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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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Welcome back to the “Wealth, Actually” podcast. (Reminder: There is no investment advice here!) Bitcoin and other cryptocurrencies have come back into the news as they have jumped around in price in the last two
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We’re back with another “Wealth, Actually” podcast. This time I got to speak with John Farr, a man who blended his love of movies with the world of movie house restoration. John Farr has helped
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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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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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MY TIME IN JAIL Fancy careers force people to build walls. These walls protect lucrative franchises and social constructs. These walls also hide the world from careerists like me. Upon writing “WEALTH, ACTUALLY”, I have
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This is a special “Wealth Actually” podcast. I spoke with an author and educator that has had a major impact on financial literacy and wealth management. He is also a terrific guy to boot! Over the course of our
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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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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
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On Podcast #23, we have Eiland Glover, founder of Kowala. He helps us sort through the cryptocurrency noise, sets out the problems to be solved, and challenges us to think about cryptocurrencies in the future. Eiland Glover is
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Podcast #22 features Norb Vonnegut, wealth management practitioner turned novelist and journalist at the Wall Street Journal. Besides talking finance and the future of wealth management, we talked a lot about his fiction
