Recent Guests

Thomas Meyer
Thomas Meyer

CEO
Meyer Capital Group
http://www.meyercg.com/team.html

Thomas Meyer is Chief Executive Officer for Meyer Capital Group, a fee-only investment management and financial planning firm dedicated to helping their clients build wealth through a consistent, disciplined investment process. This firm, founded in 1963 by his grandfather, has been providing sound financial advice for over five decades. They are located in Marlton, NJ.

Tom Meyer joined the firm in 1982 and began his career constructing investment portfolios and managing client assets. In 1987, he assumed the position of president and while continuing to focus on providing clients with outstanding customer service, he began preparing the company for change. Tom also had the foresight to see the potential growth of alternative investment strategies in the Investment Company Act of 1940 structure and how this could provide significant benefits to individual investors while reducing investment risk.

Tom has achieved the “5 Star Advisor” rating with the Paladin Registry. Pal(Show Full Bio)adin has developed a systematic process for measuring information that impacts the competence and ethics of financial advisors. Less than 10% of those that applied have been entered into the Registry.

Tom has been frequently quoted in print for the Dow Jones News Wire, Barron’s, Investment News, and Financial Planning Magazine. Financial Advisor Magazine featured Tom as their cover story for March 2009 covering liquid, transparent alternative mutual funds. For six years he was an instrumental contributor for Comcast’s top rated financial program "Money Matters Today" alongside their Emmy award winning host. He has also been a panelist on CNBC’s “Power Lunch”, “Squawk on the Street” and “On The Money” shows.

Tom is an Accredited Investment Fiduciary (AIF®) and holds the FINRA Series 66 License. He has dedicated his career to educating the public on the Markets and helping his clients obtain their investment objectives while offering the personal service larger firms lack.

Episodes: 7/18/2017 @5:30 PM, 4/25/2017 @5:30 PM, 1/3/2017 @5:30 PM, 9/20/2016 @5:30 PM, 6/7/2016 @5:00 PM, 3/8/2016 @5:00 PM, 11/3/2015 @5:00 PM


Curt Stowers
Curt Stowers

President
F5 Financial Planning
http://www.f5fp.com/

Curt Stowers is a CFP and the President of F5 Financial Planning with two locations in Chicago and Naperville, Illinois. Curt has always been fascinated with finances and several years ago began exploring the possibility of offering a financial planning services company that would help families achieve their goals. In mid-2011, he took steps to turn the dream in to reality. F5FP works with families to develop a vision of their future — a vision balancing the “5 F’s” that are critical to a families’ wellbeing. They are a fee only financial planning service. They look to help clients build a plan that integrates all the key elements of your life — faith, friends and family, fitness and finance. Curt spent nine years at the University of Illinois where he earned his BS, MS, and PhD degrees in Industrial Engineering.

Episodes: 7/18/2017 @6:15 PM, 4/25/2017 @6:30 PM, 11/15/2016 @5:30 PM, 4/5/2016 @5:00 PM


Jennifer L. FitzPatrick
Jennifer L. FitzPatrick

Founder; Gerontologist
Jenerations Health Education
http://www.jenerationshealth.com/

Jennifer L. FitzPatrick is a gerontologist with over twenty years' experience in working with older adults. She started her career in a nursing home at age sixteen and is the founder of Jenerations Health Education, Inc., a full-service training company. Jennifer has been an education consultant with the Alzheimer's Association of Greater Maryland for nearly a decade and has taught gerontology at the college level since 2001. Her current academic appointments include teaching as an adjunct instructor with Johns Hopkins University's Gerontology Certificate program. She is passionate about helping students transition into careers serving older adults and their family caregivers.

She is the author of dozens of articles on age diversity at work, working caregivers and best meeting the needs of our older population. Her first book, Cruising Through Caregiving: Reducing The Stress of Caring For Your Loved One will be published on September 27, 2016.

Episodes: 7/18/2017 @5:00 PM, 4/25/2017 @5:00 PM, 6/21/2016 @5:00 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: 7/11/2017 @5:30 PM, 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


Scott Leonard
Scott Leonard

Founding Partner
Navigoe, Inc.
http://www.navigoe.com/scott-leonard.php

Scott Leonard, CFP, is the owner of Navigoe, Inc., a Registered Investment Advisor (RIA) with offices in Nevada and California. He was the sole founder and owner of Leonard Wealth Management Inc., established in 1996, as an all-inclusive wealth management firm, which became Navigoe in 2013. Scott is a Certified Financial Planner (CFP®); in 2013. Scott was listed as among the five most influential Registered Investment Advisors for 2012.

Scott maintained his executive role at his firm during his planned three-year trip sailing from Florida to Australia, making quarterly flights to the United States for client meetings. Scott has been an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He has also been an instructor and Dean of the School of Investments for NAPFA University. He is a national speaker on investment, wealth management, and practice management issues.

Scott is a published author, specializing in advanced investm(Show Full Bio)ent theory, and has been the featured financial planner for the Los Angeles Times weekly “Money Make-Over” column. His analysis and opinions on advanced wealth management issues are have been featured in national publications, including The Wall Street Journal, USA Today,Money Magazine, and Kiplinger’s Personal Finance. Scott was ranked among the five most influential Registered Investment Advisors in America by RIABiz in 2012.

Mr. Leonard graduated from the University of California, Los Angeles (UCLA), in 1990 with a Bachelor of Science degree in Economics. His CFP credential was earned in 1994.

Episodes: 7/11/2017 @6:30 PM, 10/4/2016 @5:30 PM, 3/1/2016 @5:00 PM


Rick Rodgers
Rick Rodgers

Co-Founder and President
Rodgers & Associates
https://rodgers-associates.com

Rick Rodgers, CFP®, CRPC®, CRC® is co-founder and president of Rodgers & Associates. His career in the investment and financial advisory profession began in 1984 with one of the big six Wall Street firms. Twelve years later, he co-founded Rodgers & Associates as a way to concentrate on financial planning. His vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth adviser to high-net-worth individuals, Rick provides integrated financial, tax, and investment strategies, retirement planning, executive compensation, and estate and charitable planning.

Rick was the 2015 Lancaster Chamber of Commerce & Industry Small Business Person of the Year Award recipient. In April of 2016, Rick and his wife Jessica accepted the first Susan C. and Gerald C. Eckert Service and Philanthropy Award from Millersville University. For Rick’s contributions to the community he also rec(Show Full Bio)eived the Central Penn Business Journal’s 2016 Spirit of Philanthropy Award and was named one of Susquehanna Style’s 2017 Men of Style.

Since 2010, Rick has been a regular guest on television programs nationwide. Producers and hosts alike have praised Rick for his sharp wit and expert commentary on retirement planning and tax strategy.

He is the author of the book Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom, where he offers expert advice on how to navigate complex tax issues using clear language and real-life examples.

A committed Christian, Rick was a field representative for Larry Burkett’s Christian Financial Concepts (now known as Crown Financial Ministries). Active in both his church and community, Rick has also volunteered as a mortgage counselor for Tabor Community Services. He serves or has served on the finance committee of the United Way of Lancaster County and the advisory boards of SCORE Lancaster, The Ware Center, and The Mix at Arbor Place. Rick enjoys golf and spending time with his ten grandchildren.

Episode: 7/11/2017 @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: 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: 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.

Episode: 6/27/2017 @5:00 PM


Melissa Sotudeh CFP
Melissa Sotudeh CFP

Wealth Adviser
Halpern Financial, Inc.

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 Pho(Show Full Bio)enix, Arizona. She lives in Bethesda with her husband and children.

Episodes: 6/20/2017 @5:30 PM, 11/29/2016 @6:15 PM, 3/15/2016 @5:00 PM, 6/2/2015 @5:00 PM, 12/30/2014 @5:00 PM


Michael Garry
Michael Garry

Owner
Yardley Wealth Management, LLC
http://www.yardleywealth.net/

Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.
At Yardley Wealth Management, LLC, Michael, a CERTIFIED FINANCIAL PLANNER (TM) practitioner applies his experience, financial industry knowledge, and legal background to provide you with a thoughtful, seamless approach to wealth management.

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner.

Michael earned a B.S. in Finance and an MBA in Finance from Saint Joseph’s University, and a law degree (JD) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning.

Episodes: 6/20/2017 @6:30 PM, 9/13/2016 @6:30 PM, 4/26/2016 @5:00 PM, 10/20/2015 @5:00 PM


Matt Kepnes
Matt Kepnes

Americal Travel Expert; New York Times bestselling author; Blogger
https://www.nomadicmatt.com

Matthew Kepnes runs the award winning budget travel site, Nomadic Matt. After a trip to Thailand in 2005, Matt decided to quit his job, finish his MBA and head off into the world. His original trip was supposed to last a year. Over seven years later, he is still out exploring and roaming the world. He's scuba dived in Fiji, was a poker player in Amsterdam, taught English in Thailand, got lost in a jungle in Central America, and broke down in the middle of Australia's outback.

His writings and advice have been featured in The New York Times, CNN, The Guardian UK, Lifehacker, Budget Travel, BBC, Time, Yahoo! Finance and countless other publications. He is also a regular speaker at travel trade and consumer shows.

When not traveling the world, he lives in New York City.

Episode: 6/20/2017 @5:00 PM


David Strege
David Strege

CFP®, CFA
Syverson Strege and Company
http://www.onlyworkforyou.com/david-strege.aspx

A graduate of Drake University, David has been a financial planner since 1981. He is a Senior Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner and also has earned the right to use the Chartered Financial Analyst (CFA®) designation. He received his CFA certification following intensive study in investment portfolio design and management.

In 1997, the central Iowa Chapter of IAFP presented him the Ric Jorgenson Award. This prestigious award is presented annually to the financial planning professional who exemplifies excellence and high standards in the field of financial planning and community service.

Worth magazine has listed David as one of the top financial advisors in the United States. This National recognition comes from David being part of a team that won two national financial planning awards for financial planning case studies. David was published in the American Management Association's Journal of Total Compensation Strategies in 1999 for his work on "Employe(Show Full Bio)e Strategies for Stock Based Compensation". He also co-authored a pre-retirement financial planning book for CCH online. He has been quoted in the Wall Street Journal, The New York Times, the Des Moines Register, Business Week, Fox Business News Online, CNN Money online, Bankrate.com, Courant.com, Singapore's The Straits Times, Pittsburgh Post-Gazette, Physicians Financial News, Investment News, DSM Men's Book, IA Biz magazine, Financial Planning magazine, and appeared on TV for CNBC nationally and KCCI-TV Channel 8 in Des Moines, Iowa. In January 2012, David along with the organizations he has helped create was featured in Financial Planning.

David served on the Board of Directors for the CFP® Board of Standards from 2004 through 2008 and served as Chairman in 2008. He also served on the national board of the Financial Planning Association (FPA) for five years from 1996 - 2000. Along with this national involvement he has also participated in global financial planning events. David spoke at the FPA of Singapore's conference in January of 2008, the CFP Professional International Forum in April 2008 at Christchurch, New Zealand and China's first FPA Conference in Shanghai in October 2008.

Currently, Strege is a member of the Chartered Financial Analyst (CFA) Institute, the National Association of Personal Financial Advisors (NAPFA), and most recently appointed to the Board of Directors of the National Endowment for Financial Education® (NEFE®) to serve an initial three-year term. Strege is a graduate of Drake University.

He and his wife, Jennifer, live near Winterset, Iowa, have two adult children and all of the family members are avid volleyball players.

Episodes: 6/13/2017 @5:30 PM, 5/2/2017 @6:30 PM, 10/18/2016 @5:30 PM, 2/10/2015 @5:00 PM


Beth Akers
Beth Akers

Senior Fellow; Co-Author of "Game of Loans: The Rhetoric and Reality of Student Debt"
Manhattan Institute
https://www.manhattan-institute.org/expert/beth-akers

Beth Akers is a senior fellow at the Manhattan Institute. Before joining MI, she was a fellow in the Brookings Institution’s Center on Children and Families. Akers previously held the position of staff economist with the President’s Council of Economic Advisors, where she worked on federal student lending policy as well as other education and labor issues. She is an expert on the economics of education, with a focus on higher education policy. She is the coauthor of Game of Loans: The Rhetoric and Reality of Student Debt.

Akers’s recent writing has been on the topic of higher education finance, including student debt. She is the coauthor of Game of Loans: The Rhetoric and Reality of Student Debt. She previously held the position of staff economist with the President’s Council of Economic Advisors, where she worked on federal student lending policy as well as other education and labor issues. Akers received a B.S. in Mathematics and Economics from SUNY Albany and a Ph.D. in (Show Full Bio)Economics from Columbia University.

Twitter - @BethAkers_
Center of Children and Families - https://www.brookings.edu/center/center-on-children-and-families/
Book - https://www.amazon.com/dp/B01EBEIKHK/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1

Episodes: 6/13/2017 @5:00 PM, 10/18/2016 @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: 6/13/2017 @6:15 PM, 10/18/2016 @6:30 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: 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: 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: 6/6/2017 @5:00 PM, 12/13/2016 @5:00 PM, 9/27/2016 @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: 5/30/2017 @5:30 PM, 3/21/2017 @5:30 PM, 8/23/2016 @5:30 PM, 10/14/2014 @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: 5/30/2017 @6:30 PM, 8/23/2016 @6:30 PM, 4/28/2015 @5:00 PM


Kristina Ellis
Kristina Ellis

Financial Aid Author and Speaker
http://www.kristinaellis.com/

Kristina Ellis is a national scholar, financial expert and bestselling author of Confessions of a Scholarship Winner. As a high school student, Kristina masterfully devised a plan that enabled her to graduate from the prestigious Vanderbilt University and receive a master’s degree from Belmont University, all debt free. Her list of accolades are many and varied including recognition as a Coca-Cola National Scholar, a Gates Millennium Scholar and a U.S. Presidential Freedom Scholar. Additionally, she was crowned Miss Indiana Teen USA 2005 and won two Gold Medals in the Junior Olympics for gymnastics. She has served as a scholarship and financial aid expert for Seventeen magazine, Justine magazine and Fox News Channel, and she has been featured on ABC Family, CBN, “Katie” and “The 700 Club,” and in Business Insider, New York Post, Your Money and others.

https://www.amazon.com/How-Graduate-Debt-Free-Strategies-NotGoingBroke/dp/1617957437

Episodes: 5/30/2017 @5:00 PM, 8/23/2016 @5:00 PM


Patrick Cote
Patrick Cote

Founding Partner
AssetGrade
http://www.assetgrade.com/our-team

Prior to launching AssetGrade in 2013, Pat held a number of executive roles at Fidelity Investments, including running operations for communications and investment reviews for more than 13,000 clients with retirement plan assets totaling more than $600 billion. Pat also ran strategy and acquisitions for OneShield, a KKR-backed insurance software and services provider. He is a former strategy consultant from Bain & Company in London and Boston. Pat is a Chartered Financial Analyst® and earned his MBA from the Wharton School of the University of Pennsylvania and his undergraduate degree from McGill University.

Episodes: 5/23/2017 @5:30 PM, 2/7/2017 @5:30 PM, 9/20/2016 @6:30 PM, 9/22/2015 @5:00 PM


Kirk Kinder
Kirk Kinder

Founder and President
Picket Fence Financial
http://www.picketfencefinancial.com/our-story/about-kirk/

Kirk Kinder, CFP® is the founder and President of Picket Fence Financial. He originally hails from Flint, Michigan where he spent the first eighteen years of his life. After eighteen years of winter and mosquito season, Kirk attended the University of Miami, Florida. However, after one year of school at UM, Kirk was offered an appointment to the United States Coast Guard Academy in New London, Connecticut, which he accepted. Kirk claims he left the warm weather and relaxed atmosphere to see if he could endure the rigors of a service academy and to serve his country, but most people think he was temporarily insane. Either way, Kirk spent the next four years of his life at the Academy where we traveled extensively, including a cruise to Europe on the Eagle, and performed a million push ups.
After graduating, he was stationed aboard the USCG Cutter Rush, a 378 foot ship, based out of Honolulu, Hawaii. The newly minted Ensign patrolled the waters from South America to the Bering Sea in (Show Full Bio)Alaska conducting drug enforcement ops, search and rescue missions, and fisheries regulation. He even worked with the Russian Border Guard (the old KBG fleet) in the first joint operation in the Pacific since the end of the Cold War. After serving two years in Hawaii, Kirk was sent to Coast Guard Headquarters in Washington DC where he pushed a lot of papers and slept in a bed each night that didn’t move. However, Kirk still experienced some exciting events such as running with the Bulls in Pamplona and bicycling 3,500 miles across America for charity.
After his commitment was up, Kirk left the Coast Guard, but not before he married his beautiful sweetheart Michele. Kirk and Michele had a chance meeting at the 1996 Olympics in Atlanta as Kirk was on his way from Hawaii to DC. They dated for 3 years before marrying in October 1999. Since that time, Kirk and Michele had two daughters – Caroline and Shayla. For employment, Kirk worked for the Motley Fool where he served as their Director of Member Services. The Fool’s approach of exposing Wall Street’s dirty secrets appealed to Kirk. They shared a common belief that financial planners entrusted with other’s money should have their client’s interests at heart. After leaving the Fool, Kirk worked at a fee-only financial planning firm in Palm Harbor, Florida. There Kirk finished his studies for the Certified Financial Planner designation. Kirk then started Picket Fence Financial with offices in the Baltimore/DC area and Tampa/Clearwater, Florida vicinity. Kirk also has a Masters degree in Personal Financial Planning from the College for Financial Planning – the organization that manages the education requirement for the CFP.
Kirk has been quoted in several financial publications including the Wall Street Journal, Kiplingers, Investor’s Business Daily, Standard and Poor’s, and Bloomberg Wealth Manager to name a few. Kirk has also been featured on the local Fox, ABC and NBC affiliates in Baltimore and Tampa Bay. He has served on the Board of Directors of his local Financial Planning Association, is a member of NAPFA, and is a board member of his local Rotary.

Episodes: 5/23/2017 @6:15 PM, 2/7/2017 @6:30 PM, 1/31/2017 @5:30 PM, 11/22/2016 @5:30 PM, 7/12/2016 @5:00 PM, 9/29/2015 @5:00 PM


Beth Kobliner
Beth Kobliner

Personal Finance Expert, Author of "Make Your Kid a Money Genius (Even if You're Not)"
http://www.bethkobliner.com/

Beth Kobliner is a commentator and journalist, author of the New York Times bestseller Get a Financial Life: Personal Finance in Your Twenties and Thirties, as well as Make Your Kid a Money Genius (Even If You’re Not): A Parents’ Guide for Kids 3 to 23, a new book coming from Simon & Schuster in February 2017. Kobliner is one of the nation’s leading authorities on personal finance for young people. In 2010, Beth was selected by President Barack Obama as a member of the President’s Advisory Council on Financial Capability, where she created MoneyAsYouGrow.org. The site, offering 20 essential, age-appropriate money lessons for kids, attracted more than 1.4 million visitors before being adopted by the Consumer Financial Protection Bureau in 2016. She has been a columnist for Money, Glamour, and Redbook magazines, and a contributor to the New York Times, the Wall Street Journal, Reader’s Digest, and O, The Oprah Magazine. Her writing appears on The Huffington Post, SheKnows.com, and Money.(Show Full Bio)com. Beth has appeared on TV, including NBC’s Today show, ABC’s Good Morning America, CBS’s Early Show, and on radio shows including National Public Radio’s Morning Edition. She has been a regular contributor to MSNBC as well as PRI’s The Takeaway and APM’s Marketplace. As a content advisor for Sesame Workshop’s financial education initiative For Me, For You, For Later, she offered on-air money advice to Elmo. Beth graduated from Brown University.

Twitter - @bethkobliner
Book - https://www.amazon.com/Make-Your-Money-Genius-Youre/dp/1476766819

Episodes: 5/23/2017 @5:00 PM, 2/7/2017 @5:00 PM


Rett Dean
Rett Dean

Co-Founder, CFP
Riverchase Wealth Management
http://riverchasewealth.com/about-us/our-team/

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).

Episodes: 5/16/2017 @6:30 PM, 12/13/2016 @5:30 PM, 7/26/2016 @5:00 PM, 7/14/2015 @5:00 PM