Money, Riches & Wealth - The Podcast

This week, Drew was joined on air by Kevin Freeman, author of the new book Game Plan.

Kevin Freeman is considered one of the world’s leading experts on the issues of Economic Warfare and Financial Terrorism. He has consulted for and briefed members of both the U.S. House and Senate, present and past CIA, DIA, FBI, SEC, Homeland Security, the Justice Department, as well as local and state law enforcement. His research has been presented in critical DoD studies on Economic Warfare, Iran, and Weapons of Mass Destruction presented to the Secretary of Defense and the Under Secretary of Defense, Intelligence. He has traveled extensively with research trips to Russia and China and throughout Europe and the Americas. He is also a Senior Fellow at the Center for Security Policy and a Contributing Editor to The Counter Terrorist magazine.

This week, Drew was joined on the air by a very special guest...his listeners! He took several important questions from listeners on a host of personal finance topics.

This week, Drew is joined on air by award-winning journalist, speaker, author and blogger John Wasik who is sharing his insights on legendary investor John Maynard Keynes. John's book - Keynes's Way to Wealth - is available on Amazon now.

As the award-winning author of 14 books, Wasik has spoken to crowds from coast to coast on investing, retirement and protecting your money. As a personal finance columnist/blogger for Reuters, the world's largest news service, he covers investing/investor protection, financial planning, taxes, insurance, retirement, college and life planning. His columns have been seen in newspapers on five continents and he regularly comments on top economic news in all media.

This week, Drew is taking listener questions on many interesting personal finance topics. he also has some lively discussion about the upcoming Masters golf tournament.

This week, Drew and Tom are joined on air by Simon Lack, author of Bonds Are Not Forever.

Following 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, in 2009. Prior to that, Simon was CEO and founder of the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers.  From the late 1980s through 1999 through several bank mergers Simon ran Fixed Income Derivatives and Forward FX trading for JPMorgan and predecessor institutions, ultimately overseeing 50 professionals and $300 million in annual revenues.  Simon also sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers.  He is the author of two books: The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, published in 2011 to widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal; Bonds Are Not Forever; The Crisis Facing Fixed Income Investors (August 2013). Simon makes regular appearances on cable TV business shows discussing hedge funds and investing.

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.

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).

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

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

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."