Recent Guests

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(r) is the founding principal of Aqua Financial Planning, LLC, a fee-only financial advisory firm with offices located in downtown Chicago (Loop) as well as the northern suburbs of Chicago (Lincolnshire and Vernon Hills). 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 clien(Show Full Bio)ts with the full spectrum of the Financial Planning Process including issues such as Cash Flow, Savings and Budgeting, Retirement Planning, Social Security and Medicare Planning Strategies, Investment Planning, Insurance Consulting, Tax Planning, Employee Benefit Guidance, Women’s Financial Needs, Planning for Single Individuals as well as Mortgage Review and Assistance.

Episodes: 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


Lauren Greutman
Lauren Greutman

Frugal Living Expert/Blog Author
http://laurengreutman.com

Lauren Greutman is the frugal living expert behind the popular money saving blog laurengreutman.com (formerly iamthatlady.com). At the age of 25, she and her husband Mark were in over $40,000 worth of debt and were running a deficit of $1,000 per month. They knew they needed to change so they put together a budget. Two years later they were debt free. Since 2010 Lauren has been teaching busy moms how to budget, get out of debt, and live a life with financial independence. She has a passion for helping others learn how to achieve financial freedom. Lauren has been featured on Nightline, TODAY Show, Dr. Oz, Fox & Friends, Good Morning America, Nightline, Yahoo Finance, and many more National News Outlets. Lauren married her husband Mark in 2002, and they have four young children. She resides in Upstate NY where she does public speaking and writes her blog with Mark; all while chasing after her children and drinking enormous amounts of coffee.

Episode: 2/21/2017 @5:00 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


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: 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: 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

Episode: 2/7/2017 @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: 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


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


Daniel Crosby
Daniel Crosby

Psychologist, Behavioral Finance Expert and Asset Manager

Daniel Crosby --Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is co-author of the New York Times bestseller Personal Benchmark: Integrating Behavioral Finance and Investment Management and founder of Nocturne Capital. He is at the forefront of behavioralising finance. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News.

Daniel was named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP and in the "Top 40 Under 40" by Investment News. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.

Episodes: 1/31/2017 @5:00 PM, 11/22/2016 @5:00 PM, 7/12/2016 @5:00 PM


Laurence Kotlikoff
Laurence Kotlikoff

Professor of Economics; Presidential Election 2017 Independent Write-In; Creator of MaximizeMySocialSecurity.com
Boston University
http://www.kotlikoff.net/

Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., a company specializing in financial planning software, and the Director of the Tax Analysis Center.

Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977.

Twitter - @KOTLIKOFF

Episodes: 1/24/2017 @5:00 PM, 12/15/2015 @5:00 PM, 2/10/2015 @5:00 PM


Rick Waechter
Rick Waechter

Founder
Old Peak Finance
http://oldpeakfinance.com/

Rick has 25 years’ experience providing financial advice. He founded Old Peak Finance in Chapel Hill, NC in 2010 to provide comprehensive, fee-only financial advice to individuals, families and non-profits. Previously, Rick worked for a large bank providing financial advice to companies and governments in Asia on $50 billion of financings and merger transactions. Rick is a CERTIFIED FINANCIAL PLANNER™. He holds the Series 65 qualification (investment advisors) and has degrees from Princeton (AB) and Harvard Business School (MBA). He volunteers in area schools, teaching financial literacy. He lives in the North Carolina research triangle area with his wife and two children.

Episodes: 1/24/2017 @5:30 PM, 7/5/2016 @5:00 PM, 9/15/2015 @5:00 PM


Rick Kahler
Rick Kahler

President
Kahler Financial Group
http://kahlerfinancial.com/about-kahler-financial

Rick Kahler, MS, CFP®, ChFC, CCIM, president of Kahler Financial Group, is a life-long resident of Rapid City, South Dakota. He founded Kahler Financial Group in 1981 and became the first fee-only Certified Financial Planner® in South Dakota in 1983. He is on the faculty at Golden Gate University where he teaches their Facilitating Financial Health graduate course.
His firm, specializing in the integration of financial coaching, counseling, and traditional financial planning, attracts a nationwide clientele. Rick specializes in investment advising and financial planning services for business owners, professionals, and retirees.
Rick graduated from the American College, Bryn Mawr, PA, in 1988, earning the Chartered Financial Consultant (ChFC) degree.
Rick is currently the President-Elect of the Financial Therapy Association, on the Board of Directors for the Journal of Financial Therapy, on the peer review committee of the Journal of Financial Planning and on the Midwest Board(Show Full Bio) of the National Association of Personal Financial Advisors.

Episodes: 1/24/2017 @6:30 PM, 7/5/2016 @5:00 PM


Rob Hoxton
Rob Hoxton

CEO
HFI Wealth Management
http://www.hfiwealth.com/about-us/the-hfi-team/

Rob Hoxton, CEO of HFI Wealth Management, entered the financial services industry in 1986. Prior to joining the firm, Rob worked with American International Group (AIG), a leading provider of insurance and financial services based in New York. Rob returned to West Virginia with his wife Mary Logan Hoxton in 1990.

Rob is a graduate of North Carolina State University in Raleigh and from the Certified Financial Planning Professional Program of the College for Financial Planning in Denver.

Episodes: 1/17/2017 @5:30 PM, 11/1/2016 @5:30 PM, 7/28/2015 @5:30 PM


Charlie Wells
Charlie Wells

Features Reporter
Wall Street Journal
http://topics.wsj.com/person/W/charlie--wells/8075

Charlie Wells is a features reporter for The Wall Street Journal in London. He was previously a news editor for the Journal Report section in New York. He is a graduate of Harvard and Cambridge universities.

Episodes: 1/17/2017 @5:00 PM, 11/1/2016 @5:00 PM