068 – Jeff Ptak – Morningstar

In Ep. 68, Tim talks with Jeff Ptak – Global Director of Manager Research for Morningstar.  They discuss some of Morningstar’s research and which piece Jeff personally finds the most interesting.  They also talk about some of Jeff’s blog posts covering topics like asset location, reasons to move on from a mutual fund, the effect fees are having on the industry and more!


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067 – Bola Sokunbi – Clever Girl Finance

In Ep. 67, Tim talks with CEO and founder of Clever Girl Finance – Bola Sokunbi.  Bola talks about her upcoming book (due out June 25th) ‘Clever Girl Finance: Ditch Debt, Save Money, and Build Real Wealth.  She also tells us why she started Clever Girl Finance to help empower and educate women about their personal finances in a financial world traditionally geared towards men.


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066 – Brent Beshore – adventur.es

In Ep. 66 of the show, Tim talks with Brent Beshore.  Brent is the CEO and founder of adventur.es – a private equity firm that partners with primarily family-owned businesses to provide a good long-term home for the company.  They discuss some of the firm’s philosophies, their “no asshole” policy, and some of Brent’s personal beliefs about serving others.  Brent likes to view people as the ends instead of the means, and not the other way around.  They discuss Brent’s new book “The Messy Marketplace” and so much more!

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065 – Peter Lazaroff – Making Money Simple

In Ep. 65, Tim welcomes Peter Lazaroff back to the podcast.  They last talked in Ep. 35, and this time they focus on Peter’s recently released book “Making Money Simple”.  Peter lays out three crucial elements of financial success, important questions to ask when looking for a financial professional, and much more!  The book was released on April 2nd and has been getting rave reviews. Be sure to grab a copy after listening to this episode!


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