The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley (financial literacy)

With money being one of the most constrained resources for individuals in today's world, budgeting can be a simple, yet powerful tool to save money fast.

Mitchell Walker is the creator and author of the PouchPlan Budget system. After spending 15 years as a CFO of a Berkshire Hathaway company, 11 years as a partner in a public tax practice, owning multiple businesses, serving as CFO of a college and as County Commissioner and City Councilman, Mitchell reveals why the personal side of money is often the most neglected but most important thing to get right. Mitchell was deep in debt and his finances were a mess when the love of his life came on the scene. They started a blended family with 5 children ages 5 to 17 and a lot more love than money. He had to figure out new ways to make money work for him and fast. How he discovered a new approach to personal budgeting will inform and entertain your audience. Mitchell likes to say that they went from “Ouch to Pouch.” He enjoys sharing how getting money right makes life easier, much easier; getting it wrong just makes life harder.

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON

#HoustonMoneyWK

#mitchellwalker

Direct download: 185.mp3
Category:Financial Literacy -- posted at: 8:10am PDT
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With over 1,000 pages of new tax law, decoding what this means for individuals, retirees, and businesses will be a difficult task.

On today’s show we talked with tax attorney and author Rebecca Walser. She gave us valuable commentary into the new tax bill, effective 2018 and her new book Wealth Unbroken. 

Tax attorney and Certified Financial Planner Rebecca Walser will release her book Wealth Unbroken - Growing Wealth Uninterrupted by Market Crashes, Taxes, or Even Death in January 2018. Known from her weekly “Smart Money Mondays” segment on the nationally syndicated “Daytime” television show seen in over 70 markets, she has also been featured in US News & World Report, Bloomberg Business, New York Post, New York Daily News, Yahoo Finance, ABC News, NBC News, CBS News, FOX News, CW, Miami Herald, Boston Globe, LA Daily News, International Business Times, Investing Daily, Street Insider, and numerous other media outlets.

According to Rebecca Walser, tax attorney and financial strategist, conventional wealth building wisdom has been leading Americans astray for 40 years. In Wealth Unbroken, Rebecca explains how and why following the popular beliefs about long-term wealth building are keeping 96 out of 100 Americans from financial success in their retirement.

 

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON

#HoustonMoneyWK

#rebeccawalser

Direct download: 184.mp3
Category:Financial Literacy -- posted at: 9:03am PDT
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Houston Money Week (HMW) is a community wide initiative to empower families and individuals with financial education.  Through the collaboration and coordinated effort of organizations across Houston and surrounding areas – including businesses, financial institutions, schools, libraries, non-profits, government agencies and the media – individuals of all ages will have access to financial resources and ongoing opportunities.

On today’s show we talked with Erika Jones Public Affairs Specialist with the Federal Reserve about Houston Money Week 2018. 

Erika Jones plans and implements community programs and events, produces original writing, and leads bank tours for the Conference Center. She is a Bank on Houston liaison with financial institution contacts to communicate reporting standards. She is also a member of the Houston Money Week Leadership Team, the Prairie View “Communiversity” Advisory Board, and writes and produces the employee newsletter. Additionally, she is a liaison with interns and Public Affairs department for the Intern Program.

 

 

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON

#HoustonMoneyWK

Direct download: 183.mp3
Category:Financial Literacy -- posted at: 11:32am PDT
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From the request of mothers who were completely engaged in SUPERLady LIVE MOVEMENT’S platform and the greater need to mentor & expose girls from inner city communities and those desiring a place where their daughters could be mentored authentically with STEM initiatives and leadership opportunities, SUPERGirls SHINE Foundation concept was launched, January 2015. Hosting monthly SUPERGirls Table Talks, Loretta Williams Gurnell, Managing Partner of SUPERLady LIVE MOVEMENT trained young female college/graduate students as SHINE Reps to conduct interactive conversations where girls, ages 10-17 are mentored and participate in dialog in character building, leadership development along with women leaders in STEM, such as San Jacinto College-South Campus - WOMEN in STEM Leaders Day. 

 

On today’s show we talked with Founding President & Director of Education for SUPERGirls Shine Foundation, Loretta Williams Gurnell. 

 

To learn more about SUPERGirls visit:

http://www.supergirlsshine.com

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON

#HoustonMoneyWK

#SUPERGirlsSHINE

Direct download: 180.mp3
Category:Financial Literacy -- posted at: 11:28am PDT
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CentSai, an online financial wellness community, and RIKAI Labs, China’s leading chatbot platform announced a partnership aimed at improving financial literacy in China. Under the terms of the partnership, RIKAI Labs will use CentSai’s engaging educational content to enhance its award-winning financial literacy chatbot, called “FinBot.” CentSai’s content is expected to launch in China in the fourth quarter of 2017.

According to a 2015 Standard & Poor’s report, 72 percent of Chinese adults lack basic financial knowledge. To address this, RIKAI Labs developed “FinBot,” a chatbot friend powered by artificial intelligence (AI). FinBot teaches basic financial concepts through friendly conversations with users incorporating multimedia and social elements to increase engagement. This creates a dialogue providing social, actionable and customized financial information to individuals. Users access FinBot through  WeChat, China’s largest messaging app with 963 million users.*

On today’s show we talked with Co-Founder and CEO of CentSai, Arindam Nag. 

Arindam started his career as a sports writer in his teens in Kolkata where he grew up. Once out of college (St Xavier’s College), with a business degree, he joined The Economic Times in India, spending three years as an editor and a reporter.

He joined Reuters news agency in Bombay in 1994 and the next 12 years he moved to New Delhi, London and then New York where he wrote on a variety of business and finance areas. In 2006 he joined the Dow Jones group in London, writing the Heard On the Street column for the Wall Street Journal and Dow Jones Newswires. He subsequently moved to New York as a deputy managing editor, launching new products for investment bankers and consultants. After a brief stint of over year as head of content at consulting firm Greenwich Associates, Arindam started plotting his entrepreneurship track, researching on how finance and economics could be simplified for the common man. Months later, CentSai was born.

Arindam holds an MBA from New York University’s Stern School of Business, post-grad degrees in Applied Economics and Journalism, and is also a Chartered Alternative Investment Analyst.

To learn more about Arindam visit:

www.Centsai.com 

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 

 

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON

#HoustonMoneyWK

#CentSai

Direct download: 176.mp3
Category:Financial Literacy -- posted at: 2:10pm PDT
Comments[0]

One of the many things that makes divorce such a complicated and notoriously confusing thing is the array of new terms, acronyms, and phrases tossed around throughout the process. Divorce has its own language, and it is important to be able to talk the talk with family lawyers, judges, collaborative divorce professionals, and clients.

Native to Utah, Joe started his career in 2005 with the Retirement Benefits Group of AXA Advisors.  After successfully working with the RBG, in 2010, he expanded his practice and formed Davis Financial LLC.  In order to further develop his practice; in 2013 he accepted a position as Vice-President of AXA Advisors in Salt Lake City, and later, Regional Vice-President of The Bailey Group.  

In November 2015 Joe took his practice independent and affiliated with a new broker/dealer, Securities America & BEAM Asset Management, an Registered Investment Advisor.  As an independent firm, Davis Financial is able to access world-class platforms & custodians such as Fidelity, TD Ameritrade & Charles Schwab.    

To learn more about Joseph Davis visit:

http://www.davisfinancialllc.com/Our-Team.5.htm

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON
#davisfinanciall

 

Direct download: 168.mp3
Category:Financial Literacy -- posted at: 7:43am PDT
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It is widely acknowledged that there is both an ‘art’ and a ‘science’ to financial planning. Technical knowledge – the “science” – is crucial to delivering the technically accurate advice to clients. But the best advice in the world is meaningless if the financial advisor can’t master the “art” of delivering it in a skillful manner – leading a client to actually take action and improve their financial well-being. Yet despite its label as “art”, the reality is that how best to deliver financial advice advice can itself be subjected to scientific scrutiny. Which is beginning to happen, with the emergence of several “financial counseling laboratories” in educational institutions across the country.

Derek is the founder of Conscious Capital, a fee-only boutique wealth management firm that specializes in socially conscious investing. In addition to helping their clients manage their investments in a manner that is consistent with their values, they also provide comprehensive financial planning to help their clients grow and protect their hard-earned wealth.

Derek holds a BS in Finance and an MFCS in Family Financial Planning from Iowa State University. He is currently pursuing his Ph.D. in Personal Financial Planning through Kansas State University. Tharp has been quoted in several financial publications including The Wall Street Journal, The New York Times, Investment Advisor Magazine, Investor’s Business Daily, and InvestmentNews. Derek is also a co-author of a chapter in the textbook Financial Therapy: Theory, Research, and Practice.

To learn more about Derek Tharp visit:

http://www.xyplanningnetwork.com/advisors/derek-tharp-mfcs-cfp/

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON
#derektharp

Direct download: 166.mp3
Category:Financial Literacy -- posted at: 7:46am PDT
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Money issues are 1 of the top 3 reasons couples get divorced in the United Sates, based on a recent survey by the Institute for Divorce Financial Analysts.

Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, Head of International Department for Fiscal Sustainability Studies, the Gaidar Institute, President of Economic Security Planning, Inc., a company specializing in financial planning software, and the Director of the Fiscal Analysis Center. Professor Kotlikoff is a NY Times Best Selling author and an active columnist. His columns and blogs have appeared in The New York Times, The Wall Street Journal, The Financial Times, the Boston Globe, Bloomberg, Forbes, Vox, The Economist, Yahoo.com, Huffington Post and other major publications. In addition, he is a frequent guest on major television and radio stations. In 2014, he was named by The Economist as one of the world's 25 most influential economists. In 2015 he was name one of the 50 most influential people in Aging by Next Avenue.

Professor Kotlikoff is author or co-author of 19 books and hundreds of professional journal articles. His most recent book, Get What's Yours -- the Secrets of Maxing Out Your Social Security Benefits is a runaway New York Times Best Seller. His other recent books are The Clash of Generations , The Economic Consequences of the Vickers Commission , Jimmy Stewart Is Dead , Spend ‘Til the End, The Healthcare Fix , The Coming Generational Storm , and Generational Policy . Through his company, Professor Kotlikoff has designed the nation's top-ranked personal financial planning software and Social Security lifetime benefit maximization software.

 

To learn more about Laurence Kotlikoff visit:

https://www.kotlikoff.net/

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON
#KOTLIKOFF

Direct download: 165_1.mp3
Category:Financial Literacy -- posted at: 9:21am PDT
Comments[0]

Baby Boomers who lost part of their nest eggs in the recession face a difficult retirement, but those born between 1979 and 1994, who have come to be known as the millennial generation, or Generation Y, face the most uncertain economic future of perhaps any generation in America since the Great Depression.

Blogger, Leah Gervais host Urban 20 Something, that teaches millennials to incorporate their travel, study, work, and volunteer experience into their careers. Leah has always been passionate about travel as a vehicle for social change, particularly considering the scene of global politics and humanitarian issues. Thus, Urban 20 Something was born.

Leah is the Director of Events for the Rotaract Club of the United Nations and a volunteer NYU Torchbearer.  Leah is a graduate of NYU’s Gallatin School of Individualized Study in 2014 and has been living in New York ever since. She is creative, energetic, and loves living in the best city on earth.

To learn more about Leah Gervais visit:

www.LeahGervais.com

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON
#U20Something

Direct download: MMEpisode160.mp3
Category:Financial Literacy -- posted at: 11:20am PDT
Comments[0]

English @ Work is a mobile language provider that customizes English classes to your business' needs and delivers them on site to your employees. 75% of E@W businesses promote or cross-train employees after they have graduated. 70% of participants are better able to help their children with school. 50% of participants plan to pursue continued education after finishing the program

 

Ms. Sheri Suarez Foreman (President/CEO Houston Center for Literacy) began her career with Houston Center for Literacy (formerly Houston READ Commission) in 2007 as Chief Operating Officer and was named President/CEO in September 2009. Ms. Foreman is an advocate for adult education, literacy and skills development, nationally and in Houston. Ms. Foreman has been honored by Former First Lady, Barbara Bush, for her efforts to improve Adult Education and Literacy in Houston. Ms. Foreman currently serves on the Texas Workforce Commission Adult Education Advisory Board, the Houston Community College Adult Education Steering Committee and Advisory Board, the City of Houston Task Force for Welcoming Houston: Department of Immigration and Refugee Services and is a proud fellow of the American Leadership Forum. 

Jackie Aguilera has over 20 years experience in adult education and curriculum development. She has taught literacy, ESL, college success courses, and workforce readiness skills development at UH Downtown, University of Houston, Houston Community College, and the Houston Center for Literacy.  Jackie serves on advisory boards for the Houston Center for Literacy and the PVAM Cooperative Extension Program for Family & Consumer Sciences. She is a member of the Barbara Bush Houston Literacy Foundation Partner Network and a member of the adult education committees for Houston Money Week and the Alliance for Economic Inclusion.

To learn more about Houston Center for Literacy - Mayor's Commission for Adult Literacy visit:

www.houliteracy.org 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

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

#KPFTHOUSTON
#HouLit

Direct download: Jacky_and_Sheryl_.mp3
Category:Financial Literacy -- posted at: 12:23pm PDT
Comments[0]