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The podcast version of the popular radio show "Money, Riches & Wealth" on TalkRadio 680 WCBM in Baltimore
Episodes
Wednesday Jan 28, 2015
Wednesday Jan 28, 2015
Drew and Tom are joined by Niall O’Malley. Niall O’Malley founded Blue Point Investment Management, LLC, in 2006. Prior to starting Blue Point Niall worked for commercial banks, buy-side firms and consulting. Working for Crestar Bank and SunTrust Bank as a Credit & Risk Management Officer he underwrote over a $1 billion dollars of equipment financing transactions. 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 and The Trade. He has been a radio show guest on VoiceAmerica’s Insightful Investor, and he has been a guest speaker at the Baltimore Business Journal, the Baltimore Family Office Group, the Carey School of Business, the Loyola University Financial Management Association, the Towson University Investment Group’s International Markets Summit and the Wednesday Club. As 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. Niall 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 the Co-Editor.
Wednesday Jan 21, 2015
Wednesday Jan 21, 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! ...
Thursday Jan 15, 2015
Thursday Jan 15, 2015
Drew and Chris are joined by Richard Vague.
Richard Vague is currently one of the managing partners of Gabriel Investments and the Chairman of The Governor’s Woods Foundation, a non-profit philanthropic organization. He is also the author of The Next Economic Disaster, a book with a new approach for predicting and preventing financial crises. Previously, he was co-founder, Chairman and CEO of Energy Plus, an electricity and natural gas supply company operating in states throughout the U.S. that was sold to NRG Energy in 2011. Vague was also co-founder and CEO of two credit card companies – First USA, which grew to be the largest Visa issuer in the industry and which was sold to Bank One in 1997, and Juniper Financial, the fastest growing credit card issuer of the past decade, which was sold to Barclays PLC in 2004.
Wednesday Jan 07, 2015
Wednesday Jan 07, 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.
Wednesday Dec 31, 2014
Wednesday Dec 31, 2014
This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...
Wednesday Dec 17, 2014
Wednesday Dec 17, 2014
This week, Drew and Chris are joined by Social Security expert Jack Freel and take numerous listener questions on this most important issue.
Wednesday Dec 10, 2014
Wednesday Dec 10, 2014
This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...
Tuesday Dec 02, 2014
Tuesday Dec 02, 2014
This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...
Monday Dec 01, 2014
Monday Dec 01, 2014
This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more!
Wednesday Nov 26, 2014
Wednesday Nov 26, 2014
Rebecca Rothey has more than a decade of experience in planned giving. Most recently she served for eight years at Catholic Charities, as director of planned and principal gifts and earlier as director of gift planning. Before joining Catholic Charities, Rothey served as manager of major and planned gifts and major gifts officer at the American Red Cross of Central Maryland. She holds an undergraduate degree in philosophy from the College of Notre Dame of Maryland and certification as a fundraising specialist from Goucher College. Rothey is a member of the board of the Baltimore Estate Planning Council and of the Editorial Advisory Board of Planned Giving Today, a past member and president of the board of Chesapeake Planned Giving Council and a past board member of the Association of Fundraising Professionals.