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This week we have a special interview with Peter Goodrich on the tax ramifications of working with crypto-currencies. We packed a lot of information and debate in this quickly evolving field. PETER GOODRICH is a Manager in the
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HOUSEKEEPING: Podcasts are scheduled to post every Thursday morning just before the EST commute . . . and now for this week’s podcast. Occasionally, you get to look at someone’s vision for the future and it fires
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I was lucky to be a part of Meb Faber’s Best Investment Writing this year. Thanks to Meb and the team for the consideration. It’s really cool to be included in vol. 3’s list of authors! I recorded Chapter 3:
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Funding The Pivot We live in a world where we are bombarded with advice to “follow your passion” and stories of people who wonder about the road not taken. In fact, more people in their prime earning years are taking steps
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End of Year Lists and Resolutions I hate resolutions, so we’ll skip that. I like to look back and review what went right and what didn’t and why. What went right . . . a lot. Personal Everest climbed. I published my
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I recently spoke with kick-butt entrepreneur, Storey Jones. She is an expert on divorce and family planning and has founded a company around her expertise. I’ll let her bio from her startup DTOUR.LIFE tell the story:
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Many thanks to Colleen O’Connell Campbell on being featured in RBC’s Series on Wealth: “I’m a Millionaire! So Now What?” A fun interview on a variety of wealth issues as well as writing and
November 27, 2018 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, People Who Actually Know What They're Talking About, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 1450
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HAPPY THANKSGIVING First, a happy Thanksgiving to everyone. It is my favorite holiday- a time to reflect on one’s blessings and begin the process of building toward new achievements. Be safe and enjoy your family and
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The term “Gaslight” (from the 40’s movie) describes one person’s gradual manipulation of another’s perception of reality. The result is terminal internal questioning and ultimate madness. Along
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“MUNICIPAL BONDS: THE ORIGINAL IMPACT INVESTMENT?” For this first WA episode, I spoke with Matt Posner the Director of the Impact Coalition. We attack a bunch of topics centered around the emergence of the municipal
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Thanks to David Grasso, Scott Richmond and the team at Bookstr for having me on their Facebook Live channel. It’s always a pleasure to discuss “Wealth, Actually.” A link to the book is here and don’t
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Here is something that is a little bit new! I was interviewed on my new book “Wealth, Actually by Josh Jalinksi on his Financial Quarterback show on 710 WOR ad on #iheartradio. We discussed estate planning, family
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With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the
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Check out my appearance on Asset.TV with Shannon Rosic. We discuss the state of the debate on ACTIVE v. PASSIVE management and trends in wealth management. On the panel are: Scott Krauthamer, CFA – Global Head of
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In Podcast #25, I was able to speak with Bill Yoh, the author of “OUR WAY”. In the book, Bill tells the story of Spike Yoh, the driving force behind Day & Zimmermann with un-sugarcoated candor. An embattled son
