Money, Riches & Wealth - The Podcast

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.

MRW - Podcast - Niall O_Malley (guest) - November 9, 2016

Drew and Chris are joined by Niall O’Malley.

Niall O’Malley founded Blue Point Investment Management, LLC, in 2006. As Blue Point’s Portfolio Manager, he leverages a keen understanding of the creative destructive cycle that governs innovation, 12-years of international experience and his understanding of the capital markets to add value for clients.

Niall has often been quoted in the press by the Baltimore Business Journal, Baltimore Sun, Bloomberg, Citybizlist Baltimore, Financial Advisor, Markets Media, Seeking Alpha and The Trade. He has been a radio show guest on VoiceAmerica’s Insightful Investor, and WCBM’s Money, Riches and Wealth. He has been a guest speaker at the Baltimore Business Journal, Baltimore Family Office Group, CFA Society Pittsburgh, CFA Society Stamford, Carey School of Business, Loyola University Financial Management Association, Towson University Investment Group’s International Markets Summit and the Wednesday Club. As an Adjunct Professor, he has taught “Investments and Equity Security Analysis” and “Financial Principles of Financial Management” at Towson University’s College of Business and Economics. He served as President of the CFA Society of Baltimore, and now serves on the Board and the Program Committee. Niall founded the Society’s Baltimore Business Review and serves as Co-Editor.

MRW - Podcast - OPEN SHOW - November 2, 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 - David Stockman (guest) - October 26, 2016

Drew and Tom are joined by David Stockman.

David Stockman is the ultimate Washington insider turned iconoclast. He began his career in Washington as a young man and quickly rose through the ranks of the Republican Party to become the Director of the Office of Management and Budget under President Ronald Reagan. After leaving the White House, Stockman had a 20-year career on Wall Street.

Stockman’s career in Washington began in 1970, when he served as a special assistant to U.S. Representative, John Anderson of Illinois. From 1972 to 1975, he was executive director of the U.S. House of Representatives Republican Conference. Stockman was elected as a Michigan Congressman in 1976 and held the position until his resignation in January 1981.

He then became Director of the Office of Management and Budget under President Ronald Reagan, serving from 1981 until August 1985. Stockman was the youngest cabinet member in the 20th century.

Although only in his early 30s, Stockman became well known to the public during this time concerning the role of the federal government in American society. After leaving government, Stockman joined Wall Street investment bank Salomon Bros. He later became one of the original partners at New York-based private equity firm, The Blackstone Group. Stockman left Blackstone in 1999 to start his own private equity fund based in Greenwich, Connecticut.

Stockman was born in Ft. Hood, Texas. He received his B.A. from Michigan State University and pursued graduate studies at Harvard Divinity School. He lives in Aspen, Colorado, with his wife Jennifer Blei Stockman. They have two daughters, Rachel and Victoria.​

MRW - Podcast - Cathy O_Neil (guest) - October 19, 2016

Drew and Chris are joined by Cathy O’Neil.

Cathy O’Neil is a data scientist and author of the blog mathbabe.org. She earned a Ph.D. in mathematics from Harvard and taught at Barnard College before moving to the private sector, where she worked for the hedge fund D. E. Shaw. She then worked as a data scientist at various start-ups, building models that predict people’s purchases and clicks. O’Neil started the Lede Program in Data Journalism at Columbia and is the author of Doing Data Science. She appears weekly on the Slate Money podcast.