Money, Riches & Wealth - The Podcast

MRW - Podcast - Lisa Schreier (guest) - September 26, 2018

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 

MRW - Podcast - OPEN SHOW - September 19, 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! ...

MRW - Podcast - Tim Barnaba (guest) - September 12, 2018

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.

MRW - Podcast - Eli Noff & Glen Frost (guest) - September 5, 2018

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.

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MRW - Podcast - OPEN SHOW - August 29, 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! ...

MRW - Podcast - Cal Turner (guest) - August 22, 2018

This week, Drew and Chris are joined by Cal Turner.

Cal Turner, Jr. grew up in a Scottsville, Kentucky, household where business and family were one. After graduating Vanderbilt University, he served for three years as an officer in the United States Navy before beginning his career at Dollar General. He served as CEO for 37 years, and during his tenure, the number of DG stores rose from 150, with sales of $40 million, to more than 6,000, with sales in excess of $6 billion. Turner has served on the boards of companies like Shoney's and First American, and of educational, civic and charitable organizations including Vanderbilt and Fisk universities, and has been president of the board of governors of the Nashville Area Chamber of Commerce. His many awards include the Presidential Award for Private Sector Initiatives (presented by Ronald Reagan) and the Vanderbilt University Distinguished Alumnus Award. A committed lifelong Methodist, Turner was inducted in 2001 into the Fellows of the Society of John Wesley by the Tennessee Conference of the UMC.

MRW - Podcast - OPEN SHOW - August 15, 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! ...

MRW - Podcast - Ferrier Stillman (guest) - August 8, 2018

This week, Drew and Chris are joined by Ferrier Stillman.

Ms. Stillman represents individuals in her family law practice and health care companies in her senior housing and health care practices. She is co-chair of Tydings’ five-member Family Law Department and co-chair of its significant multi-faceted Health Care Practice Group.

Ms. Stillman has been named to The Daily Record’s Circle of Excellence, a distinction earned by being named one of Maryland’s Top 100 Women three times. Maryland’s Top 100 Women was created to recognize outstanding achievement by women as demonstrated through professional accomplishment, community leadership, and mentoring. The Circle of Excellence is awarded for sustained achievement. She is also a recipient of The Daily Record’s Leadership in Law award, given for significant accomplishments in the legal profession and the community.

MRW - Podcast - OPEN SHOW - August 1, 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! ...

MRW - Podcast - Jeff Higdon (guest) - July 25, 2018

This week, Drew and Chris are joined by Jeff Higdon.

Jeffrey F. Higdon, born Baltimore, Maryland, October 26, 1956; admitted to bar, 1981, Maryland. Education: The Johns Hopkins University (B.A., 1978); University of Baltimore (J.D., 1981). Member: Maryland State (Member, Real Property, Planning and Zoning, Estates and Trusts Section). Practice Areas: Litigation; Commercial Law; Business Law; Business Start-Ups; Incorporation; Contracts; Estate Planning; Estate Administration; Wills; Probate; Trusts and Estates; Real Estate; Criminal Law; Commercial Collections; Creditors Rights.