Recent Guests

Melissa Sotudeh CFP
Melissa Sotudeh CFP

Wealth Adviser
Halpern Financial, Inc.

Melissa Sotudeh, CFP is the Wealth Advisor for Halpern Financial, Inc. Melissa works one on one with clients in the Metro Washington DC area, with offices in Rockville, MD and Ashburn, VA. Melissa helps clients determine short and long term goals, as she applies her knowledge and expertise to develop retirement, investment, tax management and estate planning strategies. Melissa is a member of the firm’s Investment Research Team and specializes in holistic financial advice to high net worth individuals and families.

Melissa joined Halpern Financial, Inc. as Wealth Adviser in 2013. She has spent the last several years focused on understanding the challenges individuals and their families face when it comes to planning for the future.

Melissa is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor of Arts degree in Economics from the University of Texas at Austin and a Master of Business Administration degree from the Thunderbird School of Global Management in Pho(Show Full Bio)enix, Arizona. She lives in Bethesda with her husband and children.

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


Michael Garry
Michael Garry

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

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

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

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

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


Matt Kepnes
Matt Kepnes

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

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

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

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

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


David Strege
David Strege

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

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

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

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

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

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

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

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


Beth Akers
Beth Akers

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

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

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

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

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


Lex Zaharoff
Lex Zaharoff

Senior Wealth Advisor
HTG Advisors
http://www.htgadvisors.com/lex-zaharoff/

Lex Zaharoff is a Senior Wealth Advisor at HTG Advisors in New Canaan, CT. He is an experienced fee-only advisor specializing in helping corporate executives make the right financial decisions. His specialization is based on 33 years of experience analyzing the complexity of corporate-derived wealth as well as his personal experience as a corporate executive who has gone through similar transitions. He co-teaches the MBA course, Wealth Management and Private Banking at NYU's Stern School of Business. He received and engineering degree from Princeton and an MBA from Harvard.

Episodes: 6/13/2017 @6:15 PM, 10/18/2016 @6:30 PM


Michael Kay
Michael Kay

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

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

Episodes: 6/6/2017 @5:30 PM, 7/26/2016 @5:00 PM, 5/3/2016 @5:00 PM


Eric Mancini
Eric Mancini

Director of Investment Research and Wealth Advisor
Traphagen Financial Group
http://www.tfgllc.com/about/team/wealth-management/eric-mancini-cfp

Eric D. Mancini is a Certified Financial Planner (CFP®) and the director of investment research at Traphagen in Oradell, NJ. Eric graduated Penn State University with a BS in Economics and a focus in finance. He specializes in portfolio management, investment analysis, and personal financial planning. He also works with clients on insurance planning, tax planning, and personal income tax preparation. Eric has obtained the Certified Financial Planner (CFP®) designation, the NASD (National Association of Securities Dealers) Series 65 license, the NJ Life and Health Insurance license, and is currently pursuing his CFA® (Chartered Financial Analyst) designation.

Prior to joining TFG, Eric worked as a wealth manager specializing in comprehensive financial planning and portfolio management for high net worth individuals at Brinton Eaton Wealth Advisors. Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate planning, (Show Full Bio)retirement planning, annuity analysis, and retiree portfolio management.

He is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. He is an active member of the 'NAPFA Speakers Bureau' where he both creates the content/presentations for approved speakers and gives educational presentations to the public. NAPFA is an organization dedicated to fee only financial advice and championing the fiduciary standard for all advisors.

Eric also works with the armed forces helping deliver quality financial advice and education to active members of the armed forces and veterans recently returning home. Eric is a huge Penn State and professional football fan, and enjoys golf, traveling, and tennis.

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


Susannah Snider
Susannah Snider

Personal Finance Editor
US News & World Report
http://www.susannahsnider.com/

Susannah Snider is the Personal Finance Editor at U.S. News. She previously covered paying for college and graduate school. Prior to coming to U.S. News, she was a Staff Writer for Kiplinger. She received her master’s degree in journalism from the University of Southern California.

Twitter - @SusSnider
US News - http://www.usnews.com/topics/author/susannah-snider

Episodes: 6/6/2017 @5:00 PM, 12/13/2016 @5:00 PM, 9/27/2016 @5:00 PM


Alan Moore
Alan Moore

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

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

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


Grant Moore
Grant Moore

Financial Advisor
Savant Capital Management

Grant is a financial advisor at Savant Capital Management in Rockford, IL, office and a member of the Advisory Team and has been involved in the financial services industry since 2006. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Grant routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.

Prior to becoming a financial advisor, Grant worked in Savant’s financial planning department where he produced investment analysis, prepared client financial plans, and coordinated plan implementation. He also specialized in retirement projections.

Grant is a cum laude graduate of Marquette University with a bachelor of science degree in finance/economics and an MBA. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Investment Fiduciary® (AIF®), and a Chartere(Show Full Bio)d Retirement Plans SpecialistSM (CRPS®).

Grant serves on the board of directors for Remedies, a local domestic violence and substance abuse facility, and Kantorei, the Singing Boys of Rockford, where he is also the treasurer. In 2013, he graduated from the Chamber of Commerce’s 58th Class of Leadership Rockford (formerly known as CAP), a program designed to help emerging leaders grow in the Rockford community. He previously served as a volunteer in the RAISE Program of the Junior League of Rockford, mentoring high school students aspiring to attend college. He is routinely interviewed by local television stations and has been quoted in national publications.

Grant and his wife, Erin, have one son (Landon). He enjoys traveling, playing golf and tennis, and spending time with his family. Grant joined Team Savant in June 2006.

Episodes: 5/30/2017 @6:30 PM, 8/23/2016 @6:30 PM, 4/28/2015 @5:00 PM


Kristina Ellis
Kristina Ellis

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

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

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

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


Patrick Cote
Patrick Cote

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

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

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


Kirk Kinder
Kirk Kinder

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

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

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


Beth Kobliner
Beth Kobliner

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

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

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

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


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: 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

Founder
Beyond Your Hammock
http://beyondyourhammock.com/

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
http://riverchasewealth.com/about-us/our-team/

Rett Dean, a CERTIFIED FINANCIAL PLANNER™ professional, is a Co-Founder and Principal of Riverchase Wealth Management in Lewisville, Texas. Rett has spent the last 15 years as a financial planner working with clients to enable them to reach the goals that are most important to them.

Rett earned his Bachelor of Business Administration degree in Finance from Texas A&M University. Rett is also an Enrolled Agent, enabling him to represent clients before the Internal Revenue Service. He is a member of NAPFA, the Financial Planning Association (FPA), and the National Association of Tax Preparers (NATP).

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


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: 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

President
Tobias Financial Advisors
http://www.tobiasfinancial.com/team-member/benjamin-tobias

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
https://www.usnews.com/topics/author/teresa_mears

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

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

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

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

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

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

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

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

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


Steve Stanganelli
Steve Stanganelli

Founder; Creator
Clear View Wealth Advisors, LLC;CollegeCashPro.com.
http://www.clearviewwealthadvisors.com/

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
WorthPointe
http://worthpointeinvest.com/our-team-fee-only-financial-planners/certified-financial-planners-austin-tx/christopher-van-slyke-cfp/

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, thestreet.com, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, and MorningstarAdvisor.com.
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


Jennifer L. FitzPatrick
Jennifer L. FitzPatrick

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

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

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

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