Money, Riches & Wealth - The Podcast

MRW - Podcast - Curt Sheldon guest) - June 24, 2015

Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC.

Curt provides comprehensive financial planning including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers.

A CFP® Practitioner, Curt has met the rigorous experience and ethical requirements of the CFP Board and has also successfully completed financial planning coursework and the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

As an Enrolled Agent he is admitted to represent clients in all 50 states at all levels of the IRS.

The AIF Designation certifies Curt has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Prior to becoming a financial planner Curt served as a Fighter Pilot in the United States Air Force for 27 years. Highlights of his career include Combat Operations in Operation DESERT STORM, Command of an Overseas Fighter Squadron, an assignment as an Aggressor Pilot and an exchange student at the Escola de Commando e Estado Maior in Rio de Janeiro, Brazil.

He holds an MBA in Individual Financial Planning from City University of Seattle, and a Bachelor of Science degree in Management/Finance from the United States Air Force Academy.

Curt is a recognized expert on financial planning issues for military professionals. He has been a guest speaker on financial planning for transition at the Pentagon; Headquarters, Air Force Space Command; Headquarters, Air Mobility Command; Headquarters, Air Force Special Operations Command; Headquarters, Air Education and Training Command; Nellis AFB; and Camp Lejeune. He has also spoken on Military Tax Planning at the Annual Conference on Financial Education sponsored by the Institute for Financial Literacy.

Curt has been published in The Christian Science Monitor, Military Officer Magazine and Money Mind Matters iMagazine. He has been quoted in the Wall Street Journal and The Huffington Post. Curt provides his thoughts on Financial Planning at his blog Amat Victoria Curam. He also contributes to the Military Officers Association of America’s on-line forum, Financial Frontlines™.

MRW - Podcast - OPEN SHOW - June 17, 2015

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 - Kevin Bress (guest) - June 10, 2015

Drew and Tom are joined by Kevin Bress a specialist in elder-care.

Mr. Bress has been practicing in the estate planning field since graduating law school and has been a principal member of Pessin Katz Law, P.A. since 1993. His broad-based tax background serves his clients well when drafting wills, administering estates and giving elder law planning advice.

Mr. Bress is an adjunct professor for the University of Baltimore where he teaches Elder Law in the law school, as well as Taxation in the school’s Masters and LLM Graduate Tax Program.

He has headed his law firm’s Estate and Elder Law departments over the years and represents clients throughout Maryland.

MRW - Podcast - OPEN SHOW - June 3, 2015

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 - Steve LeVine (guest) - May 27, 2015

Drew and Chris are joined by Steve LeVine.

Steve LeVine is Washington Correspondent for Quartz, the mobile-first startup launched in 2012 by Atlantic Media. He writes about the geopolitics of energy and technology. Steve is also a Future Tense Fellow at the New America Foundation and an adjunct professor at Georgetown University, where he teaches energy security in the graduate-level Security Studies Program.

Previously, Steve was a foreign correspondent for eighteen years in the former Soviet Union, Pakistan and the Philippines, running a bureau for The Wall Street Journal, and before that writing for The New York Times, the Financial Times and Newsweek.

The Powerhouse is Steve’s third book. In 2007, Random House published The Oil and the Glory, which chronicled the struggle for fortune and power on the Caspian Sea. BusinessWeek magazine selected it as a Top 10 book for the year. In 2008, Random House published Putin's Labyrinth, a profile of Russia through the life and death of a half-dozen Russians. Both books are on numerous university reading lists.

Steve lives in Washington, D.C., with his wife, Nurilda, and their two daughters.

MRW - Podcast - OPEN SHOW - May 20, 2015

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 - Ralph Serpe (guest) - May 13, 2015

Drew and Chris are joined by Ralph Serpe – Vice President of Development at Baltimore Community Foundatio.

Serpe leads efforts to increase lifetime and legacy charitable gifts with a focus on building support for Invest in Baltimore--BCF's strategic grantmaking and leadership activities. He also works closely with legal and financial advisors and their clients to plan charitable gifts.

He began his community foundation career with the Silicon Valley Community Foundation, he came to Baltimore from the Princeton Area Community Foundation, where he served as director of development and then executive vice-president.

MRW - Podcast - Joel Klein (guest) - May 6, 2015

Drew and Chris are joined by Joel Klein.

Joel Irwin Klein (born October 25, 1946) is an American lawyer and school superintendent. He was the Chancellor of the New York City Department of Education, the largest public school system in the United States, serving more than 1.1 million students in more than 1,600 schools. He was succeeded by Cathie Black in January 2011.

New York magazine ranked Klein as one of the most influential people in public education. Klein had never obtained the common formal credentials that one would have to take a leadership role in a public school system, and Klein had a short duration of teaching experience.

MRW - Podcast - OPEN SHOW - April 29, 2015

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 - Peter Stahl (guest) - April 22, 2015

Drew and Tom are joined by Peter Stahl, CFP®, Bedrock Business Results, LLC

Peter brings over 26 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has delivered training and sales resources to financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally.

With a career that began in the traditional investment industry at Putnam, Peter built a business based on matching clients with investment options that best met their performance and life stage goals. He moved on to Hartford Financial Services where he continued to drive revenue, build relationships and lead teams to record-breaking market penetration as well as individual performance. Throughout his corporate career, Peter built unparalleled credibility and competencies in building businesses, mastering the complexity of the marketplace and sophisticated product lines, exporting that knowledge to teams of professionals and alliance partners who sought to improve their own performance.

In 2012 Peter founded Bedrock Business Results, a training and consulting firm designed to help financial advisors understand their clients’ health care challenges during retirement, equipping them to build trust and provide solutions. An author and sought after industry speaker, Peter makes navigation through a complex and ever-changing health care landscape comprehensible to all.

He has been a Certified Financial Planner (CFP®) since 1997 and also holds the Certified in Long Term Care (CLTC®) and Chartered Mutual Fund Counselor (CFMC®) designations. Peter holds degrees in Economics and Business Administration from Gordon College.

Peter lives with his wife and five children in the Philadelphia suburbs.