Thu, 31 December 2015
Ah, retirement—you’ve anticipated this life stage for years, but now that it’s finally here, you’re not quite sure what to do with it.
Presenting 99 fresh ideas to keep you active and engaged, I’m Retired…Now What? is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.
We were joined on the show by author Kyle Sadler. Inventor and former owner of the nationally known website BarterOnly.com, Kyle A. Sadler, AIF, CRC, is the president of Precept Wealth Management, an investment advisory firm based on Christian fundamentals and values. He holds a business administration BS in accounting from Sam Houston State University, has more than twenty years of experience working in the financial industry, and is the author of two long-running retirement seminars and a corporate training program for financial advisors.
To learn more about Kyle visit:
www.afteruretire.com
You can keep up to date with the ACA changes at :
www.houstonfrstfinancialgroup.com then click health insurance
or to compare different plans in Texas, check subsidies and enroll go to my site at:
https://www.healthsherpa.com/?_agent_id=christopher-hensley
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
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 #
Direct download: Money_matters_EpIsode_127.mp3
Category: Retirement
-- posted at: 9:42am PDT
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Tue, 8 December 2015
Today, the most successful businesses and entrepreneurs thrive through connectivity, socialization, and sharing. It is an age of WE-Commerce, an economy centered on the power of “we” instead of “me,” focused on the needs of the many over the few. On-demand, sharing economy, gig economy, collaborative consumption - whatever the latest term, there’s a great economic shift happening, and consequently a need to transform and overhaul our business models in order to thrive and keep up with the times.
We were joined on the show by author and CEO Billee Howard. Billee Howard is based in New York and is founder and chief engagement officer of Brandthropologie, and president of Mojo Risin Studios. She also founded Eleven, a national women’s network with the mantra ‘United We Rise United We Stand, and The House of We dedicated to the new sharing economy. Howard has been guiding companies to produce, envision, innovate, and create passionate dialogues and has had the privilege of working with many great leaders and brands including Jeffrey Katzenberg, Dreamworks Animation, Faith Popcorn, PepsiCo, Samsung, FastCompany, Boeing, Warby Parker among others. Howard was the winner of PR Week’s 30 under 30, and 40 under 40, as well as being selected for the Media Professional of the Year Award twice.
To learn more about Billee visit:
www.brandthropologie.com
You can keep up to date with the ACA changes at :
www.houstonfrstfinancialgroup.com then click health insurance
or to compare different plans in Texas, check subsidies and enroll go to my site at:
https://www.healthsherpa.com/?_agent_id=christopher-hensley
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
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 #NakedCultureBH
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Tue, 24 November 2015
Approximately 19% of the population is caring for an adult relative (sibling, grown child, parent, neighbor) who is dealing with long term medical issues such as cancer, stroke, Alzheimers, dementia, or catastrophic injuries. Caregiving impacts people emotionally, physically and economically. Last year Americans worked millions of hours without compensation, care that would have cost $470 BILLION (the value of Walmart's annual sales, and more than the US annual Medicare budget). The pressures of caring for relatives without compensation can also impair the ability of a caregiver to hold down a "day job". Then add on huge medical expenses that can drive families into poverty and bankruptcy.
More on Amy Goyer, Author, Speaker, Consultant As AARP's Family Expert, I provide expertise on a variety of family issues - from grandparenting to family caregiving, parenting and other family relationships, multigenerational living, family history and just about anything that pertains to families! Right now the most important role I'm playing in life is that of primary caregiver for my parents who are 85 and 88.
To learn more about Amy visit:
http://blog.aarp.org/author/amygoyer/
You can keep up to date with the ACA changes at :
www.houstonfrstfinancialgroup.com then click health insurance
or to compare different plans in Texas, check subsidies and enroll go to my site at:
https://www.healthsherpa.com/?_agent_id=christopher-hensley
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
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 #AmyGoyer
Direct download: Money_Matters_126_Mixdown_1.mp3
Category: Retirement
-- posted at: 8:15am PDT
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Sat, 31 October 2015
What changes do I need to know about before enrolling in health insurance for 2016?
Last year at this same time of the year I got certified for ACA enrollment to help people in enrolling in the new ACA exchange. Its hard to believe that a 2 years have gone by since ACA rolled out. Open enrollment for the Affordable Healthcare Act begins Nov 1st 2015 - Jan 31sth 2016 for 2016. On todays show we were joined by CEO of Wellthie.com Sally Poblete.
Sally has been a leader and innovator in the health care industry for over 18 years and had a successful career leading product development at Anthem, one of the nation's largest health insurance companies. Under Sally's leadership, Wellthie has been named one of 30 Tech Startups with the Potential to Change the World and was recently featured in Forbes as one of 10 Healthcare Technology Disruptors to Watch (all led by women).
To learn more about Sally visit:
www.Wellthie.com
You can keep up to date with the ACA changes at :
www.houstonfrstfinancialgroup.com then click health insurance
or to compare different plans in Texas, check subsidies and enroll go to my site at:
https://www.healthsherpa.com/?_agent_id=christopher-hensley
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT #Wellthie
Direct download: Money_matters_123_.mp3
Category: general
-- posted at: 9:39am PDT
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Tue, 27 October 2015
Direct download: Money_Matters_122_.mp3
Category: Financial Literacy
-- posted at: 1:58pm PDT
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Sun, 18 October 2015
In the next five to ten years, millions of small and mid-size business owners will try to sell their businesses. But an astonishing 87% of them don't have an exit plan. If you've been waiting to make a plan to transfer ownership of your business, then this is the book you've been waiting for. Exit Signs is about both the tactics of selling and the transitions of leaving. It gives you a step-by-step map for selling your business in a way that produces the profit you've dreamed about. These steps bring you confidence and pride knowing your company will be in solid hands and they give you greater serenity about the next chapter in your life. For any type of owner and any type of business now is the time to let Exit Signs help you onto the expressway towards a great sale.
Today we were joined by Author Dr. Pamela Dennis. We discussed her new book Exit Signs.
To learn more about Dr. Dennis visit:
www.pameladennisphd.com
or
Exit Signs
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
@KPFT
Direct download: Money_Matters_121.mp3
Category: Negotiation
-- posted at: 11:07am PDT
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Sat, 10 October 2015
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.
Today we were joined by the president of the American College and author, Dr. Robert R. Johnson. We discussed interest rates and his new book Invest with the Fed.
To learn more about Dr. Johnson visit:
www.theamericancollege.edu
or
Invest With The Fed
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
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
#TheAmerCol #BobAmericanColl #KPFT
Direct download: Money_Matters_120_.mp3
Category: Financial Literacy
-- posted at: 7:20am PDT
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Sat, 3 October 2015
While everyone's heard stories of people cleaning out an attic to find comic books they sold at a hefty profit, it's not just the older books that are valuable. Even comic books from the last 20 years are becoming more collectible. Some have jumped from just a few dollars each five years ago to $50 to $100 today. Smart collectors are finding that they can make money off of this trend, but only if they treat it like they would any serious investment.
Today we were joined by the co-owner of Metropolis Collectibles, Vincent Zurzolo.
Vincent Zurzolo is co-owner of the New York-based Metropolis Collectibles, the world's largest vintage comic book dealership, and ComicConnect.com, the largest online vintage comic auction house. He and his partner, Stephen Fishler, hold five Guinness World Records for the most expensive comics and related collectibles ever sold.
To learn more about Vincent visit:
www.metropoliscomics.com
and
www.comicconnect.com
Recent Money Matters Related Articles:
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
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
#VincentZurzolo #KPFT
Direct download: Money_Matters_119_.mp3
Category: Bartering and Trading
-- posted at: 9:50am PDT
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Sat, 26 September 2015
The U.S. government is trying to figure out what moves you -- specifically what moves you to get off the couch and sign up for federal benefits.
The Obama administration is dipping into research in behavioral economics and psychology to scrutinize federal documents, websites and procedures to get a better sense of what’s working -- and what’s not working -- to make the most of government programs from college aid to veterans benefits.
Today we were joined by Chief Behavioral Strategist of Hoffeld Group, David Hoffeld.
David Hoffeld is the Chief Behavioral Strategist at Hoffeld Group, a research-based sales training, coaching and consulting firm. David works with companies throughout North America, showing them how to align their sales message with the findings of behavioral science. He is a respected thought leader who is widely regarded as the #1 authority on integrating behavioral science and sales. David has also been recently been featured in Fortune, U.S. News & World Report, CBS Radio, Fox News Radio and more.
To learn more about David visit:
www.hoffeldgroup.com
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
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
#DavidHoffeld #KPFT
Direct download: Money_Matters_118_.mp3
Category: general
-- posted at: 7:35am PDT
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Fri, 18 September 2015
Our words can move other people from a fear-based mindset in which they see obstacles as insurmountable, to a positive mindset where they see that change is possible, get unstuck, and take action. What makes the difference is what we choose to broadcast. Using scientifically proven communication strategies to ripple out positive change to others, we increase their happiness and success at work, as well as our own, instantly making us more effective leaders.
New research from the fields of positive psychology and neuroscience shows that small shifts to the way we communicate can create big ripple effects on business outcomes, including 31% higher productivity, 25% greater performance ratings, 37% higher sales, and 23% lower levels of stress.
Today we were joined by Michelle Gielan, Author of the new book Broadcasting Happiness.
Michelle Gielan, national CBS News anchor turned positive psychology researcher, is the bestselling author of Broadcasting Happiness. Michelle is the Founder of the Institute for Applied Positive Research and is partnered with Arianna Huffington to study how transformative stories fuel success. She is an Executive Producer of “The Happiness Advantage” Special on PBS and a featured professor in Oprah’s Happiness course. Michelle holds a Master of Applied Positive Psychology from the University of Pennsylvania, and her research and advice have received attention from The New York Times, Washington Post, FORBES, CNN, FOX, and Harvard Business Review.
To learn more about Michelle visit:
www.broadcastinghappiness.com
Broadcasting Happiness
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
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
#Michellegielan #KPFT
Direct download: Money_Matters_117mp3.mp3
Category: Self Development
-- posted at: 5:18pm PDT
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Sat, 12 September 2015
Multilevel marketers take pains to distinguish their businesses (which are legal) from pyramid schemes (which are not). In a pyramid, recruitment is everything. People pay to participate, and are rewarded by finding others willing to pay to join. At some point the supply of new recruits dries up and the pyramid collapses.
Today we were joined by CEO and Founder of Miles Development Industries Corporation, Anthony Miles. We discussed Multi-Level Marketing AKA Network Marketing and Ponzi Schemes, and what consumers need to know to protect themselves. Run Away!!!!!!
...
Anthony's Bio : D. Anthony Miles, is an entrepreneur, award-winning researcher, award-winning professor, legal expert witness and best-selling author. Dr. Miles is a nationally known expert in the fields of Entrepreneurship and Marketing. He has appeared in national media outlets for his expertise. ● He is CEO and Founder, of Miles Development Industries Corporation®, a consulting practice and venture capital acquisition firm. ● He is also host and executive producer of Game On Business Talk® Radio Show. ● He was a Visiting Professor. He has presented his research at conferences around the country. Most notably he has presented at the prestigious Stanford University. He was recently invited to Harvard University by the Harvard Business School (HBS).
To learn more about Anthony visit:
www.mdicorpventures.com
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Financial Advisor Magazine Articles:
http://www.fa-mag.com/…/advisors-stay-the-course-amid-monda…
http://www.fa-mag.com/…/on-it-s-80th-anniversary--advisors-…
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com #KPFT
Direct download: Money_Matters_Episode_116_mp3.mp3
Category: Financial Literacy
-- posted at: 8:00am PDT
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Fri, 4 September 2015
“The most important thing about art is to work. Nothing else matters except sitting down every day and trying.” ― Steven Pressfield, The War of Art: Break Through the Blocks & Win Your Inner Creative Battles
Today we were joined live in the studio by Tod Waters of Junker Designs. We discussed his artistic endeavors with Junker Designs, current music projects and the Junker event at Dirt bar tomorrow night.
Tod's Bio :
Was born at St Vincents in Manhattan and grew up in Houston, Texas on a steady diet of Ultraman, horror movies, war films, and Star Wars. I spent a lot of time drawing and exploring in the creek by my house. At around the age of 8 I started getting in trouble in school for drawing on all my papers and my desk. In high school I was getting into trouble for wearing biker boots and painting on my clothes, so I quit and started playing in punk rock bands. During that time, I started sewing more and put legs of jeans on my jackets for arms, drew, hand painted , silk screened, and dyed all my clothes. I continued to mutilate clothes when I moved to LA in 2000 I started to experiment with aging processes, and patternmaking. I made a vest at a friend’s house, Lenny Kravitz saw it, bought it, and that’s how it all started.
Direct download: mmep115.mp3
Category: Creativity
-- posted at: 6:52pm PDT
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Sat, 29 August 2015
Have tribal allegiances distorted the economics profession and blinded economists to the obvious?
Todays guest was Meghnad Desai who joined us live from India. We will be discussed his new book Hubris - Why Economists Failed to Predict The Crisis And How To Avoid The Next One.
The failure of economists to anticipate the international economic crisis and lingering recession th...at continues even today has spurred public outcry and inspired legislative action. Economists are under fire, but questions concerning exactly how to redeem their discipline remain unanswered.
Meghnad Desai is an Indian-born, naturalized British economist and Labour politician. He unsuccessfully stood for the Speaker in the British House of Lords in 2011, the first ever non-UK born candidate to do so. He has been awarded the Padma Bhushan, the third highest civilian award in the Republic of India, in 2008.
To read the book click below:
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
Direct download: MMEP114.mp3
Category: general
-- posted at: 10:07am PDT
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Fri, 21 August 2015
How many people in the US don't even know the name of their next door neighbor? Many people may go through life without ever experiencing a sense of community, like the residents of Alief, TX have.
Friday's guest was entrepreneur and president of Darryl Douglas Media Mike Puckett. Mike started the Alief Legends Facebook group that has blown up far beyond everyone's expectations ! With over 22k members in less than a week, Mike's efforts to bring the Alief community together has snowballed into a social media force to be reckoned with!
To get involved visit www.alieflegends.com
Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com #KPFT #Alief
Direct download: Money_Matters_Episode_113_.mp3
Category: Houston Economy
-- posted at: 6:35pm PDT
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Sun, 16 August 2015
Did you know that you can get a bone density scan outside of the US for 28 dollars? Here in the US hospitals can bill close to 8,000 dollars for the very same procedure. What if your traveling and need to find a hospital that accepts your insurance.
On today's show we visited with Suzanne Garber. Entrepreneur, Board of Director Member, Filmmaker, Author, and Global Nomad Suzanne Garber is focused on a portfolio ...of corporate and philanthropic boards that provide complex services to millions of beneficiaries and users around the world. She finished filming, "Gauze: Unraveling Global Healthcare"--a documentary about the quality, affordability and accessibility in healthcare outside the United States and recently published, "The International Executive's Resource Guide--Stories of International Business Success Across Geographies, Industries, and Cultures." Currently CEO and Founder of Gauze, LLC, Suzanne connects tens of millions of patients with international hospitals using proprietary technology and information. Previously, she was the Chief Operating Officer and Chief Networking Officer for the world's largest medical and security assistance firm based in Singapore ensuring a safe evacuation for those in need around the world. She began her career at FedEx, culminating in the role of Managing Director, South America, based in Brazil.
A dual US/EU citizen, Suzanne is an honors graduate from Rutgers University with a degree in foreign languages and a Master's degree recipient with honors from the University of Pennsylvania. Reared in Spain, Mexico, Algeria, Egypt, the Dominican Republic and various US states, she is fluent in English, Spanish, and Portuguese. Her work has taken her to every continent and 80 countries.
To find out more visit:
www.gauze.net
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com
#KPFT #SuzanneGarber
Direct download: Money_Matters_Episode_112.mp3
Category: Financial Literacy
-- posted at: 12:50pm PDT
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Sat, 8 August 2015
Every hour another 20,000 baby boomers reach the age to qualify for social security benefits. This will be the case for the next 20 years.
Todays guest is Nathan Garcia with Westbourne Investments . We discussed social security, retirement, healthcare as the greatest future expense, and how now more than ever estate planning is for everyone!
Nathan is the author of “The 7 New Rules of Retirement” and creator of the Safe Harbor Financial plan. As a CERTIFIED FINANCIAL PLANNER TM he helps clients by answering questions about the transition into retirement and by testing their financial strategies using custom built financial plans.
To find out more visit:
www.westbourneinv.com
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT #WestbourneInv
Direct download: Money_Matters_Episode_111.mp3
Category: general
-- posted at: 7:41am PDT
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Sat, 1 August 2015
If you won the lottery or inherited a large sum of money would all your problems be solved or would you lose your mind? Unfortunately, for many a large windfall of money can become a trigger event for poor and destructive behaviors.
Today we were joined by Dr. Paul Hokemeyer, author of the new book ,Tales from a Park Avenue Therapist. We discussed Sudden Wealth Syndrome and what happens when a person comes into wealth through a host of immediate sources including the sale of a business, a lottery winning or inheritance and has to incorporate that reality into their identity.
Paul L. Hokemeyer, J.D., Ph.D., a licensed marriage and family therapist and attorney, is an internationally recognized expert on the psychological and emotional issues that arise among people of wealth, power, and celebrity. He contributes regularly to a variety of major media outlets as an on-air expert, and is a member of the Dr. Oz Show Panel of Experts and a FOX News Analyst. He has also appeared on Good Morning America, The Today Show, CNN’s Prime News, The Wall Street Journal Live, CNBC, and Al Jazeera America. As a highly sought-after expert, Dr. Hokemeyer is quoted regularly in print and online media, including The New York Times, The Wall Street Journal,The Robb Report, Time, The Johns Hopkins Newsletter, CNN.com, Private Wealth, The Washington Post, WebMD, The Los Angeles Times, Details, Men’s Health, Cosmopolitan, Self, Yahoo Shine,Yahoo Parenting, Livestrong.com, ShareCare.com, and Huffington Post. His own research on wealth, power, and celebrity has been published in Lambert Academic Press, The Journal of Wealth Management, Addiction Professional, and Family Therapy Magazine.
To find out more visit:
www.drhokemeyer.com
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT #drpaulnyc
Direct download: Money_Matters_Episode_110.mp3
Category: Financial Literacy
-- posted at: 6:52am PDT
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Sun, 26 July 2015
Many people have the motivation and the desire to get a college degree but or limited by financial means. What if you you could get a college degree for a small fraction of what traditonal schools charge?
Today we were joined by President and Founder of University of the People, Shai Reshef.
Shai Reshef is President & Founder of University of the People, also known as “UoPeople”- and has been widely recognized for his work with UoPeople, including being named one of Fast Company’s 100 Most Creative People in Business; selected by OneWorld as one of its ‘People of 2009;' awarded an Ashoka fellowship; joined UN-GAID as a High-level Adviser; granted membership in the Clinton Global Initiative; awarded an RSA Fellowship; selected by The Huffington Post as the Ultimate Game Changer in Education; nominated as one of Wired Magazine’s 50 People Changing the World; and selected as a Top Global Thinker by Foreign Policy Magazine.
An expert on the intersection of education and technology, Shai Reshef is an educational entrepreneur, with over 25 years of experience in the international education market. Shai has spoken internationally at numerous conferences including the Clinton Global Initiative; DLD: Digital, Life, Design; TED, World Economic Forum; EG5 Conference; Google’s Higher Education Summit. He has also lectured at Yale, Harvard, Stanford and Oxford, among others.
To find out more visit:
TED TALK - An Ultra Low Cost College Degree
The University of the People Website
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT #ShaiReshef #UoPeople
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Sat, 18 July 2015
Would you go to the gym more often if someone was paying you? What if your employer not only encouraged you to be healthy but reinforced that behaviour? Does a healthy employee actually reduce expenses for a company and raise the bottom line?
We were joined today by the Founder and CEO of KrowdFit, Jim Miller. We discussed the correlation between getting healthy and monetary incentives in the work place.
Jim is a serial entrepreneur companies and experienced CEO with 25 years experience leading early stage technology driven companies. He is keenly focused on improving the human health condition and is passionate about performance sports and nutrition. He currently is the founder and CEO of KrowdFit, a platform that financially incentivizes healthy choices.
He is an expert in loyalty marketing, incentive rewards program design and has successfully led several venture-funded companies through periods of rapid growth, holding key senior leadership roles & has successfully raised over $125 million to fund his start-ups.
Previously, he was Chairman and CEO of uTANGO the world's richest Visa® Rewards program, rewarding individual lifetime consumer loyalty with up to $1 Million in cash rewards. Prior to leading uTANGO, he was an Entrepreneur in Residence with Ignition Partners and Frazier Technology Ventures where he participated in the investment process and provided interim executive leadership to portfolio companies.
He has been a guest lecturer on Entrepreneurship and Raising Venture Capital at Seattle University, Portland State University Schools of Business Administration and Northwest University. Jim has been recognized in Kiplinger's Magazine How to get Other People's Money to Finance your Business and Success Magazine Get Venture Capital for Your Business.
Jim currently resides with his wife, Mimi, and daughters Alex and Bridget in Bend, OR. Interests include: cycling, skiing, golf, technology, wine and domain name speculation. He studied Finance and Marketing at Linfield College, however never one to sit still, he became bored and dropped out during the last semester.
To find out more visit:
WWW.KrowdFit.com
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT
Direct download: Money_Matters_Episode_108_.mp3
Category: Financial Literacy
-- posted at: 8:07am PDT
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Fri, 10 July 2015
Nearly two years after Houston City Council members gave their overwhelming support for the project, the FAA’s formal approval opens the door for plans that could see Ellington Airport become a focal point for aerospace operations, such as the launching of micro satellites, astronaut training, zero gravity experimentation, spacecraft manufacturing and a host of other potential activities.
We were joined today by the Director of Rice Space Institute and professor in the Department of Physics and Astronomy, Sr. David Alexander. We discussed the implications to the local and greater Gulf Coast economy and workforce.
David Alexander is a professor in the Department of Physics and Astronomy, where his primary area of research is solar astrophysics. As Director, Professor Alexander is responsible for the mission and direction required to develop and achieve the goals and objectives of the institute.
Professor Alexander is a member of the Rice Faculty Senate and author of “The Sun” part of the Greenwood Press “Guide to the Universe” Series. He received a Presidential Early Career Award for Scientists and Engineers in 2004 and was appointed a Kavli Frontiers Fellow by the National Academy of Sciences in 2006. He is currently the Vice Chair of the Solar Physics Division of the American Astronomy Society, and Chair of the Mauna Loa Solar Observatory Users’ Committee. He is also former Chair of the Solar Heliospheric Interplanetary Environment (SHINE) program. Professor Alexander has served on many national and professional committees including the NASA Advisory Council’s Heliophysics Subcommittee, the NASA Solar Heliospheric Management and Operations Working Group (SH-MOWG), ESA/NASA Solar Orbiter Payload Committee and the Science Advisory Board of the High Altitude Observatory Coronal Solar Magnetism Observatory.
Professor Alexander joined the faculty at Rice in 2003, coming from the Lockheed Martin Advanced Technology Center in Palo Alto, California where he was a Staff Physicist working on the development of advanced space missions for solar physics. He received his Bachelor of Science in Natural Philosophy and Astronomy, and his doctorate on Relativistic Cosmological Models from the
To find out more visit:
Rice Space Institute
Or
The Houston Spaceport
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT
Direct download: Money_Matters_Episode_107.mp3
Category: general
-- posted at: 2:31pm PDT
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Sat, 4 July 2015
Spinglish—the devious dialect of English used by professional spin doctors—is all around us. And the fact is, until you’ve mastered it, politicians and corporations (not to mention your colleagues and friends) will continue putting things over on you, and generally getting the better of you, every minute of every day—without your even knowing it. However, once you perfect the art of terminological inexactitude, you’ll be the one manipulating and one-upping everyone else! And here’s the beauty part: Henry Beard and Christopher Cerf, authors of the New York Times semi-bestseller The Official Politically Correct Dictionary and Handbook,have compiled this handy yet astonishingly comprehensive lexicon and translation guide—a fictionary, if you will—to help you do just that. If you want to succeed in business (or politics, sports, the arts, or life in general) without really lying, this is the book for you! (Your results may vary.)
Today we were joined by Author and Co-founder of National Lampoon Magazine, Henry Beard.
Beard, a great-grandson of Vice President John C. Breckinridge, was born into a well-to-do family and grew up at the Westbury Hotel on East 69th Street in Manhattan. His relationship with his parents was cool, to judge by his quip "I never saw my mother up close."[1]
He attended the Taft School, where he was a leader at the humor magazine, and he decided to become a humorous writer after reading Catch-22.[1]
He then went to Harvard University (from which he graduated in 1967[2]) and joined its humor magazine, the Harvard Lampoon, which circulated nationally. Much of the credit for the Lampoon's success during the mid-1960s is given to Beard and Douglas Kenney, who was in the class a year after Beard's.[1][3] In 1968, Beard and Kenney wrote the successful parody Bored of the Rings.
In 1969, Beard, Kenney and Rob Hoffman became the founding editors of the National Lampoon, which reached a monthly circulation of over 830,000 in 1974 (and the October issue of that year topped a million sales). One of Beard's short stories published there, "The Last Recall", was included in the 1973 Best Detective Stories of the Year.[4] During the early 1970s, Beard was also in the Army Reserve, which he hated.[5]
In 1975 the three founders cashed in on a buy-out agreement for National Lampoon; Beard got US$2.8 million and left the magazine.[5][6] After an "unhappy" attempt at screenwriting, he turned to writing humorous books.[7] Those that have reached the New York Times Best Seller list are Sailing: A Sailor's Dictionary (1981, with Roy McKie),[8] Miss Piggy's Guide to Life (1981),[9] Leslie Nielsen's Stupid Little Golf Book (1995, with Leslie Nielsen),[10] French for Cats (1992, with John Boswell),[11] and O.J.'s Legal Pad (1995, with John Boswell and Ron Barrett).[12] Other notable books include Latin for All Occasions (1990), The Official Politically Correct Dictionary and Handbook (1992, with Christopher Cerf), and What's Worrying Gus? (1995, with John Boswell).
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT
Direct download: money_matters_-_june_26th.mp3
Category: general
-- posted at: 6:34am PDT
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Mon, 22 June 2015
A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.
The office itself either is, or operates just like, a corporation (often, a limited liability company, or LLC), with a president, CFO, CIO, etc. and a support staff. The officers are compensated per their arrangement with the family, usually with overrides based on the profits or capital gains generated by the office. Often, family offices are built around core assets that are professionally managed.
Today we were joined by Author Wedy Orth and Prateek Mehrotra.
Wendy is an independendent Wealth Advisor residing in Houston, TX. She introduces clients to our Firm and our Endowment Investment Philosophy®. Wendy specializes in working with women and young professionals and understands that each client’s financial needs are unique. Wendy strives to understand the client’s complete financial picture, which allows the Endowment Wealth Management’s advisory team to design a custom tailored investment solution to meet each client’s specific needs. Coming from a scientific background, Wendy takes an analytical approach to assist clients with organizing their financial information and providing them with the tools to identify and reach their financial goals.
Wendy attended the Glascock School of Continuing Studies at Rice University where she studied Retirement and Estate Planning. She has completed the Series 65 Uniform Investment Adviser Law Examination. Wendy earned a Bachelor of Science degree in wildlife ecology from the University of Wisconsin-Madison and a Master of Science Degree in biology from the University of Houston.
713-775-5149
As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms.
Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. His prior employer won numerous accolades and rankings from Bloomberg and Worth magazines during his tenure there. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.
Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors. He also worked overseas at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities. He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.
He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India. Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh. He is both a Chartered Financial Analyst (CFA) Charter Holder and a Chartered Alternative Investment Analyst (CAIA). The CAIA program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA Charter Holder in Wisconsin.
You can findout more about Wendy and Prateek at:
www.endowmentwm.com
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT
Direct download: June_19th_money_matters.mp3
Category: Financial Literacy
-- posted at: 2:25pm PDT
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Thu, 18 June 2015
In Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future, veteran technology journalist Ashlee Vance provides the first inside look into the extraordinary life and times of Silicon Valley's most audacious entrepreneur. Written with exclusive access to Musk, his family and friends, the book traces the entrepreneur's journey from a rough upbringing in South Africa to the pinnacle of the global business world. Vance spent more than 30 hours in conversation with Musk and interviewed close to 300 people to tell the tumultuous stories of Musk's world-changing companies: PayPal, Tesla Motors, SpaceX and SolarCity, and to characterize a man who has renewed American industry and sparked new levels of innovation while making plenty of enemies along the way.
Vance uses Musk's story to explore one of the pressing questions of our time: can the nation of inventors and creators which led the modern world for a century still compete in an age of fierce global competition? He argues that Musk--one of the most unusual and striking figures in American business history--is a contemporary amalgam of legendary inventors and industrialists like Thomas Edison, Henry Ford, Howard Hughes, and Steve Jobs. More than any other entrepreneur today, Musk has dedicated his energies and his own vast fortune to inventing a future that is as rich and far-reaching as the visionaries of the golden age of science-fiction fantasy.
Today we were joined by Author Ashlee Vance .
Ashlee Vance is an award winning feature writer for Bloomberg Businessweek magazine. Previously, he worked for The New York Times and The Economist.
Vance was born in South Africa, grew up in Texas and attended Pomona College. He has spent more than a decade covering the technology industry from San Francisco and is a noted Silicon Valley historian.
You can findout more about Ashlee Vance at:
www.ashleevance.com
ELON MUSK - Tesla, SpaceX, and the quest for a Fantastic Future
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT
Direct download: Money_June_12th.mp3
Category: general
-- posted at: 2:45pm PDT
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Mon, 15 June 2015
Today we were joined by Bank on Houston Coordinator Denise Carpenter .
Denise Carpenter joined Bank on Houston in June 2013 and is the Program Coordinator. Ms. Carpenter is responsible for the operational success of Bank on Houston by ensuring development, program delivery, quality control, and evaluation. Prior to Bank on Houston, Ms. Carpenter held positions at Comerica Bank/Sterling Bank in Training and Development and Organization Development. Denise worked for many years in university administration at The University of Texas Health Science Center at Houston. She worked in the banking industry in branch management and operations roles before joining the university. Ms. Carpenter holds a Bachelor of Arts degree in Speech Communications from University of Wisconsin-Oshkosh. Denise serves on the Houston Committee College-Central Campus Banking and Finance Advisory Committee and is a member of the Texas Bankers Association.
You can findout more about bank on Houston at:
www.Bankonhouston.org
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT
Direct download: June_5_MONEY_MATTER.mp3
Category: Financial Literacy
-- posted at: 8:31am PDT
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Tue, 2 June 2015
MoneyLIVE is a program designed for high school through college age youth to provide them with the financial decision-making tools they need to create financial independence. The lessons learned during this event create good financial habits that last a lifetime.
Today we were joined by speaker and author Lonnie Mathews.
Lonnie Mathews is a motivational financial speaker who empowers audiences with tools and strategies to make immediate and long-term shifts in their lives. Lonnie gets audiences excited about taking charge of their financial futures. Companies hire Lonnie because he increases productivity, decreases employee financial issues and empowers their team to do more with their existing salaries.
Lonnie speaks from the heart about his life and past experiences. To realize his passion in life, he had to travel a long and difficult road. By doing so, it has made all the difference. Armed with degrees in finance and accounting, Lonnie has worked as a financial analyst and planner but struggled with his own personal finances
We were also joined today by Susan Edwards With Houston Business Journal who updated us on what is going on with the Houston energy sector as well as recent bank changes.
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#KPFT
Direct download: money_matters_june_1.mp3
Category: Teen Finance & Money Skills
-- posted at: 3:06pm PDT
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Sat, 23 May 2015
"The Budget Entrepreneur" is a concise and to the point guide on how to start a small business on a tight budget. A book written for those ready to get their hands dirty in the business world, it forgoes the usual lecturing on basic business concepts and planning, and jumps right into the practical steps needed to start a business without breaking the bank. Topics covered include: choosing and establishing the desired business entity structure, obtaining DBAs and required licenses, banking on a budget, how to put your company in front of potential customers without breaking the bank, and more.
Today we were joined by speaker and author Brian Roueiheb.
Brian Roueiheb is an author and president of a Southern California marketing and consulting firm. With over a dozen years of marketing and consulting experience under his belt, he has helped hundreds of businesses of all sizes achieve success within their industries.
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#thebudgetbizman
Direct download: money_matters_5-22-15.mp3
Category: Self Employed
-- posted at: 1:27pm PDT
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Sun, 17 May 2015
It is a well known fact that there is a strong link between financial education and the ability to manage and save money. But did you know that the Banking on Kids program was specifically designed to begin this learning process at the elementary/middle school level.
In 1995, the first Banking On Kids student-run bank opened . It proved to showcase just how simple it is to teach "banking concepts" to very young children.
The intent of opening a bank within an elementary/middle school is threefold:
- To teach kids at a very young age the value of saving.
- To design a banking curriculum that would teach money issues i.e. the origin of money, compound and simple interest, banking systems, and the workings of the Federal Reserve, and
- To offer real-world experience by allowing students to operate a real bank using real money.
on the 100th episode of Money Matters we were joined in the studio by Radio Host Lou Garino.
Lou is truly a serial entrepreneur with 3 decades of real, hardcore, business experience. His thirst for new horizons includes over 20 years of award-winning experience in real estate as a realtor and investor. Lou was one of the first to coin the term "flipping houses" and is an expert in rehabing properties. As Author of the upcoming book, Business Relationship Riches, Lou is excited about the opportunity to help others pursue their dreams through business success by building better relationships and a better life. Lou is the Host of Business Newsmakers Radio with Lou Garino, a weekly talk radio show on Bloomberg radio in Houston, TX, Business 1110 KTEK, on the Wall Street Radio Network. Previous host of House Talk with Lou, a now archived weekly business talk radio show on live streaming internet radio on Lone Star Internet Radio.
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#LouGarino
Direct download: Money_Matters_5-15-15.mp3
Category: Financial Literacy
-- posted at: 7:38am PDT
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Wed, 13 May 2015
Peter Bregman, author of the Wall Street Journal bestseller 18 Minutes, offers strategies to replace energy-wasting, counter-productive habits that commonly derail us with truly effective ones.
The things we want most—peace of mind, fulfilling relationships, to do well at work—are surprisingly straightforward to realize. But too often our best efforts to attain them are built on destructive habits that sabotage us. In Four Seconds, Peter Bregman shows us how to replace negative patterns with energy boosting and productive behaviors. To thrive in our fast-paced world all it takes is to pause for as few as four seconds—the length of a deep breath—allowing us to make intentional and tactical choices that lead to better outcomes. Four Seconds reveals:
- Why listening—not arguing—is the best strategy for changing someone’s mind
- Why setting goals can actually harm performance
- How to use strategic disengagement to recover focus and willpower
- How taking responsibility for someone else’s failure can actually help your team
Practical and insightful, Four Seconds provides simple solutions to create the results you want without the stress.
We were joined today by author of the new book Four Seconds, Peter Bregman.
Peter Bregman is the CEO of Bregman Partners, Inc., a firm which advises, coaches, and develops leaders at all levels to take powerful and ambitious actions to achieve the things that are most important to them and their organizations.
For more on Peter Bregman:
Four Seconds
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#peterbregman
Category: Self Development
-- posted at: 1:01pm PDT
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Sat, 2 May 2015
Jia Jiang came to the United States with the dream of becoming the next Bill Gates. But despite early success in the corporate world, his first attempt to pursue his entrepreneurial dream ended in rejection. He was crushed. Jiang realized that, like so many others, his fear of rejection was a bigger obstacle than any single rejection would ever be, and he needed to find a way to overcome his fear.
And with that goal in mind, Jiang's "100 days of rejection" experiment was born.
We were joined today by author of the new book Rejection Proof , Jia Jiang.
Jia Jiang is the founder of the popular blog and video series 100 Days of Rejection. His story has been covered by dozens of news outlets, including Bloomberg Businessweek, Yahoo News, The Huffington Post, Forbes, Inc.com, MYV, Gawker, the Daily Mail, Fox News, and CBS's The Jeff Probst Show. A native of Beijing, China, Jiang came to the UNited States as a teenager to pursue his dream of becoming an entrepreneur. Jiang holds an MBA from Duke University and a bachelor's in computer science form Brigham Young University.
For more on Jia Jiang:
Rejection Proof
www.fearbuster.com
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Direct download: Money_Matters_5-1-15.mp3
Category: Self Development
-- posted at: 8:03am PDT
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Sat, 25 April 2015
"Its not how much we give but how much love we put into giving."-- Mother Teresa
DEFINITION of 'Charitable Donation'
A gift made by an individual or an organization to a nonprofit organization, charity or private foundation. Charitable donations are commonly in the form of cash, but can also take the form of real estate, motor vehicles, appreciated securities, clothing and other assets or services.
We were joined today by Jeff Gerold who is a Vice President and Charitable Planning Consultant with Fidelity Charitable.
Jeff Geroldis a vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity with a donor-advised fund program.
In his current role, Mr. Gerold is a resource on charitable planning for advisors and their clients in Texas, Oklahoma, Arkansas and Louisiana. He helps advisors understand and stay abreast of charitable planning strategies and ways to incorporate charitable giving into overall financial and wealth management plans.
Prior to joining Fidelity Charitable in 2007, Mr. Gerold spent three years at Fidelity Investments Life Insurance Company. He began his career at Fidelity Investments in 1998.
Mr. Gerold is a graduate of the University of North Texas and a Certified Financial Planner® (CFP). He has participated in charity events sponsored by A Little Helping Hand, a nonprofit organization working to better children’s lives.
About Fidelity Charitable
Fidelity Charitable is an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants. Established in 1991, Fidelity Charitable launched the first national donor-advised fund program. The mission of the organization is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. For more information about Fidelity Charitable, visit http://www.fidelitycharitable.org.
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Direct download: Money_Matters_4-23-15.mp3
Category: Charitable Giving
-- posted at: 7:26am PDT
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Tue, 21 April 2015
"The most important thing is getting clarity about the big picture so you can cope with the unexpected. Maybe you’ll lose the job you thought was secure; you’ll take a financial risk that doesn’t pan out; you’ll have twins when you were only budgeting for one. In other words: Life will happen." Carl Richards
Today we were joined by the author of the new book The One Page Financial Plan, Carl Richards.
Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. He is the creator of the weekly Sketch Guy column in the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl's art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson's Gallery in New York, The Shultz Museum, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.
We were also joined by Suzanne Edwards from the Houston Business Journal for our monthly check in on the local Houston business news. Suzanne discussed the oil market, mergers and acquisitions and roboinvesting.
The One-Page Financial Plan
You can find out more about Carl Richards by visiting the website at:
www.thebehaviorgap.com
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#behaviorgap
@hbjsuzanne
Direct download: Money_Matters_4-19-15.mp3
Category: general
-- posted at: 2:33pm PDT
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Sat, 11 April 2015
We have all heard about the enviormental benefits of building green. How does building green translate into hard dollars? What is the economic impact of building green?
We were joined today by Mike Collignon Executive Director and Co-Founder.
Mike engages in national and state-level advocacy, co-produces quarterly research reports, and publishes a bi-monthly e-newsletter, a monthly member publication and a monthly feature in Green Builder® Magazine. He has presented at RESNET, the Pacific Coast Builders Conference and the Sustainable Disaster Recovery Conference. Mike has also delivered testimony at the IECC and IgCC final action hearings.
A former Market Manager of Residential for the Portland Cement Association (PCA), he supervised the $1.2 million residential co-op advertising program for regional and local promoters, delivered 10 guest lectures between Cal State University at San Luis Obispo, Cal State University at Chico and Middle Tennessee State University, and managed the 10,000+ sq. ft. Concrete Pavilion, the cement and concrete industry’s marquis annual presence at the Builders’ Show.
Mike received a Bachelor’s degree in Marketing with a minor in Advertising from Drake University.
You can find out more about The Green Builder Coalition by visiting the website at:
...
www.greenbuildercoalition.com
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#gbcoalition
Direct download: mm_4-10-15.mp3
Category: Financial Literacy
-- posted at: 1:15pm PDT
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Sat, 4 April 2015
April is here and many of us are done with taxes. Now what? April is also Financial Literacy month and celebrated locally as Houston Money Week. Houston Money Week is a financial education initiative for people of all ages. FREE workshops are scheduled from April 11 - April 18, 2015.
We were joined today by Houston Money Week Partner Ogadi Fields
You can find out more about Houston Money Week by visiting the website at:
www.houstonmoneyweek.org
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#
Direct download: mm_4-3-15.mp3_mix.mp3
Category: Financial Literacy
-- posted at: 2:03pm PDT
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Sat, 28 March 2015
We are at about 75,000 Energy and Oil job losses nationwide since the drop in oil prices began. Here in Houston we all have friends or family members who might have been in this initial round of layoffs. The bad news in that it is not over yet. According to our guest the 2nd round of cuts will be coming shortly down the road. The good news is that there is hope. If you know someone who has been let go or is worried that they might be let go soon then please share this episode with them.
On today's show we were joined by Brian Newkirk of Search Group International and Todd Brinegar of Fikser.us. We discussed:
- When are the next round of cuts coming
- Mergers and Acquisistions
- The partnership of SGI and FIKSER working to get Houstonians back to work in similar fields or new jobs
- What to do if you have been laid off
-The biggest mistakes made by those looking for work
and much more....
You can find out more about Brian Newkirk by visiting his website at:
www.searchgroupintl.com
Or Todd Brinegar at:
www.fikserus.com
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Direct download: Money_Matter_3-27-15.mp3
Category: general
-- posted at: 10:33am PDT
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Fri, 20 March 2015
Learn the secrets to maximizing your Social Security benefits and earn up to thousands of dollars more each year with expert advice that you can’t get anywhere else.
Want to know how to navigate the forbidding maze of Social Security and emerge with the highest possible benefits? You could try reading all 2,728 rules of the Social Security system (and the thousands of explanations of these rules), but Kotlikoff, Moeller, and Solman explain Social Security benefits in an easy to understand and user-friendly style. What you don’t know can seriously hurt you: wrong decisions about which Social Security benefits to apply for cost some individual retirees tens of thousands of dollars in lost income every year.
On today's show we were once again joined by Suzanne Edwards, Money and Legal reporter for Houston Business Journal. Suzanne updated us on the local banking trends in Houston in relation to the oil market.
We were joined at the halfway mark by author Laurence Kotlikoff and discussed his newest book Get What's Yours: The Secrets to Maxing Out Your Social Security.
Laurence J. Kotlikoff is William Fairfield Warren Distinguished Professor and a professor of economics at Boston University. He is also president of Economic Security Planning, Inc., a company specializing in financial planning software. His company websites are ESPlanner.com and MaximizeMySocialSecurity.com. He is author or co-author of sixteen books, including Spend ‘Til the End and The Coming Generational Storm (both with Scott Burns). His work has appeared in The New York Times, The Wall Street Journal, The Financial Times, Bloomberg, Forbes, The Economist, Huffington Post, and other major publications. He has served as a consultant to the International Monetary Fund, the World Bank, governments around the world, and major U.S. corporations including Merrill Lynch, Fidelity Investments, and AON. In addition, he has provided expert testimony on numerous occasions to committees of Congress. He lives in Boston.
You can find out more about Laurence Kotlikoff by visiting his website at:
www.getwhatsyours.org
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft #hbjsuzanne
Direct download: money_matters_3-20-15.mp3
Category: Financial Literacy
-- posted at: 7:38pm PDT
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Fri, 13 March 2015
When your child has picked a school and decided they want to go to college the next step is paying for it. After we get over the sticker shock that is the current cost of college tuition we most figure out where the funds to pay for school actually come from. Today we answer the question how do we pay for college.
Jackie Aguilera has over 20 years experience in adult education and curriculum development. She has taught literacy, college success courses, and workforce readiness skills development at UH Downtown, University of Houston, Houston Community College, and the Houston Center for Literacy. Currently, Jackie is the Literacy Coordinator at East Side University, a community based learning center in Third Ward, and serves on the Houston Center for Literacy Advisory Board and on the adult education committees of Houston Money Week and the Alliance for Economic Inclusion.
You can find out more about Jackie Aguilera and East Side University by visiting the website at:
www.esuvclc.org
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
@kpft @houstonmoneywk
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Sat, 7 March 2015
For me a car has always been a tool to get you from point A to B. I have said in the past that a car is a depreciating asset as soon as you drive it off the lot. The only exception to this rule is classic and/or collectible cars. I recently toured a classic and collectible car facility here in Houston that made me change my thinking. After learning about how much some of these cars have recently gone for at the auction I wanted to learn more about collecting cars. Even more interesting than the cars are the people behind them.
Today we popped the hood and looked at the collectible and classic car market with Michael Foertsch, Owner of M. Brandon Cars.
Michael Foertsch is the owner of M. Brandon Motorcars, a small automobile dealership located in Houston. He specializes in Ferrari models from the 70s, 80s, and 90s, as well as other "interesting" sports cars. He is currently an apprentice concours judge for the International Association for the Conservation and Preservation of Ferrari Automobiles (IAC/PFA), and his personal cars have won Platinum awards at the prestigious Cavallino Classic. Before opening his dealership, he spent almost 20 years as a software engineer, and was a high performance driving instructor on the weekends.
You can find out more about Michael Foertsch by visiting her website at:
www.mbrandonmotorcars.com
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft #mbrandoncars
Things to consider when buying a car - Chris Hensley
http://youtu.be/_P2LjWPnKsM
Direct download: Money_Matters_Episode_90.mp3
Category: Financial Literacy
-- posted at: 10:08am PDT
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Sun, 1 March 2015
Tune in Tomorrow Morning at 10 AM to hear me on Business Newsmakers Radio W/ Lou Garino 1110 KTEK AM Wall Street Journal Radio. We will be talking about Houston Money Week and much more.
http://www.businessnewsmakersradio.com/
Category: general
-- posted at: 6:20pm PDT
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Sat, 28 February 2015
In Jane Austen's "Persuasion," Captain Wentworth writes to his love interest, "I must speak to you by such means as are within my reach." When it comes to actual persuasion, however, not all learning leaders know exactly what that reach is, let alone what's within it.
We were joined today by Author Juliet Huck.
I wrote The Equation of Persuasion™ to empower you to reach your highest potential as a communicator, both personally and professionally. Based on my decades of experience as a coach, a strategist and a designer of my clients’ messages to their decision-making audiences, I observed a missing link in the field of communications. I developed a methodology identifying those elements that must be kept in balance for them to land a decision they are seeking. Once I saw the wildly successful results of this unique approach, I knew I had to share these proven techniques with you.
You can find out more about Juliet Huck by visiting her website at:
www.persuadeandachieve.com
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Direct download: MoneyMattersEpisode89.mp3
Category: Self Development
-- posted at: 10:41am PDT
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Fri, 20 February 2015
For many of us who speak for a living our business and careers depend on making powerful presentations. For others you might have to occasionally make a presentation in front of a group of co-workers or clients. How do you go from a good speaker to a great speaker?
We kicked off the show today with Houston Business Journal's Money and Law reporter Suzanne Edwards for our 2nd installment of a local Houston economy update. We discussed the recent changes in the oil market and what that means for West Houston and the Energy Corridor. We talked about major energy companies cutting jobs and what resources our available to help transition into related industries or find work. We also discussed how the changes in the oil market have changed the local credit market.
We were then joined by executive speech coach, Patricia Fripp. Patricia Fripp, CSP, CPAE is an award-winning keynote speaker, business presentation expert, sales presentation skills trainer, and in-demand speech coach to executives and celebrity speakers. Meetings & Conventions magazine named her "One of the 10 most electrifying speakers in North America." She delivers high-energy, high-content, and dramatically memorable presentations. Kiplinger's Personal Finance identified Patricia Fripp Speaking School as one of the best ways you can invest in your career
In addition to being an award-winning professional keynote speaker, executive speech coach, sales presentation trainer, and author... Patricia Fripp is also the adoring sister of guitarist Robert Fripp of King Crimson.
You can find out more about Patricia Fripp by visiting her wesite at:
www.Frip.com
To Find out more about Suzanne Edwards you can follow her at:
@HBJSuzanne
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Direct download: Money_Matters_Episode__88.mp3
Category: Self Development
-- posted at: 1:22pm PDT
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Fri, 13 February 2015
When spring fever hits and you start tossing out old clothes and scrubbing the floors, don't forget to give your finances some fresh air, too. Today we discussed how do we get started Spring cleaning our finances.
Today we were joined live in the studio with AVP of South Texas Community programs with Comerica Bank and Houston Money Week partner, Vanessa Reed
Vanessa Reed, AVP of the South Texas Community Reinvestment programs for Comerica Bank. Reed's priorities include affordable housing, education including financial literacy and small business and job training programs. Reed joined Comerica Bank in 2000.
A graduate of University of New Orleans, she holds a bachelor's degree in Business Management with a concentration in accounting.
Reed serves on numerous boards and committees including Change Happens! and the Greater Houston Black Chamber of Commerce formerly Houston Citizens Chamber of Commerce. She is an active member of The Fort Bend Church where she serves on the Accounting Team. She is also a member of the National Association of Professional Women.
Mrs. Reed is the wife of Kevin Reed and mother of Jordan and Parker Reed.
If you would like to find out more about Houston Money Week by clicking on the link below:
www.houstonmoneyweek.org
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Direct download: Money_Matters_Episode__87.mp3
Category: Financial Literacy
-- posted at: 1:25pm PDT
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Fri, 6 February 2015
For many college-bound students, the end of January means wrapping up applications and waiting to hear back.
But getting into college is one thing. Paying for it another. Just as students talked with guidance counselors about finding the right schools to apply to, families may turn to help about figuring out which schools make fiscal sense.
Today we were joined live in the studio with Houston Hispanic Forum 1st VP, Fernando Gil to discuss the Career and Education Day coming up on February 14th, 2015. This is a free event for students from grade 6-12 & their parents.
- Free Childcare and Lunch
- Career Paths (HB5 Endorsements-Based)
- Obtain Admisision & Financial Assitance
- Bilingual Representatives
- Middle School Track
- PArent Track
- And Much, Much More.....
You can register for the event at:
www.Hispanic-Forum.org
http://hispanic-forum.org/events/ced/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
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Fri, 30 January 2015
How creative are you? How do you know? How can you discover and develop your real creative powers? These questions lie at the heart of Creativity on Demand, and Michael Gelb explores them with an assurance and compassion that come from a lifetime of expert practice and deep reflection.
There's enormous interest these days in creativity. Businesses everywhere, for example, know that their survival and their success depend on a constant flow of new ideas for products and services.
Today we were joined live in the studio with New York Times Bestselling author, Michael J. Gelb to discuss his new book Creativity on Demand - How to Ignite and Sustain the Fire of Genius
Also, we had the added bonus of visiting with Mezzo Soprano Deborah Domanski who will be appearing in "La clemenza di Tito" at Opera in the Heights to calebrate Mozart's birthday tonight.
You can learn more about Michael at:
www.michaelgelb.com
If you would like to see Deborah Domanski you can findout more by clicking on the link below:
http://operaintheheights.org/la-clemenza-di-tito-by-wolfgang-amadeus-mozart/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Direct download: Money_Matters_Episode__85.mp3
Category: Creativity
-- posted at: 12:55pm PDT
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Fri, 23 January 2015
So we made it through Christmas, but here it is January and we still are barely juggling the bills? How do you make a plan of attack to get back on track? Do you have a Christmas credit card hangover?
We explored a cure for the Christmas credit card hangover w/Jennifer Guzman from Texas Capital Bank and Houston Money Week Partner.
Native Houstonian Jennifer M. Guzman lived in Washington, DC and San Antonio, TX before returning home to Houston.
Jennifer obtained a Bachelor of Arts degree with a major in Political Science from George Washington University and a Master of Public Administration degree from University of Texas at San Antonio. During her undergraduate study, Jennifer worked for DC Reads, an organization with a mission to alleviate the illiteracy rate in Washington, DC among elementary school children. She tutored Pre-Kindergarten and Special Education students for two years. After moving back to Texas, Jennifer began volunteering full-time for two large non-profit organizations in San Antonio: Alzheimer’s Association and Girl Scouts of Southwest Texas. Jennifer began working full-time for Girl Scouts of Southwest Texas as Teen Program Manager where she designed and implemented leadership development programs for girls in 21 counties.
After graduating with her Master’s degree, Jennifer began working for Texans Can Academies in San Antonio at San Antonio Can High School and later at Houston Can Academy in development. She currently works for Texas Capital Bank in Houston. Jennifer has written several foundation grants and has developed many community partnerships to better organize her community.
Jennifer was named “Miss Gulf Coast USA” in 2004 and competed in the “Miss Texas USA” pageant under the “Miss Universe” system. She has served on many boards including Multicultural Education and Counseling through the Arts, George Washington Alumni Club in Houston and San Antonio, Bexar County Community Plan, Bexar County Young Democrats and YMCA of Greater San Antonio. Most recently she was elected to the George Washington University Alumni Association Board of Directors as a Member At Large where she will serve a 3-year term with the task of engaging alumni internationally. She has consulted with political campaigns in San Antonio. During the 2010 election, she worked with Dr. Masarrat Ali for the open Texas house seat in district 122 that runs through Bexar County.
Jennifer currently lives in Houston with her husband Matthew and their two children: Matthew (age 7) and Maverick (age 2). When not working, Jennifer enjoys spending time with her family, cooking vegetarian and playing the piano.
You can follow Jenny on twitter at @jenjentheguru or visit her online at:
http://www.texascapitalbank.com/
To find out more about Houston Money Week and how you can become involved visit:
www.Houstonmoneyweek.org
Also mentioned on todays show:
http://hispanic-forum.org/
Check the events section for the free College Planning seminar in Feb
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#HMW2015
Direct download: Money_Matters_Episode_84.mp3
Category: Financial Literacy
-- posted at: 1:12pm PDT
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Fri, 16 January 2015
Could falling oil prices actually be a good thing for certain industries in Houston? If Houston is doing well why is there such a large unbanked or under banked population compared to the rest of the country?
We explored both of these questions on a new monthly segment with Houston Business Journal's Legal and Money Reporter, Suzanne Edwards.
Edwards most recently comes from Shanghai, China, where she was an editor at SinoMedia and, before that, a contributor to China Economic Review. Edwards is an Austin native and interned at the Austin Business Journal, an affiliated publication. She began her journalism career as an intern at the Associate Press' Rome bureau.
Edwards graduated from The University of Texas at Austin and majored in journalism, as well as Asian cultures and languages. In addition to English, she speaks Mandarin, as well as Italian and Spanish.
Edwards will focus her coverage for HBJ on following Houston's thriving financial industry, including banks, credit unions, wealth management, philanthropy, venture capital, private equity and more. She also will cover the highly competitive law sector in Houston, where expansions and M&A continue at a rapid pace.
You can follow Suzanne on twitter at @HBJSuzanne or visit her online at:
http://www.bizjournals.com/houston/bio/24321/Suzanne+Edwards
We were also joined today by president of SimpleFi, Adam Potter. We discussed alternatives to payday loans such as credit blind programs that lend to indivduals without actually checking credit. We discussed Financial Literacy in the workplace and how financial health can be related to physical health.
Adam, 35, served as a Marine Corps officer for 10 years, rehabilitating war and disaster ravaged populations in Iraq, Afghanistan, and South Asia. He also supported the Navy Marine Corps Relief Society financial wellness programs - which have successfully counseled troops into better financial behavior and away from predatory lenders.
He believes the work done by the military relief societies to recover troops who were overwhelmed by their expenses and debt should be continued in the private sector. Adam is an alumnus of John Hopkins University and the Stanford Graduate School of Business.
To Find out more about Adam Potter you can visit his website at:
www.simplefi.org
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#HBJSuzanne#houbizjournal
#simplefinews
Direct download: Money_Matters_Episode_83.mp3
Category: Houston Economy
-- posted at: 1:49pm PDT
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Fri, 9 January 2015
In the past if someone wanted to rob you they would buy a knife. They would wait in a dark alley and when you passed by they would stick you up. With the invention of the locomotive the same thief was able to scale his business by robbing hundreds during a train heist. Fast forward to last year December. 1 out of every 3 Americans were exposed to the Target data breach last year. Millions of people had money and personal information stolen.
With the recent SONY hack we are looking at the possibility of nation states versus nation states in a cyber warfare setting.
Today we were joined today by President of CMIT Solutions / Northwest Houston Suburbs, Camille Hamilton
Camille Hamilton, Owner of CMIT Solutions/Northwest Houston Suburbs and has over twenty-nine years experience in the Information Technology industry. Prior to starting her own business in 2000, she worked primarily for Fortune 500 energy companies in their IT services departments. In 2000, she decided to bring her expertise to the small business sector and purchased a CMIT Solutions franchise.
Her experience of analyzing business processes and finding solutions to automate those processes allow her to help small and growing businesses. Her team of qualified and certified professionals allows CMIT Solutions to offer quality and affordable IT solutions. Her company’s goal is to become the leader in outsourced IT services to small and growing businesses. CMIT Solutions/Northwest Houston Suburbs was a finalist in November 2004 & was awarded in November 2005, the Small Business Award presented by the Small Business Development Center’s Advisory Council of the Lone Star College System.
To find out more about Camille Hamilton you can visit his website at:
http://www.cmitsolutions.com/northwest-houston-suburbs
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#Camhamilton
Direct download: Money_Matters_Episode_82.mp3
Category: Financial Literacy
-- posted at: 12:50pm PDT
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Wed, 7 January 2015
I was on KPFT News yesterday doing a short spot on Getting Your Finances Straight for the New Year. If you missed it you can click on the link below to check it out.
KPFT News
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
Category: general
-- posted at: 1:15pm PDT
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Fri, 2 January 2015
Doctors may be experts at treating patients. But when it comes to running their own businesses, many are making rookie mistakes. In an environment of rising health-care costs and declining reimbursement, many physicians often find themselves having to see twice the amount of patients to earn the same amount of money. The burden on physicians to navigate the cost of doing business while remaining cash-flow positive results in less than 20-20 vision when it comes to managing their finances. Sworn into practice by taking a vow to prescribe treatments that are good for their patients, most physicians simply don't have the time to focus their efforts on a regimen of financial fitness. Ultimately, it takes a dose of reality, such as poor budgeting that projects a delayed retirement, that propels physicians to seek financial advice.
We were joined today by Vicki Rackner MD who is the president of www.tagetingdoctors.com .
Dr. Vicki Rackner is a former surgeon and nationally noted expert on physician engagement. She helps financial services professionals acquire physician clients.
After treating tens of thousands of patients over her medical career and holding a clinical faculty appointment at the University of Washington School of Medicine, she left the operating room to help all medical stakeholders partner more effectively.
You may have seen her quoted in the Wall Street Journal, on CNN or in the Washington Post, to name a few. You may have heard her interviewed on NPR. Or you may have read one of her books.
To find out more about Vicki Rackner MD you can visit his website at:
www.targetingdoctors.com
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
or
www.moneymatterspodcast.com
#kpft
#
Direct download: Money_Matters_Episode_81.mp3
Category: Financial Literacy
-- posted at: 1:16pm PDT
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