Who is Dennis A. Wall? Dennis is the author of A Free Future: A Guide to Financial Independence for Students. He began his career at Goldman Sachs, where for over fourteen years he held positions in controllers, credit risk management, and private wealth management. He educated people from all socioeconomic levels about the financial benefits their employers provided them such as 401(Ks) and IRAs. In 2015, he co-founded Finance Requires Effective Education (FREE), an nonprofit organization that aims to redistribute wealth to historically excluded audiences. Currently, Dennis lives in Beacon, NY, with his cat Rory and is an avid reader and tennis player.
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Every working parent out there needs to listen to this message from Thasunda Brown Duckett, and really hear it. “Work-life balance” is the wrong formula. “Live your life like a diversified portfolio, with everything you care about in the portfolio.” That makes much more sense to me, and it’s workable. The beauty of it is, you can reallocate over time, and you can even add or subtract items from the portfolio. Wish I had heard this message years ago! #womenleaders #womeninbusiness #leadership
“If you live your life like a diversified portfolio, you will know that you do not give 100% to one thing.” https://lnkd.in/eAF_rkJY Speaking at the?Texas Christian University Neeley School of Business last year, TIAA CEO Thasunda Brown Duckett said instead of simultaneously trying to devote 100% of herself to motherhood and 100% to being the boss of a $45-billion-a-year financial firm, she tries to think of the time she has like a diversified portfolio. “If you live your life like a diversified portfolio, just like with your money, over time you will outperform,” she explained. Read more here: https://lnkd.in/eAF_rkJY
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Great message from Thasunda Brown Duckett: Live your life like a diversified portfolio, being conscious that everything in your portfolio is something that matters to you. Overtime you will outperform this thing called life. #diversifiedportfolio #worklifebalanceisalie #consciousinvesting #bethebestyou
“If you live your life like a diversified portfolio, you will know that you do not give 100% to one thing.” https://lnkd.in/eAF_rkJY Speaking at the?Texas Christian University Neeley School of Business last year, TIAA CEO Thasunda Brown Duckett said instead of simultaneously trying to devote 100% of herself to motherhood and 100% to being the boss of a $45-billion-a-year financial firm, she tries to think of the time she has like a diversified portfolio. “If you live your life like a diversified portfolio, just like with your money, over time you will outperform,” she explained. Read more here: https://lnkd.in/eAF_rkJY
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“If you live your life like a diversified portfolio, you will know that you do not give 100% to one thing.” https://lnkd.in/eAF_rkJY Speaking at the?Texas Christian University Neeley School of Business last year, TIAA CEO Thasunda Brown Duckett said instead of simultaneously trying to devote 100% of herself to motherhood and 100% to being the boss of a $45-billion-a-year financial firm, she tries to think of the time she has like a diversified portfolio. “If you live your life like a diversified portfolio, just like with your money, over time you will outperform,” she explained. Read more here: https://lnkd.in/eAF_rkJY
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As a parent, guardian or role model, it’s intimidating to find ways to educate children about money. UBS Athletes and Entertainers Consultant, Rachel Gottlieb, CFP?,CDFA?, used her own experiences as a mom to create a children’s book that simplifies and introduces budgeting at a young age. Many think about the legacy they want to leave their kids, but not about preparing them for what happens when they come into that generational wealth. Thank you Rachel for keeping financial education at the forefront and finding creative ways to financially prepare the next generation.?? Check out Rachel’s interview with Asset TV below to learn more about her motivation around her book, Zac’s Dollar Dilemma and tips on how to start teaching kids about money! ? #ShareUBS #LetsTalkLegacy #FinancialEducation?
Rachel Gottlieb, CFP?,CDFA?, with UBS Private Wealth Management shares what inspired her to write Zac's Dollar Dilemma, why #FinancialLiteracy for the next generation is so important, and ways that parents can help educate their kids ?? https://lnkd.in/eRiNN7CG
Tips for Teaching Kids about Money with UBS
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We know how much effort you’ve put into building your wealth—the late nights, the hustle, and the strategic savings. Your dedication deserves to be rewarded. At Blackhawk Capital Partners, we’re here to give you back your time. Let us help you grow and protect your personal economy, so you can focus on what matters most. #PersonalEconomy #WealthManagement
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We know how much effort you’ve put into building your wealth—the late nights, the hustle, and the strategic savings. Your dedication deserves to be rewarded. At Blackhawk Capital Partners, we’re here to give you back your time. Let us help you grow and protect your personal economy, so you can focus on what matters most. #PersonalEconomy #WealthManagement
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?? from @fortunemag “If you live your life like a diversified portfolio, you will know that you do not give 100% to one thing.” Speaking at the TCU Neeley School of Business last year, TIAA CEO Thasunda Brown Duckett said instead of simultaneously trying to devote 100% of herself to motherhood and 100% to being the boss of a $45-billion-a-year financial firm, she tries to think of the time she has like a diversified portfolio. “If you live your life like a diversified portfolio, just like with your money, over time you will outperform,” she explained.
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We know how much effort you’ve put into building your wealth—the late nights, the hustle, and the strategic savings. Your dedication deserves to be rewarded. At Blackhawk Capital Partners, we’re here to give you back your time. Let us help you grow and protect your personal economy, so you can focus on what matters most. #PersonalEconomy #WealthManagement
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We know how much effort you’ve put into building your wealth—the late nights, the hustle, and the strategic savings. Your dedication deserves to be rewarded. At Blackhawk Capital Partners, we’re here to give you back your time. Let us help you grow and protect your personal economy, so you can focus on what matters most. #PersonalEconomy #WealthManagement
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It's never too early to seek financial advice, even if you’re unfamiliar with investing and other financial topics or don’t know if you have enough money. TIAA Wealth Management Advisor Rasheed Defense highlights the benefits of working with the right advisor—someone you feel comfortable with—as early in your career as possible. Learn more about how to make your financial journey easier. https://lnkd.in/eEbwFz-W #FinancialPlanning #WealthManagement
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