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Steven Vernon
Steven Vernon

President; Research Scholar
Rest-of-Life Communications; Stanford Center on Longevity
http://www.restoflife.com

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

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

Twitter - @SteveVernon1

Episode: 4/24/2018 @5:00 PM


Drew Tignanelli
Drew Tignanelli

President
Financial Consulate
http://www.financialconsulate.com

Drew is the President of the Financial Consulate, and the originator of theFinancial Physical®, the Retirement Financial Physical® and Triune® Planning Services. Drew is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a member of the National Association of Personal Financial Advisors (NAPFA) and a graduate of Towson University. As an advocate for individuals and their financial needs, Drew has developed a passion for educating the public about financial services, serving as an instructor through seminars to local businesses and municipalities via the Community College of Baltimore County. Drew is the host of Money, Riches & Wealth, a financial talk show airing live every Wednesday from 6:00-7:00pm on 680 WCBM Talk Radio in Baltimore, Maryland. Drew’s advocacy for his clients helped him develop the firm’s mission, “To help our clients lessen the worry and burden of money management so they have more time to spend building relationships.” Drew(Show Full Bio) is the architect of Risk/Opportunity, the investment methodology used by the Financial Consulate, and is integrally involved with the Chief Investment Officer. Drew is also actively involved in the Financial Physical®, the Retirement Financial Physical® and Business Owner Financial Physical® services, as well as the Estate Relationship Manager service, new and existing client relations, client tax planning and firm media relations. Drew lives in Reisterstown, Maryland with his wife, Beverly. When he is not spending time with his two step-children and six grandchildren, Drew can be found golfing, fishing, cooking or gardening.

Twitter - @thefincon

Episode: 4/24/2018 @6:20 PM


Michael Joyce CFA, CFP
Michael Joyce CFA, CFP

Founder and President
JoycePayne Partners
http://www.joycepaynepartners.com/

Founder and President, Michael is responsible for overall investment strategy, management of investment portfolios and for financial counseling services. They have two locations; one in Bethlehem, PA and one Richmond, VA. Mr. Joyce is the recipient of a Bachelor of Science degree in Finance from the Pennsylvania State University and a Master of Business Administration degree from Drexel University. He is a Chartered Financial Analyst and a Certified Financial Planner. Mr. Joyce has over 30 years of experience in the financial industry and was named as one of the Top 100 wealth advisors in the US by Worth Magazine seven times. He was named as one of the 150 best financial advisors for doctors by Medical Economics and was recently listed as one of the top 100 independent financial advisors by Barron’s. Mr. Joyce is former Chairman of the Board of the National Association of Personal Financial Advisors and former Chairman of the NAPFA Consumer Education Foundation. He continues to serv(Show Full Bio)e on the Board of Directors on the NAPFA Consumer Education Foundation and is the Vice-Chairman Board of Directors of the Virginia Small Business Financing Authority and is Treasurer of the Benedictine Education Foundation.

Episodes: 4/10/2018 @6:00 PM, 5/9/2017 @5:30 PM, 11/15/2016 @6:30 PM, 5/17/2016 @5:00 PM, 1/6/2015 @5:00 PM


Brendon DeSimone
Brendon DeSimone

Real Estate Expert; Author of "Next Generation Real Estate: New Rules for Smarter Home Buying & Faster Selling"
Top Zillow Blogger
http://brendondesimone.com

Real Estate Expert Brendon DeSimone has more than a decade of varied residential real estate experience across the US. His practical advice is featured in his new book Next Generation Real Estate: New Rules for Smarter Home Buying & Faster Selling, as well as in his weekly syndicated column on Zillow, seen by 70 million visitors per month.

Brendon is licensed to sell real estate in two states and owns property in the US and abroad. He brings a fresh, helpful and consumer-focused approach to buyers and sellers of real estate in any market.

Brendon’s advice is also syndicated to 250 daily newspapers and many high-traffic media sites, including Forbes, Yahoo! Homes, AOL and Fox Business, and his professional, approachable, can-do style has also landed him interview spots as a national real estate expert on Good Morning America, HGTV, FOX News, Bloomberg and FOX Business.

Twitter - @brendondesimone
Book - https://www.amazon.com/dp/B00HZ4DZ2E/ref=dp-kindle-redirect?_(Show Full Bio)encoding=UTF8&btkr=1

Episodes: 4/10/2018 @5:00 PM, 5/10/2016 @5:00 PM


Tom Meyer AIF
Tom Meyer AIF

Chief Executive Officer
Meyer Capital Group
http://www.meyercg.com/team/thomas-meyer

Thomas C. Meyer is the 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. Tom learned from his grandfather who founded the firm in 1963. He was a fee-only fiduciary more than fifty years ago, truly a pioneer.

Tom Meyer joined the firm in 1982 and began his career constructing investment portfolios and managing client assets. By 1987, Tom took over the firm 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. For his efforts, Financial Advisor Magazine featured Tom as their cover story for liquid, transparen(Show Full Bio)t alternative mutual funds. Tom also saw the benefits of adding passive investments (ETF’s) along with active managers to lower costs and provide more tax efficiencies to clients portfolios.

Tom has worked in financial services for 35 years specializing in portfolio management. Passionate when it comes to helping people solve their financial problems, Tom’s expertise includes his Accredited Investment Fiduciary (AIF®) designation and FINRA SERIES 66, not to mention a host of industry awards and accolades. Tom has achieved the “5 Star Advisor” rating with the Paladin Registry. He has also received the coveted Dalbar award. This prestigious seal is the voice of our existing clients and is awarded to financial professionals who have exceeded national benchmarks in the areas of trust, client satisfaction, quality of advice and financial results. Tom has been voted to the Barron’s “Top 100 Independent Advisors” list, Financial Times “FT 300 Top Registered Investment Advisors” and was recently ranked in the “Barron’s America’s Top 1200 Advisors” survey of over 4000 advisors. NABCAP voted Tom a “Premier Advisor” and awarded him the “Customer Service Star” in the Philadelphia Business Journal and he was named a “Five Star Professional” in Philadelphia Magazine.

Tom has served on the board of directors for the Ronald McDonald House of Southern New Jersey, the South Jersey Chapter of Spina Bifida, Charles Schwab Advisor Network and on "The Dividend Growth Fund", formally a publicly traded mutual fund. Always active in his community, Tom devoted over 13 years coaching the Medford NJ youth football, lacrosse, and baseball teams.

Tom is an avid sports fan who enjoys playing golf and loves working out at the gym. Business is his favorite topic, but Tom is also interested in politics and history. When away from work, Tom enjoys spending time at the beach with his wife and two sons.

Episode: 4/10/2018 @5:30 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: 4/3/2018 @5:30 PM, 1/9/2018 @6:30 PM, 8/22/2017 @5:30 PM, 3/28/2017 @6:30 PM, 8/30/2016 @6:30 PM, 9/1/2015 @5:00 PM, 2/24/2015 @5:00 PM


Philip Reed
Philip Reed

Automotive Writer
NerdWallet.com
http://NerdWallet.com

Philip Reed is the automotive writer for San Francisco-based NerdWallet.com, a financial information website. Previously, Phil worked for automotive site Edmunds.com where he made frequent national radio and TV appearances. A former newspaper reporter, Phil has written 10 fiction and non-fiction books.

Phil’s first published books were ghostwritten by a car salesman from Southern California. Used Cars -- How To Buy One and Lease Cars -- How To Get One. Phil was hired by Edmunds.com in 2000 to work as an undercover car salesman as part of an investigative series to better understand the automotive sales process. The result was the internet article "Confessions of a Car Salesman" which had hundreds of thousands of page views each month. Phil went undercover again, wearing a hidden camera for a special segment of "Good Morning America" in which he negotiated to buy a Honda Odyssey. A believer in real-world experience Phil based his car buying advice on actual purchases for the Edm(Show Full Bio)unds.com long-term vehicle test fleet. This dual role (salesman and car buyer) gave him unique insight into the troubled relationship between the car salesperson and the American Consumer. In 2016 Phil joined NerdWallet and continues to write advice about buying, selling, financing and repairing cars. To further help consumers he has created several car buying calculators and tools.

Phil's other published books include the autobiography Candidly, Allen Funt, the sports instructional books Free Throw, and the biography In Search of the Greatest Golf Swing. He also wrote two thrillers about the car business, Bird Dog (nominated for the Edgar Award and optioned by Hollywood eight times) and Low Rider. The Marquis de Fraud is set in the world of thoroughbred horse racing while his latest novel, Off and Running, is about the kidnapping of a TV legend. His latest book appeared recently under the title, Wild Cards: A Year Counting Cards with a Professional Blackjack Player, a Priest, and a $30,000 Bankroll.

Phil lives in Long Beach, California, with his wife and, after owning two electric cars, now drives a 1997 BMW 328i with a 5-speed manual and the sports package.

Twitter - @AutoReed

Episodes: 4/3/2018 @5:00 PM, 3/27/2018 @5:00 PM


David Frisch
David Frisch

President
Frisch Financial Group, Inc.
http://www.frischfinancial.com

David Andrew Frisch is a Fee-Only Financial Planner and is a NAPFA-Registered Financial Advisor.

Mr. Frisch is the President of Frisch Financial Group, Inc. Frisch Financial is a comprehensive investment management and financial planning firm with locations in New York City, Melville, NY, White Plains, NY and Tampa, FL. The firm’s clientele spans across the country. Frisch Financial is ranked as one of the top 10 advisory firms in New York by AdvisoryHQ from 2016-2018 and has received The Women’s Choice Award® six years in a row (2013 - 2018).

David Frisch was educated at the State University of New York at Binghamton and the College for Financial Planning and holds a B.S. degree in Accounting.

Mr. Frisch is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (Personal Financial Planning Committee), and a member of the (Show Full Bio)Financial Planning Association – New York Chapter.

Mr. Frisch specializes in investment management and portfolio allocation strategies, as well as financial planning, divorce planning, stock option planning, executive compensation strategies, and cash flow management. David has made several television appearances and has been frequently quoted in articles and lectures on investment philosophies and financial planning issues. He was an adjunct professor at New York University’s School of Continuing Education for investment management and individual income tax planning courses. David’s professional career began at Arthur Andersen & Co., Inc. in the Personal Financial Planning Practice in the New York City office. David founded Frisch Financial Group Inc. in June 1999.

Episode: 4/3/2018 @6:20 PM


Susan Chesson CFP
Susan Chesson CFP

Wealth Advisor
Buckingham Strategic Wealth
http://buckinghamadvisor.com

After 20 years in corporate finance at Fortune 500 companies, Susan Chesson made the leap to financial planning, preferring to work one-on-one with clients to make a positive difference in their lives. Today, she uses the skills she honed managing multi-billion dollar portfolios to offer sound financial advice and professional investment management.

Susan loves the challenge of connecting the dots in of a client’s financial life to provide a comprehensive picture of how they can accomplish their goals. She often runs analyses to illustrate how different life choices can change the outcome of a financial plan, providing clarity that helps clients make sound decisions.

Before joining Buckingham in 2017, Susan was senior vice president and senior wealth advisor at Focus Wealth Management. Before pursuing her financial planning career, she worked in corporate treasury, fixed income investing and banking operations at Fannie Mae, Freddie Mac, and Capital One.

Originally(Show Full Bio) from England, Susan has a bachelor’s degree in French and Russian literature from Oxford University and an MBA in finance from the University of Texas at Austin. She also holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Susan lives in Northern Virginia and enjoys spending time with her family, traveling and being outdoors.

Episodes: 3/27/2018 @5:30 PM, 3/21/2017 @6:00 PM, 5/31/2016 @5:00 PM, 12/15/2015 @5:00 PM


Philip Reed
Philip Reed

Automotive Writer
NerdWallet.com
http://NerdWallet.com

Philip Reed is the automotive writer for San Francisco-based NerdWallet.com, a financial information website. Previously, Phil worked for automotive site Edmunds.com where he made frequent national radio and TV appearances. A former newspaper reporter, Phil has written 10 fiction and non-fiction books.

Phil’s first published books were ghostwritten by a car salesman from Southern California. Used Cars -- How To Buy One and Lease Cars -- How To Get One. Phil was hired by Edmunds.com in 2000 to work as an undercover car salesman as part of an investigative series to better understand the automotive sales process. The result was the internet article "Confessions of a Car Salesman" which had hundreds of thousands of page views each month. Phil went undercover again, wearing a hidden camera for a special segment of "Good Morning America" in which he negotiated to buy a Honda Odyssey. A believer in real-world experience Phil based his car buying advice on actual purchases for the Edm(Show Full Bio)unds.com long-term vehicle test fleet. This dual role (salesman and car buyer) gave him unique insight into the troubled relationship between the car salesperson and the American Consumer. In 2016 Phil joined NerdWallet and continues to write advice about buying, selling, financing and repairing cars. To further help consumers he has created several car buying calculators and tools.

Phil's other published books include the autobiography Candidly, Allen Funt, the sports instructional books Free Throw, and the biography In Search of the Greatest Golf Swing. He also wrote two thrillers about the car business, Bird Dog (nominated for the Edgar Award and optioned by Hollywood eight times) and Low Rider. The Marquis de Fraud is set in the world of thoroughbred horse racing while his latest novel, Off and Running, is about the kidnapping of a TV legend. His latest book appeared recently under the title, Wild Cards: A Year Counting Cards with a Professional Blackjack Player, a Priest, and a $30,000 Bankroll.

Phil lives in Long Beach, California, with his wife and, after owning two electric cars, now drives a 1997 BMW 328i with a 5-speed manual and the sports package.

Twitter - @AutoReed

Episodes: 4/3/2018 @5:00 PM, 3/27/2018 @5:00 PM


Bobbie Munroe
Bobbie Munroe

President, Lead Financial Planner
Supporting Your Choices Inc
http://www.supportingyourchoices.com

Bobbie graduated from Rice University in Houston, Texas with a BA in History in 1976. Since that time, she has had over 40 years of accounting/financial experience, 26 of which include tax services and consulting. In March 1998, Bobbie completed the Financial Planner Program at Oglethorpe University in Atlanta. She received her CFP® designation in June of 1998. Bobbie is dedicated to providing clients with well-informed, personally tailored advice on a variety of financial issues. She is well known for her “out of the box” thinking.

Bobbie is the President of Supporting Your Choices Inc. (formerly Fraser Financial), a fee-only, financial planning firm in Havana, FL. Her comments have been published in a wide variety of print and online media to include the Wall Street Journal and the New York Times.

Episode: 3/27/2018 @6:30 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: 3/20/2018 @5:30 PM, 1/16/2018 @5:30 PM, 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


Patrick Stark
Patrick Stark

Director of Financial Planning
RS Crum, Inc.
http://rscrum.com

Mr. Stark serves as the lead advisor for a number of the firm’s clients and is also RS Crum’s Director of Financial Planning.

Pat joined the firm in 2011 after spending over 20 years in the aerospace and technology industries, where he held a variety of positions in program management, engineering, operations management, and plant management.

Well versed in all aspects of financial planning, Pat works closely with all of our advisors while handling a wide array of financial planning issues for clients. He is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Pat serves on the advisory board of UCLA’s Personal Financial Planning program and is a frequent guest speaker at UCLA financial planning classes. Pat also provides financial counseling to military personnel and their families during various phases of deployment and reintegration.

Mr. Stark has a Bachelor of Science in Chemical Engineer(Show Full Bio)ing from U.C. Davis, a Certificate in Personal Financial Planning from UCLA, and a series 65 Investment Adviser license from the NASAA.

Pat was born in Colorado but has lived most of his life in California. He grew up in a small town called Paradise (yes, Paradise!) about 100 miles North of Sacramento. After attending college in Davis, he moved to Southern California and currently lives in Long Beach with his wife and son.

Pat enjoys running, swimming, biking, skiing, beach volleyball, and pretty much anything that gets him outside. He and his family love visiting national parks and have great memories of Yellowstone, Death Valley, Yosemite, Zion, and Joshua Tree. A lifelong Raiders fan, he still reminisces about their Super Bowl seasons and has nightmares of the infamous “Tuck Rule” game.

Episodes: 3/20/2018 @6:30 PM, 1/16/2018 @6:30 PM


Jin Lee
Jin Lee

CEO
BabyNoggin
http://www.babynoggin.com

Dr. Jin Lee is CEO of BabyNoggin, a digital health company focused on solving issues in child healthcare. She is a proud UPenn alum and Oxford-trained child psychologist. Dr. Lee was formerly a committee member for the American Heart Association and worked in the innovation and venture arms of Humana and Providence St. Joseph Health. She is a mentor for multiple health accelerator programs and startups. Dr. Lee has been featured on numerous healthcare blogs and has been a featured speaker at multiple child health-related conferences such as the Aspen Institute Children's Forum and National Early Head Start.

While at Penn, Dr. Lee majored in Honors Neuroscience and Honors biology. She was a McNair and University Scholar. Dr. Lee was also one of the 6 recipients of the Thouron fellowship, enabling her to receive her Ph.D in Child Psychology at the University of Oxford. Dr. Lee immigrated to the US at age 12 and is the first person to attend college from her family.

Twitter (Show Full Bio)- @BabyNogginAp; @drjinlee

Episodes: 3/20/2018 @5:00 PM, 1/16/2018 @5:00 PM


Fred Amrein
Fred Amrein

Founder
Amrein Financial
http://amreinfinancial.com/about-us/fred-amrein/

Fred is the founder of Amrein Financial and is a ChFC, fee only fiduciary financial advisor. He has a niche in helping families make better college funding decisions. Fred’s unique approach helps students envision the financial outcome of a college education. He brings together the financial aid process, college saving plans, educational tax strategies, student financing and the loan repayment process.
Fred developed EFC PLUS, the software product that provides an innovative four- year college net price calculator. The EFC PLUS tool projects the financial outcome for each family’s unique situation based on their college selections. He is also author of Financial Aid and Beyond: Secrets to College Affordability.
Fred has a MBA in Finance from Saint Joseph’s University and BS in Accounting and Food Marketing from Saint Joseph’s University. He is a registered member of the National Association of Personal Financial Advisors (NAPFA), Chartered Financial Consultant (ChFC) (Show Full Bio)designation and is a board member of the National College Advocacy Group (NCAG).
Fred has been quoted in WSJ, Money Magazine, US News and other national publications. He is a requested speaker at various professional conferences and meetings.

Episodes: 3/13/2018 @5:00 PM, 12/27/2016 @6:15 PM, 2/9/2016 @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: 3/13/2018 @5:30 PM, 5/16/2017 @6:30 PM, 12/13/2016 @5:30 PM, 7/26/2016 @5:00 PM, 7/14/2015 @5:00 PM


PJ Wallin
PJ Wallin

Founder & Lead Advisor
Atlas Financial
http://www.atlasfg.com

PJ Wallin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™. He launched Atlas Financial to enhance and streamline the financial lives of successful individuals, families, and business owners.

All-in-one advisors are the future of the wealth planning industry. Simplifying the process by eliminating multiple agents — a CPA, insurance advisor, investment advisor, financial planner, etc. — makes managing your finances easier, clearer and more effective.

PJ has dedicated his career to the finance and accounting industries. Starting his career in Chicago with Big 4 accounting firm KPMG over ten years ago, he established a solid accounting foundation by working with several Fortune 1000 companies. Yearning to work more directly with stakeholders, PJ made the jump to a high-paced private wealth management firm in Richmond, Virginia and focused on assisting high net worth individuals and families. Within 3 years, PJ was managing relationships with many prominent R(Show Full Bio)ichmond and Fredericksburg families. In addition to his relationship management role, PJ also oversaw the tax department and served as resident expert on complex tax and retirement planning strategies.

Working with people to help them define and achieve their goals brings PJ the greatest professional satisfaction. Whether assisting a young lawyer starting his career or advising a seasoned business owner selling his business, PJ is proud to call himself a fee-only financial advisor, providing independent, unbiased assistance in the areas of financial planning, investments, and tax.

PJ received his Master of Accounting and BS in Business Administration as an out-of-state entrant to the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. As an undergraduate, PJ balanced his busy class schedule with his roles as a member of the Varsity Men’s Swim Team and Kappa Sigma Fraternity.

Episode: 3/13/2018 @6:30 PM


Linda Rogers
Linda Rogers

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

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

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

Episodes: 3/6/2018 @5:30 PM, 10/31/2017 @5:30 PM, 8/15/2017 @5:30 PM


Patrick Rush
Patrick Rush

CEO and CFP
Triad Financial Advisors (TFA)
http://www.triadfa.com

Patrick Rush has been providing financial planning and investment advice since 1998. He is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. Prior to merging with TFA in 2012, Patrick was the President of Independent Wealth Management. He also served individuals and families as a Vice President and Senior Financial Advisor at Merrill Lynch in Greensboro.

Patrick believes that finding qualified, independent and conflict-free financial advice should not be difficult for investors. In addition, he believes investors do not need to predict the future in order to be successful at investing. He is proud that TFA is a fee-only firm with a commitment and legal responsibility to act as a full-time fiduciary for their clients. Patrick is passionate about raising the level of financial education in the community and thus authored Retirement 101 in 2011. He has been instructing the course to adults at various colleges and universities across North Carolina as an adj(Show Full Bio)unct instructor since 2007.

Patrick resides in Greensboro, NC with his wife, Dr. Christina Rush, their daughter Havana, and twin boys, Walker and Quincy.

Education
• Illinois Institute of Technology
o MBA - Finance
o B.S. - Financial Markets & Trading
• CERTIFIED FINANCIAL PLANNER™ practitioner
• Chartered Life Underwriter®

Episode: 3/6/2018 @6:30 PM


Eric Cole
Eric Cole

Former Technical Director for the CIA; Author of "Online Danger: How to Protect Yourself and Your Loved Ones From the Evil Side of the Internet"
http://onlinedanger.com/

Eric Cole, PhD, is an industry-recognized security expert with over 20 years of hands-on experience in consulting, training, and public speaking. As the founder and CEO of Secure Anchor Consulting, Dr. Cole focuses on helping customers prevent security breaches, detect network intrusions, and respond to advanced threats. In addition, he is a sought-after expert witness and a 2014 inductee to the InfoSecurity Hall of Fame.

Dr. Eric Cole is the author of several books, including Advanced Persistent Threat: Understanding the Danger and How to Protect Your Organization; Hackers Beware: The Ultimate Guide to Network Security; Insider Threat: Protecting the Enterprise from Sabotage, Spying, and Theft; and Hiding in Plain Sight. With over 20 patent applications, Dr. Cole is on the cutting edge of cyber security research and development.

Prior to founding Secure Anchor, Dr. Cole was dean of faculty and a leading instructor and course developer at SANS Institute, where he remains (Show Full Bio)a faculty fellow. His career has spanned industry and government roles including CTO at McAfee, Chief Scientist for Lockheed Martin, and member of the Commission on Cyber Security for the 44th President, Barack Obama.

Dr. Eric Cole obtained his doctorate from Pace University, with a concentration in information security, and earned both an MS and BS in computer science from New York Institute of Technology.

Book - https://www.amazon.com/dp/B078WK39TT/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1

Episode: 3/6/2018 @5:00 PM


Laurence Kotlikoff
Laurence Kotlikoff

Professor of Economics; Presidential Election 2017 Independent Write-In; Creator of MaximizeMySocialSecurity.com and AnalyzeMyDivorceSettlement.com
Boston University
http://www.bu.edu/experts/profiles/laurence-kotlikoff/

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 Fiscal Analysis Center. Professor Kotlikoff is a NY Times Best Selling author and an active columnist. His columns and blogs have appeared in The New York Times, The Wall Street Journal, The Financial Times, the Boston Globe, Bloomberg, Forbes, Vox, The Economist, Yahoo.com, Huffington Post and other major publications. In addition, he is a frequent guest on major television and radio stations. In 2014, he was named by The Economist as one of the world's 25 most influential economists. In 2015 he was name one of the 50 most influential people in Aging by Next Avenue.

Prof(Show Full Bio)essor 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. From 1977 through 1983 he served on the faculties of economics of the University of California, Los Angeles and Yale University. In 1981-82 Professor Kotlikoff was a Senior Economist with the President's Council of Economic Advisers.

Professor Kotlikoff is author or co-author of 17 books and hundreds of professional journal articles. His most recent book is Get What's Yours -- the Secrets of Maxing Out Your Social Security Benefits

Twitter - @KOTLIKOFF
Personal Site - http://www.kotlikoff.net/
MaximizeMySocialSecurity.com
AnalyzeMyDivorceSettlement.com

Episodes: 2/27/2018 @5:00 PM, 5/16/2017 @5:00 PM, 1/24/2017 @5:00 PM, 12/15/2015 @5:00 PM, 2/10/2015 @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: 2/27/2018 @6:30 PM, 7/11/2017 @6:30 PM, 10/4/2016 @5:30 PM, 3/1/2016 @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: 2/27/2018 @5:30 PM, 7/18/2017 @6:15 PM, 4/25/2017 @6:30 PM, 11/15/2016 @5:30 PM, 4/5/2016 @5:00 PM


Michael Kay
Michael Kay

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

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

Episodes: 2/20/2018 @6:30 PM, 8/29/2017 @5:30 PM, 6/6/2017 @5:30 PM, 7/26/2016 @5:00 PM, 5/3/2016 @5:00 PM


Craig Richards
Craig Richards

Managing Director and Director of Tax Services
Fiduciary Trust Company International
http://www.fiduciarytrust.com/

Craig S. Richards, CPA/PFS, CFP®, Managing Director and Director of Tax Services, a licensed CPA and CFP, he joined Fiduciary Trust in 1984 and was appointed the head of the Tax Department in 2006, having previously managed the individual tax services area since 1996. Mr. Richards serves on Fiduciary Trust’s Management and Operating Committees. He also serves on the board of directors of Fiduciary Trust International of Delaware. He is a member of the New Jersey State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He earned a B.S. from Saint Peter’s College, majoring in accounting and minoring in economics, and also earned an M.S. in taxation at Seton Hall University.

Episode: 2/20/2018 @5:00 PM