Wharton Business Radio

Your Money: September 4, 2018

Host Kent Smetters is joined by Steven Vernon (President; Research Scholar, Rest-of-Life Communications; Stanford Center on Longevity), Jon Luskin (Financial Planner, Define Financial), and Steve Medland (Co-Founder, CFP, TABR Capital Management, LLC) on the Tuesday, September 4, 2018 edition of Your Money.

Air Date: Tuesday, September 4, 2018 on SiriusXM 132

Hosted By

Steve Vernon

Air Time: 5:00 pm
Featuring: Steven Vernon

Jon Luskin

Air Time: 5:30 pm
Featuring: Jon Luskin

Steve Medland

Air Time: 6:30 pm
Featuring: Steve Medland

Featured Guests

Steven Vernon

President; Research Scholar, Rest-of-Life Communications; Stanford Center on Longevity

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Steve is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. In both roles, he is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve retired as a Vice President from Watson Wyatt in 2006, after a 25-year career, and consulted to Mercer from 2010 to 2012. He currently serves as a member of the Institutional Retirement Income Council (IRIC). He is a Fellow in the Society of Actuaries, and a Member of the American Academy of Actuaries. He graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science.

Twitter – @SteveVernon1
Full Profile

Jon Luskin

Financial Planner, Define Financial

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Jon Luskin is a CERTIFIED FINANCIAL PLANNER™ (CFP®). For his master’s thesis on investment management, Jon showed how university endowments can generate more wealth (and take on less risk) by adopting low-cost investment strategies. Jon is also an active member of the San Diego chapter of the Financial Planning Association’s NexGen group, a venue for younger financial planning professionals to share best practices. Jon’s original research on investing has been published in the academic peer-reviewed Journal of Financial Planning.

When not practicing financial planning, Jon can be found teaching safe cycling skills to the youth of San Diego, or volunteering with San Diego’s canine rescue organizations. Jon also enjoys homebrewing, bbq’ing, cycling, hiking and camping. You can read Jon’s beer blog at JonBrewsBeer.com, and his financial planning blog for Deloitte employees at uncleDmoney.com.
Full Profile

Steve Medland

Co-Founder, CFP, TABR Capital Management, LLC

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Steve Medland is a CFP and co-founder of TABR Capital Management. His Fee-Only financial planning firm is based in Orange County, California and serves Millionaire Next Door type clients with their investment management and comprehensive financial planning needs. Steve is also a former navy submarine officer who made the transition into finance 15 years ago. He holds an MBA from the Wharton School and has been quoted in the Wall Street Journal and Bloomberg Businessweek, among other major publications.
Full Profile

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