Recent Guests

Ben Gurwitz
Ben Gurwitz

COO, Family Fiduciary
Financial Life Advisors
http://fladvisors.com/

Ben Gurwitz joined Financial Life Advisors, located in San Antonio, TX in 2008 as a Wealth Manager and is an equity partner in charge of all the financial planning for the firm. Ben is a CERTIFIED FINANCIAL PLANNER practitioner, Texas Life and Health Insurance Counselor and Risk Manager. Ben has over 14 years of experience in the financial services industry. Areas of Service include comprehensive financial planning, estate planning, insurance analysis, and tax efficient investing.

Episodes: 4/18/2017 @5:30 PM, 1/26/2016 @5:00 PM, 10/28/2014 @5:00 PM


Francine Duke CFP®
Francine Duke CFP®

Founding Principal
Aqua Financial Planning, LLC
http://www.aquafinancialplanning.com

Francine Duke, CFP® is the founding principal of Aqua Financial Planning, LLC, a fee-only financial advisory firm with an office located in the northern suburbs of Chicago, and they’ve just recently opened a second location in Downtown Chicago. Francine has a B.S. in Finance and over twenty years of high-level experience in the financial and insurance industries.

She is a Past President and former Chair of the Financial Planning Association North Shore Council and is also a NAPFA Registered Advisor (National Association of Personal Financial Advisors). Her goal in forming her independent firm was to work for her clients rather than an employer, thus putting the client’s interests first and foremost.

Francine has been quoted in such publications as NBC News, Fox Business, Yahoo Finance, Credit.com, Bankrate.com, The New York Times, The Wall Street Journal, Ladies Home Journal, Bloomberg News, The Chicago Tribune and The Chicago Sun-Times.

Francine assists her c(Show Full Bio)lients with the full spectrum of the Financial Planning Process including issues such as Cash Flow, Savings and Budgeting, Retirement Planning and Distribution, Investment Planning, Insurance Consulting, Tax Planning, Employee Benefit Guidance as well as Mortgage Review and Assistance. She enjoys working with all of her clients but has a special interest in helping young people get off to a good financial start.

Episodes: 4/18/2017 @6:30 PM, 3/14/2017 @6:30 PM, 10/13/2015 @5:00 PM, 3/10/2015 @6:20 PM


Rick Miller
Rick Miller

Founder, CEO
Sensible Financial Planning
http://www.sensiblefinancial.com/

Rick earned his Ph.D. in Economics at the University of Chicago. His studies included family economics and lifetime planning. He brings a particularly analytical and rigorous approach to the practice of both financial planning and investment advice.

As a business consultant, Rick specialized in financial services. His work regularly put him in contact with regulators, industry experts, and senior executives. He also saw financial product marketing from the inside.

At Scudder Investments, Rick learned the inner workings of mutual funds first-hand and went on to develop a financial advice offering for Scudder. In the process, he scouted the market for the latest financial advice software tools.

Rick is a CFP® certificant, and a member of both NAPFA, the National Association of Personal Financial Advisors, where he serves as the program director for the Boston chapter and is on the faculty of NAPFA University, and the Financial Planning Association (in 2008, he served(Show Full Bio) on the FPA Massachusetts Chapter Board). In 2009, Rick served on the Trends in Financial Planning and Job Analysis task forces of The Certified Financial Planner Board of Standards. He is a strong advocate for the Life Cycle Planning and Investing approaches within the profession, and frequently conducts professional seminars on those subjects.

He has been quoted in the Boston Globe, businessweek.com, NPR’s Nightly Business Report, and other local and national media.

Episode: 4/18/2017 @5:00 PM


Robert Schmansky
Robert Schmansky

CFP, Founder
Clear Financial Advisors

Robert Schmansky, CFP has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns, beginning his career with a financial planning firm specializing in investment management and tax planning for senior corporate management. He subsequently worked as an investment advisor for one of the nation's largest independent investment management firms before founding Clear Financial Advisors in Livonia, Michigan.

Rob earned a B.S. in human ecology with family resource management specialization and a M.A. in economics. He is a CERTIFIED FINANICAL PLANNER™ (CFP®) professional, an Enrolled Agent (EA), a licensed Life Insurance Counselor in the State of Michigan, and is a trained educator in the Garrett Financial Education Alliance (GFEA).

Rob has been an adjunct instructor of global economics and the required courses for candidates to sit for the CFP® examination. He has contributed to the retirement planning knowledge require(Show Full Bio)ments for those seeking international CFP® certification under the Financial Planning Standards Board. In 2014 he was selected by CFP Board to serve as a CFP Board Ambassador to promote the value of financial planning andCFP® certification among the media and public.

In his free time, Rob enjoys coaching youth lacrosse, jogging, and reading history and biographies.

Episodes: 4/11/2017 @6:30 PM, 12/20/2016 @5:30 PM, 8/16/2016 @5:30 PM, 2/16/2016 @5:00 PM, 7/7/2015 @6:30 PM, 1/27/2015 @5:00 PM


Taylor Schulte
Taylor Schulte

Founder and CEO
Define Financial
https://www.definefinancial.com/

Taylor Schulte, CFP® is founder and CEO of Define Financial in San Diego. CA. He is responsible for company’s vision, strategy and execution. Schulte is passionate about helping clients create successful financial plans, accumulate wealth and plan for retirement. While he works with a range of individuals and small businesses, Schulte has a keen understanding of young professionals’ financial needs and infuses industry-leading technology into his practice to optimize client results and experience.
Prior to founding Define Financial in early 2014, Schulte served as a financial advisor at Morgan Stanley and launched the San Diego operations for Beverly Hills Wealth Management, where he spent two years growing his client base.
Just this year, Schulte was honored with the 2015 Five Star Wealth Manager Award, a recognition limited to less than five percent of wealth managers in San Diego. He was also was selected as San Diego Metro Magazine’s 2015 Metro Mover, which recognizes profes(Show Full Bio)sionals making outstanding contributions to their vocation, and a ‘40 Under 40’ professional. He has been featured in a number of national and local publications, including The Wall Street Journal, Kiplinger, Main Street, Financial Planning, San Diego Business Journal and San Diego Magazine. He is also a regular contributor to San Diego Downtown News.
Schulte holds a Bachelor of Science degree in Business Management from the University of Arizona and an Executive Financial Planner Advanced Certificate from San Diego State University.

Episodes: 4/11/2017 @5:30 PM, 1/31/2017 @6:15 PM, 11/22/2016 @6:15 PM, 7/12/2016 @5:00 PM, 11/3/2015 @5:00 PM


Sandra Block
Sandra Block

Senior Associate Editor
Kiplinger
http://www.kiplinger.com/fronts/archive/bios/index.html?bylineID=200

Block joined Kiplinger in June 2012 from USA Today, where she was a reporter and personal finance columnist for more than 15 years. Prior to that, she worked for the Akron Beacon-Journal and Dow Jones Newswires. In 1993, she was a Knight-Bagehot fellow in economics and business journalism at the Columbia University Graduate School of Journalism. She has a BA in communications from Bethany College in Bethany, W.Va.

Episodes: 4/11/2017 @5:00 PM, 8/16/2016 @5:00 PM, 3/8/2016 @5:00 PM


Tim Baker
Tim Baker

Founder and CEO
WealthShape LLC

Timothy Baker, CFP® is the Founder and CEO for WealthShape LLC, a fee only Registered Investment Advisor based in Manchester, CT.

His experience encompasses advanced portfolio design, risk management and security selection. Tim has lectured extensively across the country, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve their quality of life.

Tim holds a MBA with a concentration in Finance and is a Certified Financial Planner, CFP® professional.

Episodes: 4/4/2017 @5:30 PM, 3/22/2016 @5:00 PM, 8/25/2015 @5:00 PM


Jon Luskin
Jon Luskin

Financial Planner
Define Financial
https://www.definefinancial.com

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.

Episode: 4/4/2017 @6:15 PM


Nina Mitchell
Nina Mitchell

Senior Wealth Advisor & Partner
Bridgewater Wealth & Financial Management
http://bridgewaterwealth.com/

Nina has over 25 years of finance, tax and investment advisory experience, primarily advising an elite group of professional athletes, executives and high net worth individuals. As a Bridgewater partner, she co-leads the firm’s overall management, and as senior member of the firm’s Investment Committee, she co-directs the Bridgewater Wealth’s investment policies, recommendations and asset allocation strategies. In addition, she provides personal financial planning and investment advisory services for clients.

Nina is a co-founder of Her Wealth™ and regularly shares her investment and financial advice for women with the Washington, DC region on WTOP radio.

Prior to joining Bridgewater Wealth, Nina was a Principal and co-Founder of MTX Wealth Management, LLC and served as President of SFX Financial Advisory Management Enterprises, Inc. She has held other past senior executive positions at sports management companies, focusing her expertise in providing financial and investm(Show Full Bio)ent advice to professional athletes.

Nina earned a bachelor’s degree in Accounting from the University of Maryland. She holds the Series 65 license, and is currently a non-practicing Certified Public Accountant. She is a board member of the Boomer Esiason Foundation and the Lymphatic Malformation Institute.

Episode: 4/4/2017 @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: 3/28/2017 @6:30 PM, 8/30/2016 @6:30 PM, 9/1/2015 @5:00 PM, 2/24/2015 @5:00 PM


Eric Ross CFP
Eric Ross CFP

Principal, Financial Planning Specialist
Truepoint Wealth Counsel
http://truepointwealth.com/about-us/team/team-members/eric-ross/

Eric leads Truepoint’s financial planning group. Among other things, this involves conducting research and developing thought leadership on financial planning topics of relevance to Truepoint’s clients. “I enjoy reading technical articles about financial planning to stay up-to-date on industry news and findings.”

Eric is a graduate of The Ohio State University with a bachelor’s degree in business administration and is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Eric has been a guest lecturer at The Ohio State University’s Fisher College of Business and served as a judge for the Financial Frontier Awards. Other civic involvement includes teaching the Junior Achievement financial literacy course to area high school students, and serving on the Planned Giving Committees of CET public television and the Cincinnati Zoo and Botanical Garden.

Episodes: 3/28/2017 @5:30 PM, 12/1/2015 @5:00 PM


Mat Ishbia
Mat Ishbia

President/CEO
United Wholesale Mortgage
https://uwm.com/

Mat is a game-changer. With a vision to create a more perfect mortgage world, Mat revolutionized the industry– from a commodity to a service, from an outside to inside sales team – focused on relationships, knowledge and speed. Mat believes a team together is more powerful than a team apart. From just an idea to the number one wholesaler, Mat built UWM with similar rigor to his championship days playing and coaching with Michigan State Basketball Coach, Tom Izzo. No competitor is as knowledgeable, has better technology, or delivers and recognizes world-class service better than Mat and UWM. After working his way up through many roles at the company, Mat was named President/CEO of United Wholesale Mortgage in 2013.

Episode: 3/28/2017 @5:00 PM


Alan Moore
Alan Moore

Founder
XY Planning Network
http://www.xyplanningnetwork.com

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and is president of Serenity Financial Consulting, a fee-only RIA and location independent financial planning firm. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40? in financial planning, and by Wealth Management as one of a “The 10 to Watch in 2015?. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times.

Episodes: 3/21/2017 @5:30 PM, 8/23/2016 @5:30 PM, 10/14/2014 @5:00 PM


Susan Chesson
Susan Chesson

Wealth Advisor
Focus Wealth Management, Ltd
http://focus-wealth.com/about/team/susan-chesson/

Susan joined Focus Wealth Management with twenty years of experience in corporate treasury, fixed income investing and banking operations at Fannie Mae, Freddie Mac and Capital One. Her role as Chief Investment Officer and Wealth Advisor at Focus allows her to apply the skills she learned from managing multi-billion dollar portfolios and teams of employees and consultants. She makes a positive difference in the lives of her clients by offering sound financial advice and professional investment management.
Susan particularly enjoys investment analysis and portfolio research projects. She also relishes the challenge of connecting the dots in a financial planning engagement to show clients a comprehensive picture of how they can accomplish their goals, and running sensitivity analysis to show how making different life decisions can change the outcome.
Originally from England, Susan has a Bachelor’s degree in French and Russian literature from Oxford University and an MBA in Finance (Show Full Bio)from the University of Texas at Austin. She lives in Northern Virginia with her family and in her spare time enjoys travel, biking and fine wine.

Episodes: 3/21/2017 @6:00 PM, 5/31/2016 @5:00 PM, 12/15/2015 @5:00 PM


Robert Powell
Robert Powell

Editor
Retirement Weekly
http://www.marketwatch.com/premium-newsletters/retirement-weekly

Robert Powell presently serves as the editor of Retirement Weekly, which is published by MarketWatch /The Dow Jones Digital Network. Retirement Weekly, which is a subscription newsletter distributed weekly, is designed to help those who are planning for or living in retirement achieve the retirement they desire and deserve.  He is president of Unison, LLC, a Salem, Mass.-based communications and consulting firm. He is also the Executive Producer of PBS' More Than Money, a new personal finance television series.

Mr. Powell has more than 20 years of financial services industry and media experience in Internet, broadcast, print and radio. His work has appeared in The Wall Street Journal, the Financial Times, MarketWatch, and Your Money. He has also served as host or co-host of several television, radio and Internet chat programs. He was formerly managing director of Acadient, Inc. of Boston, where he managed programs for personal finance educational institutions.

He has also(Show Full Bio) served as managing director and editor-in-chief of Boston-based DALBAR, Inc., where he headed the firm's multi-million dollar publishing company. He has been The Boston Herald's personal finance and mutual funds columnist as well as a business reporter for the Berkshire Eagle and Boston Business Journal. He has a bachelor's degree from Marquette University and a master's degree in journalism from Boston University College of Communication. Robert lives in Swampscott, Mass. with his wife and four children; triplet boys and a daughter.

Episodes: 3/21/2017 @5:00 PM, 8/30/2016 @5:00 PM


Francine Duke CFP®
Francine Duke CFP®

Founding Principal
Aqua Financial Planning, LLC
http://www.aquafinancialplanning.com

Francine Duke, CFP® is the founding principal of Aqua Financial Planning, LLC, a fee-only financial advisory firm with an office located in the northern suburbs of Chicago, and they’ve just recently opened a second location in Downtown Chicago. Francine has a B.S. in Finance and over twenty years of high-level experience in the financial and insurance industries.

She is a Past President and former Chair of the Financial Planning Association North Shore Council and is also a NAPFA Registered Advisor (National Association of Personal Financial Advisors). Her goal in forming her independent firm was to work for her clients rather than an employer, thus putting the client’s interests first and foremost.

Francine has been quoted in such publications as NBC News, Fox Business, Yahoo Finance, Credit.com, Bankrate.com, The New York Times, The Wall Street Journal, Ladies Home Journal, Bloomberg News, The Chicago Tribune and The Chicago Sun-Times.

Francine assists her c(Show Full Bio)lients with the full spectrum of the Financial Planning Process including issues such as Cash Flow, Savings and Budgeting, Retirement Planning and Distribution, Investment Planning, Insurance Consulting, Tax Planning, Employee Benefit Guidance as well as Mortgage Review and Assistance. She enjoys working with all of her clients but has a special interest in helping young people get off to a good financial start.

Episodes: 4/18/2017 @6:30 PM, 3/14/2017 @6:30 PM, 10/13/2015 @5:00 PM, 3/10/2015 @6:20 PM


Dr. Jeffrey R. Brown Ph.D.
Dr. Jeffrey R. Brown Ph.D.

William G. Karnes Professor of Finance
University of Illinois College of Business

Jeffrey R. Brown is the William G. Karnes Professor of Finance and Director of the Center for Business and Public Policy at the University of Illinois’ College of Business. He is a Research Associate of the National Bureau of Economic Research, where he also serves as Associate Director of the NBER Retirement Research Center and as Editor of the Tax Policy and the Economy series.

Dr. Brown earned his B.A. from Miami University (Ohio), his M.P.P. from Harvard University, and his Ph.D. in economics from MIT. Dr. Brown has previously served on the faculty at Harvard’s Kennedy School of Government, as a Senior Economist with the White House Council of Economic Advisers, and as an economist for the President’s Commission to Strengthen Social Security. In 2006, he was nominated by the President and confirmed by the U.S. Senate as a Member of the Social Security Advisory Board, a position in which he served through September 2008. He also serves as a Trustee for TIAA, and on the (Show Full Bio)Board for the American Risk and Insurance Association.

Professor Brown has published extensively on individual financial decision-making, retirement income security, Social Security, public and private pensions, annuities, long-term care insurance, university endowment management, and related topics.

Episodes: 3/14/2017 @5:00 PM, 3/10/2015 @5:00 PM


Michael Miller
Michael Miller

Founder
Miller Premier Investment Planning, LLC
http://www.finplng.com/our-team

Named one of the top financial planners in the country; Michael has been featured as a financial planning resource in major media outlets. He founded Miller Premier in 2007 in Midlothian, TX with the purpose of serving middle income individuals and families on a fee-only basis. His desire is to make affordable financial planning and investment management services available to the everyday investor.
Michael has a very strong background in retirement and investment planning - as a financial planning manager for ICMA-RC he was responsible for over $1 billion in private client retirement accounts. He also writes a newsletter that educates workers on how to best plan and invest for their retirement.

Mr. Miller is a CERTIFIED FINANCIAL PLANNER™ professional and has been a featured speaker for the Texas Association of Counties’ Annual Judges and Commissioner’s Conference and numerous financial planning seminars throughout the country.

Michael graduated as class valedictorian (Show Full Bio)from Fayetteville State University with a degree in business administration and a concentration in banking and finance. He earned his financial planning certificate from the College for Financial Planning in 1998.

He is a Gulf War Veteran having served in the 82nd Airborne Division as an Intelligence Analyst, Code Breaker, and Paratrooper. Michael is blessed with his beautiful bride of 26 years - Rhonda and his daughter Melanie who is a teacher.

Episodes: 3/14/2017 @5:30 PM, 11/8/2016 @6:30 PM, 3/29/2016 @5:00 PM, 10/6/2015 @5:00 PM, 3/10/2015 @5:30 PM


Meredith Schneider
Meredith Schneider

Founder and Principal
Schneider Wealth Management
http://www.schneiderwealth.com/

Meredith Schneider, Certified Financial Planner™, serves as Principal and Founder of Schneider Wealth Management in Redwood Shores and Woodside, CA. In her practice she provides both asset management and financial planning. She has worked with clients for over 17 years advising on wealth planning, accumulation, preservation and transfer needs. Her clients include high tech executives, attorneys, and retirees.
She founded Schneider Wealth Management in 2007 to give clients more flexibility in meeting their financial needs. As a Registered Investment Advisor and member of NAPFA (National Association of Personal Financial Advisors) she adheres to a fiduciary standard that requires placing her clients’ interests first and foremost.
A graduate of Yale College with a degree in Ethics, Politics, and Economics, and a recipient of a four year Army ROTC Scholarship, Meredith served over four years in the U. S Army in Germany and Bosnia as an Ordnance and Civil Affairs Officer.
Follow(Show Full Bio)ing her service in the Army, she attended Georgetown University Law Center. After law school she returned to her native California and worked as Second Vice President – Investments at Smith Barney in both San Francisco and Menlo Park for over nine years.
She has appeared on television, published numerous articles in California journals and frequently speaks to groups including corporations, private foundations, alumni groups, and women’s organizations. She is a member of the Financial Planning Association, and a former Board Member of the Financial Planning Forum in Palo Alto.
Meredith lives in Emerald Hills with her husband and two children. Her interests include world travel, yoga, and hiking.

Episodes: 3/7/2017 @5:30 PM, 11/29/2016 @5:30 PM, 3/15/2016 @5:00 PM


Tony Robbins
Tony Robbins

1 Life&Business Strategist, #1 New York Times Best-Selling Author, Entrepreneur and Philanthropist
http://www.TonyRobbins.com

Tony Robbins is a bestselling author, entrepreneur, and philanthropist. For more than four decades, millions of people have enjoyed the warmth, humor, and the transformational power of Mr. Robbins's business and personal development events. He is the nation's #1 life and business strategist. He's called upon to consult and coach with some of the world's finest athletes, entertainers, Fortune 500 CEOs, and even presidents of nations. Robbins is a founder or partner in more than thirty companies, twelve of which he actively manages in industries as diverse as virtual reality, major league soccer, and the #1 rated resort & spa in the Fijian islands. These companies have combined annual sales of $5 billion. Through his partnership with Feeding America, he has provided over 200 million meals to those in need over the last two years and is on track to provide a billion meals over the next eight years. He lives in Palm Beach, Florida.

Website - www.TonyRobbins.com

Book - https:/(Show Full Bio)/www.amazon.com/Unshakeable-Your-Financial-Freedom-Playbook-ebook/dp/B01KU08VQE

Episode: 3/7/2017 @5:00 PM


Cindy Golub
Cindy Golub

Founding Principal
G-Squared Advisory LLC

Cindy Golub is one of the two founding principals of G-Squared Advisory LLC, a fee-only financial planning firm and Registered Investment Advisory Firm located in Westchester County New York. Cindy was previously employed by Goldman Sachs in the Fixed Income Division. She has a B.S. from the Wharton School of the University of Pennsylvania in accounting and an MBA from Columbia University in finance.
Cindy has a certificate in financial planning from New York University and is a CERTIFIED FINANCIAL PLANNER™. Cindy serves on several philanthropic boards.

Episode: 3/7/2017 @6:00 PM


Ara Oghoorian
Ara Oghoorian

Founder and President
ACap Asset Management
http://www.acapam.com/

Ara Oghoorian, CFA, CFP is the founder and president of ACap Asset Management, Inc in Los Angeles, CA. Ara has over 20 years of experience in the financial services industry. Prior to starting ACap, Ara worked for a wealth management firm in the Washington, DC area providing investment management, tax preparation/planning, financial planning, complex risk-management strategies, and financial advice to ultra-high net worth individuals and institutional clients. Ara worked overseas for the US Department of the Treasury as an advisor to the Ministry of Finance and Economy in the Republic of Armenia. He also conducted work in the Republic of Georgia and the Republic of Latvia. He spent nine years at the Federal Reserve Bank of San Francisco examining foreign and domestic banks and bank holding companies. He began his career at Wells Fargo Bank in Huntington Beach, CA. Ara earned a Bachelor of Science degree in finance from San Francisco State University, is a Commissioned Bank Examiner thr(Show Full Bio)ough the Federal Reserve Board of Governors, holds both the Chartered Financial Analyst (CFA) designation and Certified Financial Planner designation, and holds the Series 65 license. Find Ara online at www.acapam.com.

Episodes: 2/28/2017 @6:30 PM, 12/27/2016 @5:30 PM, 11/8/2016 @5:30 PM, 5/24/2016 @5:00 PM, 2/9/2016 @5:00 PM, 9/15/2015 @5:00 PM, 10/21/2014 @5:00 PM


Spencer Williams
Spencer Williams

Founder, President and CEO
Retirement Clearinghouse
https://www.rch1.com/

Spencer is Retirement Clearinghouse’s Founder, President and CEO. Retirement Clearinghouse is a specialized provider of portability and consolidation services for America’s mobile workforce and has serviced more than 1 million job-changing participants during Mr. Williams’ 9 year tenure with the company. Prior to joining Retirement Clearinghouse, Williams served in a number of senior executive roles at MassMutual Financial Group, and as a retirement Services executive at Federated Investors, Inc.

Williams earned his B.A. degree in English from the United States Naval Academy and an M.B.A. from the University of Pittsburgh.

Twitter - @RCHConsolidate

Episode: 2/28/2017 @5:00 PM


Jake Greenberg
Jake Greenberg

Certified Financial Planner
Pure Financial Advisors
https://purefinancial.com

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax efficient and cost efficient methods possible.

Prior to joining Pure Financial, Jake was a lead strategist in charge of running the financial planning department for a fee-only financial planning firm. At Pure, he is able to utilize his expertise in cash flow management, retirement planning, estate planning, investment management, tax analysis and insurance planning to develop unbiased and uniquely tailored strategies for his clients’ complex and ever-changing financial needs.

Jake graduated from California State University Fullerton with a Bachelors Degree in Finance – Investments & Financial Planning, and holds two prestigious designations in the financial planning industry, the CERTIFIED FINANCIAL PLANNER™ and the ChFC® (Chartered Fin(Show Full Bio)ancial Consultant). Prior to working with a fee-only financial advisory firm, Jake also held the Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration and a Life, Accident & Health Insurance License (L&D).

Episode: 2/28/2017 @5:30 PM


Jim Miller
Jim Miller

President
Woodward Financial Advisors

Mr. Miller is President of Woodward Financial Advisors (WFA) in Chapel Hill, NC. He received his Bachelor of Science degree in finance from the University of Hartford. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of NAPFA, as well as the Financial Planning Association (FPA). His financial services experience prior to WFA includes working for Dow Jones & Company and being a wealth advisor at Regent Atlantic Capital as well as Tilson Financial Group. Mr. Miller has been an instructor at both UNC-Chapel Hill and Duke University, teaching retirement and financial planning courses for adults.  He has been a contributor to financial articles in such publications as The Wall Street Journal, The New York Post, and Business Week.  Additionally, he served a three year term on the board of directors for Galloway Ridge, a life care retirement community in Pittsboro, NC, and as a trustee for University Presbyterian Church. Currently, he is serving as Vice President of the Durh(Show Full Bio)am Orange Estate Planning Council.

Episode: 2/21/2017 @5:30 PM