The Winning Strategies to Create your Own Perpetual Wealth system

April 1, 2013
Hosted by Jordan Goodman

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Episode Description

In this interview, John Jamieson of Perpetual Wealth Systems will talk about why the traditional financial model is geared to make banks, Wall Street, and Uncle Sam wealthy while robbing the average investor blind. Jamieson will explain the four massive wealth drains that people and businesses experience and how to stop them in their tracks. He will also discuss why every person and business needs to own their own bank or finance company. He will challenge the wisdom of putting all your funds inside qualified plans such as IRAs or 401 (k)s and he will offer several interesting alternatives to qualified plans. Jamieson will show you how to match your stage of life to where your money is invested. Jamieson will also explore what the best real estate plays are in today’s environment and how they are different from the past.

The Money Answers Show

The Money Answers Show

Monday at 12 Noon Pacific Time on VoiceAmerica Business Channel

Do you need directions to a solid financial future? If so, The Money Answers Show with Jordan Goodman will provide you with a roadmap to making smart money decisions in every area of your personal finances. Join Jordan every Monday at 12 PM/PST 3 PM/EST for The Money Answers Show, on the VoiceAmerica Business Channel. Learn how and where to get the best deals on mortgages, cars, and insurance; find out the best ways to save for college and retirement, get out of debt, improve your credit rating, and save on your taxes. The Money Answers Show with Jordan Goodman will provide you with great tips on investment opportunities in real estate, stocks, annuities, and other investment vehicles. That’s The Money Answers Show with Jordan Goodman on the VoiceAmerica Business Channel, every Monday at 12 PM/PST.

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Jordan Goodman

Jordan Goodman

Jordan Goodman has a mission: to help everyone do better with money. Since graduating the Columbia University School of Journalism in 1977, he has spent the past 32 years combing the country to find the very best ways to help consumers make and save money and then sharing these gems with the public. As a staff writer/reporter at MONEY Magazine for 18 years, a weekly commentator on NBC News at Sunrise and Public Radio’s Marketplace Morning Report, and through his 12, soon to be 13 highly respected books, and his website, he has provided useful, common-sense information to the public. Some of his better-known books include Fast Profits in Hard Times, Everyone’s Money Book, the Dictionary of Finance and Investment Terms and Master Your Money Type. Jordan is a rare combination: someone who possesses not only encyclopedic knowledge about every area of personal finance but also a passion for helping his listeners not only to get educated but to take action to help their dreams become realities.

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  • 4/29/2013: The Bailout Wasn’t Just for Bankers Listen Now
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  • 4/1/2013: The Winning Strategies to Create your Own Perpetual Wealth system Listen Now

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Guy Cohen

Guy Cohen, CEO of, is a financial trading innovator and creator of the unique OVI Indicator. Specializing in stocks and options, Guy is the author of best-selling books: Options Made Easy, The Bible of Options Strategies, and Volatile Markets Made Easy. Guy's software has become highly respected among individual and professional traders. From 2002 to 2011 Euronext/New York Stock Exchange licensed Guy's options software, and in recent years, Guy has also provided options analysis for the International Securities Exchange (ISE). Guy has an MBA (Finance) from City University (Cass) Business School, London. Guy's trading products are available at Guy's new book The Insider Edge, Wiley, September 2012, is focused on his OVI Indicator. View Guest page

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Marilyn Cohen

Marilyn Cohen is one of the top bond managers in the country. Her 32-year career in finance has included securities analysis, bond brokerage, and for the last 16 years, founder and CEO of Envision Capital Management, a Los Angeles-based money management firm specializing in managing bond portfolios for individual investors. Marilyn is a regular guest on many of the popular financial shows including, CNBC’s Squawk Box, PowerLunch. She writes the popular bond column for Forbes magazine. She is the co-author of book Bonds Now! You can contact Marilyn at View Guest page

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Roger S. Conrad

Roger S. Conrad is editor of Utility Forecaster, a leading advisory on essential-services stocks, bonds and preferred stocks. He is also editor of Roger Conrad's Canadian Edge, an Internet-based publication devoted to uncovering lucrative investment opportunities in Canadian royalty trusts; associate editor of Personal Finance; and co-editor of MLP Profits, which covers high-yielding master limited partnerships and includes sample portfolios for aggressive and conservative investors, advice on the tax treatment of MLPs, and proprietary ratings of every name in the Alerian MLP Index. View Guest page

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Mark Cortazzo

Senior Partner of MACRO Consulting Group and Founder of Flat Fee Portfolios, Mark provides comprehensive financial planning to high-net-worth individuals. Mark has been widely quoted in the media and included on many lists of top advisors including Barron’s “America’s Top Financial Advisors” for 2009, 2010 and 2011. Recognizing the need for an investment management solution for middle-market investors, he created Flat Fee Portfolios to ensure that everyone has access to affordable investment advice. Learn more at View Guest page

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Ty Crandall

Ty Crandall has spent over 12 years helping clients with credit matters. He is a certified expert on consumer credit laws, including the Fair Credit Reporting Act and the Fair and Accurate transaction Act. He also provides forensic credit audits and is often called upon to help attorneys better understand the credit system and consumer rights. He is the author of two popular books, Perfect Credit and Business Credit Decoded. He is often interviewed on prominent media including Forbes and is the host of the popular podcast The Business Credit and Finance Show. He is CEO of Credit Suite in the Tampa, St. Petersburg, Florida area. View Guest page

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Frank Curzio

Frank Curzio – Stansberry & Associates Frank Curzio is the editor of Small Stock Specialist, an investment advisory that focuses on stocks trading for under $10. He is also the editor of our exclusive Phase 1 Investor advisory. Before joining Stansberry, Frank wrote a stocks-under-$10 newsletter for He's been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report, and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's Mad Money, is a featured guest on CNN Radio, and has been quoted in financial magazines and websites. Frank's "S&A Investor Radio" is one of the most widely followed financial broadcast in the country. Over the past 15 years, Frank's investment strategies – including value, growth, top-down, and technical analysis – have regularly produced 200%, 300%, and 500% winners for his subscribers. View Guest page

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Ed D’Agostino

Ed D’Agostino is the GM of the Hard Assets Alliance and Publisher of Mauldin Economics. He began his career in finance at a boutique investment house and later joined his largest client as Vice President of Business Development. In this capacity Ed directed strategic growth initiatives while providing investment analysis and advisory services to the company’s principals. Prior to joining Mauldin Economics, Ed was Managing Director at a consultancy focused on business development in the financial sector. He has been instrumental in the start-up and expansion of several businesses. Ed’s clients, including hedge funds, lenders, and investment publishers, relied on him to recruit and mentor analysts, develop controls and systems, and implement growth strategies. In early 2012, Ed consulted with John Mauldin to develop the business plan for Mauldin Economics, and subsequently joined the company to build a strong editorial, research and analytical team. Ed and the growing team of analysts and financial editors at Mauldin Economics share a single-minded purpose—to produce the highest quality investment publications in the industry. View Guest page

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Joseph J. Dadich

Joseph J. Dadich is an attorney/cpa and created the nation’s first ‘20 Minute Emergency Estate Planning Blueprint for Busy Family’s’tm and the ‘Emergency Child Protection Plan’tm. His estate planning system prevents financial and emotional turmoil when a loved one dies. He is the author of the book ‘Celebrity Estate Plans gone bad – Secrets Every Woman Needs to Prevent Financial and Emotional Mishaps when a loved one dies’tm . He has lectured to Parenting Education Fairs, NAIFA, Whole Foods Inc., Real Estate Investor Clubs, Mom groups, and other community groups alike. For more information on Joseph and his work go to: View Guest page

Episode Listing:

Özlem Denizmen

Özlem Denizmen completed her B.A. at Cornell University (1993) in Industrial Management, MBA at MITSloan School of Management (1999). Also she has completed “Negotiation" at Stanford (2004), ”Business Leadership” at GE Crontonville (2006) and “Advanced Management Program” at Harvard Business School (2008). Denizmen recently completed “Global Leadership and Public Policy for the 21st Century” program at Harvard Kennedy School (2013). Her career has started at 1994 in USA as a “Financial Analyst” in Investment Banking at Merrill Lynch. She continued her career in Garanti Investment Bank in Turkey. Since 2000, she has held many positions such as Budget, Planning, Strategy, Business Development and Investor Relations at Doğuş Group. Denizmen is a Member of Board at Doğuş Otomotiv. She performs a weekly show on A Haber TV, writes a weekly column for POSTA and HURRIYET newspapers and ELELE magazine. Denizmen conducts seminars, conferences to women groups, students across the country. View Guest page

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Paul M. DeSisto

Paul M. DeSisto, CFA, Senior Portfolio Manager and Director of M&R Capital Management, Inc., joined the firm in 2012 after 12 years with Bank of New York Mellon, where he was Senior Portfolio Manager. At the Bank of New York he was a member of the Personal Asset Management Division’s fixed-income investment committee, and lead manager of the firm’s All Cap Leaders equity product. Previously he was Vice President and Senior Portfolio Manager at Alliance Capital Management. Prior he was Senior Portfolio Manager at BayBanks Investment Management, where he was lead manager for small not-for-profit institutions. He began his career at Moseley Securities Corp, Boston, in 1987, as a Series 7 certified investment executive. Mr. DeSisto earned a Bachelor of Science degree at the United States Air Force Academy, holds a masters degree in International Affairs from Oklahoma State University, and studied graduate-level economics at NYU. He is a Chartered Financial Analyst charter holder. View Guest page

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Sukhman Dhami

Sukhman Dhami is the founder and managing partner of The Dhami Law Firm. In addition to his accomplishments as a consumer attorney, Sukhman is a highly noted human rights attorney. Prior to launching the law firm, Sukhman co-founded an international human rights organization that advocates for victims of abuse in India. He currently serves on the New York City Bar Association's International Human Rights Committee, and is also a member of the Advisory Board of the Public International Law and Policy Group, which provides pro bono legal services to states in conflict and transition on issues of peace and conflict resolution and human rights abuses. All of the firm's attorneys are encouraged to give back to the community through pro bono services. Go to: View Guest page

Episode Listing:

Bryan Dodge

Bryan Dodge’s 20 years of experience teaching and inspiring people of all walks of life to reach their full potential has made him one of the nation’s leading choices as a professional speaker/trainer for corporate events, conferences, and conventions. After seven years with Elanco, Bryan started Results, Inc., a company to promote educational seminars throughout the United States and Canada. As his company grew to over 100 employees, he relocated to Dallas and added another division called Results Educational Network, which filled stadiums in six major cities and featured the most sought after speakers and personalities. The knowledge he acquired and relationships he built from working with top executives evolved into delivering an increased number of in-house training and coaching sessions. After 12 successful years, Bryan sold Results, Inc. to pursue a full time professional speaking and coaching career. View Guest page

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Harry Domash

Harry Domash, found of the Dividend Detective newsletter at, is one of America’s leading experts on where to earn safe, high yields from safe dividends. In this interview he discusses the pros and cons of many high yielding alternatives including preferreds, convertibles, oil income trusts, closed-end funds, exchange traded funds, business development companies, real estate investment trusts, Canadian energy stocks and corporate bonds. If you want to earn safe, high yields in this volatile market, listen to Harry Domash’s advice! View Guest page

Episode Listing:

Michael Eastham

Michael Eastham, CPA, PFS, is the founding principal of Fellowship Financial Group, renowned author and recognized expert in the areas of financial strategies, retirement planning and asset protection. His companies have grown out of a passion for excellence, coupled with a desire to serve families and business owners in accomplishing their financial goals using conservative investment strategies. Mr. Eastham has been involved in financial services for over twenty five years. He is an active member of the American Institute of CPA's, holds a Personal Financial Specialist (PFS) designation, has a BBA in Accounting, holds a Series 65 & 63 securities licenses as well as licenses in Insurance and Annuities. Mr. Eastham teaches Adult Education courses and Continuing Education for CPAs, Financial Planners, Insurance Professionals, Attorneys and the Florida Association of Realtors. Michael and his wife Vickie have 4 children and reside in Lake Mary, Florida. View Guest page

Episode Listing:

Ric Edelman

For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as a top financial advisors, having been named in 2016 among the country’s Top 10 Wealth Advisors by Forbesmagazine,1 the nation’s #1 Independent Financial Advisor (three times) by Barron’s,2 and one of the “10 most influential figures” in the investment advisory field by RIABiz in 2013. . Ric is also a #1 New York Times bestselling author with more than 1 million copies collectively in print, The Ric Edelman Show has been on radio for more than 25 years. Ric has been named among the top 100 talk shows hosts for four years by TALKERS magazine. Ric and his wife, Jean, founded Edelman Financial Services to provide financial planning and investment management services. Today, the firm’s 157 advisors serve more than 33,000 individuals and families from 43 offices coast-to-coast, managing more than $18.5 billion in assets. Ric and Jean live in the suburbs of Northern Virginia. View Guest page

Episode Listing:

Tim Edward

Tim Edward has spent the past 22 years pioneering software applications for the pipeline industry. He was a co-founder of Baseline Technologies Inc., which successfully developed new processes to analyze ILI data in 1997. He subsequently pioneered development of new Public Awareness processes and other specialized software functionality for the industry. He continues to maintain strong working relationships with industry leaders, associations and regulators, whose common objective is to improve the antiquated systems that no longer appropriately serve industry requirements. Tim functions as President of OneBridge, in his visionary role to move the projects forward. View Guest page

Episode Listing:

David Edwards

David Edwards graduated from Hamilton College with a major in history and math and got his MBA from Darden School of Business at the University of Virginia. He was previously associated with Morgan Stanley, JP Morgan Securities and Nomura Securities. He founded Heron in 1993. He is an avid sailor who races frequently in Oyster Bay, Long Island and in regattas around the Eastern Seaboard, Florida and the Carribean. He writes a commentary every month or more frequently if events warrant. He is also featured in a number of videos on YouTube. < Davided/ View Guest page

Episode Listing:

Thomas M. Evans

Thomas M. Evans, President of TaxLifeboat, Inc., has created three business software programs and authored two books, including Happy About Tax Relief, The Offer in Compromise Solution. Over the past 25 years, he has served as a senior executive with high technology companies and as a strategic planner with Stanford Research Institute. Prior to SRI, Mr. Evans was a senior securities analyst with a New York Stock Exchange member firm. He has lectured at Stanford Business School, University of San Francisco, Golden Gate University and Menlo College on business strategy. He has an M.S. in systems analysis and decision theory from Stanford University; an MBA from the University of Southern California; graduate studies in mathematics and economics at the University of Minnesota; and a B.A. in economics from Cal State Northridge. Mr. Evans is a past Dean of Financial Planning Programs for the Stanford Alumni Association and a member of Beta Gamma Sigma, an honorary business fraternity. View Guest page

Episode Listing:

Christine S. Fahlund, Ph.D., CFP®

Christine S. Fahlund, Ph.D., CFP®, is a senior financial planner and vice president of T. Rowe Price Group, Inc. With more than 25 years of experience in financial planning, Christine is often quoted in the national financial press, including The Wall Street Journal, The New York Times, Forbes, and Kiplinger’s, and has appeared on several business programs such as CNBC,, and Christine is a Series 7 and 66 registered representative. She specializes in the areas of retirement accumulation strategies, retirement distribution planning, and estate planning. Christine is also responsible for providing technical financial planning content and analysis for the firm for use in its publications and developing new financial planning-related products and services across distribution channels. Christine earned a B.A. in biochemistry from Mount Holyoke College and a doctorate in biochemistry from the University of Massachusetts Five College Ph.D. Program. View Guest page

Episode Listing:

Clifford Faintych

Clifford Faintych, MBA, AIF®, CFP®, ChFC®, is a founding member of Cedar Bridge Financial Group. Cliff has earned the industry recognized credential of Accredited Investment Fiduciary®, Certified Financial Planner®, and Chartered Financial Consultant®. Cliff earned a M.B.A. in finance and accounting from Fordham University Graduate School of Business Administration, and he has also earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. He specializes in the areas of retirement accumulation strategies, retirement distribution planning, and estate planning. Cliff serves as President of the Hudson Valley Society of Financial Service Professionals, and he is a member of the Hudson Valley Estate Planning Council in New York State. View Guest page

Episode Listing:

Michael D. Farkas

Michael D. Farkas is the CEO and Co-Founder of The Car Charging Group. For more than two decades, Mr. Michael D. Farkas has proven himself as a highly knowledgeable executive officer and businessman. With an established and successful track record as principal investor across a variety of industries, Mr. Farkas has made his mark in prominent circles including telecommunications, agriculture, technology, aerospace, defense and the automotive retail industry. Since 1995, Mr. Farkas has specialized in Investment Banking, Mergers and Acquisitions in addition to providing his expertise relative to financial consulting as well as fund raising activities. Currently, Mr. Farkas serves as the Founder, Manager and respected Advisor of The Farkas Group, a privately held investment firm. He also brings his expertise to the role of Chairman and Chief Executive Officer of the Atlas Group, where its subsidiary, Atlas Capital Services, successfully raised more than $200 million for a number of public clients. Atlas withdrew its FINRA registration as a licensed broker dealer in 2007, but continues to invest on its own behalf. View Guest page

Episode Listing:

Wayne Ferbert

Wayne Ferbert is a cofounder and principal of ZEGA Financial, LLC, a Registered Investment Advisor. He has spent his entire 17-year career in financial services, with 10 of them in the online brokerage segment with TD Ameritrade. In addition to managing business development as a member of the Senior Operating Committee at TD Ameritrade, which included M&A and market research, he ran product development. Prior to Ameritrade, he worked in planning and analysis roles at a Fortune 500 insurance firm and then a Fortune 500 bank. Wayne has an MBA in finance from Loyola (Md.) and a BSBA in finance from Bucknell University. He has his series 65 license. View Guest page

Episode Listing:

Chris Fern

Chris Fern is the founder of Simple Business Solutions, creator of the Mindful Money Program and CTO at R3SET Enterprises. Chris has over 10 years of experience in IT and computer software development, systems architecture, networking, and customer relations. Using his expertise and personal interest in the human condition, Chris has developed a foolproof way to allow our human weaknesses to be our strengths and create a platform that helps people save and spend in accordance with their values and, ultimately, their complete happiness. View Guest page

Episode Listing:

Dr Sue Ferreira

Dr Sue Ferreira MD is the author of the ebook and creator of the program “Live Your Retirement Dream, which is designed specifically to show Baby Boomers or upcoming retirees how to make more money for their retirement, to enable them to Live and continue Living Their Retirement Dream. The program’s holistic approach recognizes “Financial Advice” or “Life Advice” in isolation will not suffice for upcoming retirees to move forward to attain their retirement goals. Dr Sue Ferreira was born in England in 1947, making her a “Leading Edge Baby Boomer”. After an illness early in her life, which required extended treatment, at the ripe old age of 5 years, she made the decision to become a physician. This led to her graduating in 1971 from the University College Hospital Medical School of the University of London, England, and to further specializing as an anesthesiologist. For more information go to: or Facebook-LiveYourRetirementDream. View Guest page

Episode Listing:

Dan Ferris

Our guest today is Stansberry & Associated legendary value investor and editor of Extreme Value, Dan Ferris. Dan Ferris started as the editor of Real Asset Investor in 1997, and has been the editor of Extreme Value since 2002. Dan spends his days combing through balance sheets, income statements, 10-K filings, and other information sources. He insists on putting in as much as six months of research into a single stock recommendation. This philosophy has served Extreme Value subscribers well. In 2011, it booked two triple-digit winners… transportation and real estate company Alexander & Baldwin closed for a 201% gain… and master limited partnership Icahn Enterprises closed with a 141% gain. Dan also writes The 12% Letter, a high-yield newsletter that promises big returns. View Guest page

Episode Listing:

Kathy Fettke

Kathy Fettke is passionate about helping people create real wealth and passive monthly cash flow by investing in income-producing assets like real estate. The Co-CEO and Co-Founder of Real Wealth Network, Kathy is an active real estate investor, a licensed real estate agent and former mortgage broker. Kathy is a frequent guest expert on CNN, BNN, CNBC, Fox News, NPR, CBS MarketWatch and the Wall Street Journal. She hosts The Real Wealth Show. Kathy was recently recognized as one of Goldman Sachs’ 100 Most Intriguing Entrepreneurs – two years in a row. In 2002, Kathy’s husband Rich was diagnosed with deadly melanoma. He survived but that scare forced her into action, interviewing millionaires on her show and learning their secrets. The segments changed her life as well as her listeners. Kathy is an avid traveler and enjoys hiking, rock climbing, skiing, figure skating and surfing. She lives in Malibu, California with her husband, Rich, and their two daughters. View Guest page

Episode Listing:

Ken Fisher

KEN FISHER is best known for his prestigious "Portfolio Strategy" column in Forbes magazine, where his over 25-year tenure makes him the fourth longest-running columnist in Forbes's 90+ year history. He is the founder, Chairman, and CEO of Fisher Investments, an independent global money management firm with over $32 billion under management (as of 6/30/10). Fisher is ranked #289 on the 2009 Forbes 400 list of richest Americans, and #721 on the 2010 Forbes Global Billionaire list. In 2010, Investment Advisor magazine named him as one of the 30 most influential individuals of the last three decades. Fisher has authored many articles, including the award-winning article, "Cognitive Biases in Market Forecasting," and has published six books, including the New York Times and the Wall Street Journal bestsellers, The Only Three Questions That Count, The Ten Roads to Riches, and How to Smell a Rat. He has a weekly column in Focus Money, Germany's leading weekly finance and business magazine. View Guest page

Episode Listing:

Keith Fitz-Gerald

Keith Fitz-Gerald is a bestselling author, expert financial media contributor and futurist. Business leaders, investors, thought leaders and university audiences appreciate his lively, engaging and informative style. His appearances consistently receive “best of” ratings and affirm his popularity as a global business communicator. In his capacity as Chief Investment Strategist for Money Map Press and Chairman of the Fitz-Gerald Group, Keith regularly appears on Fox Business, BNN, Varney & Co., Bloomberg, CNBC Asia and more. called Keith a “Business Visionary.” Keith’s newsletters connect with nearly 500,000 readers a day in 35 countries and his presentations, videos, books and media appearances with millions more weekly. He has worked with businesses, government agencies and individuals over a career spanning more than 20 years. View Guest page

Episode Listing:

Lauren Fix

Lauren Fix, The Car Coach®, is a nationally recognized automotive expert, media guest, car spokesperson, journalist, author, keynote speaker and television car host. Lauren is the National Automotive Correspondent for Time Warner Cable and the host of their Car Coach segments airing twice a week. She is also The Weather Channel and QVC’s auto expert. She is The Car Coach columnist for AOL Autos and Auto Blog and writes a weekly column for The Buffalo News, Sunday Edition. She hosts regular radio segments on USA Radio, Martha Stewart Radio and WIBC Indianapolis Radio. Lauren is the owner and founder of Automotive Aspects, Inc., a consulting firm with a wide range of multi-media services; including media consulting, PR and television production. She is the author of three books: Driving Ambitions: A Complete Guide to Amateur Auto Racing, The Performance Tire and Wheel Handbook and Lauren Fix’s Guide To Loving Your Car with St. Martins Press. View Guest page

Episode Listing:

Cary Flanders

Mr. Cary Flanders is the acting CEO/Co-Founder of CoolTradePro, where he is responsible for managing capital relationships and strategic development. Prior to CoolTraderPro, he was the Co-Managing Partner of Robotic Trading Systems LLC., where he was responsible for day to day operations and the development of Automated Capital Systems Hedge Fund. Prior to Robotic Trading Systems, Inc. he was a partner in Help Arizona Realty where he oversaw the day to day operations of the buy, rehab and resell of short sale negotiated homes for Real Estate Investors. Prior to Help Arizona Realty he was a branch owner of Great Southwest Mortgage (“GSM”), a residential loan origination office. In his tenure with GSM his branch closed and funded over $500,000,000 in residential loans over a 7 year period. Prior to GSM, Mr. Flanders was the founder and President of Discover RV, Inc., a recreational vehicle and trailer dealership located in Sun City, AZ and Las Vegas NV. View Guest page

Episode Listing:

Jeanne Fleming

Jeanne Fleming and Leonard Schwarz ,the authors of Money Manners, have been advising readers on how to deal with the cringe-inducing money problems that arise between family and friends since 2005, first for Money magazine and the CNN/Money website (where their column was called “Do the Right Thing”), then for (where it is called “Money & Ethics”). They have also written a book, Isn’t It Their Turn to Pick Up the Check? Dealing with all of the Trickiest Money Problems between Family and Friends – from Serial Borrowers to Serious Cheapskates (Free Press, 2008). Since the book appeared, they have been guests on numerous radio and television programs (including NPR and Good Morning America), and they and their work have received attention in newspapers and magazines throughout the United States and Canada. Jeanne holds a Ph.D. in sociology from Stanford. Leonard holds an M.B.A. from the business school at Stanford and an M.A. in communication (film), also from Stanford. View Guest page

Episode Listing:

Kathy Floyd

Kathy Floyd, Deputy Director for Investor Education for the US Securities and Exchange Commission is responsible for educating the US retail investors about the benefits of saving and investing. This is accomplished through outreach, content development and research. Outreach successes include developing the SEC Graduate Program for teachers and the relaunch of, a website for the individual investor. The main themes include understanding risk, understanding fees and avoiding fraud. Ms. Floyd comes to the SEC from the Securities Industry and Financial Markets Association (SIFMA) Foundation, where she was the Executive Director of the Stock Market Game. The Stock Market Game taught savings and investing to almost a million students annually. She previously served as Director of Baltimore Academies for Baltimore City Public Schools. She is a graduate of Drew and George Washington Universities. View Guest page

Episode Listing:

David Forest

Chief Market Strategist for Scarcity & Real Wealth and Junior Resource Advisor, published by Street Authority publishing. David is a trained geologist who has worked in the oil and gas business for more than a decade. He has an exemplary record of picking winning resource company stocks. View Guest page

Episode Listing:

Thomas J. Fox

Thomas J. Fox is the Community Outreach Director at Cambridge Credit Counseling Corp. Mr. Fox is an Accredited Financial Counselor, and Certified Housing Counselor who, over the last two decades, has created educational curricula designed to educate young people and low-income individuals about personal finance. Thomas is the author of Learn Now or Pay Later and produces/hosts an on-line financial literacy show, Your Money 2.0. Mr. Fox also co-hosts Uconomy: Macro Made Micro. Thomas has been interviewed for a variety of news segments regarding personal finance on Reuters, CNN Money, Fox Business, MSN Money,,,, The Wall Street Journal, the Republican, and local Massachusetts television stations. He also serves as the Vice Chairman of the Board of Directors for Junior Achievement, a charity committed to inspiring and preparing young people to succeed in the global economy. Go to: View Guest page

Episode Listing:

Bill Frezza

Bill Frezza: In the 35 years since Bill graduated from MIT with degrees in electrical engineering and biology he has been a scientist, an engineer, a product manager, a salesman, a consultant, an entrepreneur, an author, a technology evangelist, and a venture capitalist. His early career on high-tech’s bleeding edge included the development of first generation electronic newspapers, home banking, home shopping, cable modems, multi-user videogames, wireless LANs, and wireless email, all of which became a success – for someone else a decade later. His subsequent 15 years as a venture capital investor working with early stage telecom, semiconductor, and biotech startups allowed him to add more scar tissue to his existing collection. Bill is a Fellow in Technology and Entrepreneurship at the Competitive Enterprise Institute and a contributing columnist for, the Huffington Post, and Bio-IT World. Bill was a finalist for the 2011 Hoiles Prize for excellence in American journalism. View Guest page

Episode Listing:

Angelo Gallo

Angelo Gallo is the founder and Chief Investment Officer of Lifelong Wealth Strategies. He has been serving private clients as their financial advisor for over 25 years. His fascination with the world of business and finance goes all the way back to a Business Law class in high school. As a seventeen year-old, he was reading the Wall Street Journal on a regular basis. Graduating from PACE University with a degree in Business Administration, majoring in Finance, Angelo launched a career on Wall Street in the banking industry. Right from the start, economics, tax law and investments took hold of his imagination. In 1987, Angelo joined a financial planning firm in Westchester and then started his own firm where he was an early practitioner of what the industry has come to call “wealth management”– coordinating all the various aspects of a client’s financial affairs. He founded Lifelong Wealth Strategies, LLC a wealth management firm with clients in the U.S. and overseas. View Guest page

Episode Listing:

Don Ganguly

Don Ganguly is the CEO of Home Union, Before that, he was CEO of Oracle Financial Services, which is a real estate services firm which he sold to Oracle. He has extensive experience is buying and disposing of distressed residential real estate. He has an engineering degree from IIT Kharagpur and an MBA from the Wharton School. View Guest page

Episode Listing:

Olivier Garret

Olivier Garret is the Chief Executive Officer at The Hard Assets Alliance, Mauldin Economics, and Casey Research. Prior to joining Casey Research in January 2007, Olivier Garret was a principal in Kemp Management, a management consulting firm focused on merger & acquisition due diligence, restructuring, and turnaround activities for a variety of private equity firms and financial institutions. In this capacity, he led and participated in dozens of merger & acquisition and restructuring deals in a variety of industries. In the 1990’s, Olivier was CEO and general manager of a number of industrial businesses ranging from entrepreneurial start-ups to divisions of a Fortune 500 company. He earned an MBA from the Amos Tuck School of Business Administration at Dartmouth College and a Master’s in Business from the Université de Paris IX-Dauphine. View Guest page

Episode Listing:

Vivian Gaspar

Vivian Gaspar is the author of: “Stop My Crisis- Be the 1 in 5 – The Business Owner’s and Sales Professional’s Guide to Success”. This book is a compilation of 28 topics written by 27 experts. The topics cover many aspects of how to start a business as well as how to push your business forward to succeeding in all economies. Topics include: business plans, marketing, employment law, business funding and psychological tips for pushing through tough moments. Ms. Gaspar’s second book: “Stop My Crisis – Facing Life’s Challenges Head On” is a compilation of 24 topics by 18 experts. These topics include: ID theft; credit score basics; IRS help; debt settlement; government help for low income families; preparing for natural disasters; divorce; help for the unemployed; help for disabled children; help for Vets; and suggestions for increasing household income. Ms. Gaspar will discuss with us a variety of different solutions to common problems facing Americans today from both her books. View Guest page

Episode Listing:

Gary L. Gastineau

Gary L. Gastineau is principal of ETF Consultants LLC, which provides specialized exchange-traded fund consulting services to ETF issuers, exchanges, and investors. He is also a managing member and cofounder of Managed ETFs LLC, a firm that has developed new ETF trading systems and new actively managed ETFs. Preceding a position as managing director for ETF product development at Nuveen Investments, Gastineau directed product development at the American Stock Exchange for approximately five years. He is also the author of the first edition of The Exchange-Traded Funds Manual and Someone Will Make Money on Your Funds—Why Not You? (both published by Wiley) and The Options Manual, as well as coauthor of the Dictionary of Financial Risk Management. To acquire THE EXCHANGE-TRADED FUNDS MANUAL, SECOND EDITION and other books by Gary L. Gastineu go to: Wiley View Guest page

Episode Listing:

Andrew Gause

Currency expert Andy Gause is one of America's foremost experts on the history of money and the US banking system. He’s the author of “The Secret World of Money”& “Uncle Sam Cooks the Books” and editor of “The World of Money Newsletter”. Over the past two decades he’s been an invited guest on thousands of radio and television programs across the country. View Guest page

Episode Listing:

Mike Gazzola

Mike held a full-time job until 12 years ago when he decided he was a family man at heart and wanted to do something that would not only make him more money but give him the flexibility of time to raise a family and to set his kids up for a comfortable life and give himself a happy retirement. He studied real estate and his first investment was a house he bought on ebay for $25,000. He held that for a short time and sold it for $45,000 and has sold hundreds of houses since, working from a 7 figure profit he gained by rolling over a $50,000 401K from his previous employer into a self-directed IRA and building on that. His considerably larger net worth today was derived 90% from real estate investing. But the majority of his time is devoted to mentoring aspiring real estate investors, conducting webinars, and working on a second book. His educational activities are operated under View Guest page

Episode Listing:

Louis C. Gerken

LOUIS C. GERKEN founded alternative asset fund manager Gerken Capital Associates (GCA) in 1989. Prior to forming GCA, Mr. Gerken was a Managing Director and Group Head of Prudential Securities' Technology Investment Banking Division, which served as an advisor to international M&A and corporate finance mandates. Earlier, Mr. Gerken was a General Partner to Prudential Securities' four venture capital funds, known collectively as Prutech, one of the largest U.S. venture capital funds at the time. Prutech completed over fifty IT and bio-tech sector early- and expansion-stage investments, and was one of the first VC funds to pioneer corporate partnering as a co-investment strategy. Prior to this, Mr. Gerken was responsible for overseeing Wells Fargo's venture capital activities where he structured one the industry's first fund of funds. View Guest page

Episode Listing:

Shah Gilani

Shah Gilani is the editor of the highly successful trading research service, The Capital Wave Forecast, Wall Street Insights and Indictments, and a contributing editor to both Money Morning and The Money Map Report. He is considered one of the world's foremost experts on the credit crisis. His published open letters to the White House, Congress and U.S. Treasury have outlined detailed alternative policy options that have been applauded by academics and legislators. His experience and knowledge uniquely qualify him as an expert. Gilani ran his first hedge fund in 1982 from his seat on the floor of the Chicago Board of Options Exchange. When the OEX (options on the Standard & Poor's 100) began trading on March 11, 1983, he was working in the pit as a market maker, and popularized what later became known as the VIX (volatility index). Gilani studied economics and psychology at the University of California, Los Angeles. He now is a managing member of a private equity company. View Guest page

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Linda Lee Goldberg

Linda Lee Goldberg is the founder and executive director of the National Association of Buyers' Agents. Since 1988 she and her company have been profiled in many publications, including "Money" magazine. She has been interviewed on several television and radio shows, including Fox News "Cavuto and Company. She testified before the Committee for Consumer Protection hearing on used car safety issues. She presents seminars and classes on "Car Buying Made Easy." CarQ charges a flat fee to find vehicles and arrange purchase, leasing and financing. Savings have averaged $3,968 for more than 6,000 consumers. Unlike car brokers, CarQ charges a fee for its services, thereby avoiding any conflict of interest. Brokers, on the other hand, receive fees plus hidden commissions from dealers, manufacturers and those lenders who finance auto purchases and leases. A consumer advocate, Goldberg lobbies on behalf of legislation to protect buyers. Go to: View Guest page

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Linda Lee Goldberg

Linda Lee Goldberg became a buyer's agent around 27 years ago after a 13 year career at car dealerships, where she worked with brokers, as a floor manager and finance manager. CarQ has been serving clients nationally from her Terra Linda, California headquarters since 1988 and is a member of the National Association of Buyer's Agents. As a consumer advocate, she was invited to testify before California's State Transportation Committee regarding furtherance of the Car Buyers's Bill of Rights and implementation of the California Lemon Law. View Guest page

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Daniel Goldie

Daniel C. Goldie is President of Dan Goldie Financial Services LLC, a registered investment advisory firm that helps individual investors and families manage their money and make smart financial decisions. Mr. Goldie co-authored The Prudent Investor's Guide to Beating Wall Street at Its Own Game. He began his investment career in 1991 after retiring from the ATP Tour (men's professional tennis), where he was a Wimbledon quarterfinalist and won four professional titles. For more visit: and View Guest page

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Rachel Singer Gordon

Rachel Singer Gordon, AKA “Mashup Mom,” is a former librarian now mashing up a new career as a freelance writer, editor, blogger, and workshop leader. She’s written several books for librarians, but her most recent (What’s the Alternative? Career Options for Librarians and Info Pros) really made her think about how we can succeed with at-home work -- when we mash in those savings strategies! Gordon frequently presents at conferences on topics such as generational issues and alternative careers, teaches coupon classes in the Chicago area, and has written for The Dollar Stretcher, a popular publication on saving money. Gordon blogs on money-saving and money-making strategies at her popular deals blog, which currently attracts 12,000–15,000 visitors per day. Point, Click, and Save: Mashup Mom’s Guide to Saving and Making Money Online (a CyberAge Book from Information Today, Inc.) is available on,, and View Guest page

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Peter Gore

With 15+ years of experience, Peter Gore is an independent investment adviser. He holds the Chartered Financial Analyst and Certified Financial Planner designations which only 2% of all financial advisors globally have earned. His practice focuses on serving high-net-worth clients. He holds an M.B.A. from the University of Notre Dame. Based in VA, Gore is an adjunct professor of economics and finance at the Mason School of Business at the College of William and Mary where he co-teaches and directs the Student Managed Investment Fund. Gore also acts as a mentor representing the College of William and Mary for the CFA Global Investment Challenge. He has held several board level positions with both Venture Capital Funds and philanthropic organizations. Gore's areas of expertise include: Asset Allocation Methods, portfolio management and diversification methods. For more information go to View Guest page

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Gavin Graham

Gavin Graham is founder and President of Graham Investment Strategy Ltd. His investment experience spans thirty years and three continents, beginning in London in 1979 with Baring Brothers & Co. Ltd and including eight years in Hong Kong, three years in San Francisco managing Asian funds, and the last decade in Toronto. Formerly, he was chief investment officer for several mutual fund companies and director of investments for Bank of Montreal Asset Management (BMOAM), where he was responsible for supervising over $50 billion in assets under management (AUM). View Guest page

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Marty Granoff

Marty Granoff has been in the investment/finance field over 45 years. Until 1992 his firm, Granoff Enterprises, help raise money for private business ventures. The firm then took a new direction and started buying and selling real estate related notes (many property sellers needed to offer seller financing to move their properties but later desired to convert these notes into lump-sum cash). Within a year or so the firm realized state lottery winners needed this same service as back then, there was no lump-sum option offered by lottery commissions. As the years passed many other forms of future cash flow were offered for sale to the firm such as lawsuit settlements, contest winnings, annuities, disability income payments, business notes (a business owner finances some of the selling price of his business) and many other future cash flows. After that Granoff Enterprises began acquiring more and more of these cash flows for its own portfolio and did less brokering to other investors. View Guest page

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Michael Green

Michael Green is an economist and author. His books, written with Matthew Bishop, deal with the big economic trends in the world, with a particular interest in how capitalism can better serve people and planet. He was formerly a senior official in the British Government where he worked in aid and development. Prior to that he worked in Poland, teaching economics at Warsaw University and as a freelance journalist. He is a graduate of St Peter's College, University of Oxford. Michael lives in London. He is the author of IN GOLD WE TRUST? The Future of Money in an Age of Uncertainty (The Economist / Amazon Kindle Singles, March 2012 – co-written with The Economist’s Matthew Bishop). View Guest page

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Mark Grimaldi

Mark Grimaldi graduated Albany State University in 1985 with a BA in Economics. His career began as an Investment Coordinator at Meyer Handleman Company in NY. Two years later he joined Prime Financial Services as Director of Operations. In 1992, he accepted a position as Manager of Securities Operations at Marshall & Sterling Consultants in Poughkeepsie, NY. Mark has been a portfolio manager since 1993. In 1997, he earned the Certified Fund Specialist (CFS) designation. From 1989-2005 he taught securities training classes at Dutchess Community College, Poughkeepsie, New York. In 2004, Mark became Chief Portfolio Manager of the Navigator Newsletters. In 2009 he launched The Sector Rotation Fund, sym: NAVFX, and he is portfolio manager of this no-load fund. In 2011 he launched his called The Money Compass where he acts as Chief Portfolio Manager and Economist. In January 2014 along with his co-author Mr. Steven Smith his book called The Money Compass was released by Wiley & Sons, Inc. View Guest page

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Kenneth W. Gronbach

Kenneth W. Gronbach is a gifted public speaker and a nationally recognized expert in the field of Demography and Generational Marketing. An accomplished President and CEO, Ken makes the science of shifting demography come alive with real life examples that make it relevant to today’s culture, business climate and economy. Ken is a marketing guru who regularly provides counsel to Fortune 500 companies, large and small privately held businesses across the United States. In his new best selling book “The Age Curve, How to Profit from the Coming Demographic Storm”, published by The American Management Association, Ken takes you through a fascinating common sense understanding of shifting demography and the related opportunities and challenges. Let Ken Gronbach show you how to position your business or organization in front of that wave. For more information on Ken and to book speaking engagements go to: View Guest page

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David Gurwitz

David Gurwitz serves as the Managing Director of Charles Nenner Research. He is responsible for working directly with clients to assess the markets, and he works hand in hand with Charles. “Charles does not shy away from taking a leadership position, even if it is contrary to the conventional wisdom in the market’ says David. “His job is to use the power of cycles to look at the past to predict what is coming, in order to better help our clients adjust to and plan for these very challenging times.” David is a J.D., MBA and CPA. He graduated from Brandeis University before getting his MBA from NYU. David worked in merchant banking just prior to joining the company. Like Charles, David shares a love of music, is an avid composer and pianist, and is a sought after speaker in the media and at conferences. View Guest page

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Rob Haynie

Rob Haynie, Managing Director at Life Insurance Settlements, Inc., has been a major influence in the evolution of the life settlement industry during his eighteen year career of proactive involvement. He has been directly involved in negotiating and settling several thousand contracts, and currently serves on the Board of Directors of the (LISA), Life Insurance Settlement Association in addition to serving as its Vice President for four years in the past. He has recently been recognized as one of the 10 most influential people in the Life Settlement Industry by his peers. LIS is uniquely qualified to shop Life Settlements as one of the original Life Settlement Broker companies and one of the largest submitters of Life Settlement policies in the business today. He serves on the customer advisory board of 21st Service, the Advisory Board of The Insurance Studies Institute, and currently holds a Life Agent License with Viatical Settlement Broker Appointment for LIS. View Guest page

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R. Paul Herman

R. Paul Herman invented “HIP = (Human Impact + Profit)” in 2004 to connect for-profit investments that delivered high human impact with investors seeking the same. Paul and the HIP team have launched the HIP 100 Index (SM), consulted to high-net-worth investors, and advised corporate clients like Wal-Mart and NIKE. In addition, the HIP Scorecard (SM) has been published in Fast Company since 2007. Herman's financial acumen was honed at the Wharton School and McKinsey & Co., and he accelerated social entrepreneurs at and Omidyar Network. His insights have been quoted in the Wall Street Journal, Fortune, Forbes, BusinessWeek, and on CNN and CNBC. View Guest page

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Gail Hillebrand

Gail Hillebrand serves as the Associate Director for Consumer Education and Engagement at the Consumer Financial Protection Bureau. The CFPB’s mission is to help consumer financial markets work by making rules more effective, by consistently and fairly enforcing those rules, and empowering consumers to take more control over their economic lives. The Division of Consumer Education and Engagement is comprised of six offices, which address Financial Education, Consumer Engagement, Servicemember Affairs, the Financial Protection of Older Americans, Financial Empowerment, and Students, including the Student Loan Ombusdman. See for more information. She previously served as the Financial Services Campaign Manager and a Senior Attorney at the West Coast Office of Consumers Union, Consumer Reports magazine. She clerked for the Honorable Robert Boochever of the Ninth Circuit of U.S. Court of Appeals and practiced law with McCutchen, Doyle, Brown, & Enersen. View Guest page

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Jeffrey A. Hirsch

Jeffrey A. Hirsch is the President of the Hirsch Organization and the Editor in Chief of the Stock Trader’s Almanac. He worked with founder Yale Hirsch for fifteen years, taking over in 2001. His new book is Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit From It. He appears frequently on CNBC, CNN, Bloomberg, Fox Business, and many other national and international media outlets to discuss market cycles, seasonality, trading patterns, predictions, and historical trends. Hirsch also edits the Commodity Trader’s Almanac and the firm’s digital toolkit, Almanac Investor, a subscription-based product including investor alerts, market data, portfolio recommendations, and research tools. View Guest page

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Nick Hodge

Founder and president of The Outsider Club and Investment Director of the Early Advantage newsletter. He is also the author of Energy Investing for Dummies. View Guest page

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Marc Hrisko

One of the youngest members ever to be inducted into the Real Estate Hall of Fame, Marc Hrisko has been labeled a “rising star” and one of America’s most dynamic wealth and entrepreneur strategists. A top speaker for Robert Kiyosaki’s Rich Dad, Poor Dad national seminars and Dean Graziosi’s The Insiders Edge Events, Marc Hrisko’s speeches and wealth-building seminars have been enjoyed by thousands of entrepreneurs in virtually every major city in the United States. In his role as a business coach, Marc has been responsible for helping launch the careers of some of the nation’s top entrepreneurs. Prior to his professional speaking and executive coaching career, Marc served 10 proud years as a firefighter and medic. Marc’s commitment to public service stems from his family’s military legacy. Marc’s father, a retired Navy Master Chief, is now an employee of Marc Hrisko International. The Hrisko family’s passion for service is also channeled through Marc Hrisko International’s involvement in the Tidewater, Virginia, chapter of the Autism Society of America. Marc’s strong support for autism research began when a fellow firefighter’s child was diagnosed with autism. Marc lives with his wife, Kym, their two sons and daughter, in Norfolk, Virginia. View Guest page

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Dan Hueber

Dan Hueber has been involved in the farming and grain and feed business for many years. He entered the commodity brokerage business in 1979 sand impend his own advisory firm in 1988. Since 2002 Dan has been with CGB Diversified Services, which is a comprehensive agricultural risk management company, and general manager of the Hueber Report, which provides commentary on the agricultural and grain market outlook. View Guest page

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Chris Hurn

Chris is the CEO/Cofounder of Mercantile Capital Corporation, a nationwide, commercial lending firm that specializes in providing smarter commercial property financing for business owners and entrepreneurs buying their commercial property. Chris has become well-known for his advocacy on behalf of small business owners. As a small business owner himself, he has a unique perspective on the commercial lending industry as well as a deep understanding of what it means to be a small business owner in America today. Chris’ first book — The Entrepreneur’s Secret to Creating Wealth: How the Smartest Business Owners Build Their Fortunes (released 10/1/12) — is an Amazon Bestseller, cracking the Top 3 in three different sales categories. He has appeared on FOX Business News seven times, and has been in such publications as the Wall Street Journal, Inc. magazine, Newsweek, USA Today, Bloomberg BusinessWeek, Los Angeles Times, Forbes, New York Times. View Guest page

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Sean Hyman

Sean Hyman has an extensive background in the financial markets, having spent more than 20 years in the investing trenches. Over that time, he’s been a stockbroker at Charles Schwab, a trading course instructor for foreign exchange market maker Forex Capital Markets (FXCM), a financial writer for numerous outlets, and a key speaker at conferences both nationally and internationally. Over the course of his career Hyman has also held five financial licenses. Through his variety of experience in these positions and trading his own accounts, Hyman has accumulated a wide range of tools to decipher key market trends, and to find opportunities in often-overlooked corners of the market. According to Hyman, by linking U.S. dollars to foreign currencies — which you can do by purchasing exchange-traded funds — you can retain purchasing power and de-link yourself from the dollar-dilution game the Federal Reserve is playing. View Guest page

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Kim Iskyan

Kim Iskyan is the editor of the S&A Global Contrarian, an investment advisory that focuses on out-of-favor global markets that offer the potential for huge returns. Before joining Stansberry & Associates in 2013, Kim spent more than twenty years as a finance professional in emerging and frontier markets. He spent nine years in Moscow, Russia, as a sell-side research analyst and deputy head of research for Renaissance Capital, a global emerging markets investment bank, and two Russian investment banks. During his time in Moscow, Kim also managed a hedge fund focused on opportunities in the markets of the former Soviet Union. On another front, he worked for a global asset management firm in Dublin, Ireland. Most recently, he consulted for a securities research outsourcing firm in Colombo, Sri Lanka, for two years. Finally, Kim also worked for a global political risk consulting firm in Washington, DC, where he lives now. View Guest page

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Darren Jacklin

For almost two decades Darren Jacklin has been mentoring entrepreneurs and business owners specific and measurable strategies that they consistently find increase their income, transform their obstacles into cash flow and turn their passion into profits. His uncanny ability to increase wealth and success by uncovering hidden assets, overlooked opportunities and undervalued possibilities has captured the attention and respect of NBC TV, CBS TV, Sharing Success TV, The Manifest-Station TV, international radio stations magazines and newspapers, movie producers, best-selling authors, CEO's and marketing experts world-wide. For more information go to: or View Guest page

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Sheldon Jacobs

Sheldon Jacobs is the author of the first ever self-help book on no-load mutual funds, “Put Money in Your Pocket.” In 1979, he founded the popular investment newsletter “The No-Load Fund Investor,” which went on to become the number one financial newsletter in America for risk-adjusted performance for a 15 year period ending in2006, and for which he is now a contributing editor. The options for investing are endless, and their sheer number can be overwhelming, but in Investing Without Wall Street: The Five Essentials of Financial Freedom, Sheldon Jacobs shows how to achieve the greatest wealth with the least effort. Mr. Jacobs is a member of Bottom Line Personal’s investment advisory panel, was a founding advisor to Charles Schwab’s Financial Advisory Service Board, and has been listed in Who’s Who in America. View Guest page

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Frederick W James

Frederick W. James is both a seeker and teacher of balance. Keeping in mind the understanding, “There is always something to learn,” James knows life, like finance, is a balancing act that needs constant attention. After years of preparation, James, a medical doctor by profession, created wealth to benefit his family and others. Now, this innovative system of responsible spending is available to all through his financial coaching program and book, Spend, Don’t Save. James’ visionary idea of spending is unique. He advocates for always spending, never saving, and claims individuals can make money when they purchase big items – even when buying a car. Best of all, anyone can apply these principals to their personal finances and begin preparing for wealth at any time. The financial coach knows this is possible because he spent years practicing what he now preaches: Balancing different areas of spending leads to preparing, maintaining, exchanging, and growing wealth. View Guest page

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John Jamieson

John Jamieson has come a long way from being a high school failure and a college dropout. He has been a successful businessman for over 22 years. John has launched several companies from nothing more than an idea and a goal. He is a sought after speaker; John has a unique ability to train people how to start with very little & achieve amazing results. John speaks all over the United States regarding Business, Real Estate, and Wealth Creation. He currently owns Perpetual Financing Systems; a national wealth strategy company working with people & businesses on a better business model for systematically creating tax free wealth. John is also a part owner of a real estate investment & sales company that works with investors to help them build “real estate cash flow machines”. He is the author of the book entitled “The Perpetual Wealth System”. John has also authored several training programs on wealth creation and hosts live events throughout the year in his home town of Detroit, MI. View Guest page

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Mark Jeffries

Former Merrill Lynch stockbroker Mark Jeffries has become a trusted adviser and communications consultant to some of the world’s largest and most successful corporations, agencies, accounting and law firms. Mark is invited to speak at major corporate conventions, conferences and meetings. He is also retained to coach many senior executives, CEOs, MDs, partners and sales teams, from clients across diverse industries and organizations including: Ernst & Young, Motorola, Microsoft, Cognos, KPMG, PWC, Freshfields, IBM, Bank of America, Royal Bank of Canada, United States Congress, Royal Bank of Canada, GSK, Astra Zeneca, BAE Systems and HSBC. Leading figures in business and politics turn to Mark Jeffries to ensure that their messages are truly heard and that perceptions are positively controlled. Mark is retained by senior political figures from Congressmen in Washington to MPs in London as a key adviser on Presentation and Soft Skills. For more information go to: View Guest page

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Andre Johnson

Andre Johnson is a real estate investor, business consultant, and the owner of several businesses. As a coach, consultant, and co-founder of District Real Estate Investors Association (District REIA), Andre has helped a countless number of real estate investors to achieve their cash flow and wealth building goals. Andre’s proven turnkey systems have helped investors and business owners to automate and scale their businesses and to make money shortly after working with him. He has served as a Board of Director’s member for the Goodwill (GIC), Executive Marketing Director and advisor for District REIA, and a member of the advisory board for Baltimore Volunteers Unlimited’s (BVU) GIVE program, BNI Chapter President. With experience working with individual investors, small businesses, and Fortune 500 companies like Toyota, Andre is frequently sought out to speak and consult on various topics relating to business credit funding, real estate investing, marketing, and making money online. View Guest page

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Chris Johnson

Chris specializes in educating the public about the opportunities available today for Americans of all backgrounds and how they can identify which programs they could qualify for. Having so far raised millions of dollars for his clients, one of Chris’ goals is to help 1000 entrepreneurs to start a business utilizing grand funding View Guest page

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Travis Johnson

Travis Johnson, Editor and Founder of Stock Gumshoe, acts as the "Stock Gumshoe," sniffs out the "top secret" teaser stocks touted by investment newsletter ads, discusses the reality behind the hype, allows for plenty of reader discussion and idea sharing, and tracks the performance of these "teaser" stocks. He has an interest in Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks. For more information go to: View Guest page

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Linda P. Jones

Linda P. Jones is "America's Wealth Mentor". She is Founder and CEO of two businesses: the Global Institute of Wealth for Women, empowering women worldwide to financial freedom, to begin a new relationship with money, match their spiritual and financial abundance, and create wealth with confidence. She also founded Wealthy & Smart, for women entrepreneurs and executives (and smart men) to see a new way of looking at the economy, learn secrets of wealth building, and have their money making money, so they don't have to work so hard. Linda had a successful career in the investment industry for over 25 years. She represented many of the industry’s best money managers and was responsible for an 8-state territory of over $200 million of investment sales annually. She graduated with a B.A. in Business from the University of Washington and is a Certified Financial Planner (CFP®). Get to know Linda and learn The 8 Steps to Wealth at: and View Guest page

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Chris Kacher

Dr. Chris Kacher, co-founder of Virtue of Selfish Investing, an investment advisory service, and a Managing Director of MoKa Investors LLC, began his career in 1995 when he founded one of the first internet-based stock advisory services. In 1996 he joined William O’Neil + Co., Inc. as a research associate before quickly being promoted to Research Analyst and internal proprietary Portfolio Manager in 1997. From 1997 to 2001, he achieved an unaudited return of 2,022% in the O’Neil account. From 1996 to 2002, he achieved a verified return in his personal account in excess of 18,000%, as verified by KPMG. In 2005, He received his B.S. in Chemistry and Ph.D. in Nuclear Physics from the University of California at Berkeley, where he helped to discover element 110 on the Periodic Table of Elements and confirm element 106, which his group named Seaborgium. He also co-authored the book, “Trade Like An O’Neil Disciple: How We Made 18,000% in the Stock Market”. View Guest page

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Ken Kam

In 2000, Ken Kam walked out of Firsthand Funds, a successful company he co-founded, and walked into an amazing future as founder and CEO of Marketocracy Inc. In Ken’s final year as CEO at Firsthand, assets rose from $1 billion to $8 billion – but Ken recognized that tech stocks simply could not run 56% a year for another five years, so he expanded Firsthand’s research capability to prepare for a potential future transition out of tech stocks. He went on to create a database of individual analyst track records that would be key for recruiting the best investment team in the industry. Founded in 2000, Marketocracy has set the stage for the next era of investment strategy and research. With ten years to hone its processes and strategies, Marketocracy is now justly demanding the attention of investors worldwide. For more information, go to: View Guest page

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Ethan Kap

Ethan Kap came across a 101 plan, a whole life dividend paying insurance policy, and it quickly changed his life. He sold all his stock and quickly funded a 101 plan. It's been one of the smartest financial decisions he's made. Each day the stock market goes up or down, his money only continues to grow. Since then Ethan as been devoting himself to get the message out about the safety and security of little known and underutilized tools that could help thousands of Americans. In the book "The Richest Man in Babylon" one of the keys is not to lose your principal. Sadly Americans have lost sight of this simple truth and gamble with their live savings each day. Fortunately a 101 plan is a way to help reverse this horrible trend. View Guest page

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Michael Kay

Michael Kay is President of Financial Focus, LLC, a Registered Investment Advisory firm in Livingston, NJ. A financial professional for over 25 years, Michael began his career as an accountant, later shifting his focus to personal financial planning. After earning his certificate of financial planning at NYU, he returned as an adjunct professor, teaching taxation in their CFP Certification program. He studied with life planning pioneers Carol Anderson (Money Quotient) and George Kinder (Kinder Institute of Life Planning) and employs the Financial Life Planning skills with his clients. He is a frequent presenter at Money Quotient trainings and speaks at industry events and public forums on financial planning. He has a blog for Psychology Today and writes for and He is the author of The Business of Life: An "Inside-Out" Approach to Building a More Successful Financial Planning Practice. You can contact Michael at 973-533-0666 begin_of_the_skype_highlighting 973-533-0666 end_of_the_skype_highlighting. View Guest page

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Jason Kelly

Jason Kelly is the author of nine books including The Neatest Little Guide to Stock Market Investing, a BusinessWeek best seller and his newest title, Stock Market Contest. He also publishes The Kelly Letter, a curiously readable weekly investment advisory. He is a former technical writer for IBM’s Silicon Valley Laboratory in San Jose, California. He lives in Sano, Japan. He founded and managed Socks for Japan in response to the March 2011 Tohoku earthquake and tsunami, which delivered more than 150,000 pairs of socks and care letters to survivors. With his sister and business partner, he co-owns Red Frog Coffee in Longmont, Colorado. Visit him on the web at View Guest page

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Joseph Kelly

Joseph Kelly brings a unique blend of technical, marketing, sales, and leadership experience to every venture he is involved with. A graduate of the University of Virginia with a degree in Aerospace Engineering, he spent the first five years of his career as the youngest manager in a Fortune 500 computer company where he held positions in technical, sales, and marketing. He then left the corporate world to help his brother start a mortgage company in 1989. From 1991- 1996 Joseph ranked among the top 1% of loan officers in the U.S. In 1997 Joseph, left the mortgage industry to help in leadership roles with the development of companies in the telecommunications and relationship marketing fields. The priceless lessons and success principles that were learned, taught, and developed over the next 18 months enabled Joseph to return to the mortgage industry in a revolutionary manner. Since 1998 Joseph has focused his talents on development of the mortgage management. View Guest page

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Lynnette Khalfani-Cox

Lynnette Khalfani-Cox is a personal finance author, broadcaster and editor of She has written 12 books on financial topics including her latest on College Secrets. She has been a reporter at the Wall street Journal and CNBC and is a frequent guest on TV and radio programs on personal financial topics. View Guest page

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Kevin Kimble

Kevin Kimble joined the Cash America team in October 2008 as Vice President of Federal Affairs, where his main responsibilities are advocating for federal public policy and maintaining strong relationships with members and staff of various branches of the Federal government. He will work to develop public policy and opinion; evaluate emerging trends and monitor laws that impact Cash America, its subsidiaries, products and services; and ensure that the Company’s views are communicated directly to trade and industry coalitions and policymakers throughout the decision-making process to positively affect legislation and interpretation. Prior to joining the company, Kevin served as the Chief of Staff/Counsel for Congressman Charles Gonzales in Washington, D.C.—a position he held for nearly 10 years. Before working for Congressman Gonzales, Kevin served as an associate at the Williams & Jensen law firm, and as a legislative assistant for Congressman Martin Frost in Washington, D.C. View Guest page

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Byron King

Byron King is the editor of Outstanding Investments and Energy & Scarcity Investor. These publications reach over 60,000 paid subscribers. He is also a contributor to the Daily Resource Hunter. King is a Harvard-trained geologist who has conducted site visits to mineral deposits in 26 countries and deep-water oil fields in five oceans. This provides him with a unique perspective on the myriad of investment opportunities in energy and mineral exploration. King’s newsletter Outstanding Investments was crowned as #1 for the past decade in the area of mining and energy by Hulbert’s Financial Digest earlier this year. He has been interviewed by dozens of major print and broadcast media outlets including The Financial Times, The Guardian, The Washington Post, MSN Money,, Fox Business News, and PBS Newshour. His website is: View Guest page

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Gene Kirsch

Gene Kirsch, senior banking analyst at Weiss Ratings, has more than 20 years of financial industry experience in credit-risk management, commercial lending and loan review analysis within various sized credit unions, finance companies and banks at both the retail and commercial level. He developed the methodology for Weiss’ credit union and global bank ratings and leads Weiss Ratings bank and thrift ratings division. View Guest page

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Brett Kitchen

Brett Kitchen, an entrepreneur for the past 25 years is the Safe Money Advocate and has Entrepreneurship running through his blood dating back to his Great, Great Grandfather on the Island of Jersey off the coast of England. He can help you grow your income…then keep it safe! (He’s been an entrepreneur and marketer for the last decade, and have built 2 million dollar businesses) View Guest page

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Tim Knight

Tim Knight is the author of Panic, Prosperity, and Progress: Five Centuries of History and the Markets, the editor of the trading service Slope of Hope at and a hedge fund manager at Tim Knight Organization, faded in Palo Alto, California. He has been trading the markets since 1987, and was the founder of Prophet, a technical analysis company that was ultimately acquired by Investools. Before starting Prophet, Tim was Vice President of Technology Products at Montgomery Securities. View Guest page

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Mike Koenigs

Today we welcome Mike Koenigs, who has a system which allow entrepreneurs to build a significant business at home using his tools and social media which he will discuss in the Money Answers show. We will speak about creating one million entrepreneurs, changing lives with all the tools and trainings he has, Life with Tesla - independence on oil and energy, latest documentary will be released soon. Also, we will explore the Mind Set of Make More, Live More and Give More, his charitable work in Uganda, Hand up not hand out, the communities they help with Just Like My Foundation are fully involved with building schools and hospitals. They create micro businesses in Uganda so they can be self sustainable and live life with dignity. For more information go to: View Guest page

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Danny Kofke

Danny Kofke is currently a special education teacher in Georgia. His love of teaching and finances has led him to write two books - “How To Survive (and perhaps thrive) On A Teacher’s Salary” and the recently released "A Simple Book of Financial Wisdom: Teach Yourself (and Your Kids) How to Live Wealthy with Little Money." Danny has been featured in a number of publications including USA Today, The Atlanta Journal Constitution,,, USA Weekend,, PARADE, Instructor Magazine, CBS,, The Wall Street Journal,, Yahoo Finance, Woman’s Day, Consumer’s Digest, Bottom Line Personal, Your Family Today and The Huffington Post. I have also been interviewed on over 200 radio shows and on numerous television shows including Fox & Friends, CNN’s Newsroom, The 700 Club, ABC News Now, FOX Business Channel’s Varney & Company, HLN’s The Clark Howard Show CNN's Your Bottom Line and MSNBC Live. View Guest page

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Hilary Kramer

Hilary Kramer received her MBA from the Wharton School of Finance at the University of Pennsylvania and within a decade was recognized as one of the best equity investors on Wall Street. She has 25 years of investing experience, first as an analyst (at Lehman Brothers and Morgan Stanley), then as a portfolio manager, investment banker and hedge fund manager, and has managed more than $5 billion in global private equity and publicly-traded investments. By the age of 30 she made her first $1 million investing in her own accounts, and by 37 had enough to retire. Today, she is the editor of three weekly investing services for individual investors GameChangers, Breakout Stocks Under $5 and High Octane Stocks (all for InvestorPlace Media). She is also a regular contributor to, and is a weekly commentator on Nightly Business Report. Go to: View Guest page

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Peter Kranzler

While on vacation years ago, Peter Kranzler got copy of the Wall Street Journal, for the first time, having no idea at the time that this would be a life-changing event, leading to a lifetime fascination with investing and finance. He was in media sales management for years, while gaining experience managing his own portfolio. He initially made a number of mistakes, but learned from those mistakes to develop an investment strategy which uses broad diversification to harvest the returns which the markets offer, rather than trying to out-guess the markets through stock picking and market timing. He realized this ambition when he left the media industry in 2010 to be Managing Director of Lifetime Capital Group. He started his own firm, San Mateo Capital Management LLC, in 2012, providing financial planning and asset management to individuals and families, and those approaching retirement. Peter’s formal education ended in 1976, when he graduated magna cum laude from Amherst College. View Guest page

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Randy Kurtz

A nationally recognized expert on risk who is obsessed with statistics, Kurtz challenges conventional wisdom about risk, return, diversification, asset allocation, and financial planning. His goal is to create portfolios which maximize the odds of success while minimizing the excess risk taken. He has been profiled in Forbes, The New York Times, and The Wall Street Journal. Barron’s ranked his firm as the No. 1 performing separate accounts manager in the United States in the third quarter of 2011. He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Randy is a member of Mensa. View Guest page

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Dwayne Kushniruk

Dwayne Kushniruk has co-founded, managed and invested in several private and public software companies since 1981. These include the Abacus Software Group, Microrim Inc., Baseline Technologies Inc.,Exchequer Software Inc., and Opus Software Technologies Inc. Mr. Kushniruk founded Vision Pay Inc. to provide payroll and HR software for Navision products and he identified and managed the acquisition of Denver-based Serenic Software, Inc. Mr. Kushniruk identified a purchaser and managed the sale of the Serenic operating divisions in mid-2014, which generated a gain for shareholders at a premium to the share price and subsequently set the stage to pursue the cloud technology opportunities that OneSoft is now involved with. Mr. Kushniruk is one of the major shareholders and will continue to manage the Company’s M&A growth strategy, public company matters and capital markets initiatives. View Guest page

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Simon A. Lack

Simon A. Lack is president of SL Advisors and author of Bonds Are Not Forever: The Crisis Facing Fixed income Investors. He spent 23 years at JP Morgan overseeing the fixed income and derivatives trading operations. He also sat on JP Morgan’s investment committee allocating over $1 billion to hedge fund managers and private equity funds. He is also the author of The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to be True. View Guest page

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James Lange

James Lange is a CPA and attorney at the Lange Legal Group in Pittsburgh, Pennsylvania. He specializes in tax planning, retirement planning and estate planning. He also runs a registered investment advisory firm specializing in Roth IRA strategies. View Guest page

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Louis Lautman

Louis Lautman is the president of the Young Entrepreneur Society, an organization dedicated to fostering successful entrepreneurs in America. He recently completed a movie called the Young Entrepreneur Society movie, also known as the YES movie. It profiles over 30 successful entrepreneurs—many of them under 20 years old- and tells their amazing stories of creativity and ingenuity. In this interview, Louis explains how it is possible to be wildly successful at a young age even if you don’t have money or a college education. View Guest page

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John Lee

John Lee is co-founder, with Vincent Wong, of Wealth Dragon Ltd. a UK-based international company started in 2009 to promote unique specialist trainer-led programs that challenge traditional approaches to becoming wealthy. Lee came from humble beginnings , working at a small, family-owned Chinese takeout business in Northern UK. He studied film production at Lincoln University in the UK and worked for several companies in film and animation before he got an opportunity to invest in real estate property. By age 27 he was a millionaire. His partner, Vincent Wong, came from a similarly humble background and held a variety of salaried positions until he, too, got involved with real estate investing. He experienced both success and failure but learned a lot. He then made a name for himself as a speaker at seminars on real estate investing. John Lee became so impressed with Wong’s presentations that they met, became friends, and finally joined together to found Wealth Dragon. View Guest page

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Karen J. Lee

Karen J. Lee of Karen Lee and Associates, LLC in Atlanta, Georgia offers financial planning services through her affiliation with Securities America Advisors, Inc. She is a CERTIFIED FINANCIAL PLANNER™ professional and has earned her Chartered Life Underwriter and Chartered Financial Consultant designations. Karen is also a Certified Money Coach. She holds a Master of Architecture from Tulane University and a Master of Science in Financial Services from the American College. She is a member of the Financial Planning Association and the National Estate Planning Council. She also holds the Accredited Estate Planner designation. Karen has worked in the financial services industry since 1987. Karen Lee and Associates is a proud member of Integrated Financial Group, a consortium of independent financial advisors. This elite group of financial planners share their knowledge, tools, and experiences to benefit the clients of the entire consortium. Go to for more information. View Guest page

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Peter Leeds

Peter Leeds is The Penny Stock Professional, the most widely recognized personality associated with low-priced stocks. Along with the help of his team, he publishes Peter Leeds Penny Stocks, an online service that has sold 35,000 subscriptions, making it one of the most popular financial newsletters in North America. He frequently appears on main stream media, including NBC, CBS, CNN, Fox Business, and in dozens of other newspaper, radio, and Internet outlets. View Guest page

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Scott Letourneau

Scott Letourneau is the person that successful entrepreneurs turn to when they want to establish their company in the U.S., as he can deliver a truly turnkey experience to help them position themselves for profits and success. Scott is a prominent entrepreneur and CEO who founded Nevada Corporate Planners, Inc. in 1997, and the complementary Fast Business Credit, Inc. in 2003, again with great success. He helps his 5,500+ clients both domestically and abroad to incorporate their business with confidence, "propelling their business on a fast track to profits!” Scott has a BA in Finance, a Masters Practitioners Degree in NLP, is the author of “The Insiders Guide to Incorporating Your Business and Protecting Your Assets!” and a contributing author for Entrepreneur Magazine’s Start Up series; “Start Your Own Information Marketing Business – Your Step-by-Step Guide to Success." For more information go to and View Guest page

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Ted Leutz

Ted Leutz, CEO Knowles Financial, LLC, Founder of One Stop for Lifeâ Software Solutions, Member of Top of Court at the Million Dollar Round Table, Member of Political Action and Legislative Committee with NAIFA, Designer of software and logic for One Stop for Life® and Educated 1000’s clients and agents on wealth accumulations strategies. Ted Leutz has over 42 years in the financial industry. Ted and his partner, Lynette Robbins launched Knowles Systems® in 2002. Knowles Systems® has created a national presence, and is taught throughout the United States to agents and advisors in the financial industry. Wrapped around this educational Knowles System® is the Knowledge of U® client awareness and coaching program developed by Lynette M. Robbins, the principle of Knowles Systems® View Guest page

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Robert Levine

Robert Levine is the founder of Nomura Corporate research and Asset Management where he was president for 20 years. He is an inductee in the Fixed Income Analysts Hall of Fame. View Guest page

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T. Gary Liberman

Gary possesses a 17 year career in money management and technology investing. Prior to AdviceIQ, Gary spent 13 years as Fund Manager and Head of Technology Equity Research with JP Morgan Investment Management. Previously he was a technology analyst with Salomon Brothers. Gary was a public accountant with Arthur Andersen & Co. and holds the CPA and CFA designations. View Guest page

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Marc Lichtenfeld

Marc Lichtenfeld is the associate Investment Director of the Oxford Club and editor of the Ultimate Income Letter, where he runs the Perpetual Income Portfolio. He is the founder and editor of the "Oxford Systems Trader." Prior to joining the Oxford Club, he was a sell-side analyst for the contrarian Avalon Research Group and a senior columnist for He is in a lot of media including, Marketwatch, and National Public Radio. Marc speaks at investment conferences about dividend investing at meetings all over the world. Marc is also the only published financial analyst to have ring announced world championship boxing and mixed martial arts on HBO, Showtime, and ESPN. View Guest page

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Kathy Lien

Kathy Lien (New York, NY) is Director of Currency Research for Global Forex Trading (GFT), a Division of Global Futures & Forex, Ltd. She also runs a FX signal service, BKForex Advisor, with Boris Schlossberg. Prior to joining GFT, Lien was the chief strategist of and an associate at JPMorgan Chase, where she worked in cross-markets and foreign exchange trading. As an internationally renowned currency strategist, Lien specializes in combining fundamental and technical analysis. With more than 10 years of currency trading experience, Lien is a frequent guest host of CNBC Asia and Sky Business News and has appeared on CNBC (U.S. and Europe), Bloomberg, Fox Business, and Reuters. She is a regulator contributor to Active Trader, Futures, and SFO magazines and is quoted by financial publications around the world. Lien is also the author of the two editions of Day Trading and Swing Trading the Currency Market as well as Millionaire Traders. View Guest page

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Jefferson Lilly

Jefferson Lilly is a self-made millionaire, mobile home park investment expert, educator and industry consultant. Prior to co-founding Park Street Partners in 2013, Mr. Lilly spent seven years investing his own capital acquiring and operating his own mobile.home parks. Before becoming an investor full-time, Jefferson spent nine years in sales leadership roles with several venture-backed startups in Silicon Valley He holds a B.A. degree from the University of Pennsylvania and an MBA from the Wharton School of Business. View Guest page

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Joe O. Luby III

Joe O. Luby III, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and author, is an established expert in the areas of charitable gift planning, advanced corporate retirement plan design & management, alternative investment transactions using retirement funds and the special needs of business owners including advanced tax and estate planning strategies. He is the founder of the Jagen(tm) strategy which is a unique new development in the field of investment and tax planning which offers significant tax efficiencies for clients with large IRAs and/or gift & estate tax concerns. Active in the planning community, Mr. Luby is a member of the Financial Planning Association of Nevada, the Southern Nevada Estate Planning Council, and serves on the Planned Giving Councils of Vegas PBS and the University of Nevada Las Vegas (UNLV). For more information go to: View Guest page

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Ray Lucia

Ray Lucia is not your average financial advisor. He is an accomplished money man whose intelligent input, ethical motives, and charismatic nature is unparalleled by other financial gurus. He is one of the nation's leading experts in the fiscal world of financial, tax, and retirement planning... not to mention he's a best-selling author, an engaging radio and TV personality, a highly sought after public speaker, and Certified Financial Planner™. Throughout his 36 year career in the financial services industry, Ray Lucia, CFP has made it his lifework to help thousands of people invest more than two billion dollars utilizing his renowned Buckets of Money® retirement strategy. Ray is largely recognized for his nationally syndicated radio show, "The Ray Lucia Show", and is also featured nationally on networks such as FOX News Channel, FOX Business, CNBC, NBC's The Today Show, Bloomberg, and his own segment on BizTelevision. For more information, go to: View Guest page

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Gavin Magor

Gavin Magor, senior financial analyst at Weiss Ratings, has more than 25 years of international experience in credit-risk management, insurance, commercial lending and analysis. He developed the methodology for Weiss’ Sovereign Debt Ratings and leads the firm’s insurance ratings division. View Guest page

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James Mapes

As a recognized business speaker and performance coach, James Mapes has spoken to hundreds of public and private companies in more than 70 countries. His clients include financial institutions, software companies, the military, the healthcare industry, financial institutions, training and development divisions of large corporations and major non-profit organizations. Companies, associations, universities and business schools including - IBM Corporate, U.S. Coast Guard, Lockheed Martin and The Princeton Center for Leadership Training - have quoted Mapes in training manuals and textbooks. His two highly regarded books are Quantum Leap Thinking: An Owner's Guide to the Mind and The Workbook: The Magic of Quantum Leap Thinking. James Mapes has created an ongoing series of self-improvement audio recordings and writes a syndicated newspaper column for Hearst newspapers and The Arizona Reporter. For more information go to: View Guest page

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Debbie Matz

Debbie Matz was nominated by President Barack Obama to serve as the eighth board chair of the National Credit Union Administration. After confirmation by the U.S. Senate on August 7, 2009, she was sworn in on August 24, 2009. Mrs. Matz is no stranger to NCUA and credit unions having served as a board member at NCUA from January 2002 to October 2005. As Chair of the NCUA Board, Mrs. Matz is the spokesperson for the agency and oversees the regulation of federal credit unions and the administration of the federal insurance fund covering approximately 8,000 credit unions with over $800 billion in assets. Prior to becoming NCUA board chair she served on President Obama’s Economic Transition Team. From 2006 until June 2008 she was the Executive VP/CEO of a federal credit union serving 90,000 members with branches in the United States and Europe. A public servant for 26 years, Mrs. Matz was appointed by President Bill Clinton to serve in the U.S. Department of Agriculture from 1993 to 2001. View Guest page

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Christopher Mayer

Christopher Mayer worked for a decade as a corporate banker before founding the newsletter Capital & Crisis, and later Mayer’s Special Situations. His one-of-a-kind research goes out to over 20,000 readers worldwide. You’ll find Mayer as a regular columnist at The Daily Reckoning and oft-quoted by Futures Magazine and MarketWatch. He’s been a guest on Forbes on Fox, CNN Radio, CNBC, RT, and various other TV and radio programs. He travels the world looking for the absolute best deals, and shows his readers how to get in (and out) of the market’s most attractive investments. In 2008, he published his first book, Invest Like a Dealmaker: Secrets From a Former Banking Insider. His latest book is: World Right Side Up: Investing Across Six Continents. For Additional Information Visit: View Guest page

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David McAlvany

David McAlvany is President and CEO of the McAlvany Financial Companies – International Collectors Associates, ICA Europe, and McAlvany Wealth Management – and is director of the Swiss Corporation, Global Gold. He is a featured speaker on international television and radio programs and at financial seminars around the world, analyzing major events and their impact on the global economy and financial markets. He can be heard weekly on his market commentary with world leaders, bankers, economists, and renowned investors at . David is a graduate of Biola University and is an associate member of Keble College, Oxford University, where he studied philosophy and political theory. He has traveled extensively throughout Africa, Asia, South America, the Middle East, and Europe. His international research has given him a global perspective on financial, economic, political, geopolitical, cultural, and intelligence developments around the world. View Guest page

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Betsy McCaughey

Betsy McCaughey is one of the leading experts on Obamacare in America. She has been a professor at Columbia and Vassar and is the former lieutenant governor of New York. Her best-selling new book “Beating Obamacare: Your Handbook for Surviving the New Health Care Law” has been featured on most of the major TV and radio shows in the country. She is also a leading patient advocate who launched the Committee to Reduce Infection Deaths, a national campaign to reduce hospital infections. View Guest page

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Tom McCullough

Tom McCullough is Chairman and CEO of Northwood Family Office LP, a Toronto-based multi-family office which serves the comprehensive financial needs of family of significant wealth. Northwood was founded in 2003 and has quickly risen to prominence as an international leader in its field. Mr. McCullough has spent thirty years in wealth management/family office field and is also an adjunct professor of finance at the Rotman School of Management at the University of Toronto where is teaches “The Management of Private Wealth.” View Guest page

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Sam McElroy

Sam McElroy, Co-Founder and Managing member of @financial and @financial investments, graduated from Hampton University magna cum laude and holds several financial licenses. Sam also acts as a business consultant and holds a doctorate in psychology.He has always placed a high value on community involvement as well as education and has been the recipient of several humanitarian and achievement awards. He has contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team,group,and work settings and is currently exploring unique insights with respect to the psychology of personal finance. He goes beyond your typical financial advisory firm by using "client-focused processes aimed at creating tailored solutions for both business and individuals. He is an active member of the Society of Financial Awareness,and is certified with NSSA. View Guest page

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Bruce Mesnekoff

Bruce Mesnekoff is a nationally-recognized expert in student loan management and consolidation. Bruce serves as founder and Senior Partner in The Student Loan Help Center. He has developed and implemented programs which have enabled thousands of borrowers to successfully retake control of their previously unmanageable student loan debt. Bruce works with non-profit financial assistance organizations around the country to ensure consumers are made aware of the newest programs and solutions available for their student loan issues. Bruce also speaks regularly on local and nationally-syndicated radio programs informing the public of solutions to their student loan problems View Guest page

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Paul Moore

Paul Moore is a highly successful entrepreneur, investor, author of The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing (2016), and co-host of the wealth building podcast ‘‘How To Lose Money’. A founding partner in Wellings Capital, Paul’s investment philosophy and practice is one of long term stable investments that yield satisfying multi-generational outcomes. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm five years later. Along the way, Paul was Finalist for Ernst & Young’s Michigan Entrepreneur of the Year two years straight (1996 & 1997). Paul later entered the real estate sector, where he flipped over 50 homes and 25 high-end waterfront lots, appeared on HGTV’s House Hunters, rehabbed and managed rental properties. View Guest page

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Kent Moors

Kent Moors is Professor in the Department of Political Science and the Graduate Policy Center at Duquesne University, where he is also Scholar in Residence at the Institute for Energy and the Environment. An internationally recognized expert in oil and gas policy/finance and risk assessment, Moors is also president of ASIDA, Inc, an international oil and gas consulting firm, and executive managing partner of Risk Management Associates, International, LLP. Editor of The Oil and Energy Investor, Energy Advantage and the investment alert service The Energy Inner Circle, frequent contributor to Money Morning and contributing editor to Thomson Reuters’ Russian Petroleum Investor and Caspian Investor, Moors also advises Wall Street analysts, hedge fund and asset managers worldwide. He is a member of State Department (DOS) task force providing oil policy advisories to developing nations and has recently joined the DOS Global Shale Gas Initiative. View Guest page

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Gil Morales

Gil Morales is co-founder of Virtue of Selfish Investing, an online investment advisory service, was a proprietary portfolio manager for William O’Neil + Company, Inc., and is currently a Managing Director of MoKa Investors, LLC. During his tenure at WON, he was responsible for advising over 500 of the world’s largest and most successful institutional investors. In 2004 he was Chief Market Strategist for William O’Neil + Company, Inc , and achieved an unaudited return in excess of 2,100% from 1997 to 2005 in his portion of the O’Neil account. Between 1998 and 2005, Morales achieved an audited return of 10,904% in his personal account, and as verified by Rothstein Kass & Company, PLC, and his partner, Dr. Chris Kacher has achieved an audited return of 18,000%. Mr. Morales also co-authored with William J. O’Neil a book on short-selling, How to Make Money Selling Stocks Short, and co-authored the book, “Trade Like An O’Neil Disciple: How We Made 18,000% in the Stock Market” View Guest page

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Zaydoon H. Munir

Zaydoon H. Munir Founder and Chief Executive Officer RevolutionCredit, Inc. Zaydoon is an 18-year veteran in the international financial services industry, on both the consumer and wholesale sides. Prior to founding RevolutionCredit, Zaydoon spent over six years at Experian, in a variety of senior executive roles in both consumer credit and marketing businesses. He is a recognized champion of new innovation in credit data, credit scoring and the underserved consumer market, Zaydoon also served as an accomplished financial strategy consultant across the U.S., Europe and the Middle East. He joined Experian in July 2004. He served as senior vice president of New Market Development and Data Development for the Americas Credit Business. In August 2006, he took over responsibility for Marketing Strategy, Product Development and Management, and Product Marketing. And in August 2008 he was given the Global Leadership role for Data/Data Product Strategy and Development for Experian Marketing Services – Global Chief Data Officer. Prior to joining Experian in July 2004, he was chief operating and technology officer at eFinance Corporation, a leading provider of financial and credit decision software solutions for the business-to-business market. Prior to eFinance, he was the chief technology officer at Scudder Weisel Capital, an online private bank focused on delivering wealth-management solutions to the high net-worth retail market. He was also managing principal, e-Commerce Strategy & solutions for the Capital Markets Company (Capco); an international strategy and solutions firm. He also spent six years at Gemini Consulting (US & Europe), a leading global strategy and technology-consulting firm, where he was principal in Information Technology Strategy and Electronic Commerce. He was a Board Member of the Industry Advisory Board of the Royal Mail Group in London, United Kingdom 2009-2012. He has been interviewed and quoted by Investor Business Daily, Business Week, eCompany and Univision Networks on various topics including convergence of technology, the Internet and financial services. He has led content development and acted as an advisor for numerous industry conferences and studies. Zaydoon received an MBA degree with an emphasis in marketing and information systems from Case Western Reserve University (CWRU) from the Weatherhead School of Management and a bachelor’s of science degree in biomedical engineering from CWRU. View Guest page

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Jim Nelson

Jim Nelson began his investing career during the tech boom at age 14 - with purchases of Starbucks and AOL. Early inspiration came from an old Tweedy Brown whitepaper: "What Works in the Market." He graduated with a degree in Political Science from Pittsburgh University, Nelson focuses on income investing, including dividends, covered calls, and fixed-income. Additionally, he covers MLPs, ADRs, utilities, consumer staples and tobacco. Nelson is the managing editor of Lifetime Income Report . For more about Jim go to: View Guest page

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Stephanie Nelson

Since 2004 Stephanie Nelson has appeared frequently on television and radio teaching savings tips, including The Oprah Winfrey Show, The Today Show, Good Morning America, CBS Early Show, NBC Nightly News, Fox Business, The Doctors, The View, Dr. Oz, The 700 Club, The Mike and Juliet Show, and CNN. Over 3.3 million members belong to her free grocery deals website She holds a degree in finance and has ten years of experience in sales and marketing with both Procter & Gamble and Marriott Hotels. In 1995 she retired from the corporate world to stay home with her sons. In 2001 she founded her free website committed to helping consumers save money and feed the hungry by increasing food donations to hunger organizations with the Cut Out Hunger program. The Coupon Mom's Guide to Cutting Your Grocery Bill in Half, released in January 2010, became a New York Times Best Seller in its first month of publication. View Guest page

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Charles Nenner

Charles Nenner is president of the Charles Nenner Research Institute, an independent market research firm. His firm consults with large hedge funds, banks, brokerage firms and wealthy individuals around the world. Charles Nenner worked for Goldman Sachs as a technical analyst for many years. Before that, he was head of trading research at Rabobank International and Ofek Securities in Israel. View Guest page

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Sara Nunnally

Sara Nunnally is co-editor of Smart Investing Daily and is Taipan Publishing Group’s Senior Research Director and global correspondent. Sara’s diverse resume includes studies in art history, computer science and financial research. As Senior Research Director, Sara has travelled all over the world in search of the best investment opportunities to recommend to her readers, be they in developed economies like France and Italy, in emerging markets like the Czech Republic and Poland, or in frontier terrain like Vietnam and Morocco. She has appeared on news media such as Forbes on Fox, Fox News Live, and CNBC's Squawk Box, as well as numerous radio shows around the country. Please visit for more information. View Guest page

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Shari Olefson

Shari Olefson, JD, LLM, is a Bar Certified Real Estate attorney and a Supreme Court Certified Mediator with degrees in journalism, finance, and psychology. Since launching her legal career in 1989, Olefson, a member of the Florida, District of Columbia, and New York Bars, has focused on business and commercial real estate transactions, mediations, and work outs. In addition to her law practice, she has served as the CEO of a Fortune 300 joint venture in banking, real estate law, and title insurance. She is frequently quoted in such publications as the Wall Street Journal, Forbes, and USA Today, and regularly appears as a guest expert on CNN, CNBC, Fox, PBS, MSNBC, and CBS, as well as national and regional radio programs. Her previous books include Foreclosure Nation: Mortgaging the American Dream (Prometheus, 2009). Shari Olefson is a graduate of Carnegie Mellon University, the Benjamin N. Cardozo School of Law at Yeshiva University and the University of Miami Masters of Law program. View Guest page

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Marc Ostrofsky

Marc Ostrofsky, New York Times Bestselling author, will speak about his latest book: Get Rich Click! The Ultimate Guide to Making Money on the Internet. Marc is a serial entrepreneur and a venture capitalist. He has founded, built and sold over $100 million in businesses-starting with only a $5,000 car loan. Marc has been a guest on ABC-TV’s hit talk show The View twice and is one of the few authors who has actually been successful doing the things he discusses in Get Rich Click! He owns,,, and a host of domain names including, and over 500 others. To learn more about Get Rich Click!, go to today. View Guest page

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Natalie Pace

Natalie Pace is the author of The ABCs of Money and You Vs. Wall Street. She is the founder and CEO of the Women’s Investment Network, LLC (a global financial news, information and education site), with a mission of adding a splash of green to Wall Street and transforming lives on Main Street. Natalie's books and articles have been saving homes and nest eggs for more than a decade, while at the same time earning her the prestigious ranking of #1 stock picker. Natalie Pace is a blogger on and a repeat guest on national television and radio shows such as Good Morning America, Fox News, CNBC, ABC-TV,, NPR and more. As a strong believer in giving back, she has been instrumental in raising tens of millions for public schools, financial literacy, the arts and underserved women and girls worldwide. Follow her on and For more information please visit View Guest page

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William Scott Page

William Scott Page is President and CEO of The Lifeline Program, one of the oldest and most-established life insurance settlement providers in the nation. The company actively partners with insurance agencies and broker dealers to establish profitable and ongoing life settlement business lines. Page is widely credited as one of the founders of the life insurance settlement industry, which in the past 15 years has grown from a niche business into a mainstream financial services industry that buys and sells more than $6 billion worth of life insurance policies annually. Page and his company have, since 1989, served the financial needs of the elderly and terminally ill while offering a stable and profitable investment environment for the company's agents, investors and supporters. In many instances, a settlement enables a sick or elderly individual to live out the remainder of their life with dignity. For more information: View Guest page

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RC Peck

RC Peck, CFP® Chief Investment Strategist, Founder and CEO of Fearless Wealth, LLC. RC Peck, CFP® results speak for themselves. RC’s Fearless Wealth Portfolio has returned an astounding 15% annually for 14 years (1998 to 2011). RC’s ability to make the complicated clear and straightforward is second to none. There is a reason why the directors of Silicon Valley most storied companies turn to him and have avoided every major crash in the markets in 14 years. As an ex-commodity trader of Coffee, Sugar and Coco, RC is considered one of the leading experts in the country on behavioral investing. RC can be unconventional and un-typical but always thought provoking, clear and insightful. RC is a certified Financial Planner (CFP®), a Registered Investment Advisor and a Master NLP practitioner. He resides in Silicon Valley with his wife and family. For more information: View Guest page

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Kathleen Peddicord

Kathleen Peddicord, author of How to Buy Real Estate Overseas (Wiley, April 2013) was publisher and editor-in-chief of the International Living group for twenty-three years. Today, she is publisher and editor-in-chief for her own Live and Invest Overseas group ( She writes a weekly retire-overseas blog for U.S. News & World Reports, another for Huffington Post, and is regularly quoted by news outlets including the New York Times, Money magazine, the Economist, Kiplinger, and AARP. She has traveled to more than fifty countries, invested in real estate in twenty, established businesses in seven, renovated historic properties in six, and educated her children in four. She now lives with her family in Panama City, Panama. In addition to writing books and her speaking engagements, Kathleen writes daily to readers of her Overseas Opportunity Letter. View Guest page

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Peter Pham

Peter Pham founded BillShrink to empower consumers to get the real time information they need to make the best decisions in many areas of their financial life. In this interview, Peter will explain how to get the best deals on credit cards, telephone plans and savings and investment products. He will also show you how to find the cheapest gasoline near you. BillShrink is revolutionizing the way consumers shop and learning how it works will save you loads of money so listen to this interview and save! View Guest page

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Bradford Pine

With 20+ years of broad, financial-services industry experience, Bradford Pine is now an emerging independent investment adviser practicing in New York City with broker-dealer Cantella & Co., Inc. While his fee-based practice focuses on serving high-net-worth clients, Pine has taken a revolutionary approach towards serving them. Recognizing the growing role of technology in our lives, Pine, was a CNBC Portfolio Challenge semi-finalist, has positioned his practice with a pre-eminent internet presence. Pine's been featured in Registered Rep magazine, Senior Market Advisor, The New York Daily News and Newsday New York. He has recently released a free e-book: 10 Tips You Need to Know about Your IRA Rollover, which is available for downloading on his website along with a free monthly newsletter: In addition to IRA rollovers, Pine's areas of expertise include: hi-net worth portfolio management, legacy and estate planning, asset allocation and retirement planning. View Guest page

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Travis Plunkett

Travis Plunkett directs Federal legislative and regulatory efforts for the Consumer Federation of America. He focuses on financial services including financial regulatory reform, bankruptcy, credit counseling, consumer privacy and insurance. His advocacy of improved credit card protections contributed significantly to the enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009. View Guest page

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Steve Pomeranz

Steve Pomeranz CFP™ has been serving clients since 1981; beginning Pomeranz Financial Management Inc. in 1996 after being dissatisfied with his time in large Wall Street firms. Pomeranz’s team accepts no commissions, using a system of three pillars: Competence, Caring and Conservatism. Since 2001, Steve’s radio show “On The Money!” and his association with NPR radio reaches 27 stations nationwide. The show features market insights and interviews with experts from all corners of the investment world to keep listeners informed on making smart money decisions. Worth magazine selected Pomeranz Financial Management as a “top 100 wealth ad­viser*” in America in 2007 as did Reuters, in 2008. Active in his local community, he serves as President of the Boca Raton Symphonia, Board Member of Women in Distress, & Chairman Emeritus of the Financial Planning Association. Steve has been featured on ABC News, Marketwatch, Bloomberg, CNBC, & The Wall Street Journal to name a few. View Guest page

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Nido Qubein

Dr. Nido Qubein came to the United States as a teenager with little knowledge of English, no contacts and only $50 in his pocket. He is president of High Point University, an undergraduate and graduate institution with 4,800 students from over 51 countries and 44 states. He has written numerous books and scores of audio and video learning programs distributed worldwide. His foundation provides scholarships to 48 deserving young people each year. To-date the Qubein Foundation has granted more than 700 scholarships, worth over six million dollars. He is chairman of Great Harvest Bread Company with 220 stores in 43 states. He serves on the boards of several national organizations including BB&T, the La-Z-Boy Corporation, and DOTS. Dr. Qubein has been the recipient of many honors including the Ellis Island Medal of Honor, the Horatio Alger Award for Distinguished Americans, and the Order of the Long Leaf Pine (North Carolina's highest civic award), and dozens more. Go to: View Guest page

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Rachel Quilty

Rachel Quilty, is a Personal Branding Strategist. She is also known as the “Authority” on Personal Branding. Rachel is the CEO and owner of Jump the Q Inc., a Personal Brand consulting firm with offices in Brisbane, Australia and Las Vegas, USA. Rachel is an Australian who regularly speaks at events and conferences on personal branding, professional image, and developing your signature brand, both in the US and Australia. She is the author of the recently released book, ‘Brand Yourself!’ an instructional manual on discovering, designing and building your personal brand. Rachel has featured on the Australian Today show and is a regular columnist in the popular Brisbane Circle magazine. Her tips and tactics are regularly quoted in popular national magazines, newspapers and on radio. For more information on Rachel and to get her latest book, go to View Guest page

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Jane Bryant Quinn

Jane Bryant Quinn is a leading commentator on personal finance She is the author of four books and has written for Newsweek, The Washington Post,, Woman's Day, and Good Housekeeping. She is an Emmy Award winner and has appeared on PBS and CBS News. Her personal finance column currently appears and the AARP Bulletin. She lives in New YorkCity, blogs at
and has a website at View Guest page

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Karim Rahemtulla

Karim Rahemtulla is one of the country's foremost specialists in options trading and a veteran of emerging markets investing. As founder and editor of The Smart Cap Alert, he focuses his efforts on all aspects of options trading - LEAPS, put selling/covered calls, and spreads. He is also the Director of Emerging Markets/Options for Wall Street Daily ( and a regular contributor to several publications on topics ranging from global investing to options trading. Formerly the Investment Director of the Oxford Club, Rahemtulla is a frequent speaker at international conferences. His views on investing have appeared in hundreds of publications worldwide. View Guest page

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John Reese

John Reese is founder and CEO of and Validea Capital Management, LLC and also portfolio manager of the Omega Consensus mutual funds offered in the Canadian market. He is considered an expert on systematic based investing strategies and holds two US patents in the area of automated stock analysis. John is co-author of two investing books, including “The Guru Investor: How to Beat the Market Using History's Best Investment Strategies”, and a columnist for RealMoney, Forbes and Canada’s Globe & Mail. He is a graduate of Harvard Business School and MIT. View Guest page

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Steve Repak

Steve Repak, CFP®, is an Army veteran, motivational speaker, and consultant. He has helped countless ordinary people turn their finances around with his inspiring personal finance presentations and one-on-one financial counseling. He was the 1995 Fort Bliss, Texas Non Commissioned Officer of the Year and graduated Summa Cum Laude with a Bachelor of Science in Management Communications from Amridge University. He now works for himself as a highly successful Certified Financial Planner™ in Charlotte, North Carolina, where he lives with his wife and three children. For more information, please visit, View Guest page

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Victor Ricciardi

Victor Ricciardi, BBA, MBA, APC is an Assistant Professor of Financial Management at Goucher College in Baltimore, Maryland. He teaches undergraduate courses in personal financial planning, corporate finance, investments, behavioral finance, and the psychology of money. Ricciardi is the Coordinator of Behavioral & Experimental Research for the Social Science Research Network (SSRN) at and is the current Editor for seven SSRN eJournals. Ricciardi had two chapters on behavioral finance published in the Handbook of Finance in August 2008 and a book chapter “The Psychology of Risk” published in the book Behavioral Finance: Investors, Corporations, and Markets in October, 2010. Victor has given over 30 presentations at meetings, seminars, and conferences in the past ten years on the topics of investments, perceived risk, behavioral finance, and the Social Science Research Network (SSRN). View Guest page

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Victor Ricciardi

Victor Ricciardi is an Assistant Professor of Financial Management at Goucher College in Baltimore, Maryland. He teaches courses in financial planning, investments, corporate finance, behavioral finance, and the psychology of money. Professor Ricciardi is a leading expert on the academic literature and emerging research issues in behavioral finance. Kent Baker and Victor Ricciardi are co-editors of the new book Investor Behavior: The Psychology of Financial Planning and Investing was published in February 2014 and the book is part of the Wiley Finance Series. This research endeavor is a contributor series book that incorporates 30 chapters written by 45 leading experts (academics and practitioners) on the emerging research on investor psychology in personal finance, financial planning, and investment management. He is the editor of several eJournals distributed by the Social Science Research Network (SSRN) at Victor can be found on Twitter @victorricciardi. View Guest page

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Charles Richards

Charles Richards, Ph.D., is a licensed psychotherapist and author in private practice in Encinitas, California. He has developed and refined an innovative and highly effective therapeutic process that allows clients to achieve greater health in all areas of their lives. For over ten years, he has also trained and coached senior executives of Fortune 100 corporations in management and leadership skills at the Center for Creative Leadership, La Jolla. His clients at CCL have included General Motors, IBM, Motorola, Qualcomm, Sony, Apple, Whirlpool, Honda, SAP, and other well-known companies. He is an international speaker and presenter. More info about Dr. Richards and his book The Psychology of Wealth can be found at View Guest page

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Jim Richman

Jim Richman has been in the mortgage modification business for 11 years, after retiring from a commercial loan department for Coast Savings and Loan. In the commercial loan business, loan modifications were the norm, but in the residential loan world they were for the mostly unknown. Jim convinced a friends’ lender that that they could and should modify the terms of his loan. He explained this to some of his brokers and attorney friends and a business was born. His firm now acts as a free mortgage consultant service to homeowners and if it is in the homeowner’s best interest they will refer them to a qualified attorney in their state and recommend the attorney accept the case. They are a free service to both homeowners and attorneys, and for a fee offer a lender tracking service that keeps attorneys updated on the ever changing underwriting policy of all the lender so that clients are up do date 24x7. For more information, go to: View Guest page

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Barry Ritholtz

Barry Ritholtz is president of Ritholtz Wealth Management in New York. He is widely quoted in the media and appears regularly on TV on CNBC, Fox, Bloomberg. His book Bailout Nation, was widely hailed as the best book explaining what caused the 2008-2009 financial crisis. He writes the widely read blog The Big Picture which can be found at View Guest page

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Steve Rizzo

Steve Rizzo, a.k.a. The Attitude Adjuster, is a personal development expert whose clients include American Airlines, BP, JPMorgan, Chase, Scholastic, and Spring, among others. As a stand-up-comic, he has headlined with many titans of comedy, including Jerry Seinfeld, Eddie Murphy, Drew Carey, and Ellen DeGeneres. View Guest page

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Lynette Robbins

Lynette Robbins, CEO Knowles Systems, LLC, Founder of “The Knowles Systems and The Knowledge of Uâ” learning systems, Executive’s Consultant for 28 years working with Fortune 100 and 500 companies, Designer of a learning system that educates American’s on “How to get their money to work for them”. Lynette’s vast experience in organizational development, implementing professional learning systems, public speaking, linguistics, designing training programs for professionals in a step by step success process and leading through example has created an incredible presence for those that want to know about “How Money Works”. Lynette’s focus is on empowering people through awareness with strategies and options available in today’s market. The Knowledge of Uâ is making a difference in financial security by educating the clients on options therefore building a plan that is safe and makes sense. View Guest page

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Michael Robinson

Michael Robinson is the chief technology strategist for Radical Technology Profits, published by Money Map Press. He has a long term record of identifying winning technology stocks for his readers, with more than 80% of his picks ending up being profitable. He has worked in Silicon Valley for many years and served on the advisory board of venture capital firm Sensei Partners. View Guest page

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Jeff Rose

Jeff Rose is a Certified Financial PlannerTM with his own investment advisory firm and an Iraq combat veteran of the Army National Guard. A regular contributor to U.S. News and World Report, MarketWatch, and, he is also the author of two popular personal finance blogs, and, which has been featured in Forbes, The Huffington Post, Kiplinger, and The Wall Street Journal. He lives in Carbondale, Illinois. View Guest page

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Michael “Mike” Rosen

Michael “Mike” Rosen is a self-described conservative and longtime host of The Mike Rosen Show, a political talk show on 850 KOA, broadcasting out of Denver, Colorado, where he holds the weekday 1 p.m-3 p.m. time slot. He is also an editorial page columnist for the Denver Post. His articles have appeared in newspapers and magazines across the country, including the Wall Street Journal and the National Review. He regularly appears as a political analyst on Denver TV stations and has been a guest on an impressive array of national TV shows including “Good Morning America,” “The Larry King Show,” “The O’Reilly Factor,” and other widely-watched political programs. He has been a featured gues on National Public Radio and on several occasions been a substitute host for Rush Limbaugh. An honors graduate of the University of Denver, he was the first recipient of the Theodore S. Cutler Faculty Award for outstanding scholastic achievement. View Guest page

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Holli Rovenger

Holli Rovenger is a CEO, Coach, Author, Speaker and Educator at Empowering Women Monthly, and President, Owner of Enthroned Empress, Inc. She has written a book, "The Simple and Sassy Guide to Financial Empowerment," designed to help educate women on how to become financially savvy and prepared. Holli is trained as a dietitian and an entrepreneur. She is friendly, outgoing, optimistic, authentic, and extremely honest and trustworthy. Her passion is to empower women to take the reins on their financial future so they can have peace of mind and security for themselves and their families. She attended Syracuse University where she received a Bachelor of Science (B.S.) in Nutrition and Dietetics; and Florida International University where she obtained her Masters in Business Administration (M.B.A.). Rovenger is the CEO of two websites dedicated to helping women, (; View Guest page

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Matthew Schifrin

Matthew Schifrin is Vice President and Investing Editor at Forbes Media LLC. He oversees money, investing, and personal finance content in Forbes magazine and on, including its Intelligent Investing and Financial Adviser Network. Schifrin also manages Forbes Newsletter Group and Forbes iConferences, and was the founding editor of's Best of the Web. As an investigative reporter, his articles have been featured on the cover of Forbes magazine dozens of times and he has been a finalist for an American Society of Magazine Editors National Magazine Award. Schifrin is a frequent speaker at investor conferences and has appeared numerous times on radio and television. View Guest page

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Leonard Schwarz

Jeanne Fleming and Leonard Schwarz ,the authors of Money Manners, have been advising readers on how to deal with the cringe-inducing money problems that arise between family and friends since 2005, first for Money magazine and the CNN/Money website (where their column was called “Do the Right Thing”), then for (where it is called “Money & Ethics”). They have also written a book, Isn’t It Their Turn to Pick Up the Check? Dealing with all of the Trickiest Money Problems between Family and Friends – from Serial Borrowers to Serious Cheapskates (Free Press, 2008). Since the book appeared, they have been guests on numerous radio and television programs (including NPR and Good Morning America), and they and their work have received attention in newspapers and magazines throughout the United States and Canada. Jeanne holds a Ph.D. in sociology from Stanford. Leonard holds an M.B.A. from the business school at Stanford and an M.A. in communication (film), also from Stanford. View Guest page

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Steven M. Sears

Our featured guest today, Steven M. Sears, is a Senior Editor and columnist with Barron's and, and author of “The Indomitable Investor: Why a Few Succeed in the Stock Market When Everyone Else Fails”. We will discuss some of the findings from Steven’s book, including how it is that most people think of themselves as long-term investors, yet act like very bad traders, and how this keeps them at a perpetual disadvantage because they are fighting the market's natural movements. We will also discuss average holding periods for stock investors, why five years is a critical number in the market, and how to confront fear and the tremendous discussion about the stock market giving back the YTD gains of about 12%. He previously reported for Dow Jones Newswires and the Wall Street Journal. To get his latest book, go to:,descCd-buy.html View Guest page

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Robert Shemin

Robert Shemin became a millionaire by the young age of 32, retiring from a successful career in investment. Instead of keeping all of his wealth building strategies to himself, he decided to share his secrets and became an Internationally-respected Wealth Creation Expert. Consistently voted number one speaker by crowds of up to 55,000 people, Robert shares his wealth of information and enthusiasm for teaching others how to be successful. Robert has been interviewed and quoted on all topics of finance ranging from real estate to branding, negotiating, entrepreneurship and investment strategy in over 300 publications including the Wall Street Journal, Buisness Week, USA Today and TIME Magazine. Robert has worked with high-net-worth individuals from Goldman Sachs, helped create numerous companies, and, as a full-time investor, been involved in over 1,000 real-estate transactions to date totaling nearly 100 million dollars. View Guest page

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Femi T. Shote

Femi T. Shote, MSF, ChFC, CLU, CFP®, AIF®, founded Asset Harvest Group, LLC (AHG) in 2000, after more than a decade of working in the industry as a financial analyst and advisor. Shote earned a Master’s of Science in Finance in 1991 from Bentley University, Waltham, Massachusetts. He earned a Bachelor of Science (magna cum laude) in Accounting, Economics and Finance in 1987 from Roger Williams University, Bristol, Rhode Island. View Guest page

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Saul Simon

Saul Simon has been a Financial Planner for over twenty years and is president of Simon Financial Group. He specializes in working with individuals and business owners to develop strategic financial plans that help them reach their financial and family objectives. A strong believer in financial education, Saul sponsors lectures on financial planning for corporations, adult education programs, and community organizations. He also hosts a cable television program called “Simon Says™ Manage Your Money,” and is the author of SIMON SAYS™: LOVE YOUR LEGACY – A Guide To Financial Education For You And Your Family. His website is View Guest page

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Mark Snyder

Mark Snyder has nearly 35+ years of financial-advisory experience. Starting as an insurance representative on eastern Long Island, NY in 1971 he recognized the growing need for long-term independent financial advice and began reinventing his practice to focus on retirement planning. Today Snyder manages some $150 million for private individuals and their families. He's been quoted in numerous publications such as Investment News, Newsday New York and Crain's New York Business. He publishes a custom, quarterly newsletter, The Snyder Report, and recently participated in the Retirement Income Industry Association's new Retirement Management Analyst program to help individuals develop and maintain retirement income streams. With eight industry designations, has counseled individuals when retiring or changing jobs, expecting or inheriting a lump sum, or having to make critical decisions regarding a rollover of qualified funds from and IRA or pension distribution. Go to: View Guest page

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Syble Solomon

Syble Solomon is an entrepreneur and the Founder of LifeWise Strategies. Her business is dedicated to helping people gain a better understanding of their ability to take personal responsibility for their own successful and satisfying future. This includes speaking, coaching and creating innovative products such as Money Habitudes®, a simple toolkit used by thousands. Syble was honored as the Educator of the Year by the Association of Financial Counseling and Planning Educator and currently is a member of the Board of Directors. She received the impact award from the Coalition for Marriage, Family and Couples Education. Syble has been an Executive Coach affiliated with the Center for Creative Leadership since 1995. Her coaching clients include high potential employees to C-level leaders of Fortune 500 companies, the military, universities, small business and non-profits. Go to: View Guest page

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Bill Spetrino

Bill Spetrino is a professional investor who has made millions for himself and his clients through strategic investing. A trained accountant, he graduated from John Carroll University in Ohio and spent a decade teaching. A lifelong entrepreneur, Spetrino set out to understand and codify a simple dividend investing strategy for amassing a retirement nest egg, an idea that eventually led to the creation of The Dividend Machine newsletter for Newsmax in 2009. Using his strategy, Spetrino picks the kinds of dividend stocks Warren Buffett or the late Sir John Templeton would recommend — long-term cash generators that also can offer handsome appreciation potential. Personally, he's used his simple system to such great success that in the course of a little under two decades, his initially modest dividend portfolio of a few thousand dollars grew to generate all of his family's living expenses and more. His blog is: View Guest page

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Zina Spezakis

Zina Spezakis, Partner & Chartered Financial Analyst: Zina has spent over 18 years of experience in asset management in a variety of roles including trading, portfolio management, operations and distribution, servicing retail and institutional investors. Previously, at Allianz Global Investors she was Chief Operating Officer (Managed Accounts) and Director of Risk Management and Operations (US retail), responsible for approximately $130 Billion in assets. She has also worked at PIMCO Funds, Morgan Stanley Private Client Services and Chase Private Banking. Zina graduated with a Bachelors in Economics and Government from Cornell University (1991), received a MBA in Finance and Business Economics from the University of Chicago, Booth School of Business (1996) and a Masters in International Relations from the University of Chicago (1996). She is also a Charted Financial Analyst. View Guest page

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Meir Statman

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University and Visiting Professor at Tilburg University in the Netherlands. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. Meir’s research has been published in many journals and his research has been supported by the National Science Foundation, the Research Foundation of the CFA Institute, and the Investment Management Consultants Association (IMCA). Meir is a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, a Bernstein Fabozzi/Jacobs Levy Outstanding Article Award, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, two Baker IMCA Awards, and three Graham and Dodd Scroll Awards. For more information go to: View Guest page

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John Stephenson

John Stephenson is a senior vice president and portfolio manager with First Asset Investment Management Inc., where he is responsible for a wide range of equity mandates with a particular focus on energy and resource investing. John is the author of Shell Shocked: How Canadians Can Invest After the Collapse and writes a free bi-weekly investment newsletter, Money Focus. He is regularly quoted by Bloomberg News, Reuters and The Wall Street Journal and is a frequent guest on Bloomberg TV and Canada’s Business News Network (BNN) and the CBC. He was recently recognized by Brendan Wood International (BWI) as one of Canada's 50 best portfolio managers. John holds a degree in Mechanical Engineering from the University of Waterloo, an MBA from INSEAD, as well as the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. He lives in Toronto. View Guest page

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Sue Stevens

Sue Stevens has held leadership roles in top financial organizations for twenty years. She is Founder and President of Stevens Wealth Management LLC, Financial Happiness LLC and Stevens Visionary Strategies. At Stevens Wealth Management, Sue is also Chief Investment Officer and lead Wealth Manager directing all investments and personnel, meeting with clients and managing the practice. She is frequently named as one of the top advisors in the country by Worth, Bloomberg, Reuters and others. Sue was named one of 50 Distinguished Women in Wealth Management by Wealth Manager Magazine in 2008. Her book, Put Your Money Where Your Heart Is™, is available at Sue holds an MBA from University of Chicago, Masters of Science in Wealth Management from The College for Financial Planning, Certified Public Accountant/Personal Financial Specialist (CPA/PFS), Chartered Financial Analyst (CFA) and is a Certified Financial PlannerTM certificant. Go to: . View Guest page

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Nicholas W. Stuller

Nick is a 24 year Wall Street veteran, having spent 20 of those years supporting advisors and institutions. He is considered one of the foremost authorities on financial advisor databases. His most recent seven years were spent as Founding Employee and CEO of Discovery Databases, where he built and managed an industry dominant advisor directory. Prior to Discovery, Nick held senior business development roles at National Regulatory Services (a division of Thomson Financial), as well as TD Ameritrade. He started his career as a registered representative with Smith Barney. View Guest page

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Jordan Tabach-Bank

Jordan Tabach-Bank is the CEO of New York Loan and Beverly Loan Companies. He is a graduate of the University of Michigan and Loyola Law School and sits on the boards of the National Pawnbrokers Association. His high-end pawn shop is one of the featured dealers on the Discovery Channel’s “Final Offer” TV show. View Guest page

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Peter Tanous

Peter Tanous (Washington, DC) is President of Lepercq Lynx Advisory of Washington, D.C., an SEC-registered investment advisory consulting firm. A graduate of Georgetown University, he serves on the university’s investment committee. Mr. Tanous’ book, Investment Gurus, published by Prentice Hall in 1997, received wide critical acclaim in financial circles and was chosen as a main selection of The Money Book Club. Other books include The Wealth Equation (Prentice Hall Press, 1999), Investment Visionaries (Penguin Group, 2003), and Kiplinger’s Build a Winning Portfolio (Kaplan Publishing, 2008). He co-authored (with Dr. Arthur Laffer and Stephen Moore) The End of Prosperity, published by Simon & Schuster in October 2008. Peter Tanous serves on several corporate and nonprofit boards of directors. He lives in Washington D.C. with his wife, Ann. View Guest page

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Quint Tatro

Quint Tatro is Founder of Tatro Capital, a fee-based advisory firm serving qualified individual and families. He is also the managing member of FlexWater, a multi-strategy hedge fund. From 2005-2007, he served as cogeneral partner to a hedge fund managing upward to 60 million. He is well known for his trading advice through outlets such as Stocktwits, Minyanville, Forbes and his own site, Check out an excerpt from the his book, Trade the Trader: Know Your Competition and Find Your Edge for Profitable Trading (FT Press), by visiting View Guest page

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Brandon Taylor

Brandon Taylor, President of US operations, has served as CTO of the OneSoft companies since 2004. He has been involved in numerous technology projects with Microsoft, including the Technology Adoption Program (TAP) for Microsoft Dynamics since 2009, and the Managed Cloud Services initiative (MCS), which has focused on advancing Microsoft's volume cloud business model for Dynamics ERP products. He was re-appointed as one of the eight partners who comprise Microsoft's worldwide ERP partner advisory council (PAC) in 2016, which focuses on improving the deployment of Microsoft-based software applications world-wide. View Guest page

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Jay Taylor

Jay Taylor is editor of J Taylor's Gold, Energy & Tech Stocks newsletter. In 1973 he began working there for Barclays Bank International in New York. His interest in the role gold has played in U.S. monetary history led him to research gold and into analyzing and investing in junior gold shares. In 1981 he began publishing North American Gold Mining Stocks. His continuing interest in gold mining prompted him to study geology at Hunter College in New York City, supplementing his MBA in Finance & Investments from Baruch College, NYC. Most recently, he worked in the mining and metals group of ING Barings in New York. Prior to that he was involved in the first gold loan made in modern times in the U.S. to Amax Minerals, a 250,000 oz. loan facility led by Citicorp. Along with the publishing of his newsletter he currently hosts a radio show "Turning Hard Times Into Good Times” on VoiceAmerica’s Business Channel. For more information go to: View Guest page

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Philip Taylor

Philip Taylor is a CPA, husband, and father of three. He created back in 2007 and he founded FinCon, the annual conference for financial media, in 2011. He got rid of debt, learned to live lean, saved his money, and eventually left his unsatisfying corporate career to pursue his entrepreneurial ventures full-time. View Guest page

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Sean The Money Wizard

Sean is a 20-something financial analyst by day and money blogger by night. Sean saved over $150,000 by age 26 as part of his plan to reach complete financial independence in his 30s, and his approach to saving over half his income has been featured in Forbes, Business Insider, and Yahoo Finance. Sean writes the popular blog 'the Money Wizard. When he's not writing, Sean can be found cycling, skiing, or traveling the country. View Guest page

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Farnoosh Torabi

Farnoosh Torabi is a personal finance journalist, TV personality, and author of the new book, Psych Yourself Rich: Get The Mindset & Discipline You Need to Build Your Financial Life. Watch her interview about it on NBC’s Today Show here. Farnoosh recently wrapped SoapNet’s new series “Bank of Mom and Dad,” coaching young women struggling with piles of debt. Previously she appeared in REAL SIMPLE. REAL LIFE., where she helped busy women manage their financial challenges. She is a personal finance contributor for, and She was a researcher and reporter for Money Magazine during and after college, she moved over to NY1 News, where she became the 24-hour news station’s business producer and on-air reporter. Most recently Farnoosh was a senior financial correspondent and host of Wall Street Confidential with Jim Cramer for TV. For more about her go to: Farnoosh.TV. View Guest page

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Nancy Trejos

Nancy Trejos is a personal finance writer for the Washington Post. After graduating from Georgetown University, Trejos worked at the Los Angeles Times and then moved back to work at the Post, where she has been for the past 11 years. Hot (Broke) Messes: How To Have Your Latte and Drink It Too, is her first book. For more information and to get a copy of her book, go to: View Guest page

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August Turak

August Turak is a successful entrepreneur, corporate executive, and award winning writer and author of Business Secrets of the Trappist Monks: One CEO's Quest for Meaning and Authenticity (Columbia Business School Publishing; July 2013). He has been featured in the Wall Street Journal, Fast Company, Selling Magazine, the New York Times, and Business Week, and is a popular leadership contributor at His website is View Guest page

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Toni Turner

Toni Turner, President of TrendStar Group, Inc., is an accomplished technical analyst as well as a popular educator and sought-after speaker in the financial arena. She is the author of the bestselling A Beginner’s Guide to Day Trading Online and Short-Term Trading in the New Stock Market, and her current book, co-authored with Gordon B. Scott, is Invest to Win: Earn & Keep Profits in Bull and Bear Markets with the GainsMaster Approach, published by McGraw Hill. Toni has appeared on CNBC, CNN, NBC, MSNBC, and FOX Business News. She has been interviewed on dozens of radio programs and featured in periodicals such as Fortune, Stocks and Commodities, SFO , , Fidelity Active Trader, and Bloomberg Personal Finance and many online publications, such as and She speaks regularly at trading forums and conferences across the United States, including college campuses, Traders’ Expos, and Money Shows. View Guest page

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Carmen Wong Ulrich

Carmen Wong Ulrich is the former host of CNBC's daily personal finance show, "On the Money."* She's a former special projects editor at 'MONEY' magazine, a columnist for 'Good Housekeeping' magazine and a contributor to the CBS 'Early Show'. She is the author of two books, including the under-40 guide to personal finance, “Generation Debt: Take Control of Your Money,” (Warner Books/Grand Central Publishing) and “The Real Cost of Living: Making the Best Choices for You, Your Life and Your Money”. For more information go to: View Guest page

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Jason Vanclef

Jason Vanclef attended Cal Poly, San Luis Obispo, earning a B.S. in Biological Chemistry. Over the years, Jason has felt that this degree taught him to think “outside the box” versus traditional degrees in Business or Finance. Jason created Vanclef Financial Group, Inc., a Los Angeles based comprehensive financial services practice, offering planning services to a wide range of individuals and small businesses. For over a decade, he has developed extensive experience in asset preservation, retirement and estate planning strategies. Jason is a Series 24 (General Securities Principal), Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) licensed financial representative, and also has his California Life Insurance license. Additional certifications include the Graduate Estate Planning Consultant (GEPC), Certified Estate Planner (CEP) and Registered Financial Consultant (RFC) professional designations. View Guest page

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Gail Vaz-Oxlade

Gail Vaz-Oxlade is the host of very popular “Til Debt Do U$ Part” on CNBC in the U.S. Gail also writes several columns and blogs daily at her website, The author of 13 books on money, Gail's book, Debt-Free Forever, promises a no-nonsense approach to paying off debt. Gail will be releasing a new e-book in the fall called Money-Smart Kids. Stay tuned. View Guest page

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Christopher Viale

Christopher Viale is the President and Chief Executive Officer of Cambridge Credit Counseling Corp. He is responsible for all aspects of the day-to-day operations of the organization, the direction and oversight of all human resource activities, educational initiatives, public outreach campaigns and employee training programs. Christopher is an AFCPE Accredited Credit Counselor, an NCHEC Certified Housing Counselor, and is one of just a few reverse mortgage counselors approved by the Massachusetts Executive Office of Elder Affairs to counsel senior Commonwealth residents. He currently serves as Vice President of the Association of Independent Consumer Credit Counseling Agencies, as a member of MasterCard’s Credit Counseling Advisory Board and the National Association of Corporate Directors, in the Coalition for Quality Credit Counseling, and was a founding member and past director of the Association of Credit Counseling Professionals. Go to: Photos: Please use both attached. Thank you. View Guest page

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Claus Vogt

Author Claus Vogt recently published “THE GLOBAL DEBT TRAP.” He is the editor of, “Sicheres Geld,” the first and largest-circulation contrarian investment letter in Europe. He is the co-author of the German bestseller, Das Greenspan Dossier, where he predicted, well ahead of time, the sequence of events that have unfolded including the U.S. housing bust, the U.S. recession, the demise of Fannie Mae and Freddie Mac, as well as the financial system crisis. He is also the editor of the German edition of Weiss Research’s International ETF Trader, which has delivered overall gains in the high double digits even while the U.S. stock market suffered its worst year since 1932. His analysis and insights appear regularly in Money and Markets. He has a strong reputation in Germany as one of the few analysts who managed to predict the recession of 2001 and 2007 plus the bursting of the stock market bubble and later of the housing bubble. View Guest page

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Hardeep Walia

Hardeep Walia cofounded Motif Investing in June of 2010 a way to invest conceptually. He had spent more than six years at Microsoft as general manager of the company's enterprise services business and previously was a Director of Corporate Development and Strategy, helping to oversee Microsoft's investments and acquisitions. He started his career at the Boston Consulting Group. He holds a BS degree in economics and engineering from Yale and an MBA from Wharton. He holds Series 7, 63, and 24 licenses in the securities industry, serves on FINRA's Small Firm Advisory Board and it's Technology Advisory Committee and contributes frequently to Bloomberg TV, CNBC, Fox Business and Forbes. View Guest page

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Bill Walsh

Bill Walsh is the co-founder and president of Hennion & Walsh, a full service brokerage firm specializing in municipal bonds. Founded in 1990 by Walsh and partner Richard Hennion, the company's mission is to provide each of their nearly 17,000 individual investors with a level of service, support, and guidance normally available only to the larger institutional investors. Listeners may obtain more information on the topics discussed today by calling 800-836-8240 or visiting View Guest page

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Doug Warshauer

Doug Warshauer is the founder of Kessler Warshauer Ventures, a highly successful private equity investment firm. He developed the techniques presented in this book by modeling the prospects of hundreds of businesses. Here, for the first time ever, he makes these techniques available to families to help them better manage their money. Doug holds an MBA from the Kellogg School of Management, an MA from New York University, and a BA from the University of California, Berkeley. He lives in the Chicago area. Follow along each week with Doug’s financial strategies or ask him a question on his blog, View Guest page

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John F. Wasik

John F. Wasik is an award-winning author, independent journalist, and speaker who has contributed to Forbes, The New York Times, Wall Street Journal, Reuters, Bloomberg News and a host of leading publications across the world including the AARP Bulletin, Financial Planning, The Financial Times and Reader’s Digest. He is the author of 15 books. He speaks on college debt issues, investing, retirement and other subjects. View Guest page

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Lauren Weber

Lauren Weber was a staff reporter at Reuters and Newsday and has written for the New York Times and the Los Angeles Times. She graduated from Wesleyan and was a Knight-Bagehot Fellow at Columbia. She frequently ate dried beans (less expensive than canned) while writing IN CHEAP WE TRUST. She lives in New York City. IN CHEAP WE TRUST: THE STORY OF A MISUNDERSTOOD AMERICAN VIRTUE is available for $24.99; Hardcover; 320 pages # 978-0-316-03028-1. For the publisher’s site go to and for more information on Laura go to View Guest page

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David Welles

David Welles is a consumer advocate and a veteran finance professional specializing in compliance, IT and Operations. David has traveled extensively throughout the United States and has worked with both small and large lenders. As an Equity Optimization specialist he has seen first hand how proper implementation and execution changes the financial landscape of families for generations to come. View Guest page

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Weston J. Wellington

Weston J. Wellington, a vice president with Dimensional Fund Advisors, is one of the firm's in-house research experts. He works closely with financial advisors in the US, Canada, Europe, Australia, and Latin America, showing them how a research-based "equilibrium" strategy helps achieve investment success and why their clients are unlikely to hear about this approach from the usual sources of financial advice. One of the firm's most engaging speakers, Weston is an accomplished writer as well, with a regular column on Dimensional's password-protected website, Down to the Wire. Prior to joining Dimensional in 1995, Weston was director of research at LPL Financial Services, Inc. in Boston, and he has accumulated over thirty-five years of experience in the investment industry. He holds a BA in history from Yale University. View Guest page

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Bill Westrom

Bill Westrom is a consumer advocate and a 15 year finance and mortgage professional. Bill has become a critic of the traditional banking practices as they provide far less benefit to consumers vs. the banking institutions themselves. His own businesses, IFS Development Group and, focus on educating and empowering homeowners in the implementation and execution of Equity Optimization strategies so they can make smarter financial choices about debt, retirement and making sure the next generation is better equipped to navigate an uncertain financial future. View Guest page

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CHRISTOPHER WHALEN is cofounder and Managing Director of Institutional Risk Analytics, a Torrance, California, bank rating agency and consulting firm. He is editor of IRA's popular newsletter, the Institutional Risk Analyst, and heads IRA's advisory practice. He is among one of the most frequently quoted financial analysts in the United States and appears regularly on Bloomberg, CNBC, and NPR. He worked for the U.S. House of Representatives, the Federal Reserve Bank of New York, as a Mexico analyst during the 1990s, and as an investment banker for firms such as Bear Stearns & Co., and Prudential Securities. During his three decades as an investment banker and writer, Whalen contributed to publications such as Barron's, American Banker, the New York Times, and The Financial Times.. He has testified before both the U.S. Congress and the Securities and Exchange Commission on issues ranging from financial regulation to OTC derivatives to XBRL to the federal rescue of GMAC. View Guest page

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Tom Wheelwright

Tom Wheelwright, CPA, is the creative force behind ProVision, the world's premier strategic CPA firm. As the founder and CEO, Tom has been responsible for innovating new tax, business and wealth consulting and strategy services for premium clientele for the past 30 years. He is a leading expert and author on partnerships and corporation tax strategies, a speaker and wealth education innovator. His new book, Tax-Free Wealth, shares his message of building massive wealth by permanently reducing taxes. Donald Trump selected Tom to contribute to his Wealth Builders Program, calling Tom "the best of the best." Robert Kiyosaki, bestselling author of Rich Dad Poor Dad, calls Tom "a team player that anyone who wants to be rich needs to add to his team." In Robert’s book, “The Real Book of Real Estate,” Tom himself authored Chapters 1 and 21and also contributed to Robert’s “Rich Dad Success Stories”, “Who Took My Money” and “Unfair Advantage.” Go to: View Guest page

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Kyle Wilson

Kyle Wilson, is a highly successful entrepreneur and businessman. He is the founder of Jim Rohn International and and built them into multi-million dollar enterprises. He’s worked with the top names in the personal development industry including, Jim Rohn, Og Mandino, Brian Tracy, Zig Ziglar, John Maxwell, Les Brown, Denis Waitley, Darren Hardy and many others. Kyle is the author of 52 Lessons I Learned from Jim Rohn and Other Great Legends I Promoted! and co-authored Chicken Soup for the Entrepreneur’s Soul with Mark Victor Hansen and Jack Canfield. Kyle has launched and published over a dozen personal development publications reaching over a million subscribers a week and has produced/published over 100+ hours of DVD and CD programs. Kyle's current venture is Lessons From and he is collaborating with some of the world’s greatest experts in industries related to Selling, Social Media, Leadership, Marketing, Sports, Music and many more. View Guest page

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Roger Wohlner

Roger Wohlner is a certified financial planner and financial advisor at Asset Strategy Consultants in Arlington Heights, Illinois. He is the author of the popular the Chicago Financial Planner blog at where he writes about financial planning, investment and retirement issues View Guest page

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Katherine Woodfield

After 20 years of working in the pharmaceutical industry and the death of her husband, Katherine Woodfield, MBA almost watched her world vanish. A young widow with three children Katherine almost lost everything. Author of “Don’t Buy THAT Health Insurance: Become an Educated Health Care Consumer”, the award winning book called “… a must read for every financially independent American”, Katherine now brings her insight to the virtual classroom. Katherine’s perspective uniquely combines a career in health care with her experience in insurance to create her educational platform. She translates complicated technical and abstract terms into a context that can be easily understood by everyone. View Guest page

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Jim Woods

Jim Woods, Editor-at-Large, Traders Reserve, has covered the economy and stocks for nearly two decades. His varied experience as a financial journalist, stockbroker and money manager provides him with unique insights into the complex world of investing. He is a frequent contributor to many financial publications/websites including Main Street Investor, Traders Reserve, MarketWatch, Street Authority, Trading Authority,, The Slant, Eagle Publishing, and many others. He is the co-author of the book Billion Dollar Green: Profit from the Eco Revolution. Jim holds a B.A. in Philosophy from the University of California, Los Angeles and is a former U.S. Army paratrooper. A self-described “radical for capitalism,” he celebrates the virtue of making money from his ranch in Southern California. For more information go to: View Guest page

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