Money, Riches & Wealth - The Podcast

MRW - Podcast - OPEN SHOW - May 9, 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 - OPEN SHOW - April 25, 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! ...

MRW - Podcast - OPEN SHOW - April 18, 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 - OPEN SHOW - April 11, 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 - Bob Ehrlich (guest) - April 4, 2018

This week, Drew and Tom are joined by Bob Ehrlich.

The Honorable Robert L. Ehrlich, Jr. is senior counsel in the Government Advocacy practice at King & Spalding. He advises clients on a broad array of policy matters and their interactions with the federal government. Having served as Governor, U.S. Congressman, state legislator, and civil litigator, he counsels clients on an array of government matters, with particular expertise in health care, finance and economic development.

MRW - Podcast - David Pilling (guest) - March 28, 2018

This week, Drew and Chris are joined by David Pilling author of “Growth Delusion”.

David Pilling, long-time Asia Editor of the Financial Times, has now added Africa to his portfolio, following a move to London in 2016. David has long spoken about business, economics and politics in China, India, Japan and across Asia more generally. He now adds close-up knowledge of Africa, with a particular emphasis on Nigeria and South Africa and some of the continent's more promising economies from Ethiopia and Rwanda to Kenya. He is also an expert on the fast-developing and geopolitically significant relationship between China and Africa.
 
In his newest book, The Growth Delusion: Wealth, Poverty and the Well-being of Nations, David explores how economists and their cult of growth have hijacked our policy-making and infiltrated our thinking about what makes societies work. A provocative critique of the pieties and fallacies of our obsession with economic growth.

MRW - Podcast - Wade Pfau (guest) - March 21, 2018

This week, Drew and Tom are joined by Wade Pfau.

Dr. Wade D. Pfau, CFA®, is a Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services. He is also a contributor to the The College’s Retirement Income Certified Professional® (RICP®) designation program curriculum.

Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.

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! ...

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! ...

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