On today’s episode of Living With Money, Tim talks with Kris Venne. Kris is the Director of Wealth Management at Ritholtz Wealth Management based out of NYC. Ritholtz Wealth Management is one of the fastest growing RIA’s in the nation, and Kris discusses some of their philosophies within the firm that help them standout from the rest. They talk about on-boarding new clients, setting client expectations, and Kris’ unique take on what is “next” to come for advisors. It’s not what you would expect! Enjoy Ep. 017, our talk with Kris Venne!
In Ep. 16, Tim talks with Tami Lione of Crown Mortgage Services. They talk about how the mortgage business has changed over the 25 year history of the company, the ins and outs of getting a mortgage, refinancing, and much more. They also discuss Tami’s role as co-chair of the Women In Business group within the Jersey Shore Chamber of Commerce, and what the group means to her.
In Ep. 015, Tim talks with John Schwartz, a correspondent for The New York Times. They discuss John’s new book ‘This Is The Year I Put My Financial Life In Order’. Through humor and personal stories, John is able to navigate the everyday person towards the path of financial literacy and independence. They touch on topics like how to get started, investing, saving for college, getting out of debt, and much more!
In Ep. 014, Tim talks with Brad Sherman of Sherman Wealth Management. They discuss the importance of understanding the difference between fee-only vs. fee-based advisors, managing a solo practice by utilizing technology to free up time, and the upsides of blogging and social media. They even get into a little baseball talk between Brad’s beloved Nationals, and Tim’s beloved Mets! Enjoy!
In Ep. 013 of Living With Money, Tim talks with Kenny Taylor of Casino Pier in Seaside. Both Casino Pier and Jenkinson’s Boardwalk have been in Kenny’s family for years, and they dive into what it was like for Kenny working his way through the family business to ultimately now being the Assistant Director of Operations at Casino Pier. They also talk about the different challenges of a seasonal business, and what it was like going through Hurricane Sandy in 2012 both as a family AND a business, to ultimately rebuilding it all bigger and better than ever!