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

Wealth is not new. Neither is charity. But the idea of using private wealth imaginatively, constructively, and systematically to attack the fundamental problems of mankind is new. - John Gardner

Today we were joined by local Houstonian Theresa Roemer to discuss Philanthropy. Theresa Roemer is the CEO of Theresa Roemer, LLC and a small business owner who specializes in business philanthropy. She owns several home goods companies in Houston, Texas and is a partner in Roemer Oil. Theresa is an expert in business philanthropy and is engaged by large companies such as LVMH to raise hundreds of thousands of dollars on behalf of charities like the American Heart Association and the American Red Cross.

To learn more about Theresa you can visit her website at:

www.theresaroemerceo.com

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

 

or

 

www.moneymatterspodcast.com

Direct download: Money_Matters_Episode_57.mp3
Category:Charitable Giving -- posted at: 1:28pm PST
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The U.S. Department of Labor Statistics in 2010 reported that approximately two million people work for the United States federal government, not including those employees by the postal service or military. The United States government is by far our country's largest employer and provides extensive employee benefits.

Our guest today was Author and CFP Brian Kuhn. We discussed the ins and outs of the Federal Employee Benefits.

Brian Kuhn is a family wealth advisor with Planning Solutions Group, LLC. With 13 years in the financial planning field, he works with families and individuals, with a specific focus on government employees, in the area of retirement planning, wealth preservation, and insurance protection.

To learn more about Brian you can visit his website at:

www.psgclarity.com

Or his book at:

Total Compensation: A Practical Guide to Federal Employee Benefits

 

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

 

or

 

www.moneymatterspodcast.com

Direct download: Money_Matters_Episode56.mp3
Category:Retirement -- posted at: 12:39pm PST
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For many Social Security might be the only form of income they have when it comes time to retire. Almost every day we see headlines in the news telling us that Social Security is being depleted. Is Social Security in trouble? If so what does this mean to us?

Our guest today, former regional commisioner of the Social Security Department, Gordon Sherman.

Gordon Sherman is retired from 43-years of service to the military and federal government. During the last 23 years of his career, he was the southeast regional commissioner of the Social Security Administration.  Mr. Sherman’s many banking affiliations over the years included board positions for Citizens & Southern Bank of Gwinnett County, East Metro Division of Citizens & Southern Bank of Atlanta, The Enterprise Bank of Dunwoody, Georgia, Fidelity National Bank, Fidelity Southern and Regions Bank of Atlanta where he served as board chairman. The National Public Service Award, Ewell T. Bartlett Humanity in Government Award, three Presidential Executive Awards and a Making The King Holiday Award are among the many accolades Sherman has received. He earned a B.S. from Auburn University, a J.D., LL.M. and an honorary LL.D. from Woodrow Wilson College of Law and is a graduate of the Senior Governmental Managers Program, Harvard University, the U.S. Army Command and General Staff College and the Industrial College of the Armed Forces.

To contact Gordon Sherman you can email him at gordosherman@aol.com

 

 

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

 

or

 

www.moneymatterspodcast.com

 

Direct download: MoneyMattersEpisode55.mp3
Category:Retirement -- posted at: 1:04pm PST
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As a Financial Advisor one the most common problems I help people solve is the question "What if I outlive my money?" We have 10,000 babyboomers making the decision to retire every hour. It will be this way for the next 20 years. If we ask the same question from a macro view we get this- "What are the financial implications of a society that is living longer?"

Our guest today, was Author and Cardiologist, Dr. Joel K. Kahn, M.D.

To learn more about Dr. Kahn you can visit his website at:

www.drjoelkahn.com

and 

The Holistic Heart 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

 

or

 

www.moneymatterspodcast.com

 

Direct download: Money_Matters_Episode_54.mp3
Category:Financial Literacy -- posted at: 3:06pm PST
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