Money, Riches & Wealth - The Podcast

MRW - Podcast - Andy Rothman (guest) - February 1, 2017

Drew and Tom are joined by Andy Rothman.

Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.

MRW - Podcast - OPEN SHOW - January 25, 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! ...

MRW - Podcast - OPEN SHOW - January 17, 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! ...

MRW - Podcast - OPEN SHOW - January 4, 2017

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 - December 28, 2016

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 - December 21, 2016

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 - December 7, 2016

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 - Jack Freel (guest) - November 30, 2016

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

MRW - Podcast - Rosemary Calderalo (guest) - November 23, 2016

Drew and Tom are joined by Dr. Rosemary Calderalo.

Dr. Rosemary Calderalo has been a leader in the nonprofit field for over 25 years, and has a specialty in planned giving and major gifts. She has worked in executive management with the American Red Cross, United Way, and The Salvation Army, focusing on resource development and fundraising. She’s been an adjunct professor at various colleges and universities and has also worked as a change management consultant. Rosemary recently moved to the Baltimore area and worked with Habitat for Humanity of the Chesapeake as Chief Development Officer before beginning her current position with the Baltimore Community Foundation as Director of Gift Planning. At BCF she works with donors, professional advisors and their clients, helping charitably minded individuals find the tax-friendly ways to make contributions, while supporting them to find a match between what’s in their hearts and dreams with appropriate giving opportunities.

MRW - Podcast - Eugene Steuerle (guest) - November 16, 2016

Drew and Chris are joined by Eugene Steuerle.

Eugene Steuerle is the Richard B. Fisher Chair at the Urban Institute and author of a column and blog, The Government We Deserve (http://blog.governmentwedeserve.org/). His latest book, Dead Men Ruling, suggests that we live in a time of opportunity, not austerity but are bound in mainly by a multi-decade effort of both political parties to control, not enable, the future. Contact him at esteuerle@urban.org for further information or to receive his column.

Among past positions, he has served as Deputy Assistant Secretary of the Treasury for Tax Analysis, President of the National Tax Association, chair of the Technical Panel advising Social Security on methods, Vice-President of the Peter G. Peterson Foundation, and economic coordinator of the Treasury Department's efforts leading to the Tax Reform Act of 1986. He co-founded the Urban-Brookings Tax Policy Center, the Urban Institute Center on Nonprofits and Philanthropy, and Act for Alexandria, a community foundation that he also chaired.

His research and writings span eighteen books and over 1,500 articles and columns. He received his Ph.D. with distinction in public finance, from the University of Wisconsin-Madison in 1975.