CFO Talks

JANUARY 29, 2025

My family wanted me to do medicine as i was good at both math’s and science, but finance was where my heart was. My ideal superpower will be instant financial foresight – the ability to accurately predict market trends and economic shifts. It was then that i new finance was my go-to carrier choice.

CFO 52

CFO Auditing Leadership Finance 52

PYMNTS

SEPTEMBER 4, 2020

“Those differences are the result of several factors, but two stand out: the shape of the retail landscape, including the maturity of the online channel in each country were paramount to be in a position to sell toys to consumers; and a combination of cultural and economic strength of each country.”.

Math 64

Math Education Retail eCommerce 64

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. What’s the economic health of your community? . Or a single fundraising event? .

Nonprofit 98

Nonprofit Budgeting CFO Math 98

Barry Ritholtz

JULY 24, 2024

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. None of it matters.

Math 109

Math Investments Finance Marketing 109

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.

Planning 130

Planning Communication Profit and Loss Education 130

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

Planning Investments Accounting Numbers 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.

Education 130

Education Planning Numbers Securities 130

CFO Thought Leader

SEPTEMBER 29, 2024

In the mid-2000s, the world’s attention increasingly began to focus on Asia, attracted not just by the region’s rapid economic growth but also by the 2008 Beijing Olympics. How can we create stronger scenario planning, better analyses of future financial situations, and better analyses of risks and the means for their mitigation?

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CFO Math Economics Finance 52

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). Revenue is inflows that increase economic wealth. Expenses are outflows of cash that decrease economic wealth. Donations of goods (food, clothing, supplies).

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

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.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

PYMNTS

MARCH 27, 2019

The Math Behind DoorDash’s Subscription Service. Building an economically viable subscription service presented a number of hurdles, however, and Ruth said it was tricky to make DashPass sustainable yet profitable. “We We wanted to make sure the economics did work, that we were profitable on every single delivery.

Math 44

Math Economics Leverage Numbers 44

PYMNTS

JANUARY 19, 2017

So good in fact, Fortune reported, that the company announced plans to double the size of its local AI research group, increasing the number of team members from 40 to 80. San Francisco–based cloud computing company Salesforce laid out plans to grow its 1,600-person Indianapolis work force by another 800 employees.

Math 44

Math Startups Nonprofit Manufacturing 44

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape. How would some of these challenges evolve in the next few years?

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

MARCH 30, 2020

They are the very businesses that make America’s cities, towns and urban centers lively and vibrant and interesting — and make our communities culturally, socially and economically strong. Most businesses, SMBs included, plan for rainy days, and have access to capital of some kind to smooth over those lumpy cash flow crunches.

Construction 92

Construction Sales Math Manufacturing 92

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

Investments 119

Investments Marketing Profit and Loss Banking 119

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. The company has leased 40 cargo planes and plans to add 10 planes to its roster in the next few years. A Walmart spokesman told CNBC that there are no layoffs planned and Jet’s headquarters will remain in Hoboken, NJ. market share.

eCommerce 40

eCommerce Retail Leverage Marketing 40

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. Some don’t.

Investments 59

Investments Math Risk Management Benchmarking 59

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Ken Rogoff is an esteemed professor of economics at Harvard University. Rogoff has a plan for how to rid the world of the 3,000-year-old artifact that he believes has passed its prime. Welcome to Payments Reality Check.

Currencies 41

Currencies Banking Accounting Budgeting 41

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. Urban, urban planning.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. How far out do you plan it? Barry Ritholtz: Well, thanks For coming in.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. I, I love Econ Talk, which is sort of theoretical economics debate podcast for fun. Learn math, learn history.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

NOVEMBER 21, 2023

So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up. 00:44:49 [Speaker Changed] Correct?

Investments 98

Investments Marketing Startups Accounting 98

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. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. ” One about five years ago, I’m planning a trip to Silicon Valley.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JUNE 6, 2023

I said, yes, I plan to. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. It’s much deeper than math. My podcast where I speak to couples from all over the economic spectrum is “I Will Teach You to Be Rich” and my book is also called “I Will Teach You to Be Rich.”

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. Was finance and investing always part of the plan? So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. Absolutely.

Investments 59

Investments Economics Marketing Benchmarking 59

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. 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.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

SEPTEMBER 10, 2022

KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Here are some of the most interesting things I found. ( The Atlantic ). • One Brain Molecule Decides.

Math 124

Math Finance Economics Investments 124

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.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 8, 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.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

NOVEMBER 29, 2022

And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. JACOB HAROLD: Well, the nine tools are storytelling, community organizing, institutions, behavioral economics, mathematical modeling, markets, design thinking, game theory, and complex system science.

Nonprofit 130

Nonprofit Math Economics Valuation 130

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Planning 130

Planning Education Investments Benchmarking 130

CFO News Room

JANUARY 18, 2023

The League of American Orchestras (LAO) recently released a guide incorporating Equity, Diversity, and Inclusion in artistic planning for orchestras. While many orchestras are advocating for more diverse concerts and inclusive programming, this particular guide puts teeth in the mouth of artistic planning.

Math 130

Math Planning Leadership Budgeting 130

Barry Ritholtz

FEBRUARY 21, 2024

In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion. Barry Ritholtz : We’ve discussed before, any decision or plan we make requires not 1, but 2 judgments. We tend to focus on our plans, the scenario.

Math 59

Math Economics Planning Education 59

Barry Ritholtz

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Economics 59

Economics Education Profit and Loss Banking 59

Barry Ritholtz

NOVEMBER 15, 2022

So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from. It’s how math works. There’s no economic incentive for anybody to change any of that.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there.

Investments 59

Investments Finance Education Marketing 59

Barry Ritholtz

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. Was investing always the career plan?

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Valuation Investments Economics Marketing 64