MONEY MATTERS with Christopher Hensley

Dive into the insightful world of finance with Franklin J. Parker on the "Money Matters" podcast. From his unique transition from musician to financial expert, Franklin discusses the importance of tailoring investment strategies to individual goals. This episode sheds light on the inadequacies of traditional financial planning and introduces a more personalized, goals-based approach. Learn how to navigate investments, tax efficiency, and wealth preservation in this enlightening conversation.

Chapters:

  1. Introduction & Background - Franklin's journey from musician to finance.
  2. The Shift to Goals-Based Investment - Critique of traditional investment strategies.
  3. Personalizing Financial Planning - Tailoring investments to individual goals.
  4. Risk Management & Tax Efficiency - Strategies for a smarter financial future.
  5. Wealth Preservation for Families - Navigating intergenerational wealth transfer.

Tune in to gain a deeper understanding of how to align your financial strategies with your personal ambitions and challenges.

Direct download: MMEPISODE310.mp3
Category:Investment -- posted at: 6:31am PST
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Dive into an enlightening conversation with Goodpero, the dynamic duo behind cutting-edge digital content creation and social impact initiatives. In this special Money Matters Podcast episode, we explore the crucial intersection of digital misinformation, social impact, and the power of AI technology in the context of election years. Join us as we uncover actionable strategies to combat digital disinformation, embrace technological advancements, and foster a digitally savvy society ready to tackle the challenges of election cycles with knowledge and vigilance.

Chapters: 00:00 - Introduction Introducing the episode's theme and guests, Goodspero's Jessica Bolaños and Nelson Vanegas, who are at the forefront of combating digital misinformation and leveraging AI for social good.

02:00 - The Digital Misinformation Challenge Discussion on the pervasiveness of digital misinformation, especially in the context of elections, and Goodspero's approach to addressing it.

08:00 - Goodspero's Evolution A look back at Goodspero's journey from crowdfunding to harnessing the latest in AI technology, focusing on their commitment to social impact and digital literacy.

14:00 - AI and the Fight Against Misinformation Exploring the role of AI in identifying and combating fake news, with practical insights from Goodspero's projects and initiatives.

20:00 - Strategies for Digital Literacy Goodspero shares effective strategies for individuals and organizations to improve digital literacy, crucial for discerning truth in the digital age.

26:00 - The Future of Information Consumption Predictions and insights into how emerging technologies like AR, MR, and XR will shape the consumption of information and the new challenges and opportunities they present.

32:00 - Taking Action: Tools and Resources A comprehensive guide to tools, resources, and strategies that viewers can use to combat misinformation and become more digitally literate, featuring practical advice from Goodspero.

38:00 - Closing Thoughts and Call to Action Final thoughts on the importance of staying informed and proactive in the digital age, with a call to action for viewers to engage with digital literacy efforts and support initiatives aimed at combating misinformation.

Keywords: Digital Misinformation, Election Disinformation, Social Impact, Digital Literacy, Artificial Intelligence, Good Sparrow, Combat Fake News, Digital Content Creation, Technological Advancements, SEO.

Tags: #DigitalMisinformation #Election2024 #SocialImpact #DigitalLiteracy #ArtificialIntelligence #GoodSparrow #FakeNews #ContentCreation #TechAdvancements #SEOTips  @Goodspero 

Direct download: MMepisode309.mp3
Category:Financial Literacy -- posted at: 4:14pm PST
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In this engaging episode of Money Matters, Christopher Hensley dives into a morning discussion with Ascend AI Solutions' Mark Anderson and Jnr Asher, straight from Australia. They explore the pivotal role of AI in redefining financial planning and business efficiency across global time zones.

Unveiling the journey of Ascend AI since the ChatGPT era, the dialogue illuminates AI's potential in digital marketing and beyond, offering a peek into the future of AI-driven business solutions and strategies for seamless integration into existing processes.

00:00 - Introduction to Ascend AI Solutions and Guests

03:45 - The Genesis of Ascend AI Post-ChatGPT

08:30 - Leveraging AI for Business Efficiency and Digital Marketing 

15:20 - The Incremental Adoption of AI in Business 

22:10 - Innovative AI Technologies and Solutions for Tax Compliance

29:00 - The Future of AI in Business Operations and Client Engagement

For more information visit: https://ascendaisolutions.com.au/

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Babyboomer.org Retirement Insights: BabyBoomer.org is your guide to retirement planning. It's a community for sharing knowledge and experiences. Support Us: Explore BabyBoomer.org through our link and enhance your journey to retirement. https://babyboomer.org/?aff=ChristopherHensley

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Direct download: Money_Matters_Episode_308.mp3
Category:Financial Literacy -- posted at: 9:01am PST
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🏡 Join us in this special episode of Money Matters, where we delve into the fascinating world of tiny living with financial planner and tiny house living advocate, Laura Lynch.

Discover how Laura transitioned from traditional homeownership to a tiny house, not just downsizing space, but upsizing life quality and financial freedom.

🌟 In this episode: Laura shares her journey during the pandemic, leading to a pivotal decision for a more resilient lifestyle. Insights into how financial planning plays a crucial role in embracing minimalism without compromising aspirations. The financial strategies and personal insights that make tiny living a pathway to a liberated and fulfilling life. Understanding the financial benefits and autonomy tiny living can provide, including reduced housing costs and the ability to make impactful life choices.

  🔗 Connect with Laura:

https://www.thetinyhouseadviser.com/ 

https://www.thetinyhouseadviser.com/less-house-more-moola/podcast

https://www.linkedin.com/in/tinyhouseadviser/

 👉 Stay tuned for an enlightening conversation where tiny houses open doors to big opportunities. Don't forget to like, share, and subscribe for more insightful episodes! #TinyLiving #FinancialFreedom #Minimalism #MoneyMattersPodcast  @lesshousemoremoolapod   @tinyhomeindustryassociatio3755  Fiverr Boost Your Project: Fiverr's global talent is perfect for quality audio editing, graphic design, and more. Affordable and reliable for podcasters and entrepreneurs. Support Us: Use our Fiverr affiliate link for your needs. Each purchase helps keep our podcast running!

https://go.fiverr.com/visit/?bta=898382&brand=fiverrhybrid

 Babyboomer.org Retirement Insights: BabyBoomer.org is your guide to retirement planning. It's a community for sharing knowledge and experiences. Support Us: Explore BabyBoomer.org through our link and enhance your journey to retirement. https://babyboomer.org/?aff=ChristopherHensley

Buy Me a Coffee Love the show? Show your support and help fuel our content by buying us a coffee! Support Us: Click here to contribute on our Buy Me a Coffee page. Every coffee helps us create better content for you!

https://www.buymeacoffee.com/moneymatterspodcast

This video is NOT sponsored. Some product links are affiliate links which means if you buy something we'll receive a small commission. View all our affiliate links here : https://www.moneymatterspodcast.com/sponsors/

Direct download: MMEP307.mp3
Category:Financial Literacy -- posted at: 12:12pm PST
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Welcome to a new episode of Money Matters, where we delve into the intricacies of personal finance with our special guest, Anne Lester, the author of "Your Best Financial Life." In this episode, Anne shares her journey from facing personal financial challenges to becoming a leading authority in money management. Listeners will gain valuable insights into how to navigate the ever-evolving financial landscape, particularly for millennials and Gen Z.

Key Highlights:

  1. Anne's Personal Financial Journey: Anne Lester opens up about her personal experiences that led to her writing "Your Best Financial Life." She discusses the challenges she faced and how they shaped her approach to financial education and planning.

  2. Addressing Millennial and Gen Z Financial Challenges: The episode takes a deep dive into the unique financial hurdles faced by younger generations. Anne offers practical advice on how they can effectively manage their finances amidst the challenges of the modern economic climate.

  3. The Power of Compounding Returns: A significant focus of the conversation is on the concept of compounding returns. Anne explains this vital investment principle and how it can be a game-changer for young savers and investors.

  4. Busting Common Savings Myths: Anne debunks several myths surrounding savings and investments, providing clarity and real-world strategies for listeners to balance their short-term needs with long-term financial goals.

  5. Impact of Financial Technology: The discussion also covers the rise of financial technology and its implications for personal finance management. Anne shares insights into how these tools can assist in making more informed financial decisions.

Closing Thoughts: This episode is not just a conversation but a comprehensive guide for anyone looking to improve their financial literacy and take control of their financial future. Whether you're struggling with savings, investments, or planning for retirement, Anne's expert advice is sure to provide clarity and direction.

Listen and Learn: Tune in to this enlightening episode of Money Matters and embark on a journey to financial mastery with Anne Lester. Don't forget to check out her book, "Your Best Financial Life," for more in-depth knowledge and strategies.

 

Direct download: MMEPISODE306.mp3
Category:Financial Literacy -- posted at: 9:06am PST
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In this special edition of Money Matters, host Chris Hensley delves into the tumultuous financial events of 2023, providing insights and actionable advice. The episode kicks off with a detailed analysis of the Silicon Valley Bank collapse, examining its causes, including Federal Reserve policies and the bank's own missteps. Chris offers practical tips on diversifying banking and understanding FDIC insurance limits in light of such financial upheavals.

The conversation then shifts to the persistent challenge of inflation and Federal Reserve policies throughout the year. The show addresses common concerns like rising prices and the impact on daily life, guiding listeners on reevaluating finances and investment strategies in response to potential rate hikes or decreases. Chris emphasizes the importance of building emergency funds and seeking guidance for financial stability.

Finally, the episode explores the transformative impact of AI in 2023, highlighting its integration into business and personal finance management. Chris shares his journey in embracing AI tools, advocating for their use in making informed decisions and staying competitive. The episode encourages listeners to explore AI resources and adapt to technological advancements for future success.

Throughout, Chris maintains a focus on empowering listeners with knowledge and tools to navigate their financial journey with confidence, marking a decade of insightful Money Matters podcasts.

Direct download: Money_Matters_Episode_305.mp3
Category:Financial Literacy -- posted at: 9:10am PST
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Join us on today's episode of the Money Matters Podcast where our host, Chris Hensley, dives deep into the world of financial literacy with special guest, Danny Kofke. Danny, a former elementary school teacher and now a renowned financial education mentor, shares his valuable insights and experiences in managing personal finances, especially on a modest income.

In This Episode, You’ll Discover:

  1. Danny's Journey: From his 18 years in the teaching profession to becoming a passionate advocate for financial education.
  2. Financial Strategies for Teachers: How educators can navigate the financial challenges on a teacher's salary and turn them into opportunities for wealth building.
  3. The Wealthy Teacher: Danny discusses his book, offering a new perspective on financial success for educators.
  4. Unbiased Financial Education: Learn about Danny's platform, Mentor, and how it offers unbiased financial planning and education.
  5. Teaching Financial Responsibility: Danny shares tips for parents on educating their children about money management.

Why It's a Must-Listen:

Whether you're an educator, someone on a limited income, or just looking to enhance your financial literacy, this episode with Danny Kofke is packed with practical advice, motivational stories, and effective strategies for achieving financial empowerment and literacy.

Tune in to this insightful discussion and start transforming your financial mindset today!

Direct download: MMEPISODE304.mp3
Category:Financial Literacy -- posted at: 1:39pm PST
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In this enlightening episode of "Money Matters," host Christopher Hensley engages with Pamela Dale, a digital marketing expert and high-level partner, renowned as the "GHL Gal." Pamela shares her journey, delving into the nuances of digital marketing and the power of software in driving sustainable business success.

Key discussion points include:

  • Pamela's background in digital marketing and her podcast, "The Level Up Show."
  • Insights into the evolution of software as a service (SaaS) and its impact on businesses.
  • The importance of data and personal responsibility in leveraging technology for business growth.
  • Strategies for women entrepreneurs in the tech industry.
  • Pamela's approach to digital marketing, emphasizing the significance of personal connections and understanding customer needs.

The episode is not just a deep dive into the technicalities of digital marketing but also a reflection on personal growth, challenges, and the importance of persistence in the entrepreneurial journey.

Join us for this informative session that combines expertise with personal anecdotes, offering valuable lessons for entrepreneurs and digital marketers alike.

Listeners Will Learn:

  • How to effectively use digital marketing tools for business growth.
  • The role of software in creating recurring revenue streams.
  • Strategies for women to succeed in the tech industry.
  • The significance of data-driven decisions in marketing.
  • The power of personal connections in building a successful business.
Direct download: MMEP303.mp3
Category:Financial Literacy -- posted at: 10:52am PST
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In this insightful episode of Money Matters, we were thrilled to welcome back Bob Burg, a renowned author and expert in the art of giving in business. Bob, a familiar voice to our long-time listeners, first appeared on Episode 28 and now graces us again on Episode 302.

Host Christopher Hensley and Bob delve deep into the principles outlined in Bob's book, "The Go-Giver," which has sparked a global movement. Bob elucidates how shifting focus from getting to giving – providing immense value to others – is not only fulfilling but also the most financially profitable approach.

Key Highlights:

  • The Five Laws: Bob breaks down the essence of his philosophy into five laws: Value, Compensation, Influence, Authenticity, and Receptivity. Each law provides a unique perspective on how focusing on others' needs leads to personal and professional prosperity.
  • Impact of Authentic Connections: Bob emphasizes the importance of genuine interactions in business. He shares a powerful anecdote about the impact of a handwritten thank-you note, illustrating the lasting effect of personal touches in professional relationships.
  • Advice for Entrepreneurs: Reflecting on his 30 years of experience, Bob offers sage advice for entrepreneurs, stressing the significance of serving others over a sole focus on profit. He also discusses the critical role of mentorship in career growth, providing practical tips for seeking mentors effectively.
  • The Go-Giver Philosophy: Bob explains how his philosophy aligns with human nature, focusing on providing value to others as a pathway to success.

This episode is a must-listen for anyone striving to create meaningful, profitable connections in their professional life. Bob's insights provide a fresh perspective on the power of generosity in business.

https://burg.com/daily-impact/

Direct download: Money_Matters_Episode_302.mp3
Category:Financial Literacy -- posted at: 1:36pm PST
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In this enlightening episode of "Money Matters," host Chris Hensley delves into the inspiring journey of Elona Lopari, a celebrated executive leadership and career coach. Elona shares her personal story of immigrating to the U.S. at 15, climbing the corporate ladder, and eventually pivoting to entrepreneurship.

Key Highlights:

  1. Elona's Background: From her humble beginnings as an Albanian immigrant to a Fortune 500 executive, Elona's journey is a testament to resilience and ambition.
  2. Transition to Entrepreneurship: Facing a changing corporate culture, Elona embraced her entrepreneurial spirit, initially focusing on executive coaching for women and then expanding to a broader audience.
  3. Empowering Women Leaders: Elona discusses the unique challenges women face in leadership and how she addresses these in her coaching, emphasizing self-belief and value recognition.
  4. Insights from 'Connecting the Dots Backwards': Elona's book offers profound insights into discovering one's life vision and purpose, urging readers to reflect on their life's meaningful moments.
  5. The Life School Masterclass Podcast: As the host, Elona talks about the rewarding experiences of running a podcast that offers diverse perspectives on success and purpose-driven living.
  6. Coaching Methodology: Elona outlines her unique approach that combines business acumen with personal growth, focusing on branding, marketing, sales, systems, and teams.
  7. Cultural Influence on Leadership: Elona emphasizes the importance of a supportive, diverse, and growth-oriented culture in both corporate and entrepreneurial settings.

Elona leaves us with a powerful message: Embrace continuous learning and growth as a leader, and align your purpose with your professional endeavors for true fulfillment.

Links:

Direct download: MMEPISODE301.mp3
Category:Financial Literacy -- posted at: 12:29pm PST
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Join us as we welcome Josh Thomas, an extraordinary business consultant and the founder of Factor One. In this episode, Josh takes us through his inspiring transition from a high school music teacher to a successful entrepreneur. 🌟

🔑 Key Highlights:

  • Uncover Josh's 'fancy pants' approach to business, emphasizing the critical role of cash flow.
  • Innovative networking strategies that go beyond the usual - learn how to create impactful connections.
  • A remarkable success story: How a small tweak led to doubling sales for a client in just one month!
  • The fascinating role of human psychology in business – boosting client relationships with positive chemical responses.

🎙️ Plus, Josh gives us a glimpse into the evolution of his 'Do Zone' podcast, now nearing 200 episodes, focused on keeping entrepreneurs productive and efficient. Don't miss his unique Flow State DNA test, tailored to enhance your productivity!

💡 Whether you're an entrepreneur, a business professional, or someone passionate about personal growth, this episode is packed with practical advice and insights.

👉 Listen now and be inspired to transform your business strategies and achieve your goals!

#MoneyMattersPodcast #BusinessConsulting #Entrepreneurship #Networking #Productivity #BusinessGrowth #JoshThomas #ListenNow"

 

Direct download: MMEP300.mp3
Category:Financial Literacy -- posted at: 5:34pm PST
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In this insightful episode of Money Matters, we had the pleasure of hosting Steve Hamoen, the passionate entrepreneur and podcast host of "Money Mindset and Mentoring." Steve shared his diverse experiences, from overcoming significant business challenges to excelling in real estate and mentoring others towards success.

Key highlights of the conversation include:

  • Steve's personal journey from starting an HVAC business in 2005 to transitioning into real estate after facing financial hurdles.
  • The critical role mentorship played in his career, providing clarity, speed, and stability.
  • The importance of having a robust support system and actionable strategies in entrepreneurial ventures.
  • Steve's unique approach to entrepreneurship, emphasizing the need for integrity and a strong work ethic.
  • An inspiring story from his podcast about an immigrant entrepreneur creating a successful housing business for newcomers in Canada.
  • Steve's perspective on bootstrapping versus funding for startups, emphasizing the importance of having established systems before seeking significant financial investment.

Steve's insights are not only reflective of his personal growth but also serve as valuable lessons for aspiring entrepreneurs. His emphasis on mentorship, resilience in the face of adversity, and strategic business planning resonates throughout the discussion, offering actionable advice for listeners.

You can find out more about Steve at:

https://www.stevehamoen.com/

#EntrepreneurialSuccess, #RealEstate, #MentorshipMatters, #BusinessGrowthStrategies
Direct download: MMEP299.mp3
Category:Financial Literacy -- posted at: 1:23pm PST
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In this episode, I had the pleasure of interviewing Bryan, a Certified Financial Planner, who shared some incredible insights and advice that you won't want to miss. Here are three key takeaways from our conversation:

1️⃣ Find Your Passion: Bryan emphasized the importance of regularly evaluating what you are truly passionate about. Take the time to have deep conversations with yourself and reflect on whether you are on track to achieving what you ultimately want in life. It's crucial to align your actions with your passions and make adjustments along the way.

2️⃣ Information vs. Wisdom: With the abundance of information available today, it's essential to exercise caution. Bryan highlighted that not all information out there is backed by wisdom. While technology has made information accessible to everyone, it's crucial to seek out credible sources who can provide valuable insights. Don't just rely on opinions from unverified sources.

3️⃣ Balance and Fitness: Bryan shared his personal experience of how maintaining a healthy work-life balance positively impacted his productivity. He explained that engaging in physical fitness activities, such as training for an Ironman, reenergized both his physical and mental well-being. It's a reminder of the importance of taking care of ourselves holistically to achieve optimal performance in all areas of life.

I hope these takeaways resonate with you as much as they did with me. This episode is packed with valuable advice, and I highly encourage you to listen to the full conversation. 

Bryan Kuderna is a certified financial planner and one of New Jersey's top 10 financial professionals of 2021. He is the host of the Kuderna podcast and the author of the book "What should I do with my money economic insights to build wealth amid chaos."

And don't forget to check out Bryan's book, "What Should I Do With My Money?" for even more valuable insights and guidance.

As always, thank you for your continued support and for being a part of our podcast community. Stay tuned for more exciting episodes coming your way soon!

#PodcastEpisode #FinanceTips #WorkLifeBalance #InvestmentAdvice #PersonalGrowth #Wisdom #Passion #Fitness #Entrepreneurship

Direct download: Money_Matters_Episode_298.mp3
Category:Financial Literacy -- posted at: 8:47am PST
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In this episode, we had the pleasure of hosting an incredible guest, Tripp Parks, who specializes in fitness for individuals and has a wealth of knowledge to share.

Here are three key takeaways from this episode that I believe will resonate with all of you:

1️⃣ Personal Accountability and Responsibility: Tripp emphasized the importance of taking ownership of our health and wellness. In a world where community and ethical standpoints have taken a backseat, it is up to us to prioritize our well-being and set an example for the next generation. Let's make personal accountability a priority and commit to taking care of ourselves so that we can better take care of others.

2️⃣ Emerging Trends in Aging and Fitness: Tripp shed light on an exciting development in the field of aging and fitness - pharmacogenomics. This groundbreaking study focuses on finding the best genetic matches for medications, reducing the occurrence of side effects and ensuring the right dosage. Imagine the impact this could have on improving medication experiences for individuals. Stay tuned as we explore this fascinating topic further!

3️⃣ The Power of Posture: Surprisingly, one of the most successful episodes of our podcast was centered around posture. Tripp shared valuable insights on how to improve posture, especially for the older demographic. With the rise of sedentary lifestyles and increased screen time, understanding how to maintain proper posture is crucial. So, if you've been wondering how to fix your posture or alleviate discomfort caused by sitting at a computer all day, this episode is a must-listen!

I hope these takeaways have piqued your interest and left you eager to dive into this episode. Trust me, you won't want to miss out on the wealth of knowledge and inspiration that Tripp brings to the table.

Don't forget to like, share, and subscribe to stay updated on future episodes!

Happy listening and here's to your health and wellness journey! 🌟

Tripp Parks specializes in fitness for individuals and has achieved notable success in his career. He is the author of a book called Health Profiling, co-owns a Ascend Performance Training Center, and has his own podcast called Health or High Water. Tripp's ethos revolves around an individualized approach to health, prioritizing health at any age, and the importance of personal accountability for one's health. He also emphasizes the financial benefits of prioritizing health and the use of pharmacogenomics for personalized medication. Overall, Tripp's broad achievements and philosophy make him a respected figure in the field of fitness and health.

#PodcastEpisode #HealthAndWellness #FitnessJourney #PersonalAccountability #EmergingTrends #PosturePower #Inspiration #WellnessWednesday

Direct download: MMEPISODE297.mp3
Category:Financial Literacy -- posted at: 11:01am PST
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This episode delves into the fascinating world of wealth management and how AI is revolutionizing the industry. Here are the key insights from our conversation with Ravi Koka, the CEO and Founder of StockSnips:

1️⃣ AI's Impact on Investing: Ravi took us on a journey from the origins of AI to its current impact on investing. It's astonishing how much of the fiction surrounding AI has become a reality today. We explored how AI is reshaping industries that have stood the test of time, and in wealth management, it's not just a tool, but a game changer.

2️⃣ Risk Assessment and Wealth Management: Risk assessment is a critical aspect of wealth management, especially for retirees. Ravi shared how AI technologies contribute to identifying and mitigating risks in investment portfolios.

3️⃣ Deep Dive into AI Portfolio Models: Ravi left us hungry for more as he expressed his enthusiasm for a deep dive into the specifics of how a particular AI portfolio model performs. ore about Ravi and his work at StockSnips, visit their website at www.stocksnaps.ai. It's a treasure trove of information on how AI is transforming the world of investing.

I hope you enjoy this episode as much as I did! It's truly eye-opening to see the potential of AI in wealth management. 

Robby is the CEO and founder of StockSnips. His ethos/philosophy is that it is the right time to get into AI investing because the technology has matured and there are more AI strategies becoming available.

Direct download: Money_Matters_Episode_296.mp3
Category:Financial Literacy -- posted at: 12:43pm PST
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In this episode, we dive into the world of FinTech and how it is shaping the investment and financial planning industry. Our guest shares insights on the best tech tools and investment approaches that are making a significant impact in the market. We also discuss the importance of staying up-to-date with the latest trends, such as AI, and how it can benefit both advisors and clients. Join us as we explore the future of technology in finance and the unique approach our guest's company is taking to support tech workers. Don't miss out on this informative and thought-provoking conversation!

Eric is a highly experienced professional in the tech industry, with a career spanning 18 and a half years at Amazon. Currently, he serves as the managing principal at Prospero Wealth, where he oversees investments and ensures an exceptional client experience. With 23 years of experience in the tech industry, Eric has established himself as a trusted advisor for tech workers and business owners, helping them navigate the complexities of investing. His credentials include his role as the managing principal at Prospero Wealth, his extensive experience at Amazon, and his dedication to assisting tech professionals in achieving their financial goals. Eric's ethos revolves around providing personalized and strategic investment solutions, tailored to the unique needs of his clients. Through his expertise and commitment to excellence, Eric has become a respected figure in the tech and finance

Direct download: Money_Matters_Episode_295.mp3
Category:Financial Literacy -- posted at: 6:25pm PST
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In this episode of Money Matters, host Chris Hensley interviews Christine Simone, the co-founder and CEO of Caribou, a software solution that simplifies healthcare planning for retirees. Christine shares her background in healthcare and discusses the importance of incorporating healthcare costs into retirement planning. 

The episode emphasizes the importance of healthcare planning in retirement and highlights the lack of incentives within the healthcare system to help individuals save money on healthcare costs. Caribou aims to provide clarity and confidence in healthcare decision-making by breaking down the incentive structure of the insurance industry and offering objective solutions. The episode also discusses the complexities and misconceptions surrounding Medicare, the healthcare gap between retirement and Medicare eligibility, and important considerations for advisors and retirees regarding healthcare options. The company has developed software that provides data-driven insights for advisory firms and has received funding for growth. The episode concludes with information on where to find more information about the speaker and their company's healthcare planning services.

[00:01:10] A forgotten area in planning.

[00:03:35] Americans' knowledge gap on insurance.

[00:07:25] Retiring early and healthcare.

[00:12:08] Tips for retirees' healthcare costs.

[00:16:30] Life events and reevaluating healthcare costs.

[00:17:20] Funding and growth trajectory.

[00:21:34] Health care planning success stories.

To find out more visit:

www.caribouwealth.com

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

Direct download: Money_Matters_Episode_294.mp3
Category:Financial Literacy -- posted at: 11:46am PST
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In this episode of Money Matters, host Chris Hensley interviews Jeff Goodell, author of the book "The Heat Will Kill You First, Life and Death on a Scorched Planet." Jeff is a renowned author and journalist known for his extensive work on climate change and environmental issues. Chris shares that the episode coincidentally aligns with their previous show on home generators and the current excessive heat warning in Phoenix. Jeff discusses the inspiration behind his book and the urgent need to address climate change. Tune in to gain insights on the impacts of a warming planet and the importance of taking action.

The listener will learn about the author's new book on climate change and environmental issues, the dangers of extreme heat and its impact on cities, the misconception of air conditioning, the effects of heat on food crops and the power grid, the spread of diseases carried by mosquitoes, the challenges faced by major cities, the impact on daily activities and vulnerable individuals, the role of solar power in Texas, the challenges faced by workers in construction projects, the potential for building a better world through the energy transition, the economic opportunities in renewable energy, and the importance of embracing change for a better future.

Jeff Goodell is a renowned author and journalist known for his extensive work on climate change and environmental issues. He has been covering climate change for over two decades at Rolling Stone and has appeared on various media platforms discussing climate and energy issues. With his credentials and expertise, Goodell has established himself as a trusted voice in the field, advocating for environmental awareness and action. His broad achievements and dedication to addressing climate change have solidified his ethos and philosophy as a passionate advocate for a sustainable future.

For More On Jeff Goodell goto:

https://jeffgoodellwriter.com/

You can find his new book on Amazon as well

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

 

Direct download: MMEPISODE293.mp3
Category:Financial Literacy -- posted at: 12:27pm PST
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In this episode of Money Matters, host Chris Hensley deviates from the usual interview format and brings together a panel of experts to discuss the topic of portable generators. The inspiration for this episode comes from the power grid failure that occurred in Texas during the February 2021 ice storms, resulting in numerous deaths and widespread disruptions. Chris shares his personal experience during the storm and how having a natural gas fireplace helped him and his family stay warm and cook food. The panel dives into the importance of having a portable generator to power an entire home during emergencies like these. Tune in to gain valuable insights from this timely and relevant discussion.

The listener will learn about the benefits of using portable generators, including their ability to power an entire home during emergencies or natural disasters. They will also learn about a group on Facebook that offers affordable and DIY options for setting up portable generators. The episode covers topics such as choosing the right generator, fuel source options, customer support services, safety precautions, and the use of Easy Start products to run air conditioners on generators.

Our guests today included:

Brian Milan is the founder and admin of the Generators: portable generators to power entire house Facebook group

Michael Black is the sales director for Duromax, a position he has held for about six years. In this role, he oversees and manages partnerships with retail partners such as Amazon, Home Depot, Lowe's, and Tractor Supply. He is responsible for developing and maintaining these partnerships, ensuring the success of Duromax's products in the market. Additionally, Michael is actively involved in marketing and advertising efforts, working closely with the product development engineering teams to create effective campaigns. With his extensive experience in the industry and his dedication to driving sales and growth, Michael has established himself as a respected leader in the field. His ethos revolves around building strong relationships, delivering high-quality products, and constantly innovating to meet the needs of customers.

Matteo Giovannetti is an electrical engineer with over 35 years of experience. He has worked for Microair Corporation for over 25 years and has expertise in developing control systems for machinery. He is involved in marketing and advertising efforts and works closely with product development engineering teams. Matteo is also a member of a Facebook group where he learns and shares information about portable generators. He provides tips for customers on how to choose the right generator for their needs. In addition to his work in the electrical engineering field, Matteo has experience in the marine industry, specifically in the air conditioning market for marine applications.

Gino Boutros with Tony's Plumbing talked about Natural Gas hookups Tony's Plumbing https://tonysplumbingtx.com/

Dustin Sheffield of Lee Services is a Master Electrician and talked about adding the Interlock to your Breaker Box https://leeservicesllc.net/

Additional Information: Duromax Videos: https://youtu.be/mpbKaw8rM9U

https://youtu.be/qkxpHy40y14

 A major TV production was filmed in Cypress, TX featuring Duromax portable generators powering an entire home. DESIGNING SPACES (formerly on HGTV) will air Friday, July 7. LIFETIME channel July 7, 2023 6:30am CST

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

 Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

Direct download: MMEP292.mp3
Category:Financial Literacy -- posted at: 2:34pm PST
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Business leaders rise to the top by excelling at doing the work—completing tasks, producing deliverables, meeting deadlines—but once they’re in charge, they must pivot to focus on interpersonal relationships. And, as master coach and founder of MettaWorks Rachel Rider explains in WHO YOU ARE IS HOW YOU LEAD (Muse Literary; Spring 2023), the first relationship any leader must work on is the one they have with themself. In this insight-packed, psychology-infused book, Rider shares how she’s helped hundreds of business leaders at companies like GitHub and Okta become high-functioning and self-optimized by identifying and rewiring unhelpful patterns of behavior and training them to prioritize relationship-building. She reveals her in-demand methodology, which is built on the idea that effectiveness as a leader is a direct reflection of one’s inner life.

Today we visited with Kelly and Rachel Rider to do a deep dive into her new book Who You Are is How You Lead.

ABOUT THE AUTHOR

Rachel Rider founded MettaWorks in 2015 after a distinguished career in HR, receiving executive coaching certification from Columbia University, and extensive training in meditation, Somatic Experiencing, and Polarity Therapy. Starting as HR Business Partner responsible for developing and coaching leaders and teams at Bloomberg, she went on to specialize in leadership coaching at AppNexus (since acquired by AT&T) and Digital Ocean, the third-largest hosting company in the world. She studied under renowned teacher and Zen Mountain Monastery founder John Daido Loori Roshi for 13 years before continuing under his successor, Shugen Arnold Roshi. Rider completed a three-year intensive certification in Somatic Experiencing in 2018, and a 2020 training in Polarity Therapy with the aim of bringing leaders tools to unlock effective, long-lasting change in concert with the body. Since 2020, she’s been working intensively with anti-racism coach Makeda Pennycooke. Rider lives in New York with her husband and two children.

More about Rachel L. Rider: https://mettaworks.io/

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​

http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

Direct download: Money_Matters_291.mp3
Category:Financial Literacy -- posted at: 2:10pm PST

As we prepare for retirement it is very common for people to have goals like traveling or visiting grandchildren. The bleak reality is that even though we might have done everything financially correct to prepare for the retirement stage of life , mobility and health issues can often put a damper on these important goals. How do we give ourselves the tools to physically age gracefully and to continue to enjoy a retired life when these physical roadblocks appear?

Today we visited with Kelly and Juliet Starrett to do a deep dive into their new book Built to Move. After decades spent working with pro-athletes, Olympians, and Navy Seals, mobility pioneers Kelly and Juliet Starrett began thinking about the physical well-being of the rest of us. What makes a durable human? How do we continue to feel great and function well as we age? And how do we counteract the effects of technology-dependence, sedentary living, and other modern ways of life on our body’s natural need for activity?

The answers lie in an easy-to-use formula for basic mobility maintenance: 10 tests + 10 physical practices = 10 ways to make your body work better

The book offers:

  • Easy mobilization practices to increase range of motion and avoid injury
  • Intuitive ways to integrate more movement into your daily life and escape sedentary habits
  • No-fuss guidelines for improving nutrition and sleep
  • Basic breathing practices to manage stress and pain
  • Quick and simple assessments to gauge progress and what needs improvement

Juliet Starrett is an entrepreneur, attorney, author, and podcaster. She is co-founder and CEO of TheReadyState.com, which has revolutionized how athletes think about human movement and athletic performance as well as former CEO of San Francisco CrossFit, one of the first 50 CrossFit affiliates. She is the co-author of the Wall Street Journal Bestseller, Deskbound and co-host of The Ready State Podcast. Before turning her attention to The Ready State and San Francisco CrossFit full-time, Juliet had a successful career as an attorney, practicing complex commercial litigation at Reed Smith for nearly eight years.

Kelly is a Doctor of Physical Therapy and is the co-author of the New York Times bestsellers Becoming a Supple Leopard and Ready to Run and the Wall Street Journal bestseller Deskbound. Kelly was also the co-founder of San Francisco CrossFit, the 21st CrossFit affiliate. Kelly consults with athletes and coaches from the NFL, NBA, NHL, and MLB the US Olympic Team and CrossFit works with elite Army, Navy, Air Force, Marines, and Coast Guard forces, and consults with corporations on employee health and well-being. Dr. Starrett’s work is not limited to coaches and athletes; his methods apply equally well to children, desk jockeys, and anyone dealing with injury and chronic pain. He believes that every human being should know how to move and be able to perform basic maintenance on themselves.

More about Kelly and Juliet: https://thereadystate.com/

More about Houston Money Week visit:

www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

Direct download: Money_Matters_Episode_290.mp3
Category: -- posted at: 3:04pm PST

Harness Your Digital Empathy and Learn Skills to Be a Better Boss, Employee, and Colleague in a Virtual or Hybrid Office

How do you manage a poor performer over Zoom? How do you casually deliver positive feedback via Slack? What’s the most professional use of a gif?

Two things are certain with the shift in office structure: First, we will never go back to “the way things were.” Second, we all must learn to live in a virtual workplace. If we are managers, that means we also need to know how to communicate with, motivate, and coach virtual teams. In the words of Dale Carnegie, how do you “win friends and influence people” in a virtual office?

How to Win Friends and Manage Remotely shares real-life examples, scientifically proven ideas, and distillations of tried-and-true business tenets, including why expressing empathy is the most important factor in managing and working with others—all mapped to a new virtual-first office.

McKenna’s global marketing career has spanned the spectrum of start-ups to corporates, exposing her to successful remote, in-person, and mixed teams. Her own management experience, leading teams around the world, has provided the foundation for her speaking and coaching, but she’s built a structured approach to this new world of remote-first work with deep dives into research and theory from psychologists, great business minds, and the social sciences. She combines well respected and applicable theories of management and leadership with practical solutions for a new normal of workers out of the office, either some of the time or all of the time.

McKenna’s approach starts with strategic planning and a commitment to frameworks, but cumulates with concrete ideas for more effective virtual leadership, allowing leaders to use their own intuition and judgement more wisely.

More about McKenna:

https://www.mckennasweazey.com/ 

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/vie…​

or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​

Direct download: MMEPISODE289.mp3
Category:Financial Literacy -- posted at: 10:44am PST

If you work for a living, you risk getting FIRED. But that doesn’t mean you’re helpless.
 
FIRED! FACTS…did you know that…Every year, more than 20 million U.S. workers get the pink sip-either laid off or fired.

We were joined today by author, Steven Mitchell Sack to discuss his book, FIRED.

In FIRED! nationally known workplace attorney Steven Mitchell Sack (The Employee's Lawyer®) has created a first-aid kit for surviving a firing. With over 41 years experience, Mr. Sack gives you the information and power you need to fight back, cut a deal, stand up for your rights, and land firmly on your feet.
 
Complete with up-to-date sample forms, letters and legal documents, FIRED! tells you in clear language what to do, what to ask for and insist on, and how to protect your rights if you are let go or forced to resign, feel you have been unfairly or illegally fired, exploited in any way or quit. The book will not only save you money and increase your termination benefits, it will also save you time and your sanity so you can get on with your life.
 
Don't let your bosses catch you unprepared. With this book you have Steven Mitchell Sack, The Employee’s Lawyer®, always on call to give you the professional edge. Know your job rights and fight back if you are FIRED!

For more on find him at: https://theemployeeslawyer.com

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​ Financial Advisor Magazine Articles: 

http://www.fa-mag.com/news/advisors-s…​ 

http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​

Direct download: MMEPISODE288.mp3
Category:Financial Literacy -- posted at: 11:30am PST

Managing people is the biggest challenge any organization faces. It’s a challenge that has grown even more difficult over the past decade. Since The Big Book of HR was first published, we’ve seen dramatic changes in the workplace and the workforce. The Big Book of HR, 10th Anniversary Edition (January 1, 2022, Red Wheel Weiser/Career Press) incorporates discussions and reflections on these changes and examines new and emerging trends useful for any business owner, manager, or HR professional, with the most current information to get the most from their talent—from strategic HR-related issues to the smallest tactical details of managing people. We were joined today by Cornelia Gamlem to discuss her book, The Big Book of HR Cornelia Gamlem, SPHR, president of The GEMS Group, Ltd., consults, speaks, and writes on human resource and management issues. A recognized expert in employee relations and human resources, she has co-authored four books, three with Barbara. Cornelia spent most of her HR career with a Fortune 500 IT services company with a global presence. For more on Cornelia Gamlem : www.bigbookofhr.com More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​ You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ #bigbookofhr

Direct download: Money_Matters_287.mp3
Category:Financial Literacy -- posted at: 12:02pm PST

In her insightful new book GET IT DONE: Surprising Lessons from the Science of Motivation (January 4, Little Brown Spark), scientist and University of Chicago Booth professor of behavioral science Dr. Ayelet Fishbach takes on the questions that plague us most: What happens when the person you most want to influence is yourself? How do you know where to start? How do you carry on in the face of roadblocks and distractions? How do you decide which tasks and ambitions to prioritize?

We were joined today by Dr. Ayelet Fishbach to discuss her new book, GET IT DONE: Surprising Lessons from the Science of Motivation (

 

Dr. Ayelet Fishbach, a leading motivational scientist at University of Chicago, has dedicated much of her extensive career to answering some of the biggest questions on the topic of motivation. Setting and achieving goals—at work, at home, and in relationships—is harder than it seems. Countless books and articles have been written on the subject of motivating others, but most are not penned by serious behavioral scientists at the forefront of this discipline. As Angela Duckworth says, “I don't know anyone, scientist or otherwise, who knows more than Ayelet Fishbach about the psychology of goals.”

 

For more on Dr. Ayelet Fishbach : https://www.ayeletfishbach.com/https://wsp.wharton.upenn.edu/book/future-of-the-office/

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-s…​

http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/vie…​

or www.moneymatterspodcast.com

#MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ #ayeletfishbach

Direct download: MMEPISODE286.mp3
Category:Self Development -- posted at: 7:48am PST

The COVID-19 pandemic forced an unprecedented experiment that reshaped white-collar work and turned remote work into a kind of “new normal.” Now comes the hard part.

We were joined today by author, Peter Cappelli to discuss his new book, THE FUTURE OF THE OFFICE Work from Home, Remote Work, and the Hard Choices We All Face.

Many employees want to continue this “new normal” and keep working remotely, and most at least want the ability to work occasionally from home. But for employers, the benefits of employees working from home, or hybrid approaches, are not so obvious. What should both groups do?

A prescient new book, The Future of the Office: Work from Home, Remote Work, and the Hard Choices We All Face by Peter Cappelli lays out the facts to provide everyone involved with a vision of their futures. Cappelli unveils the surprising tradeoffs both employers and employees may have to accept to get what they want.

Peter Cappelli is the George W. Taylor Professor of Management at the Wharton School and director of Wharton’s Center for Human Resources. He writes a monthly column on workforce issues for Human Resource Executive Online and is a regular contributor to the Wall Street Journal and the Harvard Business Review.

For more on Peter Cappelli : https://wsp.wharton.upenn.edu/book/future-of-the-office/

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-s…​

http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/vie…​

or www.moneymatterspodcast.com

#MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ #TheFutureofTheOffice @Wharton Press

Direct download: MMEpisode285.mp3
Category:Financial Literacy -- posted at: 11:16am PST

Why do some team members not get along? What is the best way to get new teams and ad-hoc teams to maximize their performance in the least amount of time? How can meetings be designed to achieve useful outcomes?

We were joined today by author, Valerie Patrick to discuss her book, When Bad Teams Happen to Good People.

Teams are the source of problem-solving and innovation that today’s organizations need to survive and thrive in an increasingly complex and challenging marketplace.

Teamwork is hard because there is no magic formula or step-by-step procedure to ensure results. Think of a programmer asked to develop new features for a cell phone: they write new code, test the code, troubleshoot problems encountered, revise the code, and repeat the testing process until the new features work without problems. Similarly, a team leader asked to deliver specified outcomes develops a plan, runs team meetings, troubleshoots problems encountered, revises the plan, and repeats until the team outcomes are achieved. The difference is that a programmer has tools to help streamline troubleshooting, while team leaders do not—until now.

For more on Valerie Patrick find her at: https://www.fulcrumconnection.com and https://www.youtube.com/watch?v=rxShGU1A3tg

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​ You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​

Direct download: MMEpisode284.mp3
Category:Human Resources -- posted at: 12:30pm PST

We were joined today by author, Richard Culatta to discuss his book, Digital for Good: Raising Kids to Thrive in an Online World

When it comes to raising children in a digital world, every parent feels underprepared and overwhelmed. We worry that our children will become addicted to online games, be victims of cyberbullying, or get lost down the rabbit hole of social media. We warn them about all the things they shouldn't do online, but we don't do nearly enough to teach them the skills of digital well-being.

It's time to start a new conversation. In Digital for Good, EdTech expert Richard Culatta argues that technology can be a powerful tool for learning, solving humanity's toughest problems, and bringing us closer together. He offers a refreshingly positive framework for preparing kids to be successful in a digital world—one that encourages them to use technology proactively and productively—by outlining five qualities every young person should develop in order to become a thriving, contributing digital citizen:

Be balanced: understand when and how much tech use is healthy Stay informed: discern between true and false information Be inclusive: treat others with respect and kindness online Be engaged: use tech to strengthen family relationships and community connections Stay alert: exercise caution and create safe digital spaces for others This practical guide will help parents and children discover the path to becoming effective digital citizens, all while making our online world a better place.

For more on Richard find him at: https://www.innovativelearning.com/

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ @RCulatta

Direct download: digital_for_good.mp3
Category:Education -- posted at: 11:24am PST

We were joined today by author, Gorick Ng to discuss his book, The Unspoken Rules - Secrets to Starting Your Career Off Right

You've landed a job. Now what?

No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how to get promoted. The answers to these professional unknowns lie in the unspoken rules—the certain ways of doing things that managers expect but don't explain and that top performers do but don't realize..

GORICK NG is a career adviser at Harvard, specializing in coaching first-generation, low-income students. He is also a researcher with the Managing the Future of Work project at Harvard Business School. Ng has worked in career services at the University of Massachusetts Boston, management consulting at the Boston Consulting Group (BCG), investment banking at Credit Suisse, and education policy at the Toronto District School Board. He was named one of Time magazine's top 25 future leaders from around the world and has also been featured in the Toronto Star, the Globe and Mail, the New York Post, World Journal, and on CBC. Ng serves on the board of directors of the Toronto Foundation for Student Success and is a member of the World Economic Forum Global Shapers Community. Ng, a first-generation college student, is a graduate of Harvard College and Harvard Business School.

For more on Gorick find him at gorick.com

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ @GorickNg

Direct download: MMEpisode282.mp3
Category:Financial Literacy -- posted at: 8:30am PST

We were joined today by author, Ron Gonen to discuss his book, The Waste-Free World- How the Circular Economy Will Take Less, Make More and Save the Planet

The Waste-Free World reveals the history of wasteful consumption, which has cheated us out of taxpayer money, lucrative innovation, and a habitable planet. And it makes a powerful, forward-looking case for a circular economy in which production, distribution, consumption, and reuse of products and materials both heals the planet and creates enormous economic opportunity.

Ron Gonen is the Founder and CEO of Closed Loop Partners, an investment firm and innovation center focused on building the circular economy. Closed Loop Partners maximizes value by aligning capitalism with positive social and environmental impact via investments in material science, advanced recycling technologies, supply chain optimization and sustainable consumer products. Prior to Closed Loop Partners, Ron served as the Deputy Commissioner for Sanitation, Recycling and Sustainability in New York City during the Bloomberg Administration. He was previously the Co-Founder and CEO of RecycleBank. He has served as an Adjunct Professor at Columbia Business School, where he also earned an MBA.

Ron has been recognized with a number of business and environmental awards including recognition as a 'Champion of the Earth' by the United Nations Environment Program which is the highest distinction for environmental protection given by the United Nations and recognizes outstanding visionaries and leaders in the fields of policy, science and entrepreneurship, the Medal of Excellence from Columbia University which recognizes alumnus for excellence in scholarship, public service and professional life, named by NRDC/Earth Day NY as the Public Official of the Year in New York City, a Technology Pioneer by the World Economic Forum and the Social Enterprise Center Award for Excellence in Teaching at Columbia Business School.

For more on Ron, visit: https://www.closedlooppartners.com/team-members/ron-gonen/

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi...​ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s...​ http://www.fa-mag.com/news/on-it-s-80...​

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/vie...​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ @LoopFund

Direct download: MMEpisode281.mp3
Category:Financial Literacy -- posted at: 8:39am PST

We were joined today by author, Bruce Tulgan to discuss his book The Art of Being Indispensable at Work: Win Influence, Beat Overcommitment, and Get the Right Things Done

Today, more than ever, we all want to be viewed as an indispensable go-to person. However, in this new world of work, getting things done is more complex than ever. While in many companies there is a clear organizational chart, in reality, day-to-day working relationships are much more tangled. Trying to become indispensable means thinking we need to say yes to everything and everyone. But, collaborating with an increasing number of people leads us to being overwhelmed and prone to burnout. How can we win influence, tackle overcommitment, and get the right things done? How can we build teams of go-to people below, around and above us? That’s the art of being indispensable at work.

Bruce Tulgan is a bestselling author, an adviser to business leaders all over the world, and a sought-after keynote speaker. Since 1995, Tulgan has worked with tens of thousands of leaders and managers in hundreds of organizations, ranging from Aetna to Walmart and from the US Army to the YMCA. He lectures at the Yale Graduate School of Management, as well as other academic institutions. Tulgan's books include the updated and expanded edition of Not Everyone Gets a Trophy and the bestselling It's Okay to Be the Boss. He is the Founder and Chairman of RainmakerThinking, Inc., and he lives in New Haven, CT.

For more on Bruce, visit: https://store.hbr.org/product/the-art...

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi...

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s... http://www.fa-mag.com/news/on-it-s-80...

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/vie... or www.moneymatterspodcast.com #MoneyMattersHouston​ #ChristopherHensley​ #HoustonMoneyWeek​ @BruceTulgan

Direct download: MMEpisode280.mp3
Category:Financial Literacy -- posted at: 1:31pm PST

We were joined today by author, Ron Lieber to discuss his book The Price You Pay For College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make .

Sending a teenager to a flagship state university for four years of on-campus living costs more than $100,000 in many parts of the United States. Meanwhile, families of freshmen attending scores of selective private colleges will spend triple that―over $300,000. It’s a hard pill to swallow but the cost of college is probably the biggest expense that a family will incur over its lifetime. Add to this the effects of the COVID-19 crisis on incomes, and the stakes are even higher.

Ron Lieber is the author of THE PRICE YOU PAY FOR COLLEGE (Harper, 1/26/2021), and The Opposite of Spoiled. He is the “Your Money” columnist for the New York Times. Two of his books have been New York Times bestsellers, and he is a three-time winner of the Gerald Loeb award, business journalism’s highest honor. He lives in Brooklyn with his wife, New York Times reporter Jodi Kantor, and their two daughters.

For more on Ron, visit: https://ronlieber.com/

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

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek @ronlieber

Direct download: MMEpisode279.mp3
Category:College Funding and Financial Aid -- posted at: 11:02am PST

We were joined today by author, Laura Kriska to discuss her book The Business of We.

Us versus Them gaps have always impacted in the American workplace – Sales versus Marketing, Manufacturing versus Engineering, Human Resources versus Legal – but the demand on stakeholders to address a wide range of culture gaps is more urgent than ever before due to the impact of the pandemic, Black Lives Matter protests, and the most divisive election in modern times. No matter what your politics, one thing is clear— the old tools just don’t work; a new approach to diversity, cultural difference, and inclusion is urgently needed. What can business leaders do to create true synergy among the diverse and often fiercely divided members of their workforce?

LAURA KRISKA is an internationally recognized expert and leading consultant on cross-cultural relations with more than 30 years of experience bridging gaps in diverse workplaces. She has worked with Fortune 500 companies on four continents, helping thousands of business leaders and professionals build trust across Us versus Them differences based on nationality, ethnicity, race, religion, age, or any factor of identity

To find out more about Laura visit: www.businessofwethebook.com and www.laurakriska.com

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

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

@LauraKriska

Direct download: MMEpisode278.mp3
Category:Financial Literacy -- posted at: 10:45am PST

Direct download: Money_Matters_Episode_277.mp3
Category:general -- posted at: 11:41am PST

The coronavirus pandemic has forced many schools to abruptly educate from a distance. Today, we spoke with Jackie Aguilera, Project Manager Mayors office for Adult Literacy and former CEO of EastSide University, a longtime nationally recognized leader in mobile learning and digital innovation. In April, we visited with Jackie. This is a follow up to that show to see where Houston is at now that we have seen an uptick in Covid cases. How have educators adapted? Why are adult literacy skills need more than ever with many people currently working remote?

To learn more about the Houston Mayors office for Adult Literacy visit: https://www.houstontx.gov/adultliteracy/

To learn more about EastSide University, visit: www.esuvclc.org/

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 #MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

 
Direct download: MMEPISODE276.mp3
Category:Financial Literacy -- posted at: 9:01am PST

College is one of the biggest investments that families make, and yet many students spend much of their time in college figuring out what they want to do. There’s very little time between high school and college to explore career interests. 30% of undergrads change their major at least once within three years of initial enrollment. 40% of bachelors’ degree holders would study a different major if they had to do it all over again. Megan O'Connor is serving as an Entrepreneur in Residence at Kaplan, one of the world’s largest and most diversified educational services providers. She is currently spearheading development of Kaplan’s new Boost program, designed for pre-college students to help bridge the gap between the college experience and work readiness. Prior to joining Kaplan, Megan founded, led and sold Clark, a provider of end-to-end operation software, education services and coaching for teachers who want to grow their tutoring business. Before Clark, Megan was a founding partner of New York-based startup studio Human Ventures and Director of Development at the nonprofit Pencils of Promise. She has an MPA from NYU's Wagner School of Public Service and a BA from Santa Clara University. To find out more about Megan O'Connor visit: https://www.boostbykaplan.com More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi… Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s… http://www.fa-mag.com/news/on-it-s-80… 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/vie… or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: MMEPISODE275.mp3
Category:Financial Literacy -- posted at: 8:52am PST

It's true that Maria Konnikova had never actually played poker before and didn't even know the rules when she approached Erik Seidel, Poker Hall of Fame inductee and winner of tens of millions of dollars in earnings, and convinced him to be her mentor. But she knew her man: a famously thoughtful and broad-minded player, he was intrigued by her pitch that she wasn't interested in making money so much as learning about life. She had faced a stretch of personal bad luck, and her reflections on the role of chance had led her to a giant of game theory, who pointed her to poker as the ultimate master class in learning to distinguish between what can be controlled and what can't. And she certainly brought something to the table, including a Ph.D. in psychology and an acclaimed and growing body of work on human behavior and how to hack it. So Seidel was in, and soon she was down the rabbit hole with him, into the wild, fiercely competitive, overwhelmingly masculine world of high-stakes Texas Hold'em, their initial end point the following year's World Series of Poker.

Maria Konnikova is a writer and student of human behavior, and ultimately the point was to render her incredible journey into a container for its invaluable lessons. The biggest bluff of all, she learned, is that skill is enough. Bad cards will come our way, but keeping our focus on how we play them and not on the outcome will keep us moving through many a dark patch, until the luck once again breaks our way.

To find out more about Maria Konnikova visit:

https://www.mariakonnikova.com/

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi... Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s... http://www.fa-mag.com/news/on-it-s-80...

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/vie... or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: MMEPISODE274.mp3
Category:Financial Literacy -- posted at: 8:48am PST

Lasting effects from the worst economic downturn in our lifetime are having a staggering effect on financial health. In fact, a recent survey from Frost Bank shows current financial health as a result of the pandemic is low, with two in five (40%) Americans citing their financial situation as fair or poor.
 
In a time when much is out of our control, we can control our thoughts and actions which are proven to make a difference. Frost’s research found that people who talk about their finances are 2x more likely to have better financial health. And, the people talking about money have something in common – optimism.
 
Michelle Gielan had a dream job at CBS News—and quit. As an anchor of two national news programs, she was disturbed by the amount of negativity in the news. She didn’t want a child walking through the room while she was doing her job, hearing her continually telling negative stories about the world. But her time at CBS News also showed her the incredible power we have to create positive change by broadcasting a worldview that is more empowered, optimistic, and solution-focused.
 
Michelle left her job as a broadcaster at CBS News to study positive psychology—the science of happiness and human potential—under Dr. Martin Seligman (known as the founder of positive psychology) at the University of Pennsylvania Positive Psychology Center.
 
Michelle’s research shows how your optimistic, empowered mindset is the most valuable resource in creating happiness and forward progress. Today, she runs the Institute for Applied Positive Research, investigating how mindset fuels happiness and success at organizations including Google, Boston Children’s Hospital, The Leukemia & Lymphoma Society, and Pepsi Co.—and the results have been remarkable.  Michelle has a regular series in Harvard Business Review on happiness at work and was named one of top 10 authors on resilience by HBR.  She is the author of Broadcasting Happiness: The Science of Igniting and Sustaining Positive Change.
 
Michelle has a B.S. in Computer Engineering from Tufts University and a Masters in Applied Positive Psychology from the University of Pennsylvania.

To find out more about Michelle visit:

http://michellegielan.com/

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi… Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s… http://www.fa-mag.com/news/on-it-s-80… 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/vie… or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: MMEPISODE273.mp3
Category:Financial Literacy -- posted at: 8:30am PST

According to the U.S. Department of Energy, the United States reached a wind power generating capacity of 82,000 megawatts in 2016. That year over 8,200 megawatts of wind capacity was installed, with the top states in terms of capacity being Texas, Iowa, Oklahoma, California, and Kansas. The first commercial offshore wind facility was completed as well, in Rhode Island, and 41 states had utility scale wind power available.

We were joined by Daryl Losaw and Samuel Gerbus of IceWind. The US operation will be based out of San Marcos, Texas, and helmed by Daryl Losaw, a modular home builder, investor, consultant, and entrepreneur. Losaw notes, “when I first saw the IceWind turbines in Iceland, I knew I had to bring them to market in the US. They are perfectly complementary with solar, a great stand-alone solution for very windy places, and a handy answer for small energy outdoor applications that will cut down on carbon from generators, diesel engines, and maintenance calls.”

IceWind’s US project manager Samuel Gerbus who spent several months in Iceland with the IceWind team last year notes, “We are so thrilled to bring the power, beauty, and reliability of IceWind’s turbines to the US, and know that this will be just the start of a new pillar of renewable energy in the US, home installed wind power.”

To find out more about ICEWIND visit:

https://www.icewindusa.com/

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi... Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s... http://www.fa-mag.com/news/on-it-s-80... 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/vie... or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: MMEPISODE272.mp3
Category:Financial Literacy -- posted at: 11:28am PST

Approximately 10,000 lives are saved each year due to shelters and emergency plans. Thirty six percent (36%) of Americans do not have emergency plans in the event of dangerous weather.

Air Force radar operator, heavy equipment operator, stagecoach driver, Miami Dade firefighter builder of concrete dome homes and portable above ground tornado shelters. and avid scuba diver find me at Above and Below H2O inc Liquidating everything Florida vacant lots, 1999 Buick Rivieras, inventory of concrete domes and gazebos plus selling or partnership with tornado shelter safedome business. find me at www.safedomes.com Dave Pressler Owner

To find out more about Dave Pressler and Safedomes visit: https://www.safedomes.com

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s http://www.fa-mag.com/news/on-it-s-80

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/vie… or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: Money_Matters_271.mp3
Category:Financial Literacy -- posted at: 9:15am PST

How can business leaders and every day people prepare for unforeseen crisis situations, like COVID-19? How do you balance multiple businesses and build a solid foundation? Telehealth is proving itself to be the future of medicine and a new tele-wound care platform.

Dr. Jonathan Johnson, MD, MBA, CWSP, also known as Dr. Wounds, is an award-winning physician and is one of the nation’s leading specialists in wound care and aesthetic procedures. As the founder and surgical director of two Washington, DC based practices, Comprehensive Wound Care Services and Capital Aesthetic & Laser Center, Dr. Wounds is quickly becoming America’s go-to physician and premiere expert in wound care and aesthetic treatment.

To find out more about Dr. Wounds visit: https://www.cwswounds.com

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi...

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s... http://www.fa-mag.com/news/on-it-s-80...

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/vie... or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: MMEP270.mp3
Category:Financial Literacy -- posted at: 10:47am PST

Older adults are less likely to have a will: The number of older and middle-aged adults with estate planning documents dropped by 20% and 25% since 2019, respectively.

Kim Hegwood knows the importance of establishing a legacy for you and your loved ones. Seeing her grandparents struggle with the ins-and-outs of Social Security, estate and protection planning, elder law and other bureaucracies associated with the aging process, Kim experienced first-hand the many financial and emotional challenges facing the elderly, infirm and their families. Inspired to help people with similar obstacles, Kim started Hegwood Law Group, a family firm where a family’s best interests remain at the forefront. A mother of three, Kim also found that by starting her own practice, she could be on-hand and play an active part in her children’s lives.

To find out more about Kim Hegwood visit: https://hegwoodlaw.com/ More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi... Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s... http://www.fa-mag.com/news/on-it-s-80... 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/vie... or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education 

Direct download: MMEP269.mp3
Category:Financial Literacy -- posted at: 10:35am PST

"You can’t have a win/win scenario in poker because of the way the game is designed. In economic and game theory we call this a zero-sum game."
- Sarah Nadav

That’s what we are looking at with the COVID-19 response. Countries are putting people on lockdown because the virus either spreads or it doesn’t. And if it spreads, everyone loses- not just the people who get sick. One person’s gain (freedom) is another person’s loss (safety).

We are no longer talking about health in the context of the elderly or immunocompromised. We’re talking about society as a whole, because the longer this drags on- the worse it is for economies and society at large.
What are you going to do now?

Senior Strategist, Behavioral Economist, World Economic Forum Expert Network, Linkedin Top Voice  That plays to our deepest fears as well as opening the door to the most amazing opportunities. We won't go back to the way things were, the "new normal" is temporary, I'm obsessed with helping prepare for the next era.


To find out more about Sarah Nadav visit:
https://www.rapideconcovid19.com/
Or
https://medium.com/@sarahnadav

More about Houston Money Week visit:
www.Houstonmoneyweek.org
http://www.cheatsheet.com/personal-fi...
Financial Advisor Magazine Articles:
http://www.fa-mag.com/news/advisors-s...
http://www.fa-mag.com/news/on-it-s-80...
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/vie...
or
www.moneymatterspodcast.com
#moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: SarahNadav.mp3
Category:Financial Literacy -- posted at: 8:41am PST

"The near-nationwide lockdown intended to slow the spread of COVID-19 has created “a perfect macroeconomic storm” that’s put the U.S. on track for a depression worse even than the Great Depression — it is therefore “idiotic exuberance” to invest in the market now"
-Boston University economics professor Laurence Kotlikoff in an interview with ThinkAdvisor.

Kotlikoff, who in 2014 was named by The Economist one of the world’s 25 most influential economists, floats a plan for reopening the U.S. economy: Director of the Fiscal Analysis Center, Kotlikoff served on President Ronald Reagan’s Council of Economic Advisors and as a consultant to the International Monetary Fund, the World Bank, the U.S. Education Department and the U.S. Labor Department, among other organizations and governments.

To find out more about Laurence Kotlikoff visit: 
https://kotlikoff.net/
Or
https://www.thinkadvisor.com/2020/04/24/kotlikoff-weighs-in-should-cash-strapped-seniors-claim-social-security-early/

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

#moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: COVID19BONUSUPSLK.mp3
Category:Financial Literacy -- posted at: 1:36pm PST

Some business owners cycle endlessly from crisis to crisis. We spoke with bestselling author Mike Michalowicz about his new book Fix This Next, which helps business owners set priorities that move their company forward.

https://fixthisnext.com/

 

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 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Mike_Michalowicz_on_Money_Matters.mp3
Category:Financial Literacy -- posted at: 12:33pm PST

A little bit of planning can have a big impact on the lives of your loved ones after you pass away. We spoke with Jennifer Gumbel of An Organized (after)Life about the important steps you can take now - even if you're not wealthy.

anorganizedafterlife.com

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Jennifer_Gumbel_on_Money_Matters.mp3
Category:Financial Literacy -- posted at: 10:24am PST

A former FBI agent shares his simple but powerful toolkit for assessing who you can trust - and who you can't. We also talked about how to transition from face to face interactions to the new online meeting during Covid-19 quarantine.

Predicting the behavior of others is an urgent need for anyone whose work involves relationships with others, whether it's leading an organization, collaborating with a teammate, or closing a sale. But predictability is not as simple as good and evil, or truth and fiction. Allies might make a promise with every intention of keeping it, not realizing that they will be unable to do so due to some personal shortcoming. And those seeking to thwart your endeavor may not realize how reliable their malevolent tells have become.

After two decades as a behavior analyst in the FBI, Robin Dreeke knows a thing or two about sizing people up. He's navigated complex situations that range from handling Russian spies to navigating the internal politics at the Bureau. Through that experience, he was forced to develop a knack for reading people - their intentions, their capabilities, their desires and their fears. 
To find out more about Robin Dreeke:

https://www.peopleformula.com/


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

#moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #educatio

Direct download: RDEPMM.mp3
Category:Self Development -- posted at: 1:32pm PST

Millions of Americans are the rightful owners of unclaimed property that is held indefinitely by state governments. We spoke with Mary Pitman, the author of The Little Book of Missing Money, to learn more about how individuals, companies, and organizations can get theirs back.

Visit unclaimed.org to check for yourself!

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Mary_Pitman_on_Money_Matters.mp3
Category:Financial Literacy -- posted at: 2:23pm PST

The coronavirus pandemic has forced many schools to abruptly educate from a distance. Today, we spoke with Jackie Aguilera, the CEO of EastSide University, a longtime nationally recognized leader in mobile learning and digital innovation. 

To learn more about EastSide University, visit:

www.esuvclc.org/

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Jackie_Aguilera_on_Money_Matters_Podcast.mp3
Category:Financial Literacy -- posted at: 2:36pm PST

Every business needs a succession plan to ensure continuity in the absence of the owner. Today, we spoke with Rochelle Clarke, the founder and CEO of Succession Strength, Inc about how business owners can prepare for unexpected interruptions. 

 

To learn more about Succession Strength, visit:

www.successionstrength.com

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Rochelle_Clarke_on_Money_Matters_Podcast.mp3
Category:Financial Literacy -- posted at: 1:23pm PST

At this point many of us are restless, anxious and bored. We might be going a little stir crazy. We have that feeling like we want to go outside and play, go to the gym or we might even miss going into the office. What can we do about it? How important is it to stay active right now?  We were joined today by IBJJF World Champion, Professor Pablo Silva and former linebacker for the Houston Texans and Founder of both the Athletic Room and the Regen Room, Kailee Wong.

Pablo started his jiu jitsu journey at the age of 14 in his small hometown Mariana, Minas Gerais, Brazil. At age 16, Pablo made the difficult decision of leaving his hometown and his family to train BJJ full time at the Gracie Barra HQ in Belo Horizonte. It was then that Pablo set his goal of becoming a Black Belt World Champion. In 2009, Pablo received his black belt and just one year later achieved his goal of winning the IBJJF World Championship at the Black Belt Adult level. Pablo has won all the major tournaments in the sport of jiu jitsu as a black belt.

Pablo is the only IBJJF Adult Black Belt World Champion living and teaching in Texas. The curriculum at Pablo Silva BJJ is geared toward sport jiu jitsu and stems from Pablo’s own competition experiences. Pablo is a firm believer that jiu jitsu can change people’s lives for the better. Whether it’s self-esteem, health, mental, or emotional issues, he believes that jiu jitsu can help everyone in one way or another. Pablo strives to make a positive impact on this world by sharing his love for jiu jitsu with his students. 

To Find out more about Pablo Silva visit: http://pablosilvabjj.com/

Acceptance of the status quo is not in Kailee Wong’s DNA. Kailee spent nine seasons as an NFL linebacker for the Houston Texans and Minnesota Vikings’ organizations, but it was his six years at a desk in corporate America that caused the most harm to his body.

Ignited by an obvious need and grounded in his passion for business, Kailee founded the Athletic Room to ensure everyone can get back to the activities and hobbies they love without the unnecessary pain.

To find out more about Kailee visit:  https://www.theathleticroom.com/

Or https://the-regen-room.mykajabi.com/

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 

 

#moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: Staying_active2.mp3
Category:general -- posted at: 5:30pm PST

Putting together a comprehensive estate plan is an important component of supporting the people and organizations that are most important to you. Today, we spoke with Jenny Xia Spradling, the founder and Co-CEO of FreeWill whose work was recognized in the Forbes 30 under 30 in 2018. 

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Money_Matters_Episode_262_March_6_2020_edited_for_release.mp3
Category:Financial Literacy -- posted at: 12:44pm PST

Making the right choices as a healthcare consumer can have a tremendous impact on your financial life, especially during retirement. We spoke with Deb Gordon, an MBA, seasoned healthcare executive, and the author of The Healthcare Consumer's Manifesto: How to Get the Most for Your Money. 

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek


Youth activism influences the decision-making of entrepreneurs, politicians, and philanthropists. In the midst of one of the most open presidential election races in recent memory, we spoke with Henna Hundal, a recent cell biology graduate from Harvard University, the former Chief Operator of Harvard Radio Broadcasting, and the founder of the eponymous Henna Hundal Show. 

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Money_Matters_Episode_260.mp3
Category:Financial Literacy -- posted at: 8:32am PST

As primary elections approach in Texas, we reached out to Democratic candidate Kelly Stone as she campaigns to join one of the state's most important and least understood regulatory bodies: The Texas Railroad Commission. 

We cover campaign finance reform, the Green New Deal, and government transparency.

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

 

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: 

or 

#MoneyMattersHouston #ChristopherHensley #HoustonMoneyWeek

Direct download: Money_Matters_Episode_259_with_Kelly_Stone.mp3
Category:Financial Literacy -- posted at: 10:41am PST

Emotions can be hazardous to your wealth. Financial misbehavior impacts people at every income level. What strategies can individuals employ to protect themselves from emotion-driven mistakes with money?

 

We were joined today by Martin Hurlburt. He is a Tedx speaker, author and founder of TM Wealth Management. His passion is helping people make better decisions with their money so they can live a happier, more productive and less stressful life.

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#KPFTHOUSTON 

#HoustonMoneyWK 

Direct download: Money_Matters_Episode_258_with_Martin_Hurlburt.mp3
Category:Financial Literacy -- posted at: 11:19am PST

Recent research from the University of Michigan and Strictly Financial suggests that sustained family wealth over multiple generations is the exception, not the rule. We were joined today by Charles "Chuck" Self, who believes that parents and children should work together when choosing a financial advisor.

Charles Self is known for his ability to architect an accelerated revenue topline, as well as for his government regulation expertise with financial services organizations.

Chuck's robust career that has been a blend of focused on fixed income investment processes, followed by concentration on sales, marketing and product management of alternative investment strategies. Over the years, he's been recruited by investment management organizations to grow assets under management and upgrade investment strategy and processes. Chuck has created new products for such organizations including SEC-registered and offshore mutual funds, and implemented regulatory compliance procedures.

He chairs the Investment Committee for Governmental Insurance Managers and serves on its Audit Committee. Chuck is also the First Board President of the Bright Promise Fund for Urban Christian Education.

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

www.moneymatterspodcast.com 

#moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: Money_Matters_Episode_257.mp3
Category:Financial Literacy -- posted at: 2:37pm PST

The California Consumer Privacy Act is the front-line in data privacy and regulation in the United States. As many of its provisions come online, we were joined by cybersecurity expert Andrew Rossow.

Andrew is an Internet Attorney, Author, Adjunct Law Professor, and Media Consultant for ABC, FOX, and NBC in Dayton, Ohio. As a millennial, he is able to provide a unique perspective on new, emerging technologies, social media crimes, privacy implications, and digital currencies. He has traveled to over 12 countries, including Brazil, Ghana, South Africa, India, Vietnam, China and Taiwan, studying how technology affects children and young teens in these countries in comparison to the U.S. For more information, follow his #CYBERBYTE series on social media.

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

www.moneymatterspodcast.com 

 

#moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: Money_Matters_with_Andrew_Rossow.mp3
Category:Financial Literacy -- posted at: 11:58am PST

Many books cover budgeting, debt reduction, and how to save money, but the emotional side of money can predominate despite our best efforts.

We were joined today by Christine Luken, the founder of the Financial Dignity movement and author of Money is Emotional: Prevent Your Heart from Hijacking Your Wallet

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

www.moneymatterspodcast.com 

 

#moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

Direct download: Money_Matters_Episode_255.mp3
Category:Financial Literacy -- posted at: 1:07pm PST

 

Isolation, reduced communication, and a lack of mental cues can burden remote workers. How can remote workers successfully balance the demands of their professional lives?

We were joined today by Teresa Douglas, coauthor of Secrets of the Remote Workforce.

Teresa Douglas was born in San Jose, California. She has worked remotely since 2010 in a variety of management-level roles. She holds an MFA in Fiction from Sarah Lawrence College and an MBA from the University of North Carolina, Chapel Hill. She has lived in New York, Los Angeles, and currently resides in Vancouver, British Columbia.When she isn't writing, you can find her running through the forests of Vancouver, or knitting at her favorite knit shop.

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#KPFTHOUSTON 

#HoustonMoneyWK 

 

Direct download: Money_Matteres_Episode_254.mp3
Category:Financial Literacy -- posted at: 2:19pm PST

Making sense of jewelry appraisal is crucial whenever buying, selling, or insuring precious stones.

We were joined today by Graduate Gemologist Jessica Khurana. As the owner of Houston Jewelry Appraiser, Jessica specializes in fine jewelry appraisal and uses gemological testing in her examinations. As someone who has been in the jewelry appraisal business for 20 years, Jessica explains the difference between the fair market value and the retail replacement value approaches, how to save money on your jewelry insurance, and what to watch out for when making a purchase.

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#KPFTHOUSTON 

#HoustonMoneyWK 

Direct download: Money_Matters_Episode_253.mp3
Category:Financial Literacy -- posted at: 10:28am PST

50 Fiduciary Standards for 50 States? How a lack of uniform regulation could ultimately increase costs for clients.

We were joined today by Bill McCance, Chairman and President of TAG Group, Inc. - a diversified financial services company owning a broker dealer, a Registered Investment Advisor and an insurance GA.

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#KPFTHOUSTON 

#HoustonMoneyWK 

Direct download: Money_Matters_Episode_252.mp3
Category:Financial Literacy -- posted at: 9:42am PST

What's in store for Continental Societies' upcoming event: Jingle & Mingle. Houston Money Week managers Chris Hensley and Bennette Davis discuss Houston Continental's annual scholarship and program fundraiser.
 
Bennette Davis is the President of the Houston Metropolitan Chapter as well as a chapter charter member. 
 
Continental Societies, Inc. is an international women’s service organization dedicated to improving the socioeconomic and cultural welfare of under-served children and youth.  The organization was founded in 1956 and incorporated nationally in 1972.  The Houston Metropolitan Chapter was chartered in 2004, and the members have shared programs and experiences with more than 100,000 children in our short history.  Through our Five-Point Programmatic Thrust: Health, Education, Employment, Recreation plus Arts and Humanities, we create innovative programming structured to enhance and bring value to the young lives we encounter. 
 

 

Direct download: Money_Matters_Episode_251.mp3
Category:Financial Literacy -- posted at: 10:16am PST

Why women's relationships with other women at work are often fraught and when they are, have the potential to completely derail women's careers.

 

We were joined today by author and practicing attorney Andrea S. Kramer. Her new book, coauthored with Alton B. Harris, It's Not You, It's the Workplace: Women's Conflict at Work and the Bias that Built It delves into the reasons that the gender pay gap and unequal gender representation have persisted in the workplace. Importantly, it also describes the ways some organizations have been successful in removing gender bias from their systematized processes.

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#KPFTHOUSTON 

#HoustonMoneyWK 

Direct download: Money_Matters_Episode_250.mp3
Category:Financial Literacy -- posted at: 12:01pm PST

How do customers want your brand to navigate the political landscape? Christine Wise discusses the surprising research findings from Seattle agency DNA's deep dive into when and why corporate political advocacy works... and when it doesn't.

 

We were joined today by Christine Wise, the agency's Chief Strategy Officer to talk about Foresight 2020 - a national representative study on the attitudes and opinions of 2,000 Americans with regard to brands and political stances. 

 

Foresight 2020 research shows that the overwhelming majority of consumers agree on the importance of many core values and see a number of these shared values as “under threat” today. When considering the unprecedented political divisiveness that is so pervasive today, it is no surprise people are hoping for brands to build common ground.
 
“As we look ahead to what is certain to be a highly-charged political climate in 2020, we saw an opportunity to use data and insights to help marketers and brands create winning strategies for  the year ahead,” explained Alan Brown, CEO and co-founder of DNA. “Just as political candidates are courting independent votes, brands can broaden their relevance to more people by championing common ground than by firmly planting a flag on the side of any single issue or candidate. Staying authentic and doubling down on important shared values may be the best way for brands to add value and bring people together in today’s landmine filled political landscape.”
 
For starters, our political system and political division is the number one issue facing the country when looking at the combination of what is both important and polarizing.
  
As people look ahead to 2020, most anticipate things will continue to get worse with only 8% of people disagreeing with the statement that “the election year will further divide and polarize our country.”
 
“Although there are specific groups of people that will immediately applaud and reward a brand for taking a strong political or societal stance,” explains Christine Wise, Chief Strategy Officer at DNA and leader of the study, “many have a degree of skepticism about  brand activism with 53% agreeing that ‘Too many brands use societal issues as a marketing ploy to sell their product/service.’”
 
Cultivating unity is the number one thing on a list of what people want from brands with 54% agreeing “Brands should help build common ground and avoid taking sides.”
 
According to the survey, DNA sees  an opportunity for brands to be the change people want to see by protecting and projecting shared values especially those that are viewed as most important and under threat today. These values include privacy, preserving the environment, safety, fairness, open-mindedness, independence, compassion, and honesty.
 
Noted Ms. Wise, “We see rich and fertile ground for brands to advocate around our shared values. DNA has analyzed a large range of values and can guide brands to those that are most important and also seen as most under threat in 2020 based on a wide range of factors. Generation cohorts, where people live, and political affiliation reveal both differences and highlight commonalities that provide a framework for how brands can succeed and drive relevance in 2020.”
 
Personal Issues Remain More Pressing than Political Issues
As concerning as the state of politics is for many, only 13% of Americans strongly agree that they’re “losing sleep about what is happening now and what lies ahead in 2020.”  This is in part because personal problems are more pressing and political fatigue has already set in.
 
 
Improving physical health and improving personal finances top the list of personal priorities  for 2020 across all generations. Younger generations (Gen Z and Millennials) differ from older generations with additional importance placed on advancing their job/career, improving their personal relationships, trying new things, maintaining a sense of balance, and improving their mental health.
 
In addition, DNA found that brands should consider how their employees feel - not just what their customers feel - about political advocacy. With a tight talent pool, keeping the entire enterprise in mind is vital for companies as 37% of Americans overall would be proud to be employed by a company that publicly advocated in support of causes or issues I care about.
 
Research methodology
The Foresight for 2020 project is a nationally representative quantitative study of 2,000 Americans, ages 18+. The quantitative survey was fielded in August 2019.  The study examines the current state of American sentiment, the values we hold most dear and those we feel are under threat today, how we perceive the issues of the day, and what we see as the role/responsibility of brands during this unique moment in time. The survey has a margin of error of 2% at a 95% confidence level.  In addition to the quantitative study, Foresight 2020 also includes:
·      Social data intelligence analysis of online conversations leveraging NetBase platform
·      Analysis of political polling and ongoing tracking of US consumer sentiment
·      Case study examples of the intersection of brands and issue-based politics
·      Qualitative interviews with academics and leaders in brand safety

 

More about Houston Money Week visit: 

Financial Advisor Magazine Articles: 

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: 

or 

#KPFTHOUSTON 

#HoustonMoneyWK 

Direct download: Money_Matters_Episode_249.mp3
Category:general -- posted at: 9:08am PST

Small business owners are famous for taking as many deductions at tax time as the possibly can. When it comes time to get a car loan, mortgage or business loan they are disappointed to find out they are declined. How can entrepreneurs find balance preparing for a loan and making sure they are doing the right thing at tax time.

We were joined today by CPA, Charlene Quah , and WenFang Bruchett

Licensed in Texas State Board and American Institute of Certified Public Accountants, Charlene Quah, CPA, possessed more than 10 years of professional experience including accounting, business management, tax preparation, tax planning, audit, review, compilation and business consulting. She is currently the principal of XQ CPA PLLC, a firm that goes extra miles to help businesses in increasing profitability, reducing taxes and better manage cash flows. Charlene is also a frequent guest speaker for many business events for small businesses. Charlene had also  completed the American Institute for Certified Tax Coaches’ inaugural training program leading to the Certified Tax Coach designation, a program that focuses on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies.

WenFang Bruchett is the organization's guiding force and an accomplished banking professional with 25 years of experience. She is a former executive for a global finance organization where she managed over $200 million in assets. She has used that know-how to help transform the lives of thousands of consumers and entrepreneurs from financial rock bottom to financial solvency and wealth - even helping early stage entrepreneurs secure capital.

Through their C.A.S.H.Formula (an acronym for Credit, Assets, Savings, Health), Ms. Bruchett and BlissFinance are on a mission to empower individuals and businesses to maximize their hard-earned money and live a wealthier, healthier and happier life.

To sign up for the event:

https://www.eventbrite.com/e/learn-top-3-tips-to-raise-funds-for-your-business-today-tickets-76061448841?aff=ebdssbdestsearch

To find out more :

https://www.blissfinance.com/

https://www.xqcpahouston.com/

 

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 #bliss_finance #xqcpa #ChrisHensley #FinancialPlanning #FinancialAdvisor #MoneyMattersPodcast #KPFT #Houston #Texas #UnitedStates 

Direct download: MMEPISODE248.mp3
Category:Self Employed -- posted at: 4:36pm PST

Today's spotlight was on the up and coming podcast Savage and Scholars.  Past topics have included music, philosophy, psychedelics, computer science, Brazilian jiu jitsu, psychology , working out and much more!!!! 

We were joined today by podcast host, Miguel Dominguez

 

Miguel shared his take on the positive health benefits of training in competitive Brazilian Jiu Jitsu. How BJJ can help build a framework for both children and adults who train.  We also discussed podcast as an emerging medium.

Tune in at:

https://anchor.fm/savages?utm_source=listennotes.com&utm_campaign=Listen+Notes&utm_medium=website 

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 #Savages&Scholars #ChrisHensley #FinancialPlanning #FinancialAdvisor #MoneyMattersPodcast #KPFT #Houston #Texas #UnitedStates 

Direct download: Money_Matters_Episode_247.mp3
Category:general -- posted at: 7:13pm PST

Probability-based or safety-first? What trade-offs exist between these two dramatically different philosophies for retirement income planning? Wade Pfau discusses his new book - Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement.

 

We were joined today by bestselling author Wade D. Pfau, Ph.D., CFA, RICP.

Dr. Pfau is the director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

 

About Safety-First Retirement Income Planning

To learn two fundamentally different philosophies for retirement income planning, which I call probability-based and safety-first, diverge on the critical issue of where a retirement plan is best served: in the risk/reward trade-offs of a diversified and aggressive investment portfolio that relies primarily on the stock market, or in the contractual protections of insurance products that integrate the power of risk pooling and actuarial science alongside investments. The probability-based approach is generally better understood by the public. It advocates using an aggressive investment portfolio with a large allocation to stocks to meet retirement goals. My earlier book How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Strategies provides an extensive investigation of probability-based approaches. But this investments-only attitude is not the optimal way to build a retirement income plan. There are pitfalls in retirement that we are less familiar with during the accumulation years. The nature of risk changes. Longevity risk is the possibility of living longer than planned, which could mean not having resources to maintain the retiree’s standard of living. And once retirement distributions begin, market downturns in the early years can disproportionately harm retirement sustainability. This is sequence-of-returns risk, and it acts to amplify the impacts of market volatility in retirement. Traditional wealth management is not equipped to handle these new risks in a fulfilling way. More assets are required to cover spending goals over a possibly costly retirement triggered by a long life and poor market returns. And yet, there is no assurance that assets will be sufficient. For retirees who are worried about outliving their wealth, probability-based strategies can become excessively conservative and stressful.This book focuses on the other option: safety-first retirement planning. Safety-first advocates support a more bifurcated approach to building retirement income plans that integrates insurance with investments, providing lifetime income protections to cover spending. With risk pooling through insurance, retirees effectively pay an insurance premium that will provide a benefit to support spending in otherwise costly retirements that could deplete an unprotected investment portfolio. Insurance companies can pool sequence and longevity risks across a large base of retirees, much like a traditional defined-benefit company pension plan or Social Security, allowing for retirement spending that is more closely aligned with averages. When bonds are replaced with insurance-based risk pooling assets, retirees can improve the odds of meeting their spending goals while also supporting more legacy at the end of life, especially in the event of a longer-than-average retirement. We walk through this thought process and logic in steps, investigating three basic ways to fund a retirement spending goal: with bonds, with a diversified investment portfolio, and with risk pooling through annuities and life insurance. We consider the potential role for different types of annuities including simple income annuities, variable annuities, and fixed index annuities. I explain how different annuities work and how readers can evaluate them. We also examine the potential for whole life insurance to contribute to a retirement income plan. When we properly consider the range of risks introduced after retirement, I conclude that the integrated strategies preferred by safety-first advocates support more efficient retirement outcomes. Safety-first retirement planning helps to meet financial goals with less worry. This book explains how to evaluate different insurance options and implement these solutions into an integrated retirement plan.

 

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 #WadePfau #ChrisHensley #FinancialPlanning #FinancialAdvisor #MoneyMattersPodcast #KPFT #Houston #Texas #UnitedStates 

Direct download: Money_Matters_Episode_246.mp3
Category:Financial Literacy -- posted at: 9:16am PST

When preparing for standardized tests, most students only study content and strategy. But teacher and mindfulness expert Logan Thompson claims that those are just the tip of the iceberg.

Beyond the Content shows readers how to use mindfulness to identify and cope with hindering thoughts and emotions--what author Logan Thompson calls "passengers."

Thompson says that while mindfulness is already practiced in businesses, colleges, and professional sports to optimize performance, it's long overdue in test prep. 

Logan Thompson scored in the 99th percentile on the SAT(R), GRE(R), and GMAT(R). He has studied and practiced mindfulness since 2008. After earning his MBA from Vanderbilt University, Thompson lived at the Insight Meditation Society in Barre, MA, for two and a half years, spending several months in silent mindfulness retreats. He also completed a two-year mindfulness teacher-training program by Inward Bound Mindfulness Education. Thompson holds a master's of education in human development and psychology from Harvard University and is an adjunct psychology professor. He has spend the past several years teaching both mindfulness and test prep for Manhattan Prep. 

 

Beyond the Content is available wherever books are sold.

 

Follow Logan Thompson:

twitter.com/loganjthompson

instagram.com/loganjthompson

facebook.com/loganjthompson1

Website: loganjthompson.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

#LoganThompson

Direct download: Money_Matters_Episode_245.mp3
Category:Financial Literacy -- posted at: 7:52am PST

Can worker cooperatives help prevent the silver tsunami? The threat of impending retirement of many business-owning baby boomers could result in the closure of businesses, loss of jobs, and loss of critical local services.

Today, We were joined today by Executive Director of Democracy at Work Institute, Melissa Hoover.

Democracy at Work Institute, the think-and-do-tank that expands worker cooperatives as a strategy to address economic and racial inequality. A leader in the worker ownership movement for over fifteen years, Melissa helped start and grow the United States Federation of Worker Cooperatives, the national grassroots membership organization for worker-owned businesses. She was a cooperative business developer for many years with the Arizmendi Association of Cooperatives in Oakland, doing business and capital planning for two startups, training cooperative members, and serving as CFO in the first year of each startup's operations. In 2018, Melissa was named an Executive Fellow of the Rutgers Institute for the Study of Employee Ownership and Profit Sharing. She currently sits on the Board of Directors of The ICA Group/Local Enterprise Assistance Fund, The Working World, and Safe Passages of Oakland, and serves as a strategic advisor to foundations, investors, nonprofits, local governments and other organizations that want to incorporate worker ownership into their economic development and community wealth-building programs. Originally from Kansas City, Melissa attended Stanford University on a full scholarship, earning a BA in History with a research focus on immigrant women's role building cooperative movements in the U.S.

 

To learn more about the Democracy at Work Institute, visit:

https://www.institute.coop

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

#USFWC

Direct download: kpfthd3_190927_110000moma.mp3
Category:Corporate Social Responsibility -- posted at: 9:59am PST

Did you lose your car in the flood waters that Imelda brought to the Gulf Coast area? Without reliable transportation to get you to work or take the kids to school how do you start getting back on track? Are you worried that based on your credit history you might get price gouged or pay an unreasonably high interest rate? Many people are not aware of a nonprofit organization that can help get you back on the road. We already have solutions in place as part of the Rebuild Texas Fund partnership.

We were joined today by On The Road Regional Director, Lucretia Jelks.

On the Road Lending is a 501(c)3 nonprofit organization founded in 2013 that provides vehicle selection assistance and long-term financial mentoring to address a little understood, but substantial problem—providing a way for low-income individuals and families to overcome transportation barriers so they can get to work, lead healthier lives, and avoid predatory lending. We help people improve their credit and purchase fuel-efficient, reliable cars, financing them through our sister private-equity loan fund with a low-cost loan.

 

To learn more about On The Road Lending, visit:

https://www.ontheroadlending.org/

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

#OTRLending

Direct download: MMEPISOD243E.mp3
Category:Financial Literacy -- posted at: 3:48pm PST

Have you ever wondered what the best way to differentiate yourself is? How can you rise about the competition and all the noise in today's crowded world?

In Think and Grow Rich - Success and Something Greater, authors Sharon Lechter and Greg Reid once again join forces with the Napoleon Hill Foundation including never before published original content from Napoleon Hill. In today's world of instant news and social media, businesses, leaders and influencers must find a way to differentiate themselves from all their competition and engage people in their missions. They need to rise above all the noise. They can do this by defining their Secret Sauce or Magic Key. Reid and Lechter followed the proven path of Hill and sought out multi-millionaires and asked them to share the Magic Keys to their success and legacy. While their individual stories differ significantly...they all share a devotion to their mission...to their secret sauce...their Magic Key...their legacy.

John Assaraf - Mastery of Thought
John Ashworth - Find the Gap in the Marketplace
Michael Houlihan and Bonnie Harvey - Ask the Right Questions
Rita Davenport - Build Your People

These are just a few of the people who share their stories in Think and Grow Rich - Success and Something Greater. Their stories are not just motivational...they are real...they are honest...they take the reader on their personal journeys. The readers will not just relate to the individuals highlighted in the book they will begin looking for how they can adopt their magic keys into their own journeys. Before reaching the last page, the reader will already be more self-confident, more energized, more focused, ready to ask the right questions and most importantly ready to take action and realize their own success, wealth and achievement, and in doing so, define and create their legacy.

To learn more about Sharon, visit:

https://sharonlechter.com/about/

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

#Sharonlechter

Direct download: 242.mp3
Category:general -- posted at: 10:55pm PST

Are you ready to get unstuck, love your work, and make the dream happen? 

If so, Brian Dixon has the answer for you in his eye-opening new book, Start with Your People: The Daily Decision that Changes Everything. After one too many burned bridges and failed projects, Brian Dixon set out to discover the secret to work you love and a life that matters. In Start with Your People, Brian shows you the single most important key to fully engage your relationships and unlock the door to purpose, passion, and profit.

The truth is, your dream is not a solo venture. You need your people. And your people need you. Start with Your People is your one-stop guide for maximizing the most important resource to succeed in business and in life: relationships. Enter a new kind of hustle - one that supercharges what's possible on your path to profitable purpose.

Start with Your People is the step-by-step blueprint you need to love your work and get after it. Packed with strategic principles, practical tips, and engaging stories, you’ll be able to lean into your home team as you move forward with clarity and confidence.

To learn more about Brian, visit:

https://briandixon.com/about#about

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

#BrianDixon

Direct download: 241.mp3
Category:general -- posted at: 10:45pm PST

Have you ever heard of a world-class photographer dubbed "A Master of Light"?

Michael Grecco is one of the best-known celebrity photographers in the world. His beautiful, insightful work is all around us--on movie posters, in advertising, on magazine covers, everywhere. “I delight in inspiring people,” he writes. “I want them to stop, think, and feel.”

Grecco grew up near New York City and received his first camera when he was 12. He went on to study filmmaking and photography as an undergraduate at Boston University's School of Communications. While still at university he began working freelance for the Associated Press as a photojournalist. During that time, he also began his career as a magazine photographer. This included an extensive body of work for various national magazines, including Time, Newsweek, Esquire, Vanity Fair, Forbes, and Rolling Stone. As a staff photographer for the Boston Herald, he won several Boston Press Photographers awards.

He is now a regular contributor to People, and regularly covers the Golden Globes, Emmy Awards, and the Academy Awards. His celebrity portraits include many well-known celebrities such as Martin Scorsese, Robert Duvall, Ben Stiller, and Jet Li.

To learn more about Michael, visit:

https://michaelgrecco.com/about/meet-michael

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

#Michaelgrecco

Direct download: 240.mp3
Category:general -- posted at: 1:25pm PST

Does your company throw around new ideas until one sounds just good enough to execute and scale to everyone?

In Start at the End, technology executive and behavioral scientist Matt Wallaert argues that the purpose of everything is behavior change. By starting with outcomes instead of processes, the most effective companies understand what people want to do and why they aren't already doing it, then build products and services to bridge the gap.

Wallaert is a behavioral psychologist who has led product design at organizations ranging from startups like Clover Health to industry leaders such as Microsoft. Whether dissecting the success behind Uber's ridesharing service or Flamin' Hot Cheetos, he underscores with clarity and humor how this approach can improve the way we work and live. 

To learn more about Matt, visit:

https://mattwallaert.com/about/

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

#mattwallaert

Direct download: 239.mp3
Category:general -- posted at: 1:14pm PST

How can you be the mom you want to be without walking away from your career and all you’ve worked so hard for? What if you could work part-time, continuing down your professional path, and actually spend quality time with family?

Suzanne Brown shares her expertise combined with detailed research and advice from other part-time working moms. In her award-winning book, Mompowerment: Insights from Successful Professional Part-time Working Moms Who Balance Career and Family, she recounts stories, advice, and insights from her own experience and more than 110 other professional part-time working moms to:
• empower you to think differently about career and work-life balance
• provide a how-to for transitioning your career model

Suzanne Brown is a part-time strategic marketing and business consultant, TEDx speaker, author, and avid international traveler. 
 
She has more than 12 years of experience at large marketing agencies. Suzanne started her entrepreneurial journey after having a con­sulting side business for 7 years while still working in Corporate America. As a consultant with her own clients, she had more flexibility and control over her schedule. 
 
Suzanne received her MBA in Marketing, BBA in Finance, and BA in Spanish from The University of Texas at Austin. Suzanne and her family live in Austin, Texas. 
 
Check out Suzanne's weekly blog at mompowerment.com or follow her onTwitter @mompowerment.

To learn more about Suzanne, visit:

https://mompowerment.com/home-page/about/

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

#Mompowerment

Direct download: 238.mp3
Category:Financial Literacy -- posted at: 11:51am PST

Are you disillusioned with politics influencing corporations you purchase goods from?

Goods Unite Us is a company designed to empower consumers by putting a "Goods Score" on companies to show much they are influenced by political donations. Each company’s Goods Score is calculated on a scale of -100 to +100. The higher the score, the more likely that purchases from the company or brand will lead to meaningful campaign finance reform.

Goods Unite Us was started by Abigail Wuest, who is a government attorney and former local politician. Abigail grew up in a very politically active family, and she cares deeply about fair and transparent elections. She has a B.A. from St. Olaf College and a J.D. from Vermont Law School. Abigail’s career has spanned numerous levels of the government, including at the local, state and federal levels. She’s worked as a White House intern, as an intern at the U.S. Environmental Protection Agency, in private law practice, and held elected office as a Dane County Board supervisor.

To learn more about Abigail, visit:

https://www.goodsuniteus.com/why-goods/#/

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

#AbigailWuest

Direct download: Episode_237.mp3
Category:general -- posted at: 3:32pm PST

Have you ever wondered what the next step is human evolution? Are you ready to take this next step?

Exploring human potential through consciousness, desires, and destiny. POTENTIALLY HUMAN by Jessica Jay Dee combines years of research, hard and soft sciences, and innovative approaches to help us unleash our innate super-human abilities.

Jessica Jay Dee is a leadership advocate who excels at working with others who have unique and grand visions of the future. She uses her vast experience in organizational leadership(military and public/private sectors), project management (administration and logistics) and human behavior (NLP and Cognitive Behavioral Therapy) to build extraordinary teams to achieve massive scaling through sustainable results. 
Jessica has educated and spoken to over 10,000 in the realm of leadership, business and personal development and strategic thinking.

To learn more about Jessica, visit:

https://www.jessicajaydee.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

#JessicaJayDee

Direct download: 236.mp3
Category:general -- posted at: 9:26pm PST

Do you have a small-business that you can't fully devote your attention to due to financial, accounting, and tax worries? Joshua Santana is familiar with this area and has some tips to help.

Joshua Santana is a tax specialist with over 17 years of experience in personal and business tax preparations and IRS resolution. With over 25+ years in the industry, he decided to team up with Maria Degaine who is an experienced restaurant specialist, owner, and operator. Together, they started Cerboni Services, which is a consulting firm with the mission of taking away the headache of dealing with numbers so that business owners can focus on their staff, customers, and restaurant dining experience.

To learn more about Joshua, visit:

http://cerboniservices.com/our-company/

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

#JoshuaSantana

Direct download: 235_3.mp3
Category:Financial Literacy -- posted at: 9:14pm PST

Are you a member of Gen X who does not feel that you will be prepared to retire at age 75? If so, you are not alone.

Megan Gorman is the founder of Chequers Financial Management, and believes that Gen Xers have unique challenges to face when it comes to retiring on time in a financially secure manner. If you are a Gen Xer, you won't want to miss Megan's invaluable tips on how to stay on top of saving for retirement.

Megan Gorman has been coloring outside the lines from an early age and continues to do so today. The Founding Partner of Chequers Financial Management, she’s a woman owner of a business in an industry that doesn’t typically see many women in the top leadership role. Add to that the fact that Chequers is a boutique high net worth tax and financial planning firm – firmly committed to ensuring that tax strategy serves as the cornerstone of the financial planning process (also unusual in the industry.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Her expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money.

To learn more about Megan, visit:

https://www.thewealthintersection.com/about-me

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

#wealthintersect

Direct download: 234_2.mp3
Category:Financial Literacy -- posted at: 2:40pm PST

The chief scientist at the Institute of Noetic Sciences (IONS) turns a critical eye toward such practices as telepathy, clairvoyance, precognition and psychokinesis. Are such powers really possible? Science says yes.

According to noted scientist and bestselling author of The Conscious Universe, Dean Radin, magic is a natural aspect of reality, and each of us can tap into this power with diligent practice.

But wait, aren't things like ESP and telepathy just wishful thinking and flights of the imagination? Not according to the author, who worked on the US government's top secret psychic espionage program known as Stargate. Radin has spent the last forty years conducting controlled experiments that demonstrate that thoughts are things, that we can sense others' emotions and intentions from a distance, that intuition is more powerful than we thought, and that we can tap into the power of intention (think The Secret, only on a more realistic and scientific level). These dormant powers can help us to lead more interesting and fulfilling lives. 

DEAN RADIN, Ph.D., is Chief Scientist at the Institute of Noetic Sciences (IONS) and Distinguished Professor at the California Institute of Integral Studies. For nearly four decades he has been engaged in consciousness research. Before joining the research staff at IONS in 2001, he held appointments at AT&T Bell Laboratories, Princeton University, and several Silicon Valley think tanks, including SRI International, where he worked on a classified program investigating psychic phenomena for the U.S. government.

To learn more about Dean, visit:

http://www.deanradin.com/NewWeb/bio.html

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

#DeanRadin

Direct download: 235_2.mp3
Category:general -- posted at: 1:39pm PST

Are you not getting the maximum benefit possible out of Social Security?

If you're like most Americans, you may not be getting the maximum benefit possible out of Social Security. That's why Beau Henderson spends so much of his time helping Americans navigate the tricky waters that come with retiring these days.

Beau Henderson is the CEO and founder of RichLife Advisors, and the author of several books, including "The Rich Life" and "The Roadmap to a RichLife."

To learn more about Beau, visit:

https://www.richlifeadvisors.com/about-beau-henderson-and-richlife-advisors-inc/

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

#RichLifeAdvisor

Direct download: Episode_232.mp3
Category:Financial Literacy -- posted at: 7:06am PST

Houston Money Week (HMW) is a community-wide financial education initiative that empowers families and individuals to be successful in making financial choices. HMW provides resources to help consumers better manage their personal finances through the collaboration and coordinated effort of organizations across Houston and surrounding counties. HMW’s programming offers free financial education events that cover all facets of personal finance while raising awareness of community resources. HMW partners, businesses, financial institutions, schools, libraries, non-profits, government agencies and media outlets come together each year in April to emphasize the importance of financial education, and inform consumers where they can get assistance.

Bennette Davis is a long-time management professional in various industries. She is currently the president of the Houston Metropolitan Chapter of Continental Societies, Inc.

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

#BennetteDavis

Direct download: 230.mp3
Category:Financial Literacy -- posted at: 6:28am PST

In order to boost the economy of Houston, Houston Center for Literacy strengthens providers of adult education who, in turn, provide necessary skills for underemployed citizens to fulfill their potential and become economically self-sufficient. 

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.

 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 Jackie, visit:

https://www.linkedin.com/in/jackie-aguilera-10362477/

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

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

#Jackieaguilera

Direct download: 229.mp3
Category:Financial Literacy -- posted at: 4:14pm PST

Are you retiring soon, or planning on retiring in the future and you don't feel prepared to tackle the behemoth that is Medicare?

Arturo Perez is the current owner of his own brokerage firm, and is a top expert of Medicare knowledge in the Houston area.

Medicare is extremely complex and is not intuitive at all. There are many different penalties that can be assessed on individuals if they are not aware of certain restrictions and enrollment period dates. Having an advisor by your side such as Arturo can make it much easier to navigate these tricky waters.

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

#ArturoPerez

Direct download: 228_2.mp3
Category:Financial Literacy -- posted at: 6:46am PST

Can being optimistic make you more successful both personally and financially?

According to bestselling author and happiness researcher Michelle Gielan, an optimistic outlook has a high correlation with better overall financial health.

Michelle Gielan has spent the past decade researching the link between happiness and success. She is the bestselling author of Broadcasting Happiness: The Science of Igniting and Sustaining Positive Change and was named one of the Top 10 authors on resilience by the Harvard Business Review. Michelle is an Executive Producer of “The Happiness Advantage” on PBS and a featured professor in Oprah's Happiness course. She formerly served as anchor of The CBS Morning News, and her research has received attention from dozens of media outlets including The Washington PostFORBES, and The New York Times.

To learn more about Michelle, visit:

http://michellegielan.com/official-bio/

The survey is part of Frost Bank’s Opt for Optimism initiative to help people unlock the power of optimism and improve their physical, emotional and financial health. Frost launched Opt for Optimism in response to the rising uncertainty, isolation and stress levels Americans are experiencing. Visit optforoptimism.com to learn more and to sign up for the 30-Day Optimism Challenge to increase optimism and help improve financial health.

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

#MichelleGielan

Direct download: 227_1.mp3
Category:Financial Literacy -- posted at: 4:43pm PST

Many Americans set financial goals, but why is it so difficult to achieve them sometimes?

Billy J. Hensley, Ph.D., was appointed president and chief executive officer of the National Endowment for Financial Education® (NEFE®) in 2018. Before his time at NEFE, Hensley served as assistant director for the Ohio College Access Network, and program associate at KnowledgeWorks Foundation in Cincinnati; assistant director of admissions at Hiram College (OH); and as campaign coordinator at Union College (KY). He helped build the number of college access programs in Ohio by designing sustainability plans for communities all across the state.

NEFE is grounded in the belief that regardless of background or income level, financially informed individuals are better able to take control of their circumstances, improve their quality of life, and ensure a more stable future for themselves and their families, NEFE’s mission is to inspire educated financial decision making for individuals and families through every stage of life.

To learn more about Billy, visit:

https://www.nefe.org/What-We-Do/Leadership/Billy-Hensley

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

#DrBillyHensley

Direct download: 226.mp3
Category:Financial Literacy -- posted at: 6:28am PST

Are you overspending? Perhaps too highly leveraged with credit?

Individuals must plan for the unplannable. Fair Lending Officer of Allegiance Bank Rickey Jimenez provides valuable insight into how people can protect themselves for unpredictable events such as floods by taking small measures each and every day.

Rickey is experienced in Community Development and Fair Lending with a specialization in transitioning ISB to Large Bank for CRA examination purposes. He has a proven history of forming powerful and strategic relationships in the community and leveraging resources to make the greatest positive impact possible. He is also experienced in product development, policy and procedure creation/enhancement, employee training, multiple CRA & Fair Lending analytical softwares and strategic planning.

To learn more about Rickey, visit:

https://www.linkedin.com/in/rickey-jimenez-89646b73/

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

#RickeyJimenez

Direct download: 225_2.mp3
Category:Financial Literacy -- posted at: 6:18am PST

Robots are coming for your job. Regardless of your profession, degree or experience, there is no escaping the automated future. However, you can take steps today that will guarantee you not only survive, but thrive in this new economy.

John Pugliano is an independent money manager and the author of The Robots are Coming: A Human's Survival Guide to Profiting in the Age of Automation. In his book, he details how you can harness the uniquely human qualities of creativity, ingenuity, and entrepreneurship.

Over the past 30 years, he's honed his skills as an individual investor, building his personal portfolio and developing a unique trading style. Today John’s the founder and money manager at Investable Wealth, LLC a fee only investment advisory firm licensed in the State of Utah. He's also the host of the Wealthsteading Podcast.

To learn more about John, visit:

https://www.linkedin.com/in/johnpugliano/

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

#N7PUG

Direct download: 224.mp3
Category:Financial Literacy -- posted at: 7:01pm PST

Women are more likely than men to feel that they lack investment knowledge. This can discourage them from taking even basic steps in ensuring their long-term financial security. 

For this reason, many women face a real risk of being financially under-prepared for retirement. Being poor is not anyone’s idea of a good time. Sad statistic: women are 80% more likely to be in poverty at retirement compared to a man.

However, the good news is that with some guidance women are very well placed to grow their wealth and become financially empowered. In fact, studies indicate that there are actually some qualities that make women better investors. For example, women often trade less often than men because they have a longer term outlook. These qualities make women well-suited to become successful financially.

To learn more about Anjali, visit:

https://www.dahliawealth.com/about

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

#GranolaBanker

Direct download: 223.mp3
Category:Financial Literacy -- posted at: 2:06pm PST

Families often undergo financial crisis situations that can be difficult to traverse alone.

Richard Simonds is a senior financial coach at Family Houston. He is an experienced Director Of Services with a demonstrated history of working in the individual and family-services industries. He is skilled in Nonprofit Organizations, Coaching, Crisis Intervention, ProgramDevelopment and Evaluation. Richard is also a strong operations professional and an alumni of the University of Houston.

Family Houston's mission is to create a stronger community for tomorrow by helping individuals and families meet the challenges they face today. Through various programs and services, Family Houston strives to be Houston's premier resource that uses a holistic approach to help people empower themselves, stabilize their lives, and sustain lasting improvement.

To learn more about Richard, visit:

https://www.linkedin.com/in/richard-simonds-74108423/

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

#RichardSimonds

Direct download: 222.mp3
Category:Financial Literacy -- posted at: 4:56pm PST

Why is it that some artists are wildly successful, while others just barely squeak by?

It may seem like an unfathomable mystery, how some are earning six figures while other, more talented artists, are struggling. Maria Brophy has dedicated 20 years of her life to researching the specific strategies that successful artists follow. After applying these strategies to her husband Drew Brophy's career, Maria grew his art sales to multiple six-figures yearly. 

In ART MONEY SUCCESS, Maria tells personal stories of her own business deals, successes and failures, while sharing non-conventional wisdom that will help artists boost their sales.

Maria used to work in the insurance industry, but has since devoted her time to selling her husband's artwork. After thousands of hours of study, research and hands-on-experience, she became an expert on art licensing, deal making, and selling art.

To learn more about Maria, visit:

https://mariabrophy.com/about

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

#mariabrophy

Direct download: 221.mp3
Category:general -- posted at: 8:43am PST

It's often said that the chairman of the Fed is the second most powerful person in the world, next only to the president of the United States. Some say the chairman is even more powerful.

When Ben Bernanke publicly stated on September 8, 2013, the Fed's intent to continue its policy of quantitative easing, global markets instantly reversed direction from a worrying downward spiral to an exuberant upward surge. Even POTUS can't do that. Dr. Robert R. Johnson's Invest with the Fed takes the simple position that correct interpretation of Federal Reserve policy actions leads to better investing decisions. To this end, they present strategies that will help you design a portfolio that takes Fed policy into account.

Dr. Johnson is the author of multiple books and scholarly articles on portfolio management, asset valuation, wealth management, and monetary policy. He currently serves as Professor of Finance in Creighton University's Heider College of Business and on the board of RS Investment Management. From 1996 to 2011 he held a number of senior executive positions at CFA Institute and has extensive experience with credentialing programs, ethical and professional codes of conduct, and global business expansion. He is co-author of the books Strategic Value Investing, The Tools and Techniques of Investment Planning, and Investment Banking for Dummies. He is also coauthor of the forthcoming book Investing by Fed, which is scheduled to be published in December of 2014.

To learn more about Dr. Johnson, visit:

https://www.theamericancollege.edu/robert-r-johnson-phd-cfa%C2%AE-caia%C2%AE-lead-american-college

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

#RobertJohnson

Direct download: 220.mp3
Category:Financial Literacy -- posted at: 6:21pm PST

Can money be a symbolic representation of deeper issues underlying everyday relationships?

According to Kira Nurieli, a dedicated mediation and conflict resolution expert, sometimes we have to dig deeper to find the true meaning behind the crises that plague family relationships, friendships, and the like. With money as a central theme in many of these crises, it is often that conscious financial planning can assuage the problems that subsequently arise in these cases.

Kira is an alumni of Columbia University and has 10+ years of experience in mediation. Her experience and skills come from her life as a parent, and she offers workshops, discussion groups, skills-training, and coaching services. 

To learn more about Kira, visit:

http://www.harmonystrategies.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

#KNurieli

Direct download: 219.mp3
Category:Financial Literacy -- posted at: 11:32pm PST

Are you married to a doctor? Do you find being married to a doctor isn’t as glamorous as society assumes?

Lara McElderry is the host of the Married to Doctors podcast, where she explores how you can navigate having a relationship with a spouse that is a physician.

According to Lara, being married to a physician is not an easy journey, but she has also realized that having the right mindset can make a successful home happier.

To learn more about Lara, visit:

https://marriedtodoctors.com/lara/

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

#Married2Doctors

Direct download: 218.mp3
Category:Financial Literacy -- posted at: 5:26pm PST

With the holidays approaching, living a healthy financial lifestyle is more important than ever.

In The C.A.S.H. Formula, WenFang Bruchett draws from over two decades of banking experience in wealth building. This book will teach you strategies for getting loan approvals, capitalizing credit, creating assets, and living a healthy lifestyle. Once you learn and apply the formula, you will master the secret of achieving lasting financial freedom. Everyone knows that money can't buy happiness. However, having money can solve many problems. Once you read, understand, and apply The C.A.S.H. Formula, you will enjoy life the way it was meant to be: to live, to laugh, to love, and to be yourself.

WenFang is a former executive for a global finance organization where she managed over $200 million in assets. She has used that know-how to help transform the lives of thousands of consumers and entrepreneurs from financial rock bottom to financial solvency and wealth - even helping early stage entrepreneurs secure capital.

To learn more about WenFang, visit:

https://www.blissfinance.com/pages/about-us

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

#WenFangBruchett

Direct download: 217.mp3
Category:Financial Literacy -- posted at: 12:43pm PST

What are the best ways to be spending your money this holiday season? How can you budget for buying gifts?

With the hustle and bustle of the holiday season right around the corner, you want to make sure you are not overextending yourself when it comes to shopping for friends and family. Rudy Cavazos Jr. provides valuable insight into how we can avoid the Christmas shopping guilt crisis plaguing so many Americans.

Rodolfo Cavazos Jr, Founder and President of The BridgePath brings over 20 years of personal money and credit management experience.  His mission has always been to bring the right partners together to achieve a win, win, win scenario. "Having worked over 20 years providing financial education has never seemed tedious nor unsatisfying. It's been a joy and satisfaction to see community members achieve their personal financial goals."

To learn more about Rudy, visit:

https://www.linkedin.com/in/rodolfo-cavazos-jr-6708827/

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

#RudyCavazosJr

Direct download: Money_Matters_Episode_216.mp3
Category:Financial Literacy -- posted at: 9:58pm PST

Have you ever wondered about how Alzheimers can affect working with a financial advisor?

Jennifer L. FitzPatrick, MSW, LCSW-C, CSP is the founder of Jenerations Health Education, Inc., a full service healthcare education organization. With over 20+ years experience in healthcare, Jennifer is also a gerontology instructor at Johns Hopkins University’s Certificate on Aging program. Her mission is to help healthcare organizations and professionals grow while empowering patients and their caregivers.

Jennifer appears frequently in the media and has been featured on ABC, CBS, NBC, Univision, Sirius XM and in Fast Company, Reader’s Digest, Forbes, U.S. News & World Report, The Huffington Post and many more. A member of the National Speakers Association, she is one of less than 800 Certified Speaking Professionals (CSP) worldwide. Her first book, Cruising Through Caregiving: Reducing The Stress of Caring For Your Loved One helps family caregivers and is also a resource for healthcare professionals who want to set better boundaries with patients.

To learn more about Jennifer, visit:

https://jenerationshealth.com/about/

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

#fitzpatrickjen

Direct download: 215.mp3
Category:Financial Literacy -- posted at: 11:32pm PST

Are you currently looking for work? What things can you do to better navigate the job market?

Mark Anthony Dyson is the Founder of The Voice of Job Seekers, the award-winning blog and podcast. He is a career consultant and career-advice writer, and a passionate advocate for job seekers. Mark loves helping the unemployed, underemployed and underappreciated find jobs, and his career advice has been featured in Fast Company, Money, TIME, and Fox Business.

To learn more about Mark, visit:

https://thevoiceofjobseekers.com/author/markadyson/

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 The Women’s Resource has been nominated to participate in this year’s Aetna Voices of Health Competition. If we win, our organization would receive an additional $20,000. We’d love to have your vote. You can vote up to four times/day (via email, Facebook, Twitter, and LinkedIn). Voting started October 1st and will continue through November 9th.

www.tinyurl.com/TWRAetna

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

#MarkADyson

Direct download: 214.mp3
Category:general -- posted at: 12:13am PST

Are you going through financial hardship in life? If so, you could be prey to predatory payday loan lenders in the state of Texas.

Even though lawmakers continue to look for ways to regulate payday loan lenders, a legal loophole allows lenders to charge unreasonable rates in the state of Texas. To combat this issue, Zara Mohidin works with Fig Loans to offer products that charge lower rates for people that are struggling financially.

Zara Mohidin is the head of strategy and business development at Fig Loans, where she works with everyday people to help lift them out of debt through efficient payday loans. She also has worked in investment management with the global law firm Linklaters, LLP. She is a graduate of NYU, and has worked with the United Nations.

To learn more about Zara, visit:

https://angel.co/zara-mohidin

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 The Women’s Resource has been nominated to participate in this year’s Aetna Voices of Health Competition. If we win, our organization would receive an additional $20,000. We’d love to have your vote. You can vote up to four times/day (via email, Facebook, Twitter, and LinkedIn). Voting started October 1st and will continue through November 9th.

www.tinyurl.com/TWRAetna

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

#zaramohidin

Direct download: 213.mp3
Category:Financial Literacy -- posted at: 5:09pm PST