   How a failed business plan and everything falling apart led to a new business opportunity for an avid sailor. Build the lifestyle you want for your future.   How the journey of self-discovery led to the value John provides his clients= Freedom, Adventure, and Service. Are you making choices because you want to make them or because you have to?   What it looks like to be a life insurance product-centric planning company. What are your thoughts on insurance and index strategies? Do you think insur ..read more
Visit website

Follow Money Not Math on FeedSpot

Continue with Google
Continue with Apple
OR