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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


Louis Kokernak
Louis Kokernak

Principal
Haven Financial Advisors

Louis Kokernak is a native of Massachusetts who graduated from Rensselaer Polytechnic Institute in 1982. He worked as a systems programmer for IBM thereafter. He earned an MBA from The University of Texas in 1987 and worked as a mortgage strategist for Midfirst Bank. Duties there included the valuation of mortgage securities and the measurement of the interest rate risk of the bank. In the 1990s, Louis served as an economic consultant to Dr. Stephen Magee and as a partner with Martin Capital Advisors, a money manager. Since 2002, he has been principal of his own firm, Haven Financial Advisors. This is a fee only investment advisor that accepts no commissions. Louis is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). His work and opinions have been cited in the Wall Street Journal, Business Week, and Bloomberg News. He’s been a guest columnist with the Austin Business Journal and the Journal of the National Association of Personal Financial Advisors. Louis h(Show Full Bio)as taught retirement planning courses to CFP candidates at The University of Texas and St. Edwards University.

Episodes: 2/13/2018 @6:30 PM, 10/28/2014 @5:00 PM


Dr. Brad Klontz
Dr. Brad Klontz

Co-Founder
Your Mental Wealth and the Financial Psychology Institute
http://www.yourmentalwealth.com/about-us/dr-brad-klontz/

Dr. Brad Klontz, Psy.D., CFP® is the co-founder of Your Mental Wealth™ and the Financial Psychology Institute, and a Partner of Occidental Asset Management, LLC. Dr. Klontz is a financial psychologist, an Associate Professor of Personal Financial Planning at Kansas State University, a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association. Dr. Klontz was awarded the 2009 Innovative Practice Presidential Citation from the American Psychological Association for his application of psychological interventions to help people with money and wealth issues and his innovative practice in financial psychology for practitioners across the country.

Dr. Klontz has co-authored five books on the psychology of money: Financial Therapy: Theory, Research & Practice (Springer, 2014), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), The Financial Wisdom of Ebenezer Scrooge (HCI, 2005, 2008), andFacilitating Financia(Show Full Bio)l Health: Tools for Financial Planners, Coaches, and Therapists (NUCO, 2008).

Dr. Klontz’s work has been featured on ABC News’ 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger’s, Money Magazine, NPR and many other media outlets and professional magazines and journals.

Twitter - @mental_wealth | @DrBradKlontz

Episodes: 2/13/2018 @5:00 PM, 10/6/2015 @5:00 PM


David Peltz
David Peltz

Partner
Joel Isaacson & Co
http://www.joelisaacson.com

David Peltz is a Partner working to provide clients with goal-based solutions by delivering value across multiple disciplines. David is respected by his clients due to his ability to provide the structure and discipline needed to make sound financial decisions, achieve peace of mind, and results while focusing on long-term results. Using his expertise in estate and tax planning and investment advice, David implements strategies that provide clients with tremendous value beyond just investment returns.

David’s expertise in demystifying complex financial circumstances has been especially useful when working with corporate executives, as his expertise in analyzing benefit plans and maximizing the value of stock options, restricted stock and retirement plans are truly valued. Some of these underlying strategies include pre IPO planning, gifting and charitable giving strategies, and utilization of Trusts.

David received his BS in Finance from Hofstra University. He holds the C(Show Full Bio)ertified Financial Planner (CFP®) designation and is an active member of the Financial Planning Association (FPA) and National Association of Financial Planners (NAPFA). He is also a board member and the Treasurer of The Possibility Project, a strong example of embodying JICO philanthropic values and giving back to the community. David, his wife and two children reside in Westchester County

Episode: 2/13/2018 @5:20 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: 2/6/2018 @5:30 PM, 10/17/2017 @5:30 PM, 4/4/2017 @5:30 PM, 3/22/2016 @5:00 PM, 8/25/2015 @5:00 PM


Erik Daniels
Erik Daniels

Executive Vice President
Ronald Blue Trust
http://www.ronblue.com

Erik joined Ron Blue Trust in 1980 and serves as the Executive Vice President of the Family Office offering. In this role, Erik provides direction, coordination and strategy for serving the firms high net worth families.

He is a member of NAPFA and a former member of the AICPA. Erik has served as an adjunct faculty member to Georgia State University’s Graduate School in Financial Planning.

Erik and his wife, Sherri, reside in Marietta, Georgia, a suburb of Atlanta. They have four children and two grandchildren.

Education & Credentials: BS in Accounting from Indiana University; Masters in Taxation from Georgia State University and a Masters in Financial Planning from the College For Financial Planning.

Episode: 2/6/2018 @6:30 PM


Anthony Davenport
Anthony Davenport

Founder, CEO; Author of "Your Score: An Insider's Secrets to Understanding, Controlling, and Protecting Your Credit Score"
Regal Financial
https://regalcredit.com/

The financial crisis that hit in August 2007 changed the lives of millions of Americans. For Anthony Davenport, the stress and shock of the changes in the financial world were the forces that transformed his career—from being on the other side of the desk as a loan origination executive for a bank to becoming a financial literacy and consumer credit expert who has dedicated his life to helping clients solve some of their most difficult challenges.
After graduating from Washington State University, Davenport started his professional career as a loan officer for Bank of America in its Seattle office. His skill as a relationship builder helped him quickly move to become one of the top originators in the region. Davenport moved on to Wells Fargo—where he started his advanced training in the intricacies of the home mortgage business.
Ironically, it was as Davenport ascended to the highest levels of Wells Fargo’s sales structure that he noticed the mistakes, misinformation and pure arb(Show Full Bio)itrariness in credit reports that were costing uninformed consumers tens of thousands of dollars in extra interest on their loans. “The system is flawed,” says Davenport. “Creditors foot the bill for credit information – not individuals- so the bureaus have no incentive to fix your records.”
As the home mortgage market was being fundamentally altered in the financial crisis, Davenport resolved to go out on his own and build a company that would help people avoid the old pitfalls that caught so many of the clients he had seen at Bank of America and Wells Fargo—and the new ones coming. In 2010, Davenport founded Regal Credit Management in New York City. “As a former mortgage originator, I understand how unfavorable credit—or no credit at all—can impact your livelihood,” says Davenport. “Whether caused by error, theft, or rookie mistakes, bad credit affects your ability to live life on your terms.”

Davenport’s early success brought him clients from the top levels of professional sports, music, real estate and finance. He holds nearly a dozen advanced certifications, and conducts continuing education training in and around New York for the New York County Lawyers Association, New York Society of CPAs and the New York Real Estate Institute. Since 2014, Davenport has worked with the NFL in its executive education program to train athletes on credit management and protection, and he’s been the subject of numerous print and television features in outlets like Forbes, the New York Times and Current TV. His first book, The Score—a real-world guide to navigating the world of consumer credit—will be published in 2017 by Houghton Mifflin Harcourt.

Twitter - @RegalCreditMGMT
Book - https://www.amazon.com/Your-Score-Understanding-Controlling-Protecting-ebook/dp/B01NBKE4VR

Episode: 2/6/2018 @5:00 PM


David Blain
David Blain

Chief Executive Officer, Senior Wealth Advisor
BlueSky Wealth Advisors, LLC
https://blueskywa.com/

David L. Blain, CFA is the Chief Executive Officer and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) he founded in 1999. He is responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and sophisticated tax strategies for clients and is responsible for setting the firm-wide investment strategy.

David received a Bachelor of Science in 1989 from The United States Military Academy at West Point, where he was a Distinguished Honor Graduate and member of the Phi Kappa Phi Honor Society. Before his career in finance, he served with distinction for 10 years in U.S. Army Airborne, Ranger, and Special Operations units.

He is a member of the CFA Institute, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). He currently serves on the Board of Directors of CarolinaEast Health System in New Bern, where(Show Full Bio) he chairs the Investment Committee. Previously David was on the Board of Advisors and Finance Committee of the West Point Association of Graduates, Treasurer for Big Brothers Big Sisters of South Eastern North Carolina, President of the Cumberland Interfaith Hospitality Network, Treasurer of Catholic Charities of the Diocese of Raleigh. He served as the Chairman of the New Bern Heart Ball and has provided countless hours of volunteer service to numerous other charitable organizations. In addition to his many board duties, he has coached youth league baseball and soccer teams in the New Bern area for more than a decade.

David is a recognized speaker on investments, financial planning, and taxes. He has written for and been quoted in numerous trade journals and mass media outlets, including Money magazine, BusinessWeek, U.S. News & World Report, The Wall Street Journal, and other national and local publications. He was for five years the host of “All Things Money with David Blain,” a weekly television and radio program. Under his leadership, BlueSky has received several awards and accolades throughout its history for their quality of advice, growth rate, and client satisfaction.

Episodes: 1/30/2018 @5:30 PM, 1/13/2015 @5:00 PM


Ryan Vogel
Ryan Vogel

Senior Wealth Advisor; Partner
Private Wealth Management Group
http://www.myprivatewealth.com

Twitter - @myprivatewealth

Ryan is a CERTIFIED FINANCIAL PLANNER®, Senior Wealth Advisor, and partner at Private Wealth Management Group. After graduating from Muhlenberg College, with a Bachelor of Arts degree in Business and a minor in History, Ryan chose to work for The Vanguard Group at their headquarters in Malvern, PA. During Ryan’s tenure at Vanguard, he served in several different client facing roles including investment education and High Net Worth client services. Ryan joined Private Wealth Management Group in 2006 and became a partner in 2013. In addition to developing financial plans and communicating with his clients, Ryan leads the firm’s investment committee and is also responsible for overseeing performance reporting and trading operations.

Episode: 1/30/2018 @6:30 PM


Nancy Lee Sanchez
Nancy Lee Sanchez

Executive Director
Kaplan Educational Foundation
http://www.kaplanedfoundation.org

Nancy Lee Sánchez, M.A. is the Executive Director of the Kaplan Educational Foundation (KEF). As the founding Director of Academic Advisement and Student Development, Nancy was responsible for the design and implementation of the Kaplan Leadership Program (KLP) model. KLP's community college to four-year advisement model focuses on developing the whole student while preparing them for a lifetime of personal, financial, and socially conscious professional leadership.

By leveraging key strategies, including: intensive academic advisement, leadership coaching, culture-sensitive curriculum, and collaborative partnerships, the KLP model under Sánchez’s leadership has a proven track record. Kaplan Leadership Scholars have earned an 88% associate degree completion rate, a 92% transfer rate, and a 76% bachelor's degree completion rate. Sánchez has served as a strategic partner and advisor to the Kaplan Educational Foundation Board of Directors, while managing the Kaplan Leadership Prog(Show Full Bio)ram's rigorous recruitment, academic, advisement, leadership and scholarship components.

Sánchez has over 18 years of expertise providing greater access to higher education, improving the college experience, and supporting leadership among low-income, underrepresented and nontraditional students through collaborative partnerships and services that directly target factors affecting degree-attainment gaps.
Sánchez's own educational journey started at Kingsborough Community College (KBCC), where she earned an associate degree in early childhood education. She went on to earn a bachelor's degree in education from Long Island University, and a master's in sociology from Brooklyn College. As a 2014 National Hispanic Executive Leadership Fellow, Nancy completed an Executive Leadership Program at Harvard University's John F. Kennedy School of Government and a Leadership Development Program at the Center for Creative Leadership. Born in Las Piedras, Puerto Rico, Nancy currently resides in Brooklyn.

More recently, Nancy published The Kaplan Educational Foundation’s transfer admissions guide, “Your 2018 Guide to College Transfer,” in October 2017.

Twitter - @KaplanEdFdn

Episode: 1/30/2018 @5:00 PM


Rob Costello
Rob Costello

Founder
Costello Financial Planning
http://www.costellofinancialplanning.com/services/

Rob Costello is the Founder of Costello Financial Planning, a fee-only firm with offices in Ann Arbor, MI and Chicago, IL.
Rob founded Costello Financial Planning and has worked on a multitude of wealth management issues with clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments. This strategic process helped clients stay their course through the 2008 financial crisis and eventual recovery.
Rob focuses on helping professionals and their families by providing wealth management solutions. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving.
Rob received his B.S. from the University of Illinois at Urbana-Champaign, where he studied Finance. In 2010, (Show Full Bio)he earned his Certified Financial Planner certification. In 2012, he completed his CPA Preparation from Northwestern University School of Continuing Studies.
Rob is actively involved in Arlington Heights and Ann Arbor community. He is a member of Kiwanis Ann Arbor and on the board St. Viator Business Forum along with other advisory associations.

Episodes: 1/23/2018 @5:30 PM, 7/25/2017 @5:30 PM, 6/21/2016 @5:00 PM, 9/1/2015 @5:00 PM


Susan Powers
Susan Powers

Partner
AssetGrade
http://www.assetgrade.com/blog/assetgrade-welcomes-susan-powers

Prior to joining AssetGrade as a Partner, Susan held a number of senior executive positions with Fidelity Investments. Most recently leading a national team of investment consultants focused on servicing the needs of more than 3,000 corporate and tax-exempt clients, $400 billion in assets, providing an array of investment services and solutions for their Defined Contribution, Defined Benefit and Non-Qualified plans.
Prior to joining Fidelity, Susan was a Senior Vice President and Trust Officer managing the Employee Benefits Division of a national bank trust department covering qualified plans, endowments and foundations. Before joining the bank, Susan worked in public accounting focusing primarily on personal trusts and estate planning. Susan has an MS in Finance and Economics from West Texas A&M University and a BBA in Accounting from West Texas State University.

Episodes: 1/23/2018 @5:00 PM, 7/25/2017 @5:00 PM, 3/29/2016 @5:00 PM, 11/10/2015 @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: 1/23/2018 @6:30 PM, 7/25/2017 @6:30 PM, 6/13/2017 @6:15 PM, 10/18/2016 @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: 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.

Episode: 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

Episode: 1/16/2018 @5:00 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: 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


Eric Ross CFP
Eric Ross CFP

Principal, Financial Planning Specialist
Truepoint Wealth Counsel
http://truepointwealth.com/about-us/team/team-members/eric-ross/

Eric leads Truepoint’s financial planning group. Among other things, this involves conducting research and developing thought leadership on financial planning topics of relevance to Truepoint’s clients. “I enjoy reading technical articles about financial planning to stay up-to-date on industry news and findings.”

Eric is a graduate of The Ohio State University with a bachelor’s degree in business administration and is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Eric has been a guest lecturer at The Ohio State University’s Fisher College of Business and served as a judge for the Financial Frontier Awards. Other civic involvement includes teaching the Junior Achievement financial literacy course to area high school students, and serving on the Planned Giving Committees of CET public television and the Cincinnati Zoo and Botanical Garden.

Episodes: 1/9/2018 @5:30 PM, 3/28/2017 @5:30 PM, 12/1/2015 @5:00 PM


Mat Ishbia
Mat Ishbia

President/CEO
United Wholesale Mortgage
https://uwm.com/

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.

Episodes: 1/9/2018 @5:00 PM, 3/28/2017 @5:00 PM


Meredith Schneider
Meredith Schneider

Founder and Principal
Schneider Wealth Management
http://www.schneiderwealth.com/

Meredith Schneider, Certified Financial Planner™, serves as Principal and Founder of Schneider Wealth Management in Redwood Shores and Woodside, CA. In her practice she provides both asset management and financial planning. She has worked with clients for over 17 years advising on wealth planning, accumulation, preservation and transfer needs. Her clients include high tech executives, attorneys, and retirees.
She founded Schneider Wealth Management in 2007 to give clients more flexibility in meeting their financial needs. As a Registered Investment Advisor and member of NAPFA (National Association of Personal Financial Advisors) she adheres to a fiduciary standard that requires placing her clients’ interests first and foremost.
A graduate of Yale College with a degree in Ethics, Politics, and Economics, and a recipient of a four year Army ROTC Scholarship, Meredith served over four years in the U. S Army in Germany and Bosnia as an Ordnance and Civil Affairs Officer.
Follow(Show Full Bio)ing her service in the Army, she attended Georgetown University Law Center. After law school she returned to her native California and worked as Second Vice President – Investments at Smith Barney in both San Francisco and Menlo Park for over nine years.
She has appeared on television, published numerous articles in California journals and frequently speaks to groups including corporations, private foundations, alumni groups, and women’s organizations. She is a member of the Financial Planning Association, and a former Board Member of the Financial Planning Forum in Palo Alto.
Meredith lives in Emerald Hills with her husband and two children. Her interests include world travel, yoga, and hiking.

Episodes: 1/2/2018 @5:30 PM, 3/7/2017 @5:30 PM, 11/29/2016 @5:30 PM, 3/15/2016 @5:00 PM


Tony Robbins
Tony Robbins

1 Life&Business Strategist, #1 New York Times Best-Selling Author, Entrepreneur and Philanthropist
http://www.TonyRobbins.com

Tony Robbins is a bestselling author, entrepreneur, and philanthropist. For more than four decades, millions of people have enjoyed the warmth, humor, and the transformational power of Mr. Robbins's business and personal development events. He is the nation's #1 life and business strategist. He's called upon to consult and coach with some of the world's finest athletes, entertainers, Fortune 500 CEOs, and even presidents of nations. Robbins is a founder or partner in more than thirty companies, twelve of which he actively manages in industries as diverse as virtual reality, major league soccer, and the #1 rated resort & spa in the Fijian islands. These companies have combined annual sales of $5 billion. Through his partnership with Feeding America, he has provided over 200 million meals to those in need over the last two years and is on track to provide a billion meals over the next eight years. He lives in Palm Beach, Florida.

Website - www.TonyRobbins.com

Book - https:/(Show Full Bio)/www.amazon.com/Unshakeable-Your-Financial-Freedom-Playbook-ebook/dp/B01KU08VQE

Episodes: 1/2/2018 @5:00 PM, 3/7/2017 @5:00 PM


Cindy Golub
Cindy Golub

Founding Principal
G-Squared Advisory LLC

Cindy Golub is one of the two founding principals of G-Squared Advisory LLC, a fee-only financial planning firm and Registered Investment Advisory Firm located in Westchester County New York. Cindy was previously employed by Goldman Sachs in the Fixed Income Division. She has a B.S. from the Wharton School of the University of Pennsylvania in accounting and an MBA from Columbia University in finance.
Cindy has a certificate in financial planning from New York University and is a CERTIFIED FINANCIAL PLANNER™. Cindy serves on several philanthropic boards.

Episodes: 1/2/2018 @6:30 PM, 3/7/2017 @6:00 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: 12/26/2017 @5:30 PM, 9/19/2017 @5:30 PM, 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: 12/26/2017 @6:15 PM, 9/19/2017 @6:30 PM, 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: 12/26/2017 @5:00 PM, 9/19/2017 @5:00 PM, 5/23/2017 @5:00 PM, 2/7/2017 @5:00 PM