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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
October 5, 2018 •
Blog, Common Sense Economics, Common Sense Policy, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Political Expressions and the Occasional Rant, Politics & Policy, Worth Reading and Watching • Views: 433
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This was a robust discussion around many of the themes in “Wealth, Actually.” I appeared on August 13th on Legacy cast to discuss financial and estate planning, wealth management and investing with James Snow. We
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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
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Podcast #21 features a fascinating conversation with Bart Stephens on the emergence of Bitcoin and blockchain. Bart is the Co-founder and Managing Partner of BLOCKCHAIN CAPITAL, the first VC firm to raise a venture fund through
November 24, 2017 •
Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, People Who Actually Know What They're Talking About, Podcasts, Politics & Policy, Science & Technology, Worth Reading and Watching • Views: 4662
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I recently spoke to Matt Cooney at NICKERSON PR about the development of Virtual and Augmented Reality. We charted the differences and Matt made predictions about the future of this technology on a variety of industries and
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It is impossible to come away from a conversation with Marisa Arredondo and not be impressed. She is the founder of skincare and lifestyle brand PHACE BIOACTIVE. After graduating from Stanford University, Marisa worked as an
