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”!
In Ep. 20, Tim talks with Paul Rugarber of PDR Designs Architecture in Point Pleasant, NJ. They discuss what the process is like for a client working with PDR Designs, and how they like to help educate their clients so they can fully enjoy, and participate in, the process. They discuss Paul’s new book titled “Architecture to Construction (and Everything in Between)”, and how Paul truly enjoys giving back to the community and helping others. Enjoy!
In Ep. 19 of Living With Money, Tim talks with Conor Richardson. Conor is a CPA, author and blogger at Millennial Money Makeover. Conor and Tim discussed all things personal finance when it comes to millennials. Tim asked Conor why he decided to target his writing specifically to millennials, and what he feels is the most important thing missing from a millennial’s financial education today. They talked about why millennials control the future of money, and how to find that important balance between wanting to live your life now, versus saving for retirement later. They also preview Conor’s upcoming book called Millennial Money Makeover, due out in the beginning of 2019, and much more.