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Jon Luskin
Jon Luskin

Financial Planner
Define Financial
https://www.definefinancial.com

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 JonBrewsBeer.com, and his financial planning blog for Deloitte employees at uncleDmoney.com.

Episodes: 11/14/2017 @5:30 PM, 4/4/2017 @6:15 PM


Charlotte Beyer
Charlotte Beyer

Founder; Author
Institute for Private Investors
http://www.instituteforprivateinvestors.com

After 20 years on Wall Street, Charlotte B. Beyer founded the Institute for Private Investors (IPI) in 1991 to help improve the relationship between wealthy investors and their financial advisors. Then in 1999 she collaborated with The Wharton School to create the first-of-its-kind private wealth management curriculum for families with substantial assets. Named an Aresty Fellow in 2016, Beyer continues to teach in this program twice a year.

Beyer also launched the Investor Education Collaborative in 2004 to continue to spread the message of IPI, where she served as CEO for 21 years until her retirement in 2012. Family Wealth Report awarded Beyer a Lifetime Achievement citation for her "tangible legacy" that "championed the interests of private investors" and has been recognized by the Investments & Wealth Institute™ (formerly IMCA®) for key innovations and thought leadership with the J. Richard Joyner Wealth Management Impact award.
A graduate of Hunter College, Beyer also at(Show Full Bio)tended the University of Pennsylvania and the Stern/NYU Graduate School of Business Administration. In 2012 Beyer founded the Principle Quest Foundation, a private foundation whose mission is to support innovative education and mentoring programs for women. A lifetime trustee of the Westover School, an all-girls school, Beyer currently serves on the global association board of 100 Women in Finance and on the Ambassador Board of Institutional Investor's Journal of Wealth Management.

Twitter - @charlottebbeyer
Website - www.wealthmanagementunwrapped.com

Episode: 11/14/2017 @5:00 PM


Todd Sensing
Todd Sensing

CEO/Founder; CFA, CFP®; Board Member
FamilyVest; Westonwood Ranch-up
http://www.familyvest.com

Before founding FamilyVest, Todd spent 20 years in banking and portfolio management, highlighted in 2007, when he started and managed Aardvark Market Neutral Fund. Successful, yet unsatisfied, he founded FamilyVest as a way to offer financial services to those who are navigating the complicated financial realm of raising a family and all the transitions that come with it. Todd discovered that his greatest moments come when he can help a family achieve their goals and dreams in ways they never imagined possible. The transformation of their doubts into optimism is empowering. FamilyVest works with young families, mature families, and families with special needs. As a proud father of 2 boys on the autism spectrum, Todd finds great joy and satisfaction in guiding those clients that have family members with special needs on their journey of planning for their loved ones.
Todd is a CFA Charterholder and holds the CFP® certification.


Memberships include: CFA Institute, XY Plann(Show Full Bio)ing Network, National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), FEE-Only Network, Academy of Special Needs Planners, CFP Board, WhyFiduciary.com

Twitter - @FamilyVest

Episode: 11/14/2017 @6:30 PM


Thomas Meyer
Thomas Meyer

CEO
Meyer Capital Group
http://www.meyercg.com/team.html

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: 11/7/2017 @6:30 PM, 7/18/2017 @5:30 PM, 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


Steve Novak
Steve Novak

Director of Retail Banking
Bryn Mawr Trust
https://www.bmtc.com/

Steve Novak is the Director of Retail Banking at Bryn Mawr Trust and has been with the bank for the past 10 years. Steve started his banking career as a teller for Home Savings of America in San Diego, California and has worked numerous Retail Banking positions since he started his consumer banking career back in 1988.

Bryn Mawr Bank Corporation (NASDAQ: BMTC), including its principal subsidiary, The Bryn Mawr Trust Company (founded in 1889; headquartered in Bryn Mawr, Pa.), is a locally managed financial services company providing retail and commercial banking, trust administration and wealth management, and insurance solutions. Bryn Mawr Bank Corporation has $3.48 billion in corporate assets and $12.4 billion in wealth assets under management, administration, supervision, and brokerage (as of 9/30/2017).

Episode: 11/7/2017 @5:00 PM


Marianela Collado
Marianela Collado

CEO and Senior Wealth Advisor
Tobias Financial Advisors
http://www.tobiasfinancial.com

Marianela Collado, CPA/PFS, CFP®, joined Tobias Financial Advisors in October 2015 as a Senior Financial Advisor and has recently become a co-owner of the firm. Marianela serves clients in a team setting by collaborating with clients and their professional advisors to ensure the client’s overall financial planning objectives are pursued in the most tax efficient manner.
Marianela has over 15 years of experience in the tax and financial planning arena. She has worked with many ultra-high net worth families and assisted with the implementation and reporting of complex income and wealth transfer strategies.
Marianela has been quoted in various financial and non-financial media outlets including the Wall Street Journal, CNBC, MentalFloss.com and NerdWallet.com. She has been featured in articles related to tax and financial planning in the El Nuevo Herald. In 2017, Marianela received the American Institute of CPA’s Standing Ovation Award. She was among 16 CPAs nationwide under the age(Show Full Bio) of 40 recognized for their contribution to personal financial planning.
Prior to joining Tobias Financial Advisors, Marianela was a Principal at Bessemer Trust. She joined Bessemer Trust in 2004, as a member of the Client Tax Services department and subsequently worked with Bessemer’s client advisory team in Miami providing wealth and tax consulting services. Prior to joining Bessemer, Marianela was a Senior Tax Associate with Wealth and Tax Advisory Services (formerly Arthur Andersen and now Andersen Tax) in New York, specializing in compliance and planning for high net worth individuals.
Marianela has honorably served as a member of the Florida Institute of CPA’s Women’s Leadership Committee from 2013 to 2017. She is also a founding member of the recently established West Broward Chapter for the National Association of Divorce Professionals and serves as their social media chair.
Marianela received a B.S. in Accounting from Hunter College in New York City in 2000. She is a member of the National Association of Personal Financial Advisors, the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the West Broward Estate Planning Council, the Financial Planning Association and the Florida Institute of Certified Public Accountants.
Marianela is passionate about her clients at Tobias Financial Advisors, but outside the office she enjoys spending time with her husband and three boys, who keep her very busy with sports activities and playdates with friends in their Weston, FL community.


Upcoming Year End Tax Planning Webinar (http://www.tobiasfinancial.com/news-posts/year-end-tax-planning-webinar/)

Episode: 11/7/2017 @5:30 PM


Andrew Feldman
Andrew Feldman

CFP and President
AJ Feldman Financial

His background in the financial industry began when he was a teenager interning for his family’s specialist and market-making firm on the floor of The Chicago Stock Exchange. During this time he was able to learn about trading and market products. In 1993, he witnessed the first major Exchange Traded Fund (ETF) debut, the SPDR S&P 500 Index Fund (SPY). Although there was not much initial volume and interest in this product, the specialists and market-makers knew this was the beginning of something special. It was not until 1999 when the second major ETF premiered, the Nasdaq 100 (QQQ), that the trading community really embraced these funds. In 2000, this fund was the most actively traded security in the United States.
After graduating from Indiana University with a business certificate from the Kelley School of Business and a degree in Philosophy, Andrew put his knowledge, training and experience to work with Treasury Equity, LLC. As a consultant to Treasury Equity, Andrew assiste(Show Full Bio)d in producing marketing materials, SEC filings and patent applications to bring new Currency Exchange Traded Funds to market. This product line currently trades on the NYSE and has assets under management of ~$600 Million as of October 2012. He currently has a patent pending at the US Patent Office for these products.

Episodes: 10/31/2017 @6:15 PM, 8/15/2017 @6:30 PM, 1/3/2017 @5:00 PM, 5/3/2016 @5:00 PM, 5/12/2015 @6:30 PM


Kim Lankford
Kim Lankford

Contributing Editor
Kiplinger's Personal Finance
http://www.kiplinger.com/fronts/archive/bios/index.html?bylineID=10

As the "Ask Kim" columnist for Kiplinger's Personal Finance, Lankford receives hundreds of personal finance questions from readers every month. She is the author of Rescue Your Financial Life (McGraw-Hill, 2003), The Insurance Maze: How You Can Save Money on Insurance -- and Still Get the Coverage You Need (Kaplan, 2006), Kiplinger's Ask Kim for Money Smart Solutions (Kaplan, 2007) and The Kiplinger/BBB Personal Finance Guide for Military Families. She is frequently featured as a financial expert on television and radio, including NBC's Today Show, CNN, CNBC and National Public Radio.

Episodes: 10/31/2017 @5:00 PM, 8/15/2017 @5:00 PM


Linda Rogers
Linda Rogers

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

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

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

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


Steve Medland
Steve Medland

Co-Founder, CFP
TABR Capital Management, LLC
http://tabr.net/the-team/

Steve Medland is a CFP and co-founder of TABR Capital Management. His Fee-Only financial planning firm is based in Orange County, California and serves Millionaire Next Door type clients with their investment management and comprehensive financial planning needs. Steve is also a former navy submarine officer who made the transition into finance 15 years ago. He holds an MBA from the Wharton School and has been quoted in the Wall Street Journal and Bloomberg Businessweek, among other major publications.

Episodes: 10/24/2017 @5:30 PM, 10/11/2016 @6:30 PM


Nancy Paul
Nancy Paul

Owner, President
Three Wishes College Strategies
http://www.ThreeWishesCollegeStrategies.com

Nancy Paul is a speaker, consultant, seminar leader, and best-selling author who inspires audiences to combat skyrocketing college costs and empower students with “skin in the game.” She also volunteers as a merit scholarship judge for UCLA.

With three daughters in three years, Nancy spent 100’s of hours mastering how her family could lower the cost of college with merit scholarships and other strategies that did not involve need-based aid or financial products.

Together, her daughters were awarded $600,000 in merit scholarships –money for college based on achievement. Those victories lead to benefits that the family could not have imagined.
She is passionate about educating families to create more options for how much they spend on college. Nancy says:
“We must take control over skyrocketing college costs, advocate for parents’ rights to know how to pay less for college, empower our kids to use their achievements to lower the cost of college, and combat the $(Show Full Bio)1.3 trillion in college debt...one student at a time.”
Nancy is out-spoken about the short-comings in current college planning that is contributing to crippling college debt. She believes that most high school and private college counselors do families a huge disservice not to include cost as a factor in determining “best fit” schools.
The Little Book about Scholarships has been praised by college counselors, parents and students for its simplicity and usefulness. The resource provides a crash course in merit scholarships.

Nancy shares her signature W.I.S.H.E.S. system with families nationwide through seminars, group programs, home study courses, videos and articles. Her programs include Pay Less for College Boot Camps and The College Treasure Chest self-paced course.

She is known for being engaging, knowledgeable, and motivating on topics related to empowering teens with the college process so they get into more colleges, pay less, and maximize their potential.

Previously, Nancy was a public relations executive in the entertainment industry. Her specialty was uniting celebrities with high-profile public service programs, including collaborations with The White House, The U.S. Olympic Hockey Team, and The United States Post Office.

Episode: 10/24/2017 @5:00 PM


Jim Flinchum
Jim Flinchum

Managing Principal
Bay Capital Advisors, LLC
http://www.baycapitaladvice.com

Jim’s financial and investing experience began as a trust officer for Signet Bank and Bank One. He has served as a Vice President of Citigroup, a Senior Vice President for Bank of America, and a Senior Vice President for SunTrust. During his 35 years in banking, he assisted high net worth families, both domestically and internationally, with their investment, estate planning, and borrowing needs.

He holds a Bachelors of Science in Finance from Old Dominion University, an M.B.A. from the College of William and Mary, and a Masters of Science in International Finance from the University of Dallas. He has been designated a CERTIFIED FINANCIAL PLANNER™ professional by the College of Financial Planning, and a CERTIFIED INVESTMENT MANAGEMENT ANALYST™ by the Investment Management Consultants Association. He also earned the Investment Management Consultants Association ADVANCED INVESTMENT STRATEGIST™ certificate, following his studies at The Wharton School, University of Pennsylvania. J(Show Full Bio)im has taught economics for the American Institute of Banking and the University of Texas.

Personal site - www.jimflinchum.com
Book - https://www.amazon.com/Paybacks-Tale-Ponzi-Schemes-Families-ebook/dp/B00719252Y/ref=sr_1_1?ie=UTF8&qid=1508773211&sr=8-1&keywords=paybacks+jim+flinchum

Episode: 10/24/2017 @6:30 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: 10/17/2017 @5:30 PM, 4/4/2017 @5:30 PM, 3/22/2016 @5:00 PM, 8/25/2015 @5:00 PM


Kai Stinchcombe
Kai Stinchcombe

Co-Founder & CEO
True Link Financial
http://www.truelinkfinancial.com

Kai Stinchcombe is the Co-Founder and Chief Executive Officer of True Link Financial, Inc.

He started his career at a nonprofit think tank, developing objective research and new public policy ideas at both the state and federal level. After getting a graduate degree at Stanford Kai started two successful analytics-driven companies, one in sales management and one in redistricting.

Kai previously served as Head of Risk & Analytics at LendUp, Chief Technology Officer of Aktana, and served as Chief Executive Officer of the Roosevelt Institution.

True Link was born of conversations Kai had with his mother – the person he admires most in the world – as she was managing money on behalf of herself (age 60), her husband (age 70), and her mother (age 90), and seeing the unique financial challenges Kai’s family faced at each stage in the process.

Almost five years later, True Link is managing money for tens of thousands of families and helping them every day to make (Show Full Bio)better decisions and stay on sounder financial footing.

Episode: 10/17/2017 @5:00 PM


Bob Carroll
Bob Carroll

Managing Director; CPA, CFP™, Certified Divorce Financial Analyst™
Cincinnati Carnegie Investment Counsel
http://www.carnegieinvest.com

Bob Carroll is the Managing Director of the Cincinnati office of Carnegie Investment Counsel. In addition to traditional financial planning and wealth management services, Bob is a specialist in the area of divorce financial planning. Bob is a fee-only financial planner and member of the National Association of Personal Financial Advisors (NAPFA).

After personally going through divorce, Bob recognized a need to better serve those considering or in the midst of this difficult process. This is what prompted Bob to create Carroll Financial, a specialized service for those experiencing divorce provided by Carnegie Investment Counsel.

In addition to his professional licenses, Bob holds an undergraduate degree in accounting from the University of Notre Dame and a Masters in Business Administration from Xavier University. When not helping clients, Bob is the drummer in the band “More Cowbell”.

Personal Site - www.carroll-financial.com

Episode: 10/17/2017 @6:30 PM


Joel Isaacson
Joel Isaacson

Founder and CEO
Joel Isaacson & Co.
http://www.joelisaacson.com

Joel Isaacson & Co., LLC a nationally known financial and tax planning firm based in New York, provides total financial services for its clients. The firm is dedicated to assisting clients in managing risk and investments, improving cash flow, reducing or deferring income taxes, and preserving capital through estate and retirement planning. The firm provides the highest level of tax compliance for individuals and business owners.

Joel Scott Isaacson, who heads the firm, was educated at Lehigh University and Golden Gate University (San Francisco), and holds a B.S. degree in Accounting and an M.B.A. in Financial Planning.

Mr. Isaacson is the former Chairman, as well as the former President, of the New York Chapter of the International Association for Financial Planning; a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; an active member of the American Institute of Certified Public Accountants, Est(Show Full Bio)ate Planning Council, and the National Association of Personal Financial Advisors.

Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by Worth Magazine. He has also been named, seven times in a row, as one of the “Top Financial Advisors” to the medical profession.

A teacher as well as a practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York.

Episodes: 10/10/2017 @5:30 PM, 12/16/2014 @5:00 PM


Paul Sydlansky
Paul Sydlansky

Founder
Lake Road Advisors
http://www.lakeroadadvisors.com

Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 18 years.  Prior to founding Lake Road Advisors, Paul worked as relationship manager for a Registered Investment Advisor. Previously, Paul worked at Morgan Stanley in New York City for 14 years.  While at Morgan Stanley, Paul was a senior-level manager within the Institutional Equities Department.  Paul received a Bachelor’s degree in Economics from Marist College and holds an MBA from New York University Leonard N. Stern School of Business. Paul is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planners Association (FPA) and the XY Planning Network (XYPN).

Twitter - @psydlansky

Episode: 10/10/2017 @6:30 PM


Stacy Rapacon
Stacy Rapacon

Contributing Editor
Kiplinger.com
http://Kiplinger.com

Rapacon joined Kiplinger in October 2007 as a reporter with Kiplinger's Personal Finance magazine and became an online editor for Kiplinger.com in June 2010. She previously served as editor of the "Starting Out" column, focusing on personal finance advice for people in their twenties and thirties, and is currently the managing editor of our Wealth Creation Channel.

Before joining Kiplinger, Rapacon worked as a senior research associate at b2b publishing house Judy Diamond Associates. She holds a B.A. degree in English from the George Washington University.

Twitter - @srapacon

Episode: 10/10/2017 @5:00 PM


Paul Palazzo
Paul Palazzo

Managing Director
Altfest Personal Wealth Management
https://www.altfest.com/

Paul leads a team of advisors who help clients with all of their financial planning and investment needs. In addition, he heads the firm’s Financial Planning Committee, sits on the Leadership and Investment Committees, and is co-director of the Altfest Dental Group. He was named managing director in 2007, having joined the firm in 2000.

A CFP® licensee, he specializes in quantitative financial planning analysis. He received acknowledgment for making a major contribution to the case study in Lew Altfest’s collegiate textbook, Personal Financial Planning. In 2005 Paul became a Certified Option Advisor, a designation focused on employee stock options and other forms of stock-related compensation.

He has written on a variety of financial planning and investment topics for major publications such as The Journal of Financial Planning and The Seattle Times, and has been interviewed by The Wall Street Journal, Washington Times, ABC News and others. In addition to his frequent tal(Show Full Bio)ks on retirement planning, he has made presentations in front of the American Association of Individual Investors and spoken on Roth IRA conversions to the New York Tax Study Group, of which he is a member.

Paul is a former member of the Board of Directors of the Financial Planning Association of New York and of the Practice Foundation Committee of the National Association of Personal Financial Advisors (NAPFA). He serves on the Board of Directors of the co-op in Manhattan where he lives with his wife, Lorraine.

Paul received his B.A. in history from Western Connecticut State University. In his spare time he enjoys reading, cooking and exploring Central Park. He is a volunteer for and consultant to the Petit Family Foundation.

Episodes: 10/3/2017 @5:30 PM, 6/23/2015 @5:30 PM


James Daniello
James Daniello

Senior Director
TIAA
http://TIAA.org

James Daniello is a Senior Director at TIAA, where he leads a team of financial planning specialists within the firm’s Integrated Solutions Group, driving comprehensive financial planning initiatives. He and his team operate as TIAA’s foremost subject matter experts in Managed Accounts, Life Insurance, Annuities, Long-Term Care, Banking, and Donor Advised Funds.

James is a graduate of Villanova University and has over 19 years of experience in the financial services industry. He has carried the CERTIFIED FINANCIAL PLANNER designation for 11-years. James holds FINRA Series 7, 66 and 24 registrations and is licensed in life insurance across all 50 states and Washington DC.

IMPORTANT INFORMATION: Exclusions, restrictions, limitations, and reductions in benefits will, in certain situations, apply to a policy. TIAA Life has the right to contest a policy for misrepresentation by the applicant. Investment, insurance and annuity products are not FDIC insured, are not bank guarant(Show Full Bio)eed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value. Reference IRC Section 101(a) regarding the generally tax free receipt of the death benefit.

Episode: 10/3/2017 @5:00 PM


Robert Finley
Robert Finley

Principal
Virtue Asset Management
http://virtueassetmanagement.com

Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager in Chicago. Robert has been featured in Barron's, MarketWatch, NerdWallet and Fund Intelligence. Paladin's Registry service has vetted, rated, and documented the quality of financial advisors since 2003. He received Paladin’s 5 Star (highest) quality rating in May, 2017.

Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and mov(Show Full Bio)ed to TIAA-CREF's Trust department as a Senior Portfolio Manager.

He launched Virtue Asset Management, a fee-only independent asset management company that acts as a fiduciary, in 2016. Virtue Asset Management is a multi-family office that focuses on high net worth families. As a fee-only financial advisor the family office provides conflict free investment and financial planning advice. Virtue Asset Management has offices in Barrington and Chicago, Illinois.

In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). He lives in Barrington, Illinois with his wife and two children.

Episode: 10/3/2017 @6:30 PM


Bob Rall
Bob Rall

Principal
Rall Capital Management

Bob has been working in the financial services industry for over 20 years. He began his career in the industry with Prudential Insurance and gained valuable knowledge about the different types of insurance products available to the consumer market. While at Prudential, he was introduced to the investment side of the financial services industry and quickly realized that this is where his passion lies.

In 1994, Bob became a part of the Dean Witter office in Cocoa Beach. He spent the next 6 years in the brokerage world, gaining vast experience helping clients develop and manage their investment portfolios. In 1998 he completed the educational and experience components necessary to earn the Certified Financial PlannerTM designation. With a love for the relationships with his clients and for the financial markets, but a disdain for the culture and compensation structure of Wall Street, he joined an independent, fee-only firm in 2000.

Working for CPA Wealth Management Ser(Show Full Bio)vices for the next four years, he managed client portfolios and worked with them to develop long-term comprehensive financial plans. With a desire to be even more independent, Bob started Rall Capital Management in September of 2004. Over the years, he has developed a process to provide a complete Wealth Management Experience for his clients.

Bob graduated cum laude from Ohio University in Athens, Ohio with a Bachelor’s of Science degree in Communications. Having grown up in Columbus, he is an ardent fan of The Ohio State Buckeyes.

Episodes: 9/26/2017 @5:30 PM, 8/8/2017 @5:30 PM, 4/14/2015 @5:00 PM


David Wirth
David Wirth

CFP
Savant Capital Management

David is a financial advisor at Savant Capital Management in McLean, VA. He has been in the financial services industry since 1997 and is responsible for managing all aspects of the financial planning and investment process for clients. His work focuses on meeting with clients, advisors, portfolio managers, and Savant’s team of planners to determine and coordinate effective financial planning, investment, tax, and legacy strategies.
Discussing clients’ most desired and important life goals are a core part of the process where each client’s unique needs are focused on in order to create peace of mind.
Prior to joining Savant, he worked for two large investment firms as a Financial Advisor, Planner, and as the National Lead for Advisory Services across a network of investor centers.
He has been a regular speaker at universities and at financial planning and trust conferences throughout his career, often focusing on the topic of behavioral finance. He has previously served on the(Show Full Bio) board of directors for the Tampa Bay Financial Planning Association and has been involved in serving his community as both with his sons in the Boys Scouts and with various Pediatric Cancer Organizations.

Episodes: 9/26/2017 @6:15 PM, 8/8/2017 @6:30 PM, 1/5/2016 @5:00 PM


Jean Chatzky
Jean Chatzky

Financial Editor for the "Today Show"; Host of HerMoney Podcast; Co-Author of "AgeProof: Living Longer Without Running Out of Money or Breaking a Hip"
NBC
https://www.jeanchatzky.com/

Jean Chatzky, the financial editor for NBC’s TODAY show, is an award-winning personal finance journalist, AARP’s personal finance ambassador and host of the podcast HerMoney with Jean Chatzky on iTunes. Jean is also a best-selling author. Her newest book, AgeProof: Living Longer Without Running Out of Money or Breaking a Hip, which she wrote with Dr. Michael Roizen, is a New York Times bestseller. In 2015, Jean teamed up with Time for Kids and The PwC Charitable Foundation to launch Your $, a financial literacy magazine reaching two million schoolchildren each month. She lives with her family in Westchester County, New York.

Twitter - @JeanChatzky
Book - https://www.amazon.com/dp/B01HZFB65A/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
Podcast - https://itunes.apple.com/us/podcast/hermoney-with-jean-chatzky/id1098802558

Episodes: 9/26/2017 @5:00 PM, 8/8/2017 @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: 9/19/2017 @5:00 PM, 5/23/2017 @5:00 PM, 2/7/2017 @5:00 PM