September 13 2017

MRW - Podcast - Gary Smith (guest) - September 13, 2017

Drew and Tom are joined by Gary Smith.

Gary Smith is the Fletcher Jones Professor of Economics at Pomona College. He has conducted research and written textbooks and popular books on financial markets and statistical reasoning. His articles in peer-reviewed journals on subjects such as stock market anomalies, statistical fallacies, and the misuse of data have been widely cited. For more information visit http://garysmithn.com/index.html

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September 6 2017

MRW - Podcast - OPEN SHOW - September 6, 2017

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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August 30 2017

MRW - Podcast - Ronald Pachino (guest) - August 30, 2017

Drew and Chris are joined by Ronald Pachino.

Mr. Pachino has more than 30 years of public accounting experience, including an extensive knowledge of tax laws and regulations, tax and accounting research skills, business valuations of closely held companies, forensic accounting, as well as financial statement preparation. He uses his specialized experience to assist clients in the following industries: commercial construction, residential construction, development, distribution, retail, hospitality, government contractors and services.

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August 23 2017

MRW - Ppodcast - OPEN SHOW - August 23, 2017

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

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August 16 2017

MRW - Podcast - Tim Barnaba (guest) - August 16, 2017

Drew and Tom are joined by Tim Barnaba.

Tim Barnaba is the Founder and President of Barnaba Insurance & Financial Services. Tim has over 33 years of experience in the insurance and financial service industries, and is fully licensed and insured. In 1980, Tim graduated from Towson University with a Bachelors degree in Business. Tim is a life long resident of Maryland and currently lives in Glen Arm with his wife, Jacqueline, and their two daughters. Tim is a member and lector at Immaculate Heart of Mary Church in Towson, and also volunteers at Our Daily Bread in his spare time. Tim and his family currently sponsor 20 children through the following organizations: Unbound, World Vision, Compassion International, and Children International.

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August 9 2017

MRW - Podcast - OPEN SHOW - August 9, 2017

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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August 2 2017

MRW - Podcast - Mary Beth Franklin (guest) - August 2, 2017

Drew and Tom are joined by Chris Tidmore.

Mary Beth Franklin is a frequent public speaker addressing both financial industry and consumer groups on critical retirement topics such as Social Security claiming strategies, tax-efficient withdrawals, income security, career transitions and retiree health costs.

An award-winning journalist and Certified Financial Planner, Ms. Franklin is a Contributing Editor with InvestmentNews, a leading publication for financial advisers. She writes regularly on retirement, Social Security and Medicare. She is the author of Maximizing Your Social Security Retirement Benefits ebook and the winner of the prestigious Neal award for her coverage of Social Security issues. She was honored with a WISER Hero award in 2016 by the Women’s Institute for a Secure Retirement and was named one of the country’s top retirement income thought leaders by the American College of Financial Services in 2017.

Previously, Ms. Franklin served as the tax and retirement editor for Kiplinger’s Personal Finance magazine and editor of Kiplinger’s annual Retirement Planning Guide. Earlier in her career, Ms. Franklin was a congressional reporter for United Press International. She is a frequent guest on numerous radio and television programs.

Click HERE to purchase Mary Beth’s book "Maximizing Social Security Retirement Benefits".

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July 26 2017

MRW - Podcast - OPEN SHOW - July 26, 2017

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 19 2017

MRW - Podcast - Chris Tidmore (guest) - July 19, 2017

Drew and Chris are joined by Chris Tidmore.

Chris Tidmore, CFA, is a senior investment strategist in Vanguard Investment Strategy Group. Before joining Vanguard in August 2015, Mr. Tidmore was the managing partner of Butcher's Hill Capital, LLC, which managed the Geneva Arbitrage Fund. The Geneva Arbitrage Fund employed both merger arbitrage and event-driven investment strategies. Before the launch of the Geneva Arbitrage Fund, Mr. Tidmore worked as an arbitrage trader, analyst, and portfolio manager for a family-owned holding company. In addition, he was an options trader on the American Stock Exchange. Before his work in the securities industry, he was employed as an auditor, providing audit, accounting, and consulting services to various charitable and governmental organizations. Mr. Tidmore has developed and taught courses in financial accounting, financial statement analysis, asset valuation, equity derivatives, trading, portfolio management, alternative investments, and CFA® and CPA review courses for an extensive list of clients. He also has lectured on various accounting and finance topics to both the CFA Institute and the CFA Society of Philadelphia. Mr. Tidmore earned a B.S. in accounting at the University of Delaware. He is a CFA charterholder and is a past president of the CFA Society of Philadelphia.

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July 5 2017

MRW - Podcast - Norm Champ (guest) - July 5, 2017

Drew and Tom are joined by Norm Champ.

Norm Champ is a partner in Investment Funds Group in the New York office of Kirkland & Ellis LLP. Previously, Norm was the director of the Division of Investment Management at the U.S. Securities and Exchange Commission (SEC).  

While at the SEC, Norm played a key role in the SEC’s completion of landmark reforms in 2014 to strengthen the $3 trillion money market fund industry, and led important structural and policy changes in the Division of Investment Management. He was the leader of interactions with the Financial Stability Oversight Council as the Council turned its attention to whether asset management firms are “systemically important.” He also worked on crisis management efforts at securities firms to protect customers of those firms. Norm also headed the creation of Guidance Updates and Senior Level Engagement initiatives, both of which were established to provide transparency to the industry about the priorities and goals of the SEC and to create a dialogue between policymakers and the senior management of asset management firms. Norm’s book, Going Public, about his experiences at the SEC is available on Amazon. For more information on Going Public, visit www.goingpublicthebook.com.

Prior to becoming the Director of the Division of Investment Management, he was the Deputy Director of the SEC’s Office of Compliance, Inspections and Examinations (OCIE) and the Associate Regional Director for Examinations in the SEC’s New York Regional Office. In these capacities he supervised SEC examinations of investment advisors, investment companies, broker-dealers, national securities exchanges, credit rating agencies, clearing firms and other market participants.

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