Recent Guests

Joel Isaacson
Joel Isaacson

Founder and CEO
Joel Isaacson & Co.
http://www.joelisaacson.com

Joel Isaacson & Co., LLC a nationally known financial and tax planning firm based in New York, provides total financial services for its clients. The firm is dedicated to assisting clients in managing risk and investments, improving cash flow, reducing or deferring income taxes, and preserving capital through estate and retirement planning. The firm provides the highest level of tax compliance for individuals and business owners.

Joel Scott Isaacson, who heads the firm, was educated at Lehigh University and Golden Gate University (San Francisco), and holds a B.S. degree in Accounting and an M.B.A. in Financial Planning.

Mr. Isaacson is the former Chairman, as well as the former President, of the New York Chapter of the International Association for Financial Planning; a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; an active member of the American Institute of Certified Public Accountants, Est(Show Full Bio)ate Planning Council, and the National Association of Personal Financial Advisors.

Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by Worth Magazine. He has also been named, seven times in a row, as one of the “Top Financial Advisors” to the medical profession.

A teacher as well as a practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York.

Episodes: 9/19/2017 @5:00 PM, 12/16/2014 @5:00 PM


James Daniello
James Daniello

Senior Director
TIAA
http://TIAA.org

James Daniello is a Senior Director at TIAA, where he leads a team of financial planning specialists within the firm’s Integrated Solutions Group, supporting comprehensive financial planning initiatives throughout the Northeast, Mid- Atlantic, and Midwest. He and his team operate as TIAA’s foremost subject matter experts in Managed Accounts, Life Insurance, Annuities, Long-Term Care, Banking, and Donor-Advised Funds.

James is a graduate of Villanova University and has over 19 years of experience in the financial services industry. He has carried the CERTIFIED FINANCIAL PLANNERTM designation for 11-years. James holds FINRA Series 7, 66 and 24 registrations and is licensed in life insurance across all 50 states and Washington DC.

Prior to his leadership role at TIAA, James worked alongside Wealth Management Advisors as a specialist in Life Insurance. Before joining TIAA, James represented various financial services firms and advised fee-only and independent financial planne(Show Full Bio)rs on the allocation of no load mutual funds, managed accounts, ETFs, and annuities within financial portfolios.
James believes the financial services industry must continue to expand the definition of risk beyond the complexities of just financial and capital market risks. He believes that it is the peripheral risks, such as Behavioral Risk, Legacy Risk, Incapacity Risk, and Longevity Risk that all pose a far greater threat to a client’s goals.

James is an advocate for a risk management approach that combines risk reduction, risk transfer, and risk control by employing mutually dependent, yet vastly different, solutions and services to protect client outcomes.

Episode: 9/19/2017 @5:00 PM


Robert Finley
Robert Finley

Principal
Virtue Asset Management
http://virtueassetmanagement.com

Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager in Chicago. Robert has been featured in Barron's, MarketWatch, NerdWallet and Fund Intelligence. Paladin's Registry service has vetted, rated, and documented the quality of financial advisors since 2003. He received Paladin’s 5 Star (highest) quality rating in May, 2017.

Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and mov(Show Full Bio)ed to TIAA-CREF's Trust department as a Senior Portfolio Manager.

He launched Virtue Asset Management, a fee-only independent asset management company that acts as a fiduciary, in 2016. Virtue Asset Management is a multi-family office that focuses on high net worth families. As a fee-only financial advisor the family office provides conflict free investment and financial planning advice. Virtue Asset Management has offices in Barrington and Chicago, Illinois.

In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). He lives in Barrington, Illinois with his wife and two children.

Episode: 9/19/2017 @5:00 PM


Don Nicholson
Don Nicholson

CFP, AAMS, Senior Financial Advisor
Donald W. Nicholson & Associates
http://www.nicholson-associates.com/

Donald W. Nicholson, Jr. has been a financial advisor since 1994 serving the financial needs of individuals and small businesses. Don received a BSBA in Finance from West Virginia University and is a Certified Financial Planner and an Accredited Asset Management Specialist. He is the Past President of the Next Generation of the Delaware Community Foundation and currently on the Board of Directors of the Delaware Community Foundation.

Don is the former Goverment Relations Director for the Philadelphia Tri-State Chapter of the Financial Planning Association and Development Chairman for the Next Generation of the Delaware Community Foundation. He is a member of the West Virginia Alumni Association.

Formerly the voice of radio for WDEL 1150 AM ‘Business Report’, Don Jr. is also frequently requested to provide financial commentary and expert insight. He has been quoted in various publications including the New York Times, The Wall Street Journal, USA Today, the Delaware News (Show Full Bio)Journal, Kiplinger’s, Fortune, Consumers Digest, Investment News and others.

Episodes: 9/12/2017 @5:30 PM, 12/8/2015 @5:00 PM, 4/7/2015 @6:30 PM


Jason Kirsch
Jason Kirsch

Founder; Certified Financial Planner
Grow
http://www.GrowPlanning.com

Jason Kirsch is a CERTIFIED FINANCIAL PLANNER™ and founder of Grow, a fee-only financial planning firm dedicated to helping Millennials build wealth and a life they're proud of.

Jason has been featured in top financial publications such as Forbes, Investor’s Business Daily, CBS News, Investopedia and Financial Advisor Magazine, and recently published an investment book called The Millennial Advantage: How Millennials Can (And Must) Be the Next Great Generation of Investors.

Jason launched Grow to educate his generation on today's economic realities and provide them with actionable solutions to improve their life. He believes his client's life and finances are intertwined, so he takes a more holistic approach, helping them work on all of the their investments, even the one in themselves.

Twitter - @growplanning

Episode: 9/12/2017 @6:30 PM


Trent Porter
Trent Porter

CPA, CFP
Priority Financial Partners
http://priorityfp.com

Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures.
He also holds a master’s degree in accounting from Colorado State University and is a graduate of Florida State University’s financial planning program.

From regular features in the Wall Street Journal to appearances on NPR's morning edition, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

Twitter - @priorityfp

Episode: 9/12/2017 @5:00 PM


David Hultstrom
David Hultstrom

President and Chief Investment Officer
Financial Architects, LLC
http://www.financialadvicenetwork.com/David-Hultstrom

David Hultstrom is president of Financial Architects, a registered investment advisory firm located in Woodstock, GA. He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals. He has taught at several universities and is currently an instructor in the Certified Financial Planning program at Emory University.
In addition, he has been quoted in numerous newspapers and journals, inc(Show Full Bio)luding the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

Episodes: 9/5/2017 @6:15 PM, 6/27/2017 @6:30 PM, 8/18/2015 @5:00 PM


Dave O'Brien
Dave O'Brien

Co-Founder, Principal
Evolution Advisors
http://evoadvisers.com/david-j-obrien/

Dave is a CERTIFIED FINANCIAL PLANNER TM practitioner (CFP®) and received a BA and MBA from the University of Richmond, a Certificate in Financial Planning from Virginia Commonwealth University.

Dave is often quoted in The New York Times, Bloomberg, InvestmentNews, MintLife and other publications regarding financial planning and is a frequent speaker at industry conferences. He actively participates in the Financial Planning Coalition’s efforts to protect the public through client-centered accountability and transparency.

Dave is a member of the NAPFA National Board, chairs the NAPFA Public Policy committee and a member of the Financial Planning Coalition. He has served on the NAPFA Compensation committee and the NAPFA South Region Board. He recently served on the CFP Board compensation task force and CFP Board professional standards task force and is a former president and chairman of the Central Virginia chapter of the Financial Planning Association.

In 2016, D(Show Full Bio)ave co-founded Evolution Advisers – a continuation of O’Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm he started in 2006 after 18 successful years at General Electric. While at GE, Dave developed expertise in business and financial management, and was called on to provide business leadership and consulting on a global basis. This experience at one of the world’s best run businesses provided him with a depth of understanding how to deliver successful results. His focus is to bring that experience to bear in helping people succeed in meeting their own financial goals.

Episodes: 9/5/2017 @5:30 PM, 6/27/2017 @5:30 PM, 4/12/2016 @5:00 PM


Dr. Orly Avitzur
Dr. Orly Avitzur

Medical Director
Consumer Reports
http://www.dravitzur.com/

Orly Avitzur, M.D., M.B.A., is Medical Director of Consumer Reports where she works with the Consumer Reports Health Ratings Center on physician and hospital quality measurement, and on public health and safety issues. She is also serves as medical editor and writes the Proactive Patient column for Consumer Reports on Health.

A board-certified neurologist, Dr. Avitzur practices neurology in Tarrytown, N.Y. and is a medical consultant for the New York Rangers. She received a B.A. at Johns Hopkins University and attended medical school at Penn State University. Dr. Avitzur did her neurology residency at Yale-New Haven Hospital, and maintains a clinical faculty appointment there as well as at New York Medical College.

Over the years, Dr. Avitzur has become increasingly concerned about rising medical costs and the difficulties consumers face in attaining quality healthcare. In 1999, she completed the Executive MBA program at the University of Connecticut in order to gain a b(Show Full Bio)etter understanding of the business of health care delivery. She chairs the Medical Economics and Management Committee at the American Academy of Neurology and is a member of its board of directors.

Episodes: 9/5/2017 @5:00 PM, 6/27/2017 @5:00 PM


Michael Kay
Michael Kay

Founder and President
Financial Life Focus, LLC
http://financial-lifefocus.com/

Michael Kay, CPA, CFP®, President Financial Life Focus in Livingston, NJ, has worked as an executive in the financial industry since 1976. Michael teaches in the CFP® program in Taxation at New York University, also teaches at Fairleigh Dickinson University's Madison, NJ, campus, and is an expert in the areas of financial and tax planning, personal investment strategy and wealth management. Michael has attended the Financial Life Planning training at Money Quotient as well as the Kinder Institutes’ “Seven Stages of Money Maturity,” and employs the skills and concepts of Financial Life Planning with his clients.
Michael is also the author of "The Business of Life: An 'Inside-Out' Approach to Building a More Successful Financial Planning Practice," published in November, 2010. Written for financial advisors, it provides a step-by-step guide for those who want to shift the way they manage their practice and integrate life planning into their work with clients.

Episodes: 8/29/2017 @5:30 PM, 6/6/2017 @5:30 PM, 7/26/2016 @5:00 PM, 5/3/2016 @5:00 PM


Eric Mancini
Eric Mancini

Director of Investment Research and Wealth Advisor
Traphagen Financial Group
http://www.tfgllc.com/about/team/wealth-management/eric-mancini-cfp

Eric D. Mancini is a Certified Financial Planner (CFP®) and the director of investment research at Traphagen in Oradell, NJ. Eric graduated Penn State University with a BS in Economics and a focus in finance. He specializes in portfolio management, investment analysis, and personal financial planning. He also works with clients on insurance planning, tax planning, and personal income tax preparation. Eric has obtained the Certified Financial Planner (CFP®) designation, the NASD (National Association of Securities Dealers) Series 65 license, the NJ Life and Health Insurance license, and is currently pursuing his CFA® (Chartered Financial Analyst) designation.

Prior to joining TFG, Eric worked as a wealth manager specializing in comprehensive financial planning and portfolio management for high net worth individuals at Brinton Eaton Wealth Advisors. Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate planning, (Show Full Bio)retirement planning, annuity analysis, and retiree portfolio management.

He is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. He is an active member of the 'NAPFA Speakers Bureau' where he both creates the content/presentations for approved speakers and gives educational presentations to the public. NAPFA is an organization dedicated to fee only financial advice and championing the fiduciary standard for all advisors.

Eric also works with the armed forces helping deliver quality financial advice and education to active members of the armed forces and veterans recently returning home. Eric is a huge Penn State and professional football fan, and enjoys golf, traveling, and tennis.

Episodes: 8/29/2017 @6:15 PM, 6/6/2017 @6:30 PM, 5/10/2016 @5:00 PM, 5/5/2015 @5:00 PM


Susannah Snider
Susannah Snider

Personal Finance Editor
US News & World Report
http://www.susannahsnider.com/

Susannah Snider is the Personal Finance Editor at U.S. News. She previously covered paying for college and graduate school. Prior to coming to U.S. News, she was a Staff Writer for Kiplinger. She received her master’s degree in journalism from the University of Southern California.

Twitter - @SusSnider
US News - http://www.usnews.com/topics/author/susannah-snider

Episodes: 8/29/2017 @5:00 PM, 6/6/2017 @5:00 PM, 12/13/2016 @5:00 PM, 9/27/2016 @5:00 PM


Paul Hynes
Paul Hynes

CFP, President and CEO
HearthStone

For his entire life, Paul has never been satisfied with “good enough.” It’s an affliction that keeps him on a constant search for “better” with the intention to only settle for “best.” This is why, after 22 years at a large Wall Street investment firm, Paul left to form HearthStone | Private Wealth Management in 2006. He’s never looked back.

HearthStone | Private Wealth Management is an integrated investment advisory and financial planning firm in San Diego, CA.

Paul graduated from the University of Virginia with a BA in psychology. He has also completed the professional education program for the Certified Financial Planner requirements at the College for Financial Planning.

Paul and his wife of 33 years, Joan, have two grown children and live in Carmel Valley community of San Diego.

Paul has a passion for educating and empowering people to make informed decisions in all aspects of life, not just financial ones. Together with several other committed prof(Show Full Bio)essionals, he has formed an alliance to end financial elder abuse. The group believes that no human being in San Diego County should ever have to suffer from financial elder abuse again.

Episodes: 8/22/2017 @5:30 PM, 3/28/2017 @6:30 PM, 8/30/2016 @6:30 PM, 9/1/2015 @5:00 PM, 2/24/2015 @5:00 PM


Katie Brewer CFP
Katie Brewer CFP

President
Your Richest Life
http://yourrichestlifeplanning.com/about/

Katie Brewer, CFP® started Your Richest Life (in Dallas, TX) because she believes that every professional should have access to a financial coach. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them.
Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.
Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.

Episodes: 8/22/2017 @6:30 PM, 5/31/2016 @5:00 PM, 12/1/2015 @5:00 PM


Young Boozer
Young Boozer

State Treasurer of Alabama; Chair of the College Savings Plan Network
State of Alabama
http://treasury.alabama.gov/

Young Boozer is the 39th State Treasurer of Alabama. He was elected to his first four-year term on November 2, 2010 and was unopposed and reelected for a second term on November 4, 2014. As State Treasurer, Boozer is responsible for the cash management duties of receiving, depositing and investing all state funds, bond management, unclaimed property, two college savings programs and management of the state’s collateral pool for public funds deposits.

Boozer also serves on various state-related boards including Alabama’s Teacher Retirement System and Employee Retirement System – Judicial Retirement Fund Boards, the State Board of Adjustment, the Alabama Housing Finance Authority, the Community Service Grants Executive Commission, the Industrial Access Road and Bridge Corporation Board and the 457 Advisory Board.

Boozer is a member of the National Association of State Treasurers (NAST) where he serves on the NAST Banking Committee. He is also a member of the College Savings(Show Full Bio) Plans Network’s (CSPN) Executive Board and serves as its Chair. CSPN is an affiliate of the National Association of State Treasurers that works to promote and enhance 529 Plans. The CSPN Executive Board is comprised of state officials elected by their peers to serve as the leadership team for CSPN.

College Savings Plan Network - www.collegesavings.org/

Episode: 8/22/2017 @5:00 PM


Andrew Feldman
Andrew Feldman

CFP and President
AJ Feldman Financial

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 assiste(Show Full Bio)d 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.

Episodes: 8/15/2017 @6:30 PM, 1/3/2017 @5:00 PM, 5/3/2016 @5:00 PM, 5/12/2015 @6:30 PM


Kim Lankford
Kim Lankford

Contributing Editor
Kiplinger's Personal Finance
http://www.kiplinger.com/fronts/archive/bios/index.html?bylineID=10

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.

Episode: 8/15/2017 @5:00 PM


Linda Rogers
Linda Rogers

Founder
Planning Within Reach
http://planningwithinreach.com/

Linda Rogers is the founder of Planning Within Reach, LLC. PWR is a virtual planning firm (their planners are physically located in San Diego, Ca & Memphis, TN). Linda started Planning Within Reach to provide practical financial advice to working professionals and families with children. She noticed that older folks seek professional guidance on how to best manage their money. However, new parents and young families often navigate important financial decisions on their own.

She’s a CERTIFIED FINANCIAL PLANNERTM Professional. She earned her Master’s Degree in Financial and Tax Planning at San Diego State University and her Bachelor’s Degree in Economics at Villanova University. She has over 11 years’ experience in the financial services industry.

Episode: 8/15/2017 @5:30 PM


Bob Rall
Bob Rall

Principal
Rall Capital Management

Bob has been working in the financial services industry for over 20 years. He began his career in the industry with Prudential Insurance and gained valuable knowledge about the different types of insurance products available to the consumer market. While at Prudential, he was introduced to the investment side of the financial services industry and quickly realized that this is where his passion lies.

In 1994, Bob became a part of the Dean Witter office in Cocoa Beach. He spent the next 6 years in the brokerage world, gaining vast experience helping clients develop and manage their investment portfolios. In 1998 he completed the educational and experience components necessary to earn the Certified Financial PlannerTM designation. With a love for the relationships with his clients and for the financial markets, but a disdain for the culture and compensation structure of Wall Street, he joined an independent, fee-only firm in 2000.

Working for CPA Wealth Management Ser(Show Full Bio)vices for the next four years, he managed client portfolios and worked with them to develop long-term comprehensive financial plans. With a desire to be even more independent, Bob started Rall Capital Management in September of 2004. Over the years, he has developed a process to provide a complete Wealth Management Experience for his clients.

Bob graduated cum laude from Ohio University in Athens, Ohio with a Bachelor’s of Science degree in Communications. Having grown up in Columbus, he is an ardent fan of The Ohio State Buckeyes.

Episodes: 8/8/2017 @5:30 PM, 4/14/2015 @5:00 PM


David Wirth
David Wirth

CFP
Savant Capital Management

David is a financial advisor at Savant Capital Management in McLean, VA. He has been in the financial services industry since 1997 and is responsible for managing all aspects of the financial planning and investment process for clients. His work focuses on meeting with clients, advisors, portfolio managers, and Savant’s team of planners to determine and coordinate effective financial planning, investment, tax, and legacy strategies.
Discussing clients’ most desired and important life goals are a core part of the process where each client’s unique needs are focused on in order to create peace of mind.
Prior to joining Savant, he worked for two large investment firms as a Financial Advisor, Planner, and as the National Lead for Advisory Services across a network of investor centers.
He has been a regular speaker at universities and at financial planning and trust conferences throughout his career, often focusing on the topic of behavioral finance. He has previously served on the(Show Full Bio) board of directors for the Tampa Bay Financial Planning Association and has been involved in serving his community as both with his sons in the Boys Scouts and with various Pediatric Cancer Organizations.

Episodes: 8/8/2017 @6:30 PM, 1/5/2016 @5:00 PM


Jean Chatzky
Jean Chatzky

Financial Editor for the "Today Show"; Host of HerMoney Podcast; Co-Author of "AgeProof: Living Longer Without Running Out of Money or Breaking a Hip"
NBC
https://www.jeanchatzky.com/

Jean Chatzky, the financial editor for NBC’s TODAY show, is an award-winning personal finance journalist, AARP’s personal finance ambassador and host of the podcast HerMoney with Jean Chatzky on iTunes. Jean is also a best-selling author. Her newest book, AgeProof: Living Longer Without Running Out of Money or Breaking a Hip, which she wrote with Dr. Michael Roizen, is a New York Times bestseller. In 2015, Jean teamed up with Time for Kids and The PwC Charitable Foundation to launch Your $, a financial literacy magazine reaching two million schoolchildren each month. She lives with her family in Westchester County, New York.

Twitter - @JeanChatzky
Book - https://www.amazon.com/dp/B01HZFB65A/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
Podcast - https://itunes.apple.com/us/podcast/hermoney-with-jean-chatzky/id1098802558

Episode: 8/8/2017 @5:00 PM


Scott Witt
Scott Witt

Founder
Witt Actuarial Services and Fee-Only Insurance Advisor

Scott Witt believes there are few places consumers can turn to for unbiased advice in today's commission-dominated life insurance industry. With that conviction, Scott left the security of an advancing career at Northwestern Mutual in 2004 to work for one of the country's first fee-only insurance advisory firms. Early in 2007, he founded Witt Actuarial Services.

As a fee-only insurance advisor, Scott receives no commissions or incentives. He receives no form of compensation other than the hourly fees paid by his clients. As an actuary, he is an objective insurance expert and serves in a true fiduciary capacity for his clients, providing independent, unbiased advice, while also typically saving his clients a large multiple of their advisory fees.

Scott is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and is a Financial Services Affiliate member of the National Association of Personal Financial Advisors, the leading membership organiza(Show Full Bio)tion for fee-only financial advisors.

He is a frequent speaker and serves as an expert witness in insurance litigation. Before founding Witt Actuarial Services, Scott was a fee-only insurance and actuarial advisor for the nationally recognized firm of Katt & Company. He started his career at Northwestern Mutual in Milwaukee, Wisconsin, where he worked in various actuarial roles for more than ten years. Areas of expertise and responsibility included life insurance pricing, risk management, valuation, mortality studies, and marketing.

Scott was born and raised in Montana and attended Montana Tech, graduating with a dual major in Mathematics and Computer Science in 1993. He attended graduate school at Oregon State University, obtaining a Master's degree in Statistics in 1994.

Scott is an avid sports fan and participant. He earned a college basketball scholarship and still holds the all-time career scoring record at his alma mater. Currently, he is the girls' varsity basketball coach at one of the premier programs in Wisconsin and runs a non-profit organization devoted to youth basketball. Scott and his wife Christi reside with their children, Tanner and Kendall, in New Berlin, Wisconsin.

Episodes: 8/1/2017 @5:00 PM, 4/14/2015 @5:00 PM


Grant Moore
Grant Moore

Financial Advisor
Savant Capital Management

Grant is a financial advisor at Savant Capital Management in Rockford, IL, office and a member of the Advisory Team and has been involved in the financial services industry since 2006. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Grant routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.

Prior to becoming a financial advisor, Grant worked in Savant’s financial planning department where he produced investment analysis, prepared client financial plans, and coordinated plan implementation. He also specialized in retirement projections.

Grant is a cum laude graduate of Marquette University with a bachelor of science degree in finance/economics and an MBA. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Investment Fiduciary® (AIF®), and a Chartere(Show Full Bio)d Retirement Plans SpecialistSM (CRPS®).

Grant serves on the board of directors for Remedies, a local domestic violence and substance abuse facility, and Kantorei, the Singing Boys of Rockford, where he is also the treasurer. In 2013, he graduated from the Chamber of Commerce’s 58th Class of Leadership Rockford (formerly known as CAP), a program designed to help emerging leaders grow in the Rockford community. He previously served as a volunteer in the RAISE Program of the Junior League of Rockford, mentoring high school students aspiring to attend college. He is routinely interviewed by local television stations and has been quoted in national publications.

Grant and his wife, Erin, have one son (Landon). He enjoys traveling, playing golf and tennis, and spending time with his family. Grant joined Team Savant in June 2006.

Episodes: 8/1/2017 @6:30 PM, 5/30/2017 @6:30 PM, 8/23/2016 @6:30 PM, 4/28/2015 @5:00 PM


Jack White MA, CFP®
Jack White MA, CFP®

Founder & President
Fidelis Financial Planning, LLC
http://fidelisfp.com/

Jack is Founder & President of Fidelis Financial Planning LLC, a fee-only independent advisory firm right outside of St. Louis, MO he began after fifteen years of fee-based practice. He holds a BBA in accounting from Texas Wesleyan University, and an MA in education from Dallas Theological Seminary. Jack has broad experience in the financial services industry including positions as bank trust officer, trust tax accountant, personal trust officer, employee benefits specialist, and small business management. He obtained his CFP® designation in 1997 and for ten years he taught CFP® review courses as an adjunct faculty member of the College for Financial Planning. Since 1998 he continues to teach one financial planning course a semester as an adjunct faculty member for the University of Missouri -St. Louis or Lindenwood University. He is a longtime member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA), having served as 2006-(Show Full Bio)2008 President for the Greater St. Louis Area FPA and 2010-2012 National FPA Chapter Leadership Advisory Council.

Episodes: 8/1/2017 @5:30 PM, 5/19/2015 @5:00 PM


Lex Zaharoff
Lex Zaharoff

Senior Wealth Advisor
HTG Advisors
http://www.htgadvisors.com/lex-zaharoff/

Lex Zaharoff is a Senior Wealth Advisor at HTG Advisors in New Canaan, CT. He is an experienced fee-only advisor specializing in helping corporate executives make the right financial decisions. His specialization is based on 33 years of experience analyzing the complexity of corporate-derived wealth as well as his personal experience as a corporate executive who has gone through similar transitions. He co-teaches the MBA course, Wealth Management and Private Banking at NYU's Stern School of Business. He received and engineering degree from Princeton and an MBA from Harvard.

Episodes: 7/25/2017 @6:30 PM, 6/13/2017 @6:15 PM, 10/18/2016 @6:30 PM