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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April 26 2017

MRW - Podcast - Emily Guy Birken (guest) - April 26, 2017

Drew and Chris are joined by Emily Guy Birken.

Emily Guy Birken is a former educator and lifelong money nerd who specializes in the scientific research behind irrational money behaviors. Her background in education allows her to make complex financial topics relatable and easily understood by the layperson. She is the author of four books: "The Five Years Before You Retire," "Choose Your Retirement," "Making Social Security Work for You," and her newest title "End Financial Stress Now." Her work has appeared on The Huffington Post, Business Insider, Kiplinger's, MSN Money, and The New York Times online.

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October 5 2016

MRW - Podcast - Wade Pfau (guest) - October 5, 2016

Drew and Chris are joined by Wade Pfau.

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management, helping to build retirement income solutions for clients, and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money Magazine. He recently authored his first book, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

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May 18 2016

MRW - Podcast - Andy Quintilian & Bob Mikelskas (Guest) - May 18, 2016

Drew and Chris are joined by Andy Quintilian and Bob Mikelskas with Atlantic Home Equity.

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October 28 2015

MRW - Podcast - Ron Drager (guest) - October 28, 2015

Drew and Tom are joined by Ron Drager, Medigap, Medicare D Expert

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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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April 22 2015

MRW - Podcast - Peter Stahl (guest) - April 22, 2015

Drew and Tom are joined by Peter Stahl, CFP®, Bedrock Business Results, LLC

Peter brings over 26 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has delivered training and sales resources to financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally.

With a career that began in the traditional investment industry at Putnam, Peter built a business based on matching clients with investment options that best met their performance and life stage goals. He moved on to Hartford Financial Services where he continued to drive revenue, build relationships and lead teams to record-breaking market penetration as well as individual performance. Throughout his corporate career, Peter built unparalleled credibility and competencies in building businesses, mastering the complexity of the marketplace and sophisticated product lines, exporting that knowledge to teams of professionals and alliance partners who sought to improve their own performance.

In 2012 Peter founded Bedrock Business Results, a training and consulting firm designed to help financial advisors understand their clients’ health care challenges during retirement, equipping them to build trust and provide solutions. An author and sought after industry speaker, Peter makes navigation through a complex and ever-changing health care landscape comprehensible to all.

He has been a Certified Financial Planner (CFP®) since 1997 and also holds the Certified in Long Term Care (CLTC®) and Chartered Mutual Fund Counselor (CFMC®) designations. Peter holds degrees in Economics and Business Administration from Gordon College.

Peter lives with his wife and five children in the Philadelphia suburbs.

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January 7 2015

MRW - Podcast - Kevin Bress (guest) - January 7, 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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December 17 2014

MRW - Podcast - Jack Freel (guest) -December 17, 2014

This week, Drew and Chris are joined by Social Security expert Jack Freel and take numerous listener questions on this most important issue.

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August 21 2014

MRW Podcast - Jack Freel (Guest) - August 7, 2014

This week, Drew and Chris are joined by Social Security expert Jack Freel and take numerous listener questions on this most important issue.

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