The Wealth Intersection is the connection between life’s journey, our earliest experience with money and the resulting behavior. Each week, Personal Finance Expert Megan Gorman takes you on a journey to hear the inspiring stories of entrepreneurs, innovators and visionaries. Learn how these dynamic individuals created their path to success and the wealth intersections that occurred.
What we find in hearing these stories is that all of us have a connection with money, often formed early in our life.These experiences can propel us forward or hold us back. But in sharing them, our guests provide greater insights into wealth and new possibilities.
In the Wealth Intersection you will hear fascinating stories from Technology, Finance and the Arts It’s where you just might find the answers on how you can pursue your passion while creating the necessary foundation to build personal wealth.
Tune in every Monday at 1 PM Pacific Time on the VoiceAmerica Business Channel.
Megan Gorman is the Founding Partner of Chequers Financial Management, a high net worth tax and financial planning firm headquartered in San Francisco. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning.
Recognized for her expertise in a variety of areas, Megan speaks regularly on taxes, retirement, and other topics. She has been regularly quoted in the Wall Street Journal, The Washington Post, CNN Money and US News and World Report among others. Megan is also a frequent podcast guest on “The So Money Podcast” hosted by Farnoosh Torabi, “Dead Celebrity Podcast” hosted by Trust and Estates magazine and “The Money Tree” hosted by Kirk Chisholm.
Megan is also a Senior Contributor at Forbes where she writes on the areas of personal finance, tax and estate planning. She is also a contributor and on the Advisory Board of Swaay Media Inc.