The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Doctors, Pilots and Financial Advisors all use checklist. When it comes to reviewing 2013 dont miss this crucial reminder off what things are important at year end.

Also On this episode we are joined by Pamela Davis.

 

Pamela Davis, a Macedonia, Ohio businesswoman uses coupons to feed her
growing family while holding down seven jobs.

Then, after being a contestant on "TLC's Extreme Couponing," she decided to
create Quick Couponing, www.quickcouponing.com.

This is a business that teaches people how to save thousands of dollars
couponing - quickly and easily.

 

 

 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:


http://directory.libsyn.com/shows/view/id/moneymatters

Direct download: MM32.mp3
Category:Financial Literacy -- posted at: 12:00pm PST
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On this weeks show we answered the question how does one make good financial decisions in a world dominated by risk and uncertainty. We discussed the book The Power of Choice which is dedicated to the idea that each of us has a choice to better our lives, empower ourselves and reach our goals. 

We were joined by author Jeff Kanaly.

Jeff is Vice Chairman of Kanaly Trust and serves on the organization’s board of directors. He has been with the company for over 35 years and concentrates on corporate strategic planning. An important focus for Jeff is ensuring that the high quality of service Kanaly Trust was founded on continues to be the central focus of the organization. He specializes in serving multi-generational families due to his depth of experience in high level, intricate estate and financial planning practices.

A graduate of the University of Texas at Austin, Jeff holds a Bachelor of Business Administration degree in Finance. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Certified Trust and Financial Advisor (CTFA). He is a member of the Financial Planning Association (FPA), the Houston Chapter of the FPA, the Houston Estate and Financial Forum (HEFF), and the Association of Trust Organizations (ATO).

Jeff has served on many public and professional committees. He is a past national board member of the Financial Planning Association (FPA) and previously served on its Tax Sub-committee. He was involved in the merger of the Institute of Certified Financial Planners (ICFP) and the International Association of Financial Planners (IAFP) that formed the FPA. He was responsible for the coordination of the FPA’s Pro-bono Program, has served on the ICFP board and on its Practice Management Committee. He is past president of the Association of Independent Trust Companies (AITCO now ATO), and previously served on its board of directors as treasurer. He is also a past chairman and president of the Houston Society ICFP.  Jeff also serves on the Investment Committee at Kanaly Trust. 

Jeff has served on the board of directors of the American Heart Association in Northwest Harris County and on the board of Applause Theatre.  He is actively involved with the National MS Society, South Central Chapter as Chair of the Houston Leadership Council and was instrumental in launching the MS Entrepreneurs Program which helps those affected by MS at a grass-roots level.  In addition, Jeff was recently selected as the Investment Committee liaison for the South Central Region of the MS Society.

Jeff’s comments have appeared in such publications as Robb Report Worth, the Houston Business Journal and Financial Planning.

To find out more click below the:

 

The Power Of Choice

 

Choice of A Lifetime

 

Kanaly Trust

 

 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:


http://directory.libsyn.com/shows/view/id/moneymatters

Direct download: MM31.mp3
Category:Retirement -- posted at: 7:19am PST
Comments[0]

Whether you’ve been training for years for your retirement or you are a newbie, moving toward your goals, taking the right actions and following a plan will help you to cross the finish line feeling great and it will inspire those around you to do the same!

·        How preparing for retirement is like preparing for a marathon – and the 6 training fundamentals that apply to both goals

·        Why some people are great with money and others struggle

·        My 5-step system for reducing stress around your finances

 

On this episode we are joined by author and speaker Ellen Rogin.

A CPA, Certified Financial Planner™ and Abundance Activist® - Ellen is a nationally known expert on living a life of success and prosperity.

A financial advisor chock full of “left-brain” credentials (MBA, CPA, Certified Financial Planner™), she also walks on the “right” side, balancing values, big picture ideas, and meditation with all her professional training.  Ellen is as comfortable talking about the power of compound interest as she is the power of belief. Ellen shares this fresh approach in her book “Great with Money: 6 Steps to Lifetime Success and Prosperity.”

Ellen is a frequent speaker to the financial profession, sharing her experiences and expertise at building successful client relationships and growing a successful practice.  She is a regular contributor to Horsesmouth®, a support service for financial advisors and is a host of Horsesmouth Advisor Radio.

For more than 20 years, Ellen has been a financial advisor in Northfield, Illinois, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago.

She co-authored the books:

 

Great with Money: 6 Steps to Lifetime Success & Prosperity

and

Breakthrough!

Inspirational Strategies for an Audaciously Authentic Life

 

 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:


http://directory.libsyn.com/shows/view/id/moneymatters

Direct download: MM30.mp3
Category:Retirement -- posted at: 7:33am PST
Comments[0]

Whether you’ve been training for years for your retirement or you are a newbie, moving toward your goals, taking the right actions and following a plan will help you to cross the finish line feeling great and it will inspire those around you to do the same!

·        How preparing for retirement is like preparing for a marathon – and the 6 training fundamentals that apply to both goals

·        Why some people are great with money and others struggle

·        My 5-step system for reducing stress around your finances

 

Tune in tomorrow at 10 am and when we are joined by author and speaker Ellen Rogin.

A CPA, Certified Financial Planner™ and Abundance Activist® - Ellen is a nationally known expert on living a life of success and prosperity.

A financial advisor chock full of “left-brain” credentials (MBA, CPA, Certified Financial Planner™), she also walks on the “right” side, balancing values, big picture ideas, and meditation with all her professional training.  Ellen is as comfortable talking about the power of compound interest as she is the power of belief. Ellen shares this fresh approach in her book “Great with Money: 6 Steps to Lifetime Success and Prosperity.”

Ellen is a frequent speaker to the financial profession, sharing her experiences and expertise at building successful client relationships and growing a successful practice.  She is a regular contributor to Horsesmouth®, a support service for financial advisors and is a host of Horsesmouth Advisor Radio.

For more than 20 years, Ellen has been a financial advisor in Northfield, Illinois, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago.

She co-authored the books:

 

Great with Money: 6 Steps to Lifetime Success & Prosperity

and

Breakthrough!

Inspirational Strategies for an Audaciously Authentic Life

 

 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:


http://directory.libsyn.com/shows/view/id/moneymatters

Category:Financial Literacy -- posted at: 1:37pm PST
Comments[0]

The “tiny house” movement can be traced back at least as far as Henry David Thoreau, and the publication of his book, Walden.

“I went to the woods because I wished to live deliberately,” Thoreau wrote, “to front only the essential facts of life, and see if I could not learn what it had to teach, and not, when I came to die, discover that I had not lived.”

Today’s tiny house movement is less concerned with leaving society to find solitary contemplation. But Thoreau’s ideal of simplifying life, considering which comforts and possessions can be done without in order to live a life that is “more deliberate” rings true for many Tiny House owners. Though they live on a smaller scale, most tiny house owners still commute to jobs every day. Some even have families.

Some are attracted to the mobile lifestyle, since most Tiny Houses are built on trailer beds and can easily be towed to a new location. Many thers like the idea of having a home, but without the mortgage payments and upkeep of a traditional house. Whatever the original motivation, the folks who make up this movement have come up with some inspiring designs and innovations for living comfortably and creatively in small spaces.

For the purposes of this project, we define a “tiny house” to be a small building created with the specific intention of making a home. We’ve found some lovely examples of small houses built as art studios or guest houses on the grounds of other, larger homes, but have decided to limit this exploration to the way that small spaces shape a person’s primary dwelling place.

Today we were joined by:

Merete Mueller (Writer, Co-director/Producer)

 

 

Christopher Smith (Cinematographer, Co-director/Producer)

 

 

 
 
Alternative Housing Link:
 
 
 
 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

Direct download: MMEP29.mp3
Category:Alternative Housing -- posted at: 10:36am PST
Comments[0]

The Sages asked, “Who is mighty?” and answered, “Those who can control their own emotions and make of an enemy a friend.”

In the bestselling book The Go-Giver, Bob Burg and John David Mann revolutionized the way we think about success via one very simple lesson: “Shifting one’s focus from getting to giving (constantly and consistently providing value to others) is both very fulfilling and the most profitable way to do business.

Now Burg is back with a new book, offering deeper insight into what it means to be truly influential and providing powerful strategies for mastering the art of winning people over.

Faced with the task of persuading someone to do what we want, most of us expect, and often encounter, resistance. We see the other person as an adversary and often resort to coercion or manipulation in order to get our way. But while this approach might at times bring us short-term results, it leaves people with a bad feeling about themselves and about us. At that point, our relationship with the person is weakened and our influence dramatically decreased.


There is a better way.
 
We were joined by bestselling author Bob Burg to discuss his newest book :
 
 
 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

 

Direct download: MMEP28.mp3
Category:Financial Literacy -- posted at: 10:40am PST
Comments[0]

The Sages asked, “Who is mighty?” and answered, “Those who can control their own emotions and make of an enemy a friend.”

In the bestselling book The Go-Giver, Bob Burg and John David Mann revolutionized the way we think about success via one very simple lesson: “Shifting one’s focus from getting to giving (constantly and consistently providing value to others) is both very fulfilling and the most profitable way to do business.

Now Burg is back with a new book, offering deeper insight into what it means to be truly influential and providing powerful strategies for mastering the art of winning people over.

Faced with the task of persuading someone to do what we want, most of us expect, and often encounter, resistance. We see the other person as an adversary and often resort to coercion or manipulation in order to get our way. But while this approach might at times bring us short-term results, it leaves people with a bad feeling about themselves and about us. At that point, our relationship with the person is weakened and our influence dramatically decreased.


There is a better way.
 
Tune in on Friday morning when we are joined by bestselling author Bob Burg to discuss his newest book :
 
 
 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

Category:Negotiation -- posted at: 9:48am PST
Comments[0]

How can we solve the national debt crisis? Should you or your child take on a student loan? Is it safe to talk on a cell phone while driving? Are there viable energy alternatives to fossil fuels? Could simple policy changes reduce political polarization? These questions may all seem very different, but they share two things in common. First, they are all questions with important implications for either personal success or our success as a nation. Second, they all concern topics that we can fully understand only with the aid of clear quantitative or mathematical thinking. In other words, they are topics for which we need math for life--a kind of math that looks quite different from most of the math that we learn in school, but that is just as (and often more) important. In Math for Life, award-winning author Jeffrey Bennett simply and clearly explains the key ideas of quantitative reasoning and applies them to all the above questions and many more. He also uses these questions to analyze our current education system, identifying both shortfalls in the teaching of mathematics and solutions for our educational future. No matter what your own level of mathematical ability, and no matter whether you approach the book as an educator, student, or interested adult, you are sure to find something new and thought-provoking in Math for Life.


Today we were joined by Jeffrey Bennett and discussed his newest book Math for Life :


Math For Life

 

About Jeffrey:

Jeffrey Bennett holds a B.A. in Biophysics from the University of California at San Diego and an M.S. and Ph.D. in Astrophysics from the University of Colorado at Boulder. He specializes in mathematics and science education, spending most of his time as a writer, along with speaking to audiences ranging from elementary school children to college faculty, and offering teacher in-service workshops. He has taught extensively at all levels, including having founded and run a private science summer school for elementary and middle school children. At the college level, he has taught more than fifty classes in astronomy, physics, mathematics, and education. He is the author of best-selling college textbooks in four distinct subject areas: astronomy, mathematics, statistics, and astrobiology (life in the universe); together, these books have sold more than 1 million copies. He has written four books for general public: On the Cosmic Horizon (Addison Wesley, 2001); Beyond UFOs (Princeton University Press, 2008/2011), which was selected by Miami University as their Convocation book for all incoming students to read in 2008/9; Math for Life (Updated Edition from Big Kid Science, 2014), which won the Colorado Book Award for general nonfiction; and the forthcoming What is Relativity? (Columbia University Press, 2014). He is also the creator and author of the children’s series “Science Adventures with Max the Dog,” which includes Max Goes to the Moon, Max Goes to Mars, and Max Goes to Jupiter, and of The Wizard Who Saved the World. Through his “Max Goes to Schools” donation program, he has donated more than 23,000 copies of his children’s books to elementary school libraries in more than 60 countries. Dr. Bennett and his book Max Goes to the Moon were recognized with the 2013 AIP Science Communication Award.

Among his other major endeavors, he served two years as a Visiting Senior Scientist at NASA Headquarters, where his achievements included creating the Initiative to Develop Education through Astronomy (originally IDEA, now called IDEAS), developing the Perspectives From Space theme (and creating its poster set) for International Space Year, and helping start the program known as Flight Opportunities for Science Teacher EnRichment (FOSTER), which flew teachers on the Kuiper Airborne Observatory and will soon be taking teachers on the SOFIA airborne observatory.

Perhaps his most visible achievements have been his work in developing educational scale models of the solar system. He proposed the idea for and helped develop both the Colorado Scale Model Solar System (on the University of Colorado campus) and the Voyage Scale Model Solar System on the National Mall in Washington, DC.

Among his current projects, he is the founder of Big Kid Science, a company dedicated to educating and inspiring children with the wonders of science. When not working, he enjoys participating in masters swimming and the daily adventures of life with his wife Lisa, children Grant and Brooke, and dog Cosmo.

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

Direct download: MMEP27.mp3
Category:general -- posted at: 11:00am PST
Comments[0]

How can we solve the national debt crisis? Should you or your child take on a student loan? Is it safe to talk on a cell phone while driving? Are there viable energy alternatives to fossil fuels? Could simple policy changes reduce political polarization? These questions may all seem very different, but they share two things in common. First, they are all questions with important implications for either personal success or our success as a nation. Second, they all concern topics that we can fully understand only with the aid of clear quantitative or mathematical thinking. In other words, they are topics for which we need math for life--a kind of math that looks quite different from most of the math that we learn in school, but that is just as (and often more) important. In Math for Life, award-winning author Jeffrey Bennett simply and clearly explains the key ideas of quantitative reasoning and applies them to all the above questions and many more. He also uses these questions to analyze our current education system, identifying both shortfalls in the teaching of mathematics and solutions for our educational future. No matter what your own level of mathematical ability, and no matter whether you approach the book as an educator, student, or interested adult, you are sure to find something new and thought-provoking in Math for Life.


Please listen in tomorrow when we are joined by Jeffrey Bennett and discuss his newest book Math for Life :


Math For Life

 

About Jeffrey:

Jeffrey Bennett holds a B.A. in Biophysics from the University of California at San Diego and an M.S. and Ph.D. in Astrophysics from the University of Colorado at Boulder. He specializes in mathematics and science education, spending most of his time as a writer, along with speaking to audiences ranging from elementary school children to college faculty, and offering teacher in-service workshops. He has taught extensively at all levels, including having founded and run a private science summer school for elementary and middle school children. At the college level, he has taught more than fifty classes in astronomy, physics, mathematics, and education. He is the author of best-selling college textbooks in four distinct subject areas: astronomy, mathematics, statistics, and astrobiology (life in the universe); together, these books have sold more than 1 million copies. He has written four books for general public: On the Cosmic Horizon (Addison Wesley, 2001); Beyond UFOs (Princeton University Press, 2008/2011), which was selected by Miami University as their Convocation book for all incoming students to read in 2008/9; Math for Life (Updated Edition from Big Kid Science, 2014), which won the Colorado Book Award for general nonfiction; and the forthcoming What is Relativity? (Columbia University Press, 2014). He is also the creator and author of the children’s series “Science Adventures with Max the Dog,” which includes Max Goes to the Moon, Max Goes to Mars, and Max Goes to Jupiter, and of The Wizard Who Saved the World. Through his “Max Goes to Schools” donation program, he has donated more than 23,000 copies of his children’s books to elementary school libraries in more than 60 countries. Dr. Bennett and his book Max Goes to the Moon were recognized with the 2013 AIP Science Communication Award.

Among his other major endeavors, he served two years as a Visiting Senior Scientist at NASA Headquarters, where his achievements included creating the Initiative to Develop Education through Astronomy (originally IDEA, now called IDEAS), developing the Perspectives From Space theme (and creating its poster set) for International Space Year, and helping start the program known as Flight Opportunities for Science Teacher EnRichment (FOSTER), which flew teachers on the Kuiper Airborne Observatory and will soon be taking teachers on the SOFIA airborne observatory.

Perhaps his most visible achievements have been his work in developing educational scale models of the solar system. He proposed the idea for and helped develop both the Colorado Scale Model Solar System (on the University of Colorado campus) and the Voyage Scale Model Solar System on the National Mall in Washington, DC.

Among his current projects, he is the founder of Big Kid Science, a company dedicated to educating and inspiring children with the wonders of science. When not working, he enjoys participating in masters swimming and the daily adventures of life with his wife Lisa, children Grant and Brooke, and dog Cosmo.

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

 

Category:Financial Literacy -- posted at: 2:05pm PST
Comments[0]

We had a great show today! We were joined by Author and Motivational Speaker, Mary Hunt. Before Mary started teaching others about personal finance she was over 100k in debt. Mary was able to get her family out of debt and went on the start the Debt-Proof Living website and Cheapskate Monthly newsletter.

What does a woman want to do when she retires? Travel? Pursue hobbies? Spend time with friends and family? We all have dreams about what those days will be like. But when it comes to turning those dreams into reality, women's retirement confidence and know-how is low. According to a 2012 survey, 92 percent of women of all ages in this country don't feel they're educated enough to reach their retirement savings goals. For the woman who doesn't know where to start or would like a knowledgeable guide who speaks her language, financial expert Mary Hunt offers a comprehensive but approachable resource for saving and planning for retirement.

To learn more about Mary Hunt and her new book click below:

Smart Woman's Guide to Planning for Retirement, The: How to Save for Your Future Today Hardback

Smart Woman's Guide to Planning for Retirement, The: How to Save for Your Future Today Kindle

WWW.debtproofliving.com

 

Mary Hunt is the award-winning and bestselling author of more than 23 books, as well as a sought-after motivational speaker who helps men and women battle debt. She is founder and publisher of Debt-Proof Living, a highly regarded and popular consumer organization consisting of an interactive website, monthly newsletter and personal finance tools. Hunt's books have sold more than one million copies, and her syndicated daily newspaper column is enjoyed by hundreds of thousands of Everyday Cheapskate readers nationwide. She speaks widely on consumer finance topics and has appeared on shows such as The Today Show, Oprah, Good Morning America, Dr. Phil, Fox and Friends and Focus on the Family. She and her husband live in Southern California.

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

Direct download: MMEP26.mp3
Category:Women and Money -- posted at: 12:53pm PST
Comments[0]