Wharton Business Radio

Your Money: October 30, 2018

Host Kent Smetters is joined by Kim Lankford (Contributing Editor, Kiplinger’s Personal Finance), Rett Dean (Co-Founder, CFP, Riverchase Wealth Management), and Melissa Sotudeh CFP (Wealth Adviser, Halpern Financial, Inc.) on the Tuesday, October 30, 2018 edition of Your Money.

Air Date: Tuesday, October 30, 2018 on SiriusXM 132

Hosted By

Kim Lankford

Air Time: 12:00 am
Featuring: Kim Lankford

Melissa Sotudeh

Air Time: 12:00 am
Featuring: Melissa Sotudeh CFP

Rett Dean

Air Time: 12:00 am
Featuring: Rett Dean

Featured Guests

Kim Lankford

Contributing Editor, Kiplinger’s Personal Finance

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As the “Ask Kim” columnist for Kiplinger’s Personal Finance, Lankford receives hundreds of personal finance questions from readers every month. She is the author of Rescue Your Financial Life (McGraw-Hill, 2003), The Insurance Maze: How You Can Save Money on Insurance — and Still Get the Coverage You Need (Kaplan, 2006), Kiplinger’s Ask Kim for Money Smart Solutions (Kaplan, 2007) and The Kiplinger/BBB Personal Finance Guide for Military Families. She is frequently featured as a financial expert on television and radio, including NBC’s Today Show, CNN, CNBC and National Public Radio.
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Rett Dean

Co-Founder, CFP, Riverchase Wealth Management

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Rett Dean, a CERTIFIED FINANCIAL PLANNER™ professional, is a Co-Founder and Principal of Riverchase Wealth Management in Lewisville, Texas. Rett has spent the last 15 years as a financial planner working with clients to enable them to reach the goals that are most important to them.

Rett earned his Bachelor of Business Administration degree in Finance from Texas A&M University. Rett is also an Enrolled Agent, enabling him to represent clients before the Internal Revenue Service. He is a member of NAPFA, the Financial Planning Association (FPA), and the National Association of Tax Preparers (NATP).

Full Profile

Melissa Sotudeh CFP

Wealth Adviser, Halpern Financial, Inc.

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Melissa Sotudeh, CFP is the Wealth Advisor for Halpern Financial, Inc. Melissa works one on one with clients in the Metro Washington DC area, with offices in Rockville, MD and Ashburn, VA. Melissa helps clients determine short and long term goals, as she applies her knowledge and expertise to develop retirement, investment, tax management and estate planning strategies. Melissa is a member of the firm’s Investment Research Team and specializes in holistic financial advice to high net worth individuals and families.

Melissa joined Halpern Financial, Inc. as Wealth Adviser in 2013. She has spent the last several years focused on understanding the challenges individuals and their families face when it comes to planning for the future.

Melissa is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor of Arts degree in Economics from the University of Texas at Austin and a Master of Business Administration degree from the Thunderbird School of Global Management in Phoenix, Arizona. She lives in Bethesda with her husband and children.
Full Profile

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