MONEY MATTERS with Christopher Hensley

Would you go to the gym more often if someone was paying you? What if your employer not only encouraged you to be healthy but reinforced that behaviour? Does a healthy employee actually reduce expenses for a company and raise the bottom line?

We were joined today by the Founder and CEO of KrowdFit, Jim Miller. We discussed the correlation between getting healthy and monetary incentives in the work place.

 

Jim is a serial entrepreneur companies and experienced CEO with 25 years experience leading early stage technology driven companies.  He is keenly focused on improving the human health condition and is passionate about performance sports and nutrition.  He currently is the founder and CEO of KrowdFit, a platform that financially incentivizes healthy choices.

 

He is an expert in loyalty marketing, incentive rewards program design and has successfully led several venture-funded companies through periods of rapid growth, holding key senior leadership roles & has successfully raised over $125 million to fund his start-ups.

 

Previously, he was Chairman and CEO of uTANGO the world's richest Visa® Rewards program, rewarding individual lifetime consumer loyalty with up to $1 Million in cash rewards.  Prior to leading uTANGO, he was an Entrepreneur in Residence with Ignition Partners and Frazier Technology Ventures where he participated in the investment process and provided interim executive leadership to portfolio companies.

 

He has been a guest lecturer on Entrepreneurship and Raising Venture Capital at Seattle University, Portland State University Schools of Business Administration and Northwest University.  Jim has been recognized in Kiplinger's Magazine How to get Other People's Money to Finance your Business and Success Magazine Get Venture Capital for Your Business.

Jim currently resides with his wife, Mimi, and daughters Alex and Bridget in Bend, OR. Interests include: cycling, skiing, golf, technology, wine and domain name speculation.  He studied Finance and Marketing at Linfield College, however never one to sit still, he became bored and dropped out during the last semester.

 

 

To find out more visit:

WWW.KrowdFit.com

 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#‎KPFT‬

 

Direct download: Money_Matters_Episode_108_.mp3
Category:Financial Literacy -- posted at: 8:07am PDT
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Nearly two years after Houston City Council members gave their overwhelming support for the project, the FAA’s formal approval opens the door for plans that could see Ellington Airport become a focal point for aerospace operations, such as the launching of micro satellites, astronaut training, zero gravity experimentation, spacecraft manufacturing and a host of other potential activities.

We were joined today by the Director of Rice Space Institute and professor in the Department of Physics and Astronomy, Sr. David Alexander. We discussed the implications to the local and greater Gulf Coast economy and workforce.

 

David Alexander is a professor in the Department of Physics and Astronomy, where his primary area of research is solar astrophysics.  As Director, Professor Alexander is responsible for the mission and direction required to develop and achieve the goals and objectives of the institute.

Professor Alexander is a member of the Rice Faculty Senate and author of “The Sun” part of the Greenwood Press “Guide to the Universe” Series. He received a Presidential Early Career Award for Scientists and Engineers in 2004 and was appointed a Kavli Frontiers Fellow by the National Academy of Sciences in 2006.  He is currently the Vice Chair of the Solar Physics Division of the American Astronomy Society, and  Chair of the Mauna Loa Solar Observatory Users’ Committee.  He is also former Chair of the Solar Heliospheric Interplanetary Environment (SHINE) program.  Professor Alexander has served on many national and professional committees including the NASA Advisory Council’s Heliophysics Subcommittee, the NASA Solar Heliospheric Management and Operations Working Group (SH-MOWG), ESA/NASA Solar Orbiter Payload Committee and the Science Advisory Board of the High Altitude Observatory Coronal Solar Magnetism Observatory.

Professor Alexander joined the faculty at Rice in 2003, coming from the Lockheed Martin Advanced Technology Center in Palo Alto, California where he was a Staff Physicist working on the development of advanced space missions for solar physics.  He received his Bachelor of Science in Natural Philosophy and Astronomy, and his doctorate on Relativistic Cosmological Models from the

To find out more visit:

Rice Space Institute

Or

The Houston Spaceport 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#‎KPFT‬

 

Direct download: Money_Matters_Episode_107.mp3
Category:general -- posted at: 2:31pm PDT
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Spinglish—the devious dialect of English used by professional spin doctors—is all around us. And the fact is, until you’ve mastered it, politicians and corporations (not to mention your colleagues and friends) will continue putting things over on you, and generally getting the better of you, every minute of every day—without your even knowing it.
However, once you perfect the art of terminological inexactitude, you’ll be the one manipulating and one-upping everyone else! And here’s the beauty part: Henry Beard and Christopher Cerf, authors of the New York Times semi-bestseller The Official Politically Correct Dictionary and Handbook,have compiled this handy yet astonishingly comprehensive lexicon and translation guide—a fictionary, if you will—to help you do just that. If you want to succeed in business (or politics, sports, the arts, or life in general) without really lying, this is the book for you! (Your results may vary.)

Today we were joined by Author and Co-founder of National Lampoon Magazine, Henry Beard.

Beard, a great-grandson of Vice President John C. Breckinridge, was born into a well-to-do family and grew up at the Westbury Hotel on East 69th Street in Manhattan. His relationship with his parents was cool, to judge by his quip "I never saw my mother up close."[1]

He attended the Taft School, where he was a leader at the humor magazine, and he decided to become a humorous writer after reading Catch-22.[1]

He then went to Harvard University (from which he graduated in 1967[2]) and joined its humor magazine, the Harvard Lampoon, which circulated nationally. Much of the credit for the Lampoon's success during the mid-1960s is given to Beard and Douglas Kenney, who was in the class a year after Beard's.[1][3] In 1968, Beard and Kenney wrote the successful parody Bored of the Rings.

In 1969, Beard, Kenney and Rob Hoffman became the founding editors of the National Lampoon, which reached a monthly circulation of over 830,000 in 1974 (and the October issue of that year topped a million sales). One of Beard's short stories published there, "The Last Recall", was included in the 1973 Best Detective Stories of the Year.[4] During the early 1970s, Beard was also in the Army Reserve, which he hated.[5]

In 1975 the three founders cashed in on a buy-out agreement for National Lampoon; Beard got US$2.8 million and left the magazine.[5][6] After an "unhappy" attempt at screenwriting, he turned to writing humorous books.[7] Those that have reached the New York Times Best Seller list are Sailing: A Sailor's Dictionary (1981, with Roy McKie),[8] Miss Piggy's Guide to Life (1981),[9] Leslie Nielsen's Stupid Little Golf Book (1995, with Leslie Nielsen),[10] French for Cats (1992, with John Boswell),[11] and O.J.'s Legal Pad (1995, with John Boswell and Ron Barrett).[12] Other notable books include Latin for All Occasions (1990), The Official Politically Correct Dictionary and Handbook (1992, with Christopher Cerf), and What's Worrying Gus? (1995, with John Boswell).

 

 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#‎KPFT

Direct download: money_matters_-_june_26th.mp3
Category:general -- posted at: 6:34am PDT
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A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.

The office itself either is, or operates just like, a corporation (often, a limited liability company, or LLC), with a president, CFO, CIO, etc. and a support staff. The officers are compensated per their arrangement with the family, usually with overrides based on the profits or capital gains generated by the office. Often, family offices are built around core assets that are professionally managed.

Today we were joined by Author Wedy Orth and Prateek Mehrotra.

Wendy is an independendent Wealth Advisor residing in Houston, TX.  She introduces clients to our Firm and our Endowment Investment Philosophy®. Wendy specializes in working with women and young professionals and understands that each client’s financial needs are unique. Wendy strives to understand the client’s complete financial picture, which allows the Endowment Wealth Management’s advisory team to design a custom tailored investment solution to meet each client’s specific needs. Coming from a scientific background, Wendy takes an analytical approach to assist clients with organizing their financial information and providing them with the tools to identify and reach their financial goals.

Wendy attended the Glascock School of Continuing Studies at Rice University where she studied Retirement and Estate Planning. She has completed the Series 65 Uniform Investment Adviser Law Examination. Wendy earned a Bachelor of Science degree in wildlife ecology from the University of Wisconsin-Madison and a Master of Science Degree in biology from the University of Houston.

713-775-5149

 

As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments.  He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms.

Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee.  His prior employer won numerous accolades and rankings from Bloomberg and Worth magazines during his tenure there. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.

Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors.  He also worked overseas at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities.  He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.

He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India.  Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh.  He is both a Chartered Financial Analyst (CFA) Charter Holder and a Chartered Alternative Investment Analyst (CAIA).  The CAIA program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA Charter Holder in Wisconsin.

 

You can findout more about Wendy and Prateek at:

www.endowmentwm.com

 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#‎KPFT

Direct download: June_19th_money_matters.mp3
Category:Financial Literacy -- posted at: 2:25pm PDT
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In Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future, veteran technology journalist Ashlee Vance provides the first inside look into the extraordinary life and times of Silicon Valley's most audacious entrepreneur. Written with exclusive access to Musk, his family and friends, the book traces the entrepreneur's journey from a rough upbringing in South Africa to the pinnacle of the global business world. Vance spent more than 30 hours in conversation with Musk and interviewed close to 300 people to tell the tumultuous stories of Musk's world-changing companies: PayPal, Tesla Motors, SpaceX and SolarCity, and to characterize a man who has renewed American industry and sparked new levels of innovation while making plenty of enemies along the way.


Vance uses Musk's story to explore one of the pressing questions of our time: can the nation of inventors and creators which led the modern world for a century still compete in an age of fierce global competition? He argues that Musk--one of the most unusual and striking figures in American business history--is a contemporary amalgam of legendary inventors and industrialists like Thomas Edison, Henry Ford, Howard Hughes, and Steve Jobs. More than any other entrepreneur today, Musk has dedicated his energies and his own vast fortune to inventing a future that is as rich and far-reaching as the visionaries of the golden age of science-fiction fantasy.

Today we were joined by Author Ashlee Vance .

 

Ashlee Vance is an award winning feature writer for Bloomberg Businessweek magazine. Previously, he worked for The New York Times and The Economist.

Vance was born in South Africa, grew up in Texas and attended Pomona College. He has spent more than a decade covering the technology industry from San Francisco and is a noted Silicon Valley historian.

You can findout more about Ashlee Vance at:

www.ashleevance.com

ELON MUSK - Tesla, SpaceX, and the quest for a Fantastic Future

 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#‎KPFT‬

Direct download: Money_June_12th.mp3
Category:general -- posted at: 2:45pm PDT
Comments[1]

 

Bank on Houston is dedicated to helping people who do not use or who under use mainstream financial institutions – banks and credit unions. - gain an understanding of their personal finances and establish a relationship with a bank or credit union. Having a relationship with a local bank branch or a credit union goes a long way towards asset building: having a reliable vehicle, buying a home, saving for a college education, having savings for emergencies, and growing savings to become financially secure. Bank on Houston partners with community organizations that provide free financial education/coaching and address life challenges; and with 27 banks and credit unions that provide accounts at no or low monthly service charge, second chance accounts, and other financial services.

Today we were joined by Bank on Houston Coordinator Denise Carpenter .

 

 

Denise Carpenter joined Bank on Houston in June 2013 and is the Program Coordinator. Ms. Carpenter is responsible for the operational success of Bank on Houston by ensuring development, program delivery, quality control, and evaluation. Prior to Bank on Houston, Ms. Carpenter held positions at Comerica Bank/Sterling Bank in Training and Development and Organization Development. Denise worked for many years in university administration at The University of Texas Health Science Center at Houston. She worked in the banking industry in branch management and operations roles before joining the university. Ms. Carpenter holds a Bachelor of Arts degree in Speech Communications from University of Wisconsin-Oshkosh. Denise serves on the Houston Committee College-Central Campus Banking and Finance Advisory Committee and is a member of the Texas Bankers Association.

 

You can findout more about bank on Houston at:

www.Bankonhouston.org

 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#KPFT

Direct download: June_5_MONEY_MATTER.mp3
Category:Financial Literacy -- posted at: 8:31am PDT
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Money Matters Episode 102- Moneylive 2015 W/ Lonnie Mathews

MoneyLIVE is a program designed for high school through college age youth to provide them with the financial decision-making tools they need to create financial independence. The lessons learned during this event create good financial habits that last a lifetime.

Today we were joined by speaker and author Lonnie Mathews.

Lonnie Mathews is a motivational financial speaker who empowers audiences with tools and strategies to make immediate and long-term shifts in their lives. Lonnie gets audiences excited about taking charge of their financial futures. Companies hire Lonnie because he increases productivity, decreases employee financial issues and empowers their team to do more with their existing salaries.


Lonnie speaks from the heart about his life and past experiences. To realize his passion in life, he had to travel a long and difficult road. By doing so, it has made all the difference. Armed with degrees in finance and accounting, Lonnie has worked as a financial analyst and planner but struggled with his own personal finances

 

We were also joined today by Susan Edwards With Houston Business Journal who updated us on what is going on with the Houston energy sector as well as recent bank changes.

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#KPFT

Direct download: money_matters_june_1.mp3
Category:Teen Finance & Money Skills -- posted at: 3:06pm PDT
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"The Budget Entrepreneur" is a concise and to the point guide on how to start a small business on a tight budget. A book written for those ready to get their hands dirty in the business world, it forgoes the usual lecturing on basic business concepts and planning, and jumps right into the practical steps needed to start a business without breaking the bank. Topics covered include: choosing and establishing the desired business entity structure, obtaining DBAs and required licenses, banking on a budget, how to put your company in front of potential customers without breaking the bank, and more.

Today we were joined by speaker and author Brian Roueiheb.

Brian Roueiheb is an author and president of a Southern California marketing and consulting firm. With over a dozen years of marketing and consulting experience under his belt, he has helped hundreds of businesses of all sizes achieve success within their industries.

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

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

‪#‎kpft‬

‪#‎thebudgetbizman

Direct download: money_matters_5-22-15.mp3
Category:Self Employed -- posted at: 1:27pm PDT
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It is a well known fact that there is a strong link between financial education and the ability to manage and save money. But did you know that the Banking on Kids program was specifically designed to begin this learning process at the elementary/middle school level.

In 1995, the first Banking On Kids student-run bank opened . It proved to showcase just how simple it is to teach "banking concepts" to very young children.

The intent of opening a bank within an elementary/middle school is threefold:

  1. To teach kids at a very young age the value of saving.
  2. To design a banking curriculum that would teach money issues i.e. the origin of money, compound and simple interest, banking systems, and the workings of the Federal Reserve, and
  3. To offer real-world experience by allowing students to operate a real bank using real money.

on the 100th episode of Money Matters we were joined in the studio by Radio Host  Lou Garino.

 

Lou is truly a serial entrepreneur with 3 decades of real, hardcore, business experience.  His thirst for new horizons includes over 20 years of award-winning experience in real estate as a realtor and investor. Lou was one of the first to coin the term "flipping houses" and is an expert in rehabing properties.  As Author of the upcoming book, Business Relationship Riches, Lou is excited about the opportunity to help others pursue their dreams through business success  by building better relationships and a better life. Lou is the Host of Business Newsmakers Radio with Lou Garino, a weekly talk radio show on Bloomberg radio in Houston, TX, Business 1110 KTEK, on the Wall Street Radio Network.  Previous host of House Talk with Lou, a now archived weekly business talk radio show on live streaming internet radio on Lone Star Internet Radio.

 

Personal Finance Cheat Sheet Article:

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

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

‪#‎kpft

#LouGarino

Direct download: Money_Matters_5-15-15.mp3
Category:Financial Literacy -- posted at: 7:38am PDT
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Peter Bregman, author of the Wall Street Journal bestseller 18 Minutes, offers strategies to replace energy-wasting, counter-productive habits that commonly derail us with truly effective ones.

The things we want most—peace of mind, fulfilling relationships, to do well at work—are surprisingly straightforward to realize. But too often our best efforts to attain them are built on destructive habits that sabotage us. In Four Seconds, Peter Bregman shows us how to replace negative patterns with energy boosting and productive behaviors. To thrive in our fast-paced world all it takes is to pause for as few as four seconds—the length of a deep breath—allowing us to make intentional and tactical choices that lead to better outcomes. Four Seconds reveals:

  • Why listening—not arguing—is the best strategy for changing someone’s mind
  • Why setting goals can actually harm performance
  • How to use strategic disengagement to recover focus and willpower
  • How taking responsibility for someone else’s failure can actually help your team

Practical and insightful, Four Seconds provides simple solutions to create the results you want without the stress.

 


We were joined today by author of the new book Four Seconds, Peter Bregman. 

Peter Bregman is the CEO of Bregman Partners, Inc., a firm which advises, coaches, and develops leaders at all levels to take powerful and ambitious actions to achieve the things that are most important to them and their organizations.  

 

For more on Peter Bregman:

Four Seconds

 

Personal Finance Cheat Sheet Article:

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

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

‪#‎kpft

#peterbregman

Category:Self Development -- posted at: 1:01pm PDT
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