077 – Chris Smith – I Am Net Worthy

In Ep. 77, Tim interviews Chris Smith.  Chris is the author of the book I Am Net Worthy, and creator of the website by the same name!  They discuss Chris’ views on helping younger individuals find financial independence.  They talk about topics ranging from getting started in your career to buying a car, to buying a home, and investing for the long term.  Chris spells it all out in words everyone can understand!


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076 – Cameron Huddleston – Mom & Dad, We Need to Talk

In Ep. 76, Tim interviews award-winning financial journalist and author Cameron Huddleston.  They discuss Cameron’s new book “Mom & Dad, We Need to Talk – How to Have Essential Conversations with Your Parents About Their Finances”.  Cameron offers some useful conversation starters, things NOT to say, and more.  They also discuss why it’s important to have everything in place BEFORE things take a turn for the worst.  Be sure to pick a copy of the book below!

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075 – Dina Isola – Ritholtz Wealth Management

In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management.  Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers.  Dina explains why the current state of many 403(b) plans is harmful to teachers across the country, what the alternatives could be for teachers, and more.  She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.

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074 – Nina O’Neal – Female Advisor Network

In Ep. 74, Tim talks with Nina O’Neal.  Nina is a partner and investment advisor at Archer Investment Management, as well as the founder of the Female Advisor Network.  They talk about Nina’s work as an advisor, as well as the launch of the Female Advisor Network earlier this year.  Nina talks about why she wanted to a place to connect and empower other female advisors and encourage more women to join the field.  They also discuss the balancing act of being a working parent, and much more!

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073 – Wes Gray, PhD – Alpha Architect

In Ep. 73, Tim talks with CEO of Alpha Architect – Wes Gray.  Wes tells the story of getting his PhD at the University of Chicago studying under the Nobel Prize winners Eugene Fama and Richard Thaler.  He talks about his time as a Marine in Iraq from 2004-2008, how he started Alpha Architect, what they do for clients today and more!  He breaks down the value and momentum investing factors and discusses the benefits of the ETF. Enjoy!

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