Wharton Business Radio

Your Money: October 2, 2018

Host Kent Smetters is joined by Christian Koch (Presiden/Owner, KAM South), Ann Gugle (Principal, Alpha Financial Advisors, LLC), and Dawn Graham (Director of Career Management; Personal Career Coach; Host of “Career Talk” on Wharton Business Radio, Wharton Executive MBA) on the Tuesday, October 2, 2018 edition of Your Money.

Air Date: Tuesday, October 2, 2018 on SiriusXM 132

Hosted By

Dr. Dawn Graham

Air Time: 5:00 pm
Featuring: Dawn Graham

Christian Koch

Air Time: 5:30 pm
Featuring: Christian Koch

Ann Gugle

Air Time: 6:30 pm
Featuring: Ann Gugle

Featured Guests

Christian Koch

Presiden/Owner, KAM South

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Best-Selling Author, Christian Koch, is the President and Owner of KAM South, a Fee-Only wealth management firm in Atlanta Georgia. He is recognized as one of the top thought-leaders and private wealth experts in the money management industry. He has co-authored the book, Get in the Game, which describes his unique four step investment process and five principles that can help individuals in the journey to be successful long-term investors.

Christian has a unique investment process and a retirement planning system that has served clients for years: develop the vision, build the optimal portfolio, focus on distribution strategies and then evaluate wealth and estate transfer planning. He says asset location is extremely critical to maximizing efficiencies, especially during a slow-growth economy, and minimizing taxes are a significant component of success.

Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner ™ professional, Certified Divorce Financial Analyst ™ and Certified Private Wealth Advisor ®, and Retirement Income Certified Professional ® designation, placing him in a select group of financial professionals.

In 2013, 2014 and 2015, Christian’s credentials and work was rigorously examined after which he was honored with a coveted Five Star Wealth Manager Award.
Full Profile

Ann Gugle

Principal, Alpha Financial Advisors, LLC

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Ann Gugle is Principal and CEO at Alpha Financial Advisors in Charlotte, NC. As a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA), Ann is uniquely qualified to understand complex issues surrounding effective financial, estate and tax planning. She enjoys designing and implementing comprehensive strategic financial plans that provide clarity for her clients’ financial future. It is paramount that the plans align with their values and goals. Ann helps clients translate those goals into a workable, realistic, and custom-tailored financial plan that are designed to optimize wealth. Ann’s commitment to excellence, integrity, and strong client relationships enables her to add value and give clients the confidence to know their finances are right on track.

After earning degrees in Accounting and Japanese at Villanova University, Ann began her career in New York City at Deloitte & Touche and then transferred to Tokyo where she specialized in financial services. She went on to serve as Asia regional controller for Bear Stearns based out of Tokyo. This international experience sparked her interest in helping expatriate clients navigate complex tax and financial issues that their unique situations present.

Ann is a member of the AICPA and has earned the Personal Financial Specialist designation. She is also member of the North Carolina Association of CPAs and the National Association of Personal Financial Advisors (NAPFA). She currently serves as the Chair of the NAPFA South Region Board. Ann has been recognized with the FIVE STAR Wealth Manager award from Charlotte Magazine and is frequently quoted in national news publications.
Full Profile

Dawn Graham

Director of Career Management; Personal Career Coach; Host of “Career Talk” on Wharton Business Radio, Wharton Executive MBA

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Dr. Dawn Graham is one of the country’s leading career coaches, with two decades of corporate experience in recruiting, executive coaching, talent management, leadership assessment, teaching, and business transformation. As Career Director for The Wharton School’s Executive MBA program, Dawn works with a population of hard driving business executives, most of whom are changing careers at the prime of their professional lives while vying for some of the world’s most competitive jobs. Dawn also host Sirius XM Radio’s popular weekly call-in talk show “Career Talk,” offering advice on career transitions to a diverse population of North America.

A contributing writer for Forbes.com, Dawn’s first book “Switchers: How Smart Professionals Change Careers and Seize Success” was a #1 new release and shares a practical roadmap with fresh strategies based on her background as a recruiter and psychologist for how job seekers can get into the mind of the hirer and successfully land a career switch. A licensed psychologist, Dawn holds a doctorate in counseling psychology from the University of Denver, a master’s degree in applied behavioral science from the Johns Hopkins University, and a bachelors’ degree in psychology from Seton Hall University. She is on the Board of Directors for the MBA Career Services for Working Professionals, an alliance of the top 30 global MBA programs. She also has an appointment with the Wharton Management Department.

Twitter & Instagram – @DrDawnGraham

Book – https://www.amazon.com/Switchers-Professionals-Change-Careers-Success/dp/0814439632/ref=sr_1_1?ie=UTF8&qid=1517546138
Full Profile

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