December 10 2013
Drew and Tim are joined on the air by Rebecca Rothey, Director of Major and Planned Giving at the Baltimore Community Foundation. Learn more about the Foundation at http://www.bcf.org.
November 13 2013
This week, Drew and Tim are joined by Social Security expert Jack Freel and take numerous listener questions on this most important issue.
This week, Drew is out of the studio but Tim is there and Joined by Tom Bonvissuto of Financial Consulate. They are also joined on air by Will Stith, VP and Fund Manager at Willmington Trust Investment Advisors.
October 29 2013
On August 14, 2013 Drew and Tim interviewed Barry Spencer, author of The Secret of Enduring Wealth.
Barry Spencer is creator of Wealth With No Regrets because of an entrepreneurial mindset of believing There Is A Better Way. He had been pioneering leadership training, coaching and mentoring nationally and internationally when everything changed in a moment. On a rainy west coast Florida day on April 10 at 12:10pm “The Charge” of a lifetime commenced. Out of pain resulted in a passion to fulfill the charge and find a better way to serve wealthy families like his in planning for that future day, now. It was on that day his highly successful, 62 year old father died and left him with the charge, “Barry be sure you take care of your mother.” Although a massive estate plan was in place the result was regrets. Barry’s triumph is in helping wealthy families remove the regrets wealth creates through his proprietary process, Wealth With No Regrets.
October 10 2013
This week, Drew and Tim are taking listener questions on a host of personal finance topics.
October 3 2013
This week, Drew and Tim are joined by Kevin Freeman, author of The Secret Weapon.
Kevin Freeman is considered one of the world’s leading experts on the issues of Economic Warfare and Financial Terrorism. He has consulted for and briefed members of both the U.S. House and Senate, present and past CIA, DIA, FBI, SEC, Homeland Security, the Justice Department, as well as local and state law enforcement. He has traveled extensively with research trips to Russia and China and throughout Europe and the Americas.
Prior to establishing his own firm, Kevin Freeman wrote a business plan for Sir John Templeton in 1990 and helped build the Templeton Private Client Group from inception, ultimately leading the firm as Senior Managing Director. During his decade-long tenure, he served as Senior Associate Portfolio Manager, developed and managed the Portfolio Consulting Group, and co-developed and managed the Portfolio Operations Group. Under his leadership, the firm raised and managed nearly $2.5 billion.
September 27 2013
This week, Drew and Tim are joined on air by Ruchir Sharma, head of Emerging Markets and Global Macro at Morgan Stanley Investment Management. He generally spends one week per month in a developing country and has been a contributing editor with Newsweek and has penned essays for publications such as The Wall Street Journal, Financial Times, New York Times, Foreign Affairs, and Economic Times.
He is author of the book, Breakout Nations, and joins the show to discuss emerging markets.
September 9 2013
On August 28, 2013, Drew and Tim were joined by Adam LeBor, author of The Tower of Basel.
Tower of Basel is the first unauthorised investigative history of the world's most influential global financial institution. Based on extensive archival research in Switzerland, Britain and the United States, and in-depth interviews with key decision makers including Paul Volcker, the former chairman of the US Federal Reserve, Mervyn King, governor of the Bank of England and former senior BIS managers and officials, Tower of Basel tells the story of the secretive institution at the heart of the global banking network: the central bankers' own bank.
This week, Drew and Tim are joined on air by Kathleen Burns Kingsbury, author of How to Give Financial Advice to Couples.
Kathleen Burns Kingsbury is a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
On August 7, 2013 Drew and Tim were joined on air by Eileen Ambrose, a personal finance and business writer at the Baltimore Sun.