Money, Riches & Wealth - The Podcast

MRW Podcast - Open Show - April 23, 2014

This week, Drew was joined on the air by a very special guest...his listeners! He took several important questions from listeners on a host of personal finance topics.

MRW Podcast - Michael Norton (Guest)

This week, Drew was joined on air by Michael Norton, Associate Professor of Business Administration in the Marketing Unit at the Harvard Business School and co-author - with Elizabeth Dunn - of the new book, Happy Money: The Science of Smarter Spending (Simon & Schuster).

MRW Podcast - Liz Ann Sonders (Guest)

This week, Drew and Tim are joined on the air by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co., Inc.

Liz Ann has a range of investment strategy responsibilities, reaching from market and economic analysis to investor education, all focused on individual investors. She analyzes and interprets the economy and markets on behalf of Schwab's entire client base and chairs Schwab's Investment Strategy Council, which provides strategic asset-allocation guidance and tactical sector recommendations for the company's investor base.

Prior to joining Schwab in 2002, Liz Ann was a Managing Director at U.S. Trust (a division of Schwab, 2000-2007) and a member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was at Avatar Associates, an original division of the Zweig/Avatar Group, for 13 years as a Managing Director and Senior Portfolio Manager.

Since joining Schwab, Liz Ann has been named one of SmartMoney's "Power 30," its list of the most influential people on Wall Street; strategist of the year by Kiplinger's; one of the "25 Most Powerful Women in Finance" by American Banker/USBanker and one of the "50 Top Women in Wealth" by Wealth Manager/AdvisorOne.

In 2005, Liz Ann was appointed to and served on the President's Advisory Panel on Federal Tax Reform, President Bush's bipartisan tax-reform commission. Since 2007 she has served on the national board of directors for the Make-A-Wish Foundation of America. In 2008 Liz Ann was honored by the Girl Scouts of New York as an "Exceptional Role Model for Young Women."

MRW Podcast - Baltimore Community Foundation (Guest)

Drew and Tim are joined on the air by Rebecca Rothey, Director of Major and Planned Giving at the Baltimore Community Foundation. Learn more about the Foundation at http://www.bcf.org. 

MRW Podcast - Jack Freel (Guest)

This week, Drew and Tim are joined by Social Security expert Jack Freel and take numerous listener questions on this most important issue.

MRW Podcast - Will Stith (Guest)

This week, Drew is out of the studio but Tim is there and Joined by Tom Bonvissuto of Financial Consulate. They are also joined on air by Will Stith, VP and Fund Manager at Willmington Trust Investment Advisors.

MRW Podcast - Barry Spencer (Guest)

On August 14, 2013 Drew and Tim interviewed Barry Spencer, author of The Secret of Enduring Wealth.

Barry Spencer is creator of Wealth With No Regrets because of an entrepreneurial mindset of believing There Is A Better Way.  He had been pioneering leadership training, coaching and mentoring nationally and internationally when everything changed in a moment.  On a rainy west coast Florida day on April 10 at 12:10pm “The Charge” of a lifetime commenced.  Out of pain resulted in a passion to fulfill the charge and find a better way to serve wealthy families like his in planning for that future day, now. It was on that day his highly successful, 62 year old father died and left him with the charge, “Barry be sure you take care of your mother.”  Although a massive estate plan was in place the result was regrets. Barry’s triumph is in helping wealthy families remove the regrets wealth creates through his proprietary process, Wealth With No Regrets.

MRW Podcast - Open Show (October 9, 2013)

This week, Drew and Tim are taking listener questions on a host of personal finance topics.

MRW Podcast - Kevin Freeman (Guest)

This week, Drew and Tim are joined by Kevin Freeman, author of The Secret Weapon.

Kevin Freeman is considered one of the world’s leading experts on the issues of Economic Warfare and Financial Terrorism. He has consulted for and briefed members of both the U.S. House and Senate, present and past CIA, DIA, FBI, SEC, Homeland Security, the Justice Department, as well as local and state law enforcement. He has traveled extensively with research trips to Russia and China and throughout Europe and the Americas.

Prior to establishing his own firm, Kevin Freeman wrote a business plan for Sir John Templeton in 1990 and helped build the Templeton Private Client Group from inception, ultimately leading the firm as Senior Managing Director. During his decade-long tenure, he served as Senior Associate Portfolio Manager, developed and managed the Portfolio Consulting Group, and co-developed and managed the Portfolio Operations Group. Under his leadership, the firm raised and managed nearly $2.5 billion.

MRW Podcast - Ruchir Sharma (Guest)

This week, Drew and Tim are joined on air by Ruchir Sharma, head of Emerging Markets and Global Macro at Morgan Stanley Investment Management. He generally spends one week per month in a developing country and has been a contributing editor with Newsweek and has penned essays for publications such as The Wall Street Journal, Financial Times, New York Times, Foreign Affairs, and Economic Times.

He is author of the book, Breakout Nations, and joins the show to discuss emerging markets.