Money, Riches & Wealth - The Podcast

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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.

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.

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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.

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

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

Drew and Tom are joined by Brendan Moynihan.

Brendan Moynihan is an editor-at-large for Bloomberg News, where he manages the popular column Chart of the Day and writes about the economy and Wall Street. He has been with the company since 2007 after spending more than twenty years on Wall Street as a trader and risk manager. He is the author of Trading on Expectations (Wiley, 1997) and co-author of What I Learned Losing A Million Dollars (Infrared Press, 1994). He lives in Brentwood, Tennessee, with his wife and two sons, and is currently writing a book on English grammar.

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

Drew and Tom are joined by Jeffrey Rothfeder.

Jeffrey Rothfeder is a veteran business journalist, formerly Editor-in-Chief at International Business Times, National News Editor at Bloomberg News, Executive Editor at Time Inc., Dept. Editor at Business Week, Editor at PC Magazine, Senior Editor at Strategy+Business Magazine and Special Correspondent at the Washington Post. His expertise covers a wide range of topics including corporate leadership and management, corporate culture, globalization, privacy, technology security, manufacturing and business and economic models.

Rothfeder has won numerous journalism awards including Excellence in Technology Writing, the Jesse H. Neal National Business Journalism Award and the American Society of Business Publications Editors award for feature writing. He has been a finalist for a National Magazine Award and was part of the team at Popular Science that won a National Magazine Award in 2004.