In Ep. 025, Tim talks with Alex Palumbo. Alex is an investment advisor at Ritholtz Wealth Management. Both Alex and Tim are advisors in their mid-twenties, so they appropriately discussed how young advisors can benefit older clients nearing retirement. They also talked about how to stay current in an ever-changing industry, as well as how to increase interest in finance among the younger generation and get them to take an active role in their financial lives!
On Ep. 024, Tim and Brendan Mullooly talk about the value of a first job. Whether that job is a high school kid working during the summer, or a recent college graduate entering the workforce, they talk about important takeaways from both. They also touch on parenting techniques and when to introduce money and finance to children. Listeners of all ages can pull value from this episode!
In Ep. 023, Tim talks with Jamie Hopkins. Jamie is the co-director of the New York Life Center for Retirement Income, and a professor in the retirement income program at the American College of Financial Services. Jamie is the author of the new book “Rewirement: Rewiring the Way You Think About Retirement!” Tim and Jamie discuss the risks retirees face, the right questions to ask about your retirement income, and how to avoid big mistakes when planning for retirement income.
In Ep. 022, Tim talks with Robert Scott III. Robert has his PhD in economics, and is a professor of economics and finance at Monmouth University here in New Jersey. They talk about his firsthand experience with college students, what financial decision-making skills they need to thrive in college, what value they should look to get out of school, and how to properly utilize credit cards and get rid of debt.
In Ep. 021, Tim talks with Brian Portnoy. Brian is the Director of Investment Education at Virtus Investment Partners and the author of the upcoming book ‘The Geometry of Wealth’. They discuss how the book helps readers identify what true wealth means to them, and how to discover their financial goals. With the book’s release coming on June 11th, there is still time to pre-order the book, and learn how to tune out some of the “noise”!