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™.

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! ...

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.

June 3 2015

MRW - Podcast - OPEN SHOW - June 3, 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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