Fri, 27 June 2014
Wealth is not new. Neither is charity. But the idea of using private wealth imaginatively, constructively, and systematically to attack the fundamental problems of mankind is new. - John Gardner Today we were joined by local Houstonian Theresa Roemer to discuss Philanthropy. Theresa Roemer is the CEO of Theresa Roemer, LLC and a small business owner who specializes in business philanthropy. She owns several home goods companies in Houston, Texas and is a partner in Roemer Oil. Theresa is an expert in business philanthropy and is engaged by large companies such as LVMH to raise hundreds of thousands of dollars on behalf of charities like the American Heart Association and the American Red Cross. To learn more about Theresa you can visit her website at: www.theresaroemerceo.com You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
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Fri, 20 June 2014
The U.S. Department of Labor Statistics in 2010 reported that approximately two million people work for the United States federal government, not including those employees by the postal service or military. The United States government is by far our country's largest employer and provides extensive employee benefits. Our guest today was Author and CFP Brian Kuhn. We discussed the ins and outs of the Federal Employee Benefits. Brian Kuhn is a family wealth advisor with Planning Solutions Group, LLC. With 13 years in the financial planning field, he works with families and individuals, with a specific focus on government employees, in the area of retirement planning, wealth preservation, and insurance protection. To learn more about Brian you can visit his website at: www.psgclarity.com Or his book at: Total Compensation: A Practical Guide to Federal Employee Benefits
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
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Fri, 13 June 2014
For many Social Security might be the only form of income they have when it comes time to retire. Almost every day we see headlines in the news telling us that Social Security is being depleted. Is Social Security in trouble? If so what does this mean to us? Our guest today, former regional commisioner of the Social Security Department, Gordon Sherman. Gordon Sherman is retired from 43-years of service to the military and federal government. During the last 23 years of his career, he was the southeast regional commissioner of the Social Security Administration. To contact Gordon Sherman you can email him at gordosherman@aol.com
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
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Fri, 6 June 2014
As a Financial Advisor one the most common problems I help people solve is the question "What if I outlive my money?" We have 10,000 babyboomers making the decision to retire every hour. It will be this way for the next 20 years. If we ask the same question from a macro view we get this- "What are the financial implications of a society that is living longer?" Our guest today, was Author and Cardiologist, Dr. Joel K. Kahn, M.D. To learn more about Dr. Kahn you can visit his website at: and
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:
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MONEY MATTERS with Christopher Hensley
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