Recent Guests

Patrick Cote
Patrick Cote

Founding Partner

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

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)"

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 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,, 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 -

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

Laurence Kotlikoff
Laurence Kotlikoff

Professor of Economics; Presidential Election 2017 Independent Write-In; Creator of and
Boston University

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,, 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 -

Episodes: 5/16/2017 @5:00 PM, 1/24/2017 @5:00 PM, 12/15/2015 @5:00 PM, 2/10/2015 @5:00 PM

Eric Roberge
Eric Roberge

Beyond Your Hammock

Eric Roberge is the founder of Beyond Your Hammock based in Boston, MA. Eric helps motivated professionals connect with their values to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), he’s on a mission to transform the financial planning industry. Through personalized financial coaching and investment guidance, he helps you organize your finances, set goals that matter to you, save and invest for your future, and take action in your career.

After working in the financial services industry for 12 years at State Street Bank, J.P. Morgan, and several independent financial planning firms, Eric founded Beyond Your Hammock to help successful professionals in their 30s and 40s navigate the personal finance landscape.

Eric was named one of The Top CFP Holders Under 36 by Wealth Management Magazine in 2016. He provides financial education through both his business and by writing for publications like Money, (Show Full Bio)Forbes, USA Today, ABC News, CNBC, Entrepreneur Magazine, The Wall Street Journal, and more.

Eric is on the Board of Directors of the Massachusetts Financial Planning Association as the NexGen Director and frequently speaks at industry events and conferences. He earned anundergraduate degree in finance and entrepreneurship from Babson College and teaches entrepreneurship and financial literacy workshops to middle, high school, and college students in his free time.

Episodes: 5/16/2017 @5:30 PM, 3/22/2016 @5:00 PM

Rett Dean
Rett Dean

Co-Founder, CFP
Riverchase Wealth Management

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

Michael Joyce CFA, CFP
Michael Joyce CFA, CFP

Founder and President
JoycePayne Partners

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

Benjamin Tobias
Benjamin Tobias

Tobias Financial Advisors

Ben Tobias is CFP®, CPA/PFS, CIMA®, AIF®, and President of Tobias Financial Advisors in Plantation, FL. He is originally from the New York City area and has lived and worked in South Florida since 1975. Professional and trade organization memberships include the Financial Planning Association, The Investment Management Consultants Association, The National Association of Personal Financial Advisors, American Institute of Certified Public Accountants, The National Independent Financial Advisors Panel, and The Aegis Study Group. Mr. Tobias has also been a member of the TD Ameritrade Institutional Advisor Panel for 2005-2013.

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

Teresa Mears
Teresa Mears

Personal Finance and Real Estate Contributor
U.S. News and World Report

Teresa Mears writes about personal finance, real estate and retirement for U.S. News and other publications. She was previously the real estate blogger for MSN Money and worked as the Home & Design editor for The Miami Herald. During her journalism career, she worked on coverage of immigration, religion, national and international news and local news, serving on the staffs of The Miami Herald, The Los Angeles Times and the St. Petersburg Times. She has also been a contributor for The New York Times and The Boston Globe, among other publications. She publishes Living on the Cheap and Miami on the Cheap.

Twitter - @TeresaMears

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

David Strege
David Strege

Syverson Strege and Company

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

Steve Stanganelli
Steve Stanganelli

Founder; Creator
Clear View Wealth Advisors, LLC;

As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire Seacoast.

Episodes: 5/2/2017 @5:00 PM, 9/1/2015 @5:00 PM, 4/21/2015 @6:30 PM

Christopher Van Slyke
Christopher Van Slyke

Partner, Founder

Christopher P. Van Slyke has been active in the financial communities of San Diego, California & Austin, Texas since 1992, when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, he has been an independent wealth manager and entrepreneur. He is a past member of the board of directors of The Financial Planning Association (FPA) of Austin, San Diego and Los Angeles, as well as the western region board of directors for the National Association of Personal Financial Advisors, and he currently serves as an incoming board member for the Austin Financial Planning Association.
A CERTIFIED FINANCIAL PLANNER™ professional, Christopher also holds a BA in finance from the University of Texas at Austin and an MBA from the University of Southern California.
Christopher has been quoted or published in The Wall Street Journal, San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth(Show Full Bio) and Retirement Planner,, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, and
An avid golfer, Christopher enjoys playing at Morgan Run in Rancho Santa Fe and Barton Creek Club in Austin. He also enjoys dancing with his wife, a professional ballroom dancer, and attending college football games.

Episodes: 5/2/2017 @5:30 PM, 3/29/2016 @5:00 PM, 8/25/2015 @5:00 PM

Thomas Meyer
Thomas Meyer

Meyer Capital Group

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: 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

F5 Financial Planning

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: 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

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: 4/25/2017 @5:00 PM, 6/21/2016 @5:00 PM

Ben Gurwitz
Ben Gurwitz

COO, Family Fiduciary
Financial Life Advisors

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

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

Francine Duke CFP®
Francine Duke CFP®

Founding Principal
Aqua Financial Planning, LLC

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

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

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

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

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

Rick Miller
Rick Miller

Founder, CEO
Sensible Financial Planning

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

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

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

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

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

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

Robert Schmansky
Robert Schmansky

CFP, Founder
Clear Financial Advisors

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

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

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

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

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

Taylor Schulte
Taylor Schulte

Founder and CEO
Define Financial

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

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

Sandra Block
Sandra Block

Senior Associate Editor

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

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

Tim Baker
Tim Baker

Founder and CEO
WealthShape LLC

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

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

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

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

Jon Luskin
Jon Luskin

Financial Planner
Define Financial

Jon Luskin is a CERTIFIED FINANCIAL PLANNER™ (CFP®). For his master’s thesis on investment management, Jon showed how university endowments can generate more wealth (and take on less risk) by adopting low-cost investment strategies. Jon is also an active member of the San Diego chapter of the Financial Planning Association’s NexGen group, a venue for younger financial planning professionals to share best practices. Jon’s original research on investing has been published in the academic peer-reviewed Journal of Financial Planning.
When not practicing financial planning, Jon can be found teaching safe cycling skills to the youth of San Diego, or volunteering with San Diego’s canine rescue organizations. Jon also enjoys homebrewing, bbq’ing, cycling, hiking and camping. You can read Jon’s beer blog at, and his financial planning blog for Deloitte employees at

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

Nina Mitchell
Nina Mitchell

Senior Wealth Advisor & Partner
Bridgewater Wealth & Financial Management

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

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

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

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

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

Mat Ishbia
Mat Ishbia

United Wholesale Mortgage

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

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