Money, Riches & Wealth - The Podcast

MRW Podcast - Carol Coughlin (Guest)

This week, Drew was joined by Carol Coughlin, founder of BottomLine Growth Strategies, Inc. 

A respected leader, financial strategy expert, and entrepreneur, Carol was recognized as one of SmartCEO’s 25 BRAVA! Award winners (2012), The Daily Records’ Maryland Top 100 Women (2012), and Woman in Balance (MyCity4Her, 2012). Her expertise has been featured on Fox Business News, and she was tapped to participate in the White House Business Council. In addition to her work with BottomLine Growth, Carol gains much personal satisfaction by working with or on board including: advisory, public, private company and non-profits. Currently Carol sits on the board for Hamilton Bank (“HBK”) and is chair of the audit committee. She also holds a board position with Junior Achievement of Central Maryland.  Carol has also previously held a board position with Network 2000.

Carol holds a BS in Business/Accounting from Towson University and is a magna cum laude graduate of Loyola University with a Masters in Business Administration. She holds both CPA and the CEPA (Certified Exit Planning Advisor) designations.

MRW Podcast - Michael Norton (Guest)

This week, Drew was joined on air by Michael Norton, Associate Professor of Business Administration in the Marketing Unit at the Harvard Business School and co-author - with Elizabeth Dunn - of the new book, Happy Money: The Science of Smarter Spending (Simon & Schuster).

MRW Podcast - Open Show - March 12, 2014

This week, Drew is taking listener questions on a wide range of financial topics!

MRW Podcast - Open Show - February 26, 2014

This week, Drew is taking listener questions on a wide variety of personal finance topics.

MRW Podcast - Liz Ann Sonders (Guest)

This week, Drew and Tim are joined on the air by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co., Inc.

Liz Ann has a range of investment strategy responsibilities, reaching from market and economic analysis to investor education, all focused on individual investors. She analyzes and interprets the economy and markets on behalf of Schwab's entire client base and chairs Schwab's Investment Strategy Council, which provides strategic asset-allocation guidance and tactical sector recommendations for the company's investor base.

Prior to joining Schwab in 2002, Liz Ann was a Managing Director at U.S. Trust (a division of Schwab, 2000-2007) and a member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was at Avatar Associates, an original division of the Zweig/Avatar Group, for 13 years as a Managing Director and Senior Portfolio Manager.

Since joining Schwab, Liz Ann has been named one of SmartMoney's "Power 30," its list of the most influential people on Wall Street; strategist of the year by Kiplinger's; one of the "25 Most Powerful Women in Finance" by American Banker/USBanker and one of the "50 Top Women in Wealth" by Wealth Manager/AdvisorOne.

In 2005, Liz Ann was appointed to and served on the President's Advisory Panel on Federal Tax Reform, President Bush's bipartisan tax-reform commission. Since 2007 she has served on the national board of directors for the Make-A-Wish Foundation of America. In 2008 Liz Ann was honored by the Girl Scouts of New York as an "Exceptional Role Model for Young Women."

MRW Podcast - Ed Slott (Guest)

This week, Drew and Tim were joined by Ed Slott - the country's foremost expert on IRAs. Ed has been hailed by the Wall Street Journal as "The Best Source for IRA Advice" and "America's IRA Expert" by Mutual Funds Magazine.

Ed is the author of the best-selling books, The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012),Ed Slott’s Retirement Decisions Guide: 2013 Edition (IRAHelp, 2013), Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2012), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA into a Family Fortune(Penguin, 2008) and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). He is also a personal finance columnist for numerous financial publications and websites.

Ed has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.

MRW Podcast - Baltimore Community Foundation (Guest)

Drew and Tim are joined on the air by Rebecca Rothey, Director of Major and Planned Giving at the Baltimore Community Foundation. Learn more about the Foundation at http://www.bcf.org. 

MRW Podcast - Jack Freel (Guest)

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

MRW Podcast - Will Stith (Guest)

This week, Drew is out of the studio but Tim is there and Joined by Tom Bonvissuto of Financial Consulate. They are also joined on air by Will Stith, VP and Fund Manager at Willmington Trust Investment Advisors.

MRW Podcast - Barry Spencer (Guest)

On August 14, 2013 Drew and Tim interviewed Barry Spencer, author of The Secret of Enduring Wealth.

Barry Spencer is creator of Wealth With No Regrets because of an entrepreneurial mindset of believing There Is A Better Way.  He had been pioneering leadership training, coaching and mentoring nationally and internationally when everything changed in a moment.  On a rainy west coast Florida day on April 10 at 12:10pm “The Charge” of a lifetime commenced.  Out of pain resulted in a passion to fulfill the charge and find a better way to serve wealthy families like his in planning for that future day, now. It was on that day his highly successful, 62 year old father died and left him with the charge, “Barry be sure you take care of your mother.”  Although a massive estate plan was in place the result was regrets. Barry’s triumph is in helping wealthy families remove the regrets wealth creates through his proprietary process, Wealth With No Regrets.