August 12 2015

MRW - Podcast - OPEN SHOW - August 12, 2015

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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August 5 2015

MRW - Podcast - Mr. Social Security (guest) - August 5th, 2015

This week, Drew and Tom are joined by Mr. Social Security and take numerous listener questions on this most important issue.

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July 29 2015

MRW - Podcast - OPEN SHOW - July 29, 2015

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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July 22 2015

MRW - Podcast - Tres Knippa (guest) - July 22, 2015

Chris and Chris are joined by Tres Knippa.

Tres Knippa is a trader, broker, and member of the Chicago Mercantile Exchange and appears weekly on CNBC, Bloomberg, and many other networks around the world. Tres has been trading futures and currency markets for over 17 years and became a member of the Chicago Mercantile Exchange in 1996 after moving to Chicago from Texas. In 2004 Tres was the youngest member to ever be appointed to the Live Cattle Pit Committee at the Chicago Mercantile Exchange. Today, Tres' focus is nothing short of global in scope. Tres trades a variety markets for himself and his clients including agricultural futures, currencies, stock indices, and interest rates. Tres' customer base is as diverse as his positions. His customers include a commercial wheat farmer in Brisbane, Australia, a fund manager in London, England, a currency trader in Dubai, UAE, a stock index trader in Prague, Czech, a fund manager in Italy, and a feedyard owner in Dodge City, Kansas amongst many others. Tres is a registered Commodity Trading Advisor with Kenai Capital Management. While building his business, Tres found the time to attend classes and graduate from the Entrepreneurial Masters Program at MIT in Boston, Massachusetts. He also holds a BBA from Baylor University and a Ranch Management Certificate from Texas Christian University. Tres' fund seeks to profit from what, in his opinion, is the coming debt crisis in Japan.

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July 15 2015

MRW - Podcast - OPEN SHOW - July 15, 2015

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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July 8 2015

MRW - Podcast - William Green (guest) - July 8, 2015

Chris and Tom are joined by William Green.

William Green wrote and edited "The Great Minds of Investing,"​ a book that features profiles of many of the most famous investors of our time. He's co-authored two books and written for publications such as Time, The New Yorker, Fortune, Forbes, Barron's, The (London) Spectator, and The Economist. Green has interviewed presidents, prime ministers, the CEOs of some of the world's largest companies, and countless billionaires. He has also edited two international magazines.

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July 1 2015

MRW - Podcast - OPEN SHOW - July 1, 2015

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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June 24 2015

MRW - Podcast - Curt Sheldon guest) - June 24, 2015

Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC.

Curt provides comprehensive financial planning including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers.

A CFP® Practitioner, Curt has met the rigorous experience and ethical requirements of the CFP Board and has also successfully completed financial planning coursework and the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

As an Enrolled Agent he is admitted to represent clients in all 50 states at all levels of the IRS.

The AIF Designation certifies Curt has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Prior to becoming a financial planner Curt served as a Fighter Pilot in the United States Air Force for 27 years. Highlights of his career include Combat Operations in Operation DESERT STORM, Command of an Overseas Fighter Squadron, an assignment as an Aggressor Pilot and an exchange student at the Escola de Commando e Estado Maior in Rio de Janeiro, Brazil.

He holds an MBA in Individual Financial Planning from City University of Seattle, and a Bachelor of Science degree in Management/Finance from the United States Air Force Academy.

Curt is a recognized expert on financial planning issues for military professionals. He has been a guest speaker on financial planning for transition at the Pentagon; Headquarters, Air Force Space Command; Headquarters, Air Mobility Command; Headquarters, Air Force Special Operations Command; Headquarters, Air Education and Training Command; Nellis AFB; and Camp Lejeune. He has also spoken on Military Tax Planning at the Annual Conference on Financial Education sponsored by the Institute for Financial Literacy.

Curt has been published in The Christian Science Monitor, Military Officer Magazine and Money Mind Matters iMagazine. He has been quoted in the Wall Street Journal and The Huffington Post. Curt provides his thoughts on Financial Planning at his blog Amat Victoria Curam. He also contributes to the Military Officers Association of America’s on-line forum, Financial Frontlines™.

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June 17 2015

MRW - Podcast - OPEN SHOW - June 17, 2015

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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June 10 2015

MRW - Podcast - Kevin Bress (guest) - June 10, 2015

Drew and Tom are joined by Kevin Bress a specialist in elder-care.

Mr. Bress has been practicing in the estate planning field since graduating law school and has been a principal member of Pessin Katz Law, P.A. since 1993. His broad-based tax background serves his clients well when drafting wills, administering estates and giving elder law planning advice.

Mr. Bress is an adjunct professor for the University of Baltimore where he teaches Elder Law in the law school, as well as Taxation in the school’s Masters and LLM Graduate Tax Program.

He has headed his law firm’s Estate and Elder Law departments over the years and represents clients throughout Maryland.

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