Personal Information
Organization / Workplace
Sacramento, California Area, CA United States
Industry
Finance / Banking / Insurance
About
As an MBA and CERTIFIED FINANCIAL PLANNER™ Practitioner, I help people get ready for a successful retirement ... to and then through retirement where money outlives you, not the other way.
I'm also the author of Wealth Odyssey, a book about financial planning that goes beyond personal finances as just numbers. My retirement planning research is peer reviewed and published in the Journal of Financial Planning.
The professional you choose to help you achieve your financial goals should believe in prudent investment principles, education, personal service, and the uniqueness of every client. This is my philosophy in working with my clients! I answer only to you, and nobody else....
Tags
market volatility
safe withdrawal rates
dynamic withdrawal rates
portfolio design
retirement income dynamically updating
social security strategy
diversified portfolio strategy
larry r frank sr
biography
robo-advising
evidence based investing
market timing
periodic table of returns
retirement income
investment volatility
bond volatility compared
how much can you spend in retirement
historical bull and bear markets
asset allocation
expected longevity age
bond ladder vs mutual fund
college search
career evaluation tools
markets work
focus on control
dimensional
repaying debt strategy
bad debt
good debt
effect of saving more
iteration failure rate
probability of failure rate
monte carlo simulations
asset class distributions
us market return distribution
longevity bow wave as one ages
longevity percentiles
market decline
happiness
cost of delayed savings
bad markets
poor markets
sailing and markets
market fears
market highs
stock market indicator
january effect
key investor questions to ask oneself
average market returns
positive markets frequency
resource use
market uncertainty
global diversification
global
financial risk
certainty of lifestyle
running out of money
asset class investing
investment returns
solving the costs of index reconstitution
index reconstitution
index reconstitution effect
survivor social security
investor discipline
social security and working
survivor income replacement
repaying student debt
inflation and investing
social security new rules
costs of indexing
prices and news
tax on old stock
market sizes
market returns of countries
beneficiary of a trust
debt in retirement
chasing investment returns
chasing returns
financial adviser
financial guide
paying mortgage early
portfolio volatility
borrowing from your 401k
how waiting costs money
procrastination costs money
do it yourself investing
investing in uncertain times
unpredictable investing
mutual fund capital gains taxes
paying extra mortgage payments
purpose of investing
purpose of planning
tirement income strategies
career search
mutual fund style drift
nervous markets
investment fads
market recoveries
market downturns
money weighted returns
dollar weighted returns
time weighted returns
longevity
period life tables
how to cope with market change
smart beta
write to yourself in the future
future self
randomness of returns
bond ladder vs mutual fund
laddered bonds
will my taxes be lower when i retire
lower taxes retirement
investing biases
investing behavioral biases
retirement income myth
financial change
gold
commodities
financial aid
adviser fees
cycle of market emotions
afford to move
rent vs own
nobel strategies
beat benchmarks
human emotions investing
dfa
interest rate expectations
s&p500 annual returns
reduce spending
cut spending later
increase saving
save later
executor
wills
morningstar
morningstar star ratings
great recession lessons
types of debt
necessary debt
market based investing
speculation investing
contributions growth
lessons great recession
invesment lessons recession
financial decision making
efficient frontier range explained
choosing an adviser
retirement
4% rule
cosign loan
international stocks vs us stocks
See more
Presentations
(35)Documents
(107)Personal Information
Organization / Workplace
Sacramento, California Area, CA United States
Industry
Finance / Banking / Insurance
About
As an MBA and CERTIFIED FINANCIAL PLANNER™ Practitioner, I help people get ready for a successful retirement ... to and then through retirement where money outlives you, not the other way.
I'm also the author of Wealth Odyssey, a book about financial planning that goes beyond personal finances as just numbers. My retirement planning research is peer reviewed and published in the Journal of Financial Planning.
The professional you choose to help you achieve your financial goals should believe in prudent investment principles, education, personal service, and the uniqueness of every client. This is my philosophy in working with my clients! I answer only to you, and nobody else....
Tags
market volatility
safe withdrawal rates
dynamic withdrawal rates
portfolio design
retirement income dynamically updating
social security strategy
diversified portfolio strategy
larry r frank sr
biography
robo-advising
evidence based investing
market timing
periodic table of returns
retirement income
investment volatility
bond volatility compared
how much can you spend in retirement
historical bull and bear markets
asset allocation
expected longevity age
bond ladder vs mutual fund
college search
career evaluation tools
markets work
focus on control
dimensional
repaying debt strategy
bad debt
good debt
effect of saving more
iteration failure rate
probability of failure rate
monte carlo simulations
asset class distributions
us market return distribution
longevity bow wave as one ages
longevity percentiles
market decline
happiness
cost of delayed savings
bad markets
poor markets
sailing and markets
market fears
market highs
stock market indicator
january effect
key investor questions to ask oneself
average market returns
positive markets frequency
resource use
market uncertainty
global diversification
global
financial risk
certainty of lifestyle
running out of money
asset class investing
investment returns
solving the costs of index reconstitution
index reconstitution
index reconstitution effect
survivor social security
investor discipline
social security and working
survivor income replacement
repaying student debt
inflation and investing
social security new rules
costs of indexing
prices and news
tax on old stock
market sizes
market returns of countries
beneficiary of a trust
debt in retirement
chasing investment returns
chasing returns
financial adviser
financial guide
paying mortgage early
portfolio volatility
borrowing from your 401k
how waiting costs money
procrastination costs money
do it yourself investing
investing in uncertain times
unpredictable investing
mutual fund capital gains taxes
paying extra mortgage payments
purpose of investing
purpose of planning
tirement income strategies
career search
mutual fund style drift
nervous markets
investment fads
market recoveries
market downturns
money weighted returns
dollar weighted returns
time weighted returns
longevity
period life tables
how to cope with market change
smart beta
write to yourself in the future
future self
randomness of returns
bond ladder vs mutual fund
laddered bonds
will my taxes be lower when i retire
lower taxes retirement
investing biases
investing behavioral biases
retirement income myth
financial change
gold
commodities
financial aid
adviser fees
cycle of market emotions
afford to move
rent vs own
nobel strategies
beat benchmarks
human emotions investing
dfa
interest rate expectations
s&p500 annual returns
reduce spending
cut spending later
increase saving
save later
executor
wills
morningstar
morningstar star ratings
great recession lessons
types of debt
necessary debt
market based investing
speculation investing
contributions growth
lessons great recession
invesment lessons recession
financial decision making
efficient frontier range explained
choosing an adviser
retirement
4% rule
cosign loan
international stocks vs us stocks
See more