September 28 2016

MRW - Podcast - Roemer McPhee (guest) - September 28, 2016

Drew and Tom are joined by Roemer McPhee.

Roemer McPhee was born in Washington D.C. and resided there for several years while his father was special legal counsel to President Eisenhower. Always interested in writing and history, at age 17 he entered Princeton University, where he studied history and was able to write to his heart’s content about his favorite subject. In 1979 he saw a few articles in Forbes and Barron’s magazines on investor Robert W. Wilson, and was fascinated by Wilson’s success. Since money and finance were another favorite interest of McPhee’s, he entered Wharton Business School and majored in finance.

McPhee found a job working as a trader for Morgan Stanley, and his career in investing began. Now, he works as a private investor and is very active in the futures market and cash markets. McPhee was surprised one day to find that his mother-in-law knew Wilson, the legendary investor who had inspired McPhee. She set up a private meeting between the two men, which turned into a long-term friendship and they got together several times over the years to talk about money, philanthropy, or to mingle at various cocktail parties. Like Wilson, McPhee believes in giving back, and volunteers some of his time to Amnesty International.

Fascinated with Wilson’s work and life, McPhee wanted to write it down and try to answer the question so many others were asking: how did Wilson make so much money? McPhee combined his love of writing, his interest in gathering historical detail, and his knowledge in finance to craft an autobiography that does just that in Killing the Market: Legendary Investor Robert W. Wilson.

In his free time, McPhee likes to play squash and tennis, and enjoys cycling. He also loves to sail and travel. Aside from his new book on Wilson, McPhee is the author of the book The Boomer's Guide to Story: A Search for Insight in Literature and Film, in which he writes about themes in story that mirror everyday life. McPhee is married and has one son. He lives in New York City.

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September 21 2016

MRW - Podcast - OPEN SHOW - September 21, 2016

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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September 14 2016

MRW - Podcast - Fred Amrein (guest) - September 14, 2016

Fred Amrein is a nationally recognized expert on the entire college funding process. His personal financial planning knowledge helps families make better college funding decisions. Fred’s unique approach brings together the financial aid process, college saving plans, educational tax strategies and the various financing options to lower the cost of education. In addition, he has an understanding of the importance of the educational outcome that includes knowledge of student loan repayment, consolidation and forgiveness.

He is the author of Financial Aid and Beyond: Secrets to College Affordability. As the book title imply, the college financial decision goes beyond the financial aid process for most families. Fred’s goal is to provide better financial information and improve the financial literacy within the college decision.

Fred also developed EFC PLUS, innovative college financial software that projects the financial outcome of each college based on each family’s financial situation. The EFC PLUS Planner software generates all of the complicated financial numbers for families and organizes it in one place.  As development continues, the EFC PLUS software will provide a solution from saving for college to student loan forgiveness, in one place. It will eliminate the complications and confusion that most student and parent face as they go through this process.

Fred has a MBA in finance and Bachelor degree in both accounting and marketing from Saint Joseph’s University. His is a board member for the National College Advocacy Group (NCAG) and a member of the National Association of Personal Financial Advisors.

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September 7 2016

MRW - Podcast - OPEN SHOW - September 7, 2016

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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