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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June 28 2017

MRW - Podcast - OPEN SHOW - June 28, 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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June 21 2017

MRW - Podcast - Danny O’Brian - June 21, 2017

Drew and Chris are joined by Danny O'Brian.

Danny has enjoyed the great privilege throughout his professional career to serve in roles that make a real difference in the lives of real people.

Currently, Danny is the CEO of Avila Home Care which represents the integration of his professional experiences in senior living, health care and pastoral ministry. Danny believes that the diversity of his professional background and experiences will enable him to provide all the care and services that you or your loved one needs to thrive in the home you love – extraordinary care delivered with unparalleled kindness.

Danny spent sixteen years as a senior executive and board member of Erickson Living, one of the nation’s leaders in senior living and health care. He served as Executive Director of Charlestown Retirement Community in Catonsville. At the time, it was the largest life-care retirement community in the United States, providing housing and healthcare for over 2,400 residents. Danny was honored to lead an incredible team of 1,300 staff members dedicated to providing excellent service and care 24/7/365.

In 2006, Danny received an unexpected invitation to become the pastor of Grace Fellowship Church. In his younger days, he served in a ministry to teenagers called Young Life and earned my seminary degree. While Danny had never had the ambition to be a pastor or lead a church, he couldn’t say “no” when I felt God ask me to serve in this way.

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June 14 2017

MRW - Podcast - OPEN SHOW - June 14, 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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