Wharton Business Radio

Your Money: August 28, 2018

Host Kent Smetters is joined by Ken Robinson (Senior Advisor; Author, “Don’t Make a Budget: Why It’s So Hard to Save Money and What to Do About It”, Practical Financial Planning), Andrew Feldman (CFP and President, AJ Feldman Financial), and Greg McBride (Senior Financial Analyst, Bankrate.com) on the Tuesday, August 28, 2018 edition of Your Money.

Air Date: Tuesday, August 28, 2018 on SiriusXM 132

Hosted By

Greg McBride

Air Time: 5:00 pm
Featuring: Greg McBride

Andrew Feldman

Air Time: 5:30 pm
Featuring: Andrew Feldman

Ken Robinson

Air Time: 6:30 pm
Featuring: Ken Robinson

Featured Guests

Ken Robinson

Senior Advisor; Author, “Don’t Make a Budget: Why It’s So Hard to Save Money and What to Do About It”, Practical Financial Planning

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Ken is the owner of Practical Financial Planning, which he founded in 1996. The author of several books on financial planning, including the groundbreaking “Don’t Make a Budget: Why It’s So Hard to Save Money and What to Do About It”, Ken also wrote, produced, and directed a critically acclaimed video about the economy in recession. He has been quoted in The New York Times as well as Kiplinger’s Personal Finance and Money magazines, and his writing has appeared in Cleveland’s The Plain Dealer and in the journal Science.

Ken also owns Financial Self-Confidence, which provides keynote speeches and seminars on personal finance.

Ken holds the CERTIFIED FINANCIAL PLANNER™ designation, and is a member of The National Association of Personal Financial Advisors (NAPFA), where he serves on the Ethics Committee, and The Alliance of Comprehensive Planners (ACP), where he was elected in 2015 to the organization’s board.

 

Book- https://www.amazon.com/Dont-Make-Budget-Money-About/dp/188109989X
Full Profile

Andrew Feldman

CFP and President, AJ Feldman Financial

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His background in the financial industry began when he was a teenager interning for his family’s specialist and market-making firm on the floor of The Chicago Stock Exchange. During this time he was able to learn about trading and market products. In 1993, he witnessed the first major Exchange Traded Fund (ETF) debut, the SPDR S&P 500 Index Fund (SPY). Although there was not much initial volume and interest in this product, the specialists and market-makers knew this was the beginning of something special. It was not until 1999 when the second major ETF premiered, the Nasdaq 100 (QQQ), that the trading community really embraced these funds. In 2000, this fund was the most actively traded security in the United States.

After graduating from Indiana University with a business certificate from the Kelley School of Business and a degree in Philosophy, Andrew put his knowledge, training and experience to work with Treasury Equity, LLC. As a consultant to Treasury Equity, Andrew assisted in producing marketing materials, SEC filings and patent applications to bring new Currency Exchange Traded Funds to market. This product line currently trades on the NYSE and has assets under management of ~$600 Million as of October 2012. He currently has a patent pending at the US Patent Office for these products.

Full Profile

Greg McBride

Senior Financial Analyst, Bankrate.com

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Greg McBride, CFA, is the senior financial analyst for Bankrate.com, providing analysis and advice on personal finance. He has the unique ability to provide both in-depth commentary and practical advice to consumers.

McBride has appeared on hundreds of national cable and network broadcasts including NBC “Nightly News,” CBS “Evening News,” and ABC’s “World News Tonight.” He is a frequent guest on CNBC, CNN, MSNBC and Fox News.

McBride is also routinely quoted by major print outlets such as the Associated Press, Wall Street Journal, Los Angeles Times, and USA Today, and is a regular radio guest on financial talk shows nationwide. He is also an accomplished public speaker, having recently appeared before audiences at the Federal Reserve Board, Mortgage Bankers Association and Federal Trade Commission.

McBride is a graduate of the University of Florida and has earned the right to use the Chartered Financial Analyst designation.

Full Profile

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