March 14 2018

MRW - Podcast - OPEN SHOW - March 14, 2018

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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March 7 2018

MRW - Podcast - OPEN SHOW - March 7, 2018

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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February 28 2018

MRW - Podcast - Raj Goel (guest) - February 28, 2018

This week, Drew and Tom are joined by Raj Goel.

For almost twenty years, business owners, professionals and retirees concerned about death, disability or other life changing events and the impact they could have upon their loved ones, have actively sought Raj’s counsel in addressing all of their estate planning needs. Aside from Raj's experience and technical skills with these complex and emotional issues, his clients come to him because they know he genuinely cares for them and is willing to go to great lengths to ensure the terms of their estate plans are customized to meet their individual goals. Over the years, this relationship-oriented approach has allowed Raj to build his practice solely by word-of-mouth referrals and is the reason why many other attorneys use him to address their own legal needs.

The following are examples of cases Raj has recently handled:

  • Assisted a business owner in addressing the practical issues of how her business, which is the largest asset she owns, could continue to remain viable if she were to suddenly die or become incapacitated
  • Advised parents on how best to structure their wills and trusts to minimize their estate tax exposure and ensure that the assets will be properly administered for the benefit of their two children, one of which has Down’s Syndrome and the other who will never be capable of making good financial decisions
  • Counseled a widow on how to administer her late husband’s estate, while dealing with a potential challenge to the Will by her step-son
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February 21 2018

MRW - Podcast - OPEN SHOW - February 21, 2018

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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February 14 2018

MRW - Podcast - OPEN SHOW - February 14, 2018

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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February 7 2018

MRW - Podcast - OPEN SHOW - February 7, 2018

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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January 31 2018

MRW - Podcast - Sarah Fallaw (guest) - January 31, 2018

This week, Drew and Tom are joined by Sarah Fallaw.

Sarah Stanley Fallaw, Ph.D. is the founder and President of DataPoints LLC, a company that provides scientifically validated, automated behavioral finance tools to the financial services industry. DataPoints created the industry's first biodata-based, predictive assessment of individual propensity to build wealth. This pioneering product for understanding client psychology has been featured in media outlets including MarketWatch, Money Magazine, InvestmentNews, and U.S. News & World Report. DataPoints was a finalist in the XY Planning Network's 2016 fintech competition.

Sarah also serves as the Director of Research for the Affluent Market Institute, founded by Dr. Thomas J. Stanley. She is co-author of an upcoming book examining the behaviors and lifestyle of affluent Americans 20 years after the publication of The Millionaire Next Door.

Prior to her current roles, Sarah created the consulting division of what was formerly Qwiz (then PreVisor, SHL, and CEB), and worked for 15 years in the field of personnel selection, designing hiring systems and psychometric assessments for Fortune 100 companies.

Sarah's research has been featured in conferences and publications including Industrial and Organizational Psychology and the Journal of Financial Services Professionals. Sarah received her Ph.D. in Applied Psychology from the University of Georgia.

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January 24 2018

MRW - Podcast - OPEN SHOW - January 24, 2018

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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January 17 2018

MRW - Podcast - OPEN SHOW - January 17, 2018

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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January 10 2018

MRW - Podcast - OPEN SHOW - January 10, 2018

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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