Money, Riches & Wealth - The Podcast

Tom and Bob discuss year end planning strategies while taking time to answer listeners pressing questions.

Drew is joined by Warren Treadgold the second half of the show to discuss his book, "The University We Need: Reforming American Higher Education".

Drew and Chris are joined by Mark Landis to discuss Bond Market Liquidity.

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

Chris and Tom are joined by Sherry Kolbe.

Sherry's background:

• Background – BSN Univ of MD.
• 16 years at Baltimore County Department of Aging
• 7 years as the SHIP Program Manager for the State of Maryland

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

Lisa Ann Schreier has been involved in the timeshare community since 1998. After cutting her teeth as a timeshare salesperson and manager at a number of Orlando area resorts, she grew increasingly frustrated with the antiquated marketing and high pressure sales techniques that were (and sadly still are) the norm in the industry. Seeking to be a catalyst for positive change, she wrote ‘Surviving A Timeshare Presentation...Confessions From The Sales Table’ and ‘Timeshare Vacations For Dummies.’  She is a frequent contributor to major media outlets and a sought after speaker at consumer advocacy groups. In addition to her articles at Senior.com, she is the lead timeshare advocate at Elliott.org and a featured blogger on RockStarFinance.com. Her ‘tell it like it is’ blog about timeshare issues is a source of solid information and continues to alert consumers to the myriad of less than reputable companies and practices. 

Lisa’s blog can be accessed at: thetimesharecrusader.blogspot.com

Twitter users can follow her at @LisaLooksAt

Questions?  Looking for assistance?  Email Lisa at lisaschreier617@gmail.com 

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

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.

This week, Drew and Tom spoke with Eli Noff & Glen Frost about International Tax.

Mr. Noff utilizes his background as a CPA and attorney to vigorously defend clients before the IRS and state taxing authorities. Mr. Noff is also the firm’s lead on international tax matters, which involves complex international tax compliance issues, resolving many offshore voluntary disclosures and streamlined filing compliance procedures, as well as preparing complex Passive Foreign Investment Company (PFIC) computations. He also represents clients in a number of tax collection matters, federal and state examinations and appeals, IRS criminal investigations, and matters before the federal and state tax courts.

Mr. Noff has been a part of Frost & Associates, LLC since it began. Mr. Noff’s tireless efforts in all aspects of the firm’s practice have been instrumental in fueling the firm’s success and growth.

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Mr. Frost is managing partner of Frost & Associates, LLC, which is located in the Washington, DC metropolitan area and currently employs 15 attorneys. The firm focuses on Tax Controversy and Litigation, International Tax Matters, Tax Planning, Estate Planning, White-Collar Criminal Defense, and regulatory investigations by various government agencies including the Office of Foreign Asset Control (OFAC). Mr. Frost manages a team of Attorneys, Certified Public Accountants, Enrolled Agents, Former IRS Employees, Certified Fraud Examiners, and other professionals.

Mr. Frost is an Attorney, Certified Public Accountant, and Certified Financial Planner TM. With his diverse background, he is able to provide a holistic approach to resolving Legal, Tax, Business & Financial needs of clients. Mr. Frost focuses his national and international practices on representing clients in collection, examination, and appeals matters pending before the Internal Revenue Service (IRS). Additionally, Mr. Frost represents clients in civil and criminal litigation in U.S. Tax Court, U.S. District Court, and State Courts. Mr. Frost also provides tax planning advice on a wide range of issues.

Click here for more information.