Wharton Business Radio

Your Money: November 13, 2018

Host Kent Smetters is joined by Laura Adams (Personal Finance Author, Laura D. Adams), Ara Oghoorian CFA, CFP, CPA (President & Founder, ACap Asset Management), and Patrick Cote (Founding Partner, AssetGrade) on the Tuesday, November 13, 2018 edition of Your Money.

Air Date: Tuesday, November 13, 2018 on SiriusXM 132

Hosted By

Pat Cote

Air Time: 5:30 pm
Featuring: Patrick Cote

Ara Oghoorian

Air Time: 6:30 pm
Featuring: Ara Oghoorian CFA, CFP, CPA

Laura Adams

Air Time: 5:00 pm
Featuring: Laura Adams

Featured Guests

Laura Adams

Personal Finance Author, Laura D. Adams

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Laura Adams is a personal finance expert and author of multiple books, e-books, audiobooks, and online classes, including Money Girl’s Smart Moves to Grow Rich. It won the prestigious 2011 Excellence in Financial Literacy Education (EIFLE) Award from the Institute for Financial Literacy. Her newest title, Debt-Free Blueprint: How to Get Out of Debt and Build a Financial Life You Love, is an Amazon #1 New Release.

Since 2008, Laura has been the creator and host of the popular Money Girl podcast, a top-rated, weekly audio show produced by Macmillan’s Quick and Dirty Tips podcast network. On the podcast and Money Girl blog, she covers a wide range of topics, including business, credit, debt, insurance, money management, real estate, retirement, taxes, saving money, and living a rich life.

Laura is a frequent source for the national media and has been featured on most major news outlets including NBC, CBS, ABC FOX, Bloomberg, NPR, The New York Times, The Wall Street Journal, The Washington Post, Money, Time, Kiplinger’s, USA Today, U.S News, Huffington Post, Marketplace, Forbes, Fortune, Consumer Reports, MSN, and many other radio, print, and online publications.

Millions of readers and listeners benefit from her practical financial advice. Her mission is to empower consumers to live richer lives through her podcasting, speaking, spokesperson, teaching, and advocacy work.

Laura received an undergraduate degree from The University of the South and an MBA from the University of Florida. She lives in Austin, Texas with her husband.

Books – https://LauraDAdams.com/books
Full Profile

Ara Oghoorian CFA, CFP, CPA

President & Founder, ACap Asset Management

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Ara founded ACap Asset Management in 2009 and has over 26 years of experience in the financial services industry. He began his career at Wells Fargo Bank in Huntington Beach when he was only 18 years old. During his nine years at the Federal Reserve Bank of San Francisco, Ara traveled extensively examining domestic and foreign banks as well as bank holding companies. In his two years contracting with the U.S. Department of the Treasury as an advisor to the Ministry of Finance and Economy in the Republic of Armenia, Ara simultaneously conducted work in the Republic of Georgia and the Republic of Latvia creating audit systems and procedures. It has always been his dream to start a business, so after a time at a Washington DC area wealth management firm, Ara moved back to Los Angeles to start ACap Asset Management, now considered a premier wealth management and accountancy firm.

Twitter – @acapam
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Patrick Cote

Founding Partner, AssetGrade

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Prior to launching AssetGrade in 2013, Pat held a number of executive roles at Fidelity Investments, including running operations for communications and investment reviews for more than 13,000 clients with retirement plan assets totaling more than $600 billion. Pat also ran strategy and acquisitions for OneShield, a KKR-backed insurance software and services provider. He is a former strategy consultant from Bain & Company in London and Boston. Pat is a Chartered Financial Analyst® and earned his MBA from the Wharton School of the University of Pennsylvania and his undergraduate degree from McGill University.
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