SUMMARY ——————————— Ann Garcia is a certified financial planner (CFP) who’s helped thousands of families save millions of dollars on college. As a partner and independent progressive advisor, she’s known as ‘The College Financial Lady.’ Ann has been featured in The New York Times , Washington Journal, Money, U.S. News…
SUMMARY ——————————— Julia Keller is a Pulitzer Prize-winning journalist, novelist and teacher. She has a PhD in English Literature from Ohio State University and has taught at Princeton, the University of Chicago and Notre Dame. She was the chief book critic and staff writer at The Chicago Tribune for many…
SUMMARY ——————————— Abby Davisson has dedicated her career to helping other people achieve their goals, first as a social innovation leader, and now as an author and entrepreneur whose work has been featured in Fortune, Financial Times, Harvard Business Review, and Fast Company , among others. Abby co-authored the book,…
SUMMARY ——————————— Manisha Thakor has worked in financial services for over thirty years, with an emphasis on women’s economic empowerment and financial well-being. She’s been featured everywhere, including The Wall Street Journal , The New York Times , NPR, PBS, CNN, CNBC, Real Simple & Women’s Health. Her work focused…
SUMMARY ——————————— Sandy Lamb is an executive coach, keynote speaker, and TedX speaker coach. She did the corporate gig and saw executive coaching and leadership development as the perfect way to use her skills, help other people excel, and balance work with family and wellness. Sandy helps executives build a…
SUMMARY ——————————— Kim Curtis is the CEO of Wealth Legacy Institute and is proud to be part of a firm that puts clients first. For Kim, how you deal with money says a lot about how you deal with life. She’s the best-selling author of Money Secrets: Keys to Smart…
SUMMARY ——————————— Barbara Friedberg is an MBA, MS, and former portfolio manager, who is committed to investment and money education across multiple platforms. She currently owns and manages Barbara Friedberg Personal Finance.com, which is dedicated to improving investment knowledge and wealth. She consults for a select group of fintech companies…
SUMMARY ——————————— Franco Perez is an entrepreneur and Founder of Franco Mobile Homes, who is working on a social challenge that exists within our capitalist system, while building wealth for his own family and his team and teaching others to do the same. Franco’s mission is to address the affordable…
SUMMARY ——————————— Maria Brito is an award-winning New York based contemporary art advisor, entrepreneur, author and curator. She was selected by Complex Magazine as one of the twenty power players in the art world and Art News says, ‘she’s one of the visionaries shaping that world.’ A Harvard graduate, originally…
SUMMARY ——————————— Jamie Fiore Higgins spent almost twenty years at Goldman Sachs, reaching the pinnacle of her field by earning the role of managing director. One of just 8 percent of Goldman employees to earn the managing director title, she was the highest-ranking woman in her department. She ran the…
SUMMARY ——————————— Chris Mamula documented his personal path to financial independence at Eat the Financial Elephant for several years before leaving his career as a physical therapist in 2017 at age 41. Shortly after, he joined Darrow Kirkpatrick at Can I Retire Yet?, where he continues to follow his calling…
SUMMARY ——————————— Paul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. He founded Merriman Wealth Management in 1983, retired from the firm in 2012, and created the Merriman Financial Education Foundation. Everything he does is dedicated to providing investors of all ages with information…
SUMMARY ——————————— Kristen Wonch is a money coach who works with women to build a relationship with money that turns them on. She does this by teaching women how to earn more, hold onto more, and grow it more simply. A self-proclaimed, ‘wealth ninja,’ Kristen joins the show today to…
SUMMARY ——————————— Carrie Sax is a financial advisor at EP Wealth who also has a degree in zoology and has earned a CFP and CFA. She has a regular yoga meditation practice and has been working in the financial services industry for twenty years. Today, Carrie joins the show to…
SUMMARY ——————————— Mike Van Pelt is an entrepreneur, author, speaker, and men’s life coach leader. He is the founder of True Man Life Coaching and host of the popular men’s podcast, True Man Podcast. Mike has served in leadership roles for most of his career, bringing over two decades of…
SUMMARY ——————————— Professor Pete Alexander has had a thirty-five year career that spans Sales and Marketing, being a college professor of Marketing, and running a small interior landscaping business called Office Plants by Everything Grows, where he’s still a majority owner. Professor Pete is also an expert in something that…
SUMMARY ——————————— Dr. Jay Zigmont is a PhD, CFP and the Founder of Childfree Wealth. He is a fee-only, advice- only fiduciary and the author of The Portraits of Childfree Wealth . Most financial advice treats parenthood as the default. Dr. Jay has built a financial planning system that caters…
SUMMARY ——————————— Linda Case is a financial therapist and financial coach with over thirty years combined experience in financial services, professional counseling, and coaching. She coaches her clients to manage their money and mindset so they can get firmly on the path to financial freedom and comfortable retirement. Today, Linda…
SUMMARY ——————————— Tyler Nicholls is an entrepreneur who is passionate about helping others at scale. He taught seventh grade Math with Teach for America before getting his Masters from Boston University. Tyler is the creator of Kudosy, a digital rewards system that helps solve the problem of financial literacy in…
SUMMARY ——————————— Julie Bergfeld is a health, wellness and life coach, specializing in performance, stress management, and healthy habits. She’s worked in academia and technology and is currently a yoga teacher who is dedicated to her own mindfulness practice. Today, Julie joins the show to engage in a rich discussion…
SUMMARY ——————————— Dawn Santoriello is a CFP, best-selling author, keynote speaker, and the Founder and CEO of DS Financial Strategies, an e-based financial planning firm just outside of Philadelphia. Dawn is focused on empowering women and couples to reach their financial goals with peace of mind. She’s been featured in…
SUMMARY ——————————— Sarah Howard is an entrepreneur, storyteller, and social innovator. Her first entrepreneurial venture was Twenty Twenty Studios where she still tells compelling stories and produces interactive experiences for her clients. Sarah is passionate about social and economic equity. She is also the Founder of Zero Gap, where she…
SUMMARY ——————————— Julie Cane is the CEO and co-founder of Democracy Investments, a registered investment advisory firm focused on promoting democracy and influencing capital flows in financial markets. The firm’s democracy investments international index re-weights the traditional international equity index towards democracies and away from authoritarian regimes using the Economist’s…
SUMMARY ——————————— Brad Baldridge is one of the nation’s leading college financing experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their own finances and retirements. For twenty years, Brad has shared…