Mon, 30 December 2019
Isolation, reduced communication, and a lack of mental cues can burden remote workers. How can remote workers successfully balance the demands of their professional lives? We were joined today by Teresa Douglas, coauthor of Secrets of the Remote Workforce.
More about Houston Money Week visit: Financial Advisor Magazine Articles: You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: or #KPFTHOUSTON #HoustonMoneyWK
Direct download: Money_Matteres_Episode_254.mp3
Category:Financial Literacy -- posted at: 2:19pm PDT
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Mon, 16 December 2019
Making sense of jewelry appraisal is crucial whenever buying, selling, or insuring precious stones. We were joined today by Graduate Gemologist Jessica Khurana. As the owner of Houston Jewelry Appraiser, Jessica specializes in fine jewelry appraisal and uses gemological testing in her examinations. As someone who has been in the jewelry appraisal business for 20 years, Jessica explains the difference between the fair market value and the retail replacement value approaches, how to save money on your jewelry insurance, and what to watch out for when making a purchase. More about Houston Money Week visit: Financial Advisor Magazine Articles: You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: or #KPFTHOUSTON #HoustonMoneyWK
Direct download: Money_Matters_Episode_253.mp3
Category:Financial Literacy -- posted at: 10:28am PDT
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Mon, 9 December 2019
50 Fiduciary Standards for 50 States? How a lack of uniform regulation could ultimately increase costs for clients. We were joined today by Bill McCance, Chairman and President of TAG Group, Inc. - a diversified financial services company owning a broker dealer, a Registered Investment Advisor and an insurance GA.
More about Houston Money Week visit: Financial Advisor Magazine Articles: You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: or #KPFTHOUSTON #HoustonMoneyWK
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Mon, 25 November 2019
What's in store for Continental Societies' upcoming event: Jingle & Mingle. Houston Money Week managers Chris Hensley and Bennette Davis discuss Houston Continental's annual scholarship and program fundraiser. Bennette Davis is the President of the Houston Metropolitan Chapter as well as a chapter charter member. Continental Societies, Inc. is an international women’s service organization dedicated to improving the socioeconomic and cultural welfare of under-served children and youth. The organization was founded in 1956 and incorporated nationally in 1972. The Houston Metropolitan Chapter was chartered in 2004, and the members have shared programs and experiences with more than 100,000 children in our short history. Through our Five-Point Programmatic Thrust: Health, Education, Employment, Recreation plus Arts and Humanities, we create innovative programming structured to enhance and bring value to the young lives we encounter. More about Houston Money Week visit: Financial Advisor Magazine Articles: You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: or #KPFTHOUSTON #HoustonMoneyWK
Direct download: Money_Matters_Episode_251.mp3
Category:Financial Literacy -- posted at: 10:16am PDT
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Mon, 18 November 2019
Why women's relationships with other women at work are often fraught and when they are, have the potential to completely derail women's careers.
We were joined today by author and practicing attorney Andrea S. Kramer. Her new book, coauthored with Alton B. Harris, It's Not You, It's the Workplace: Women's Conflict at Work and the Bias that Built It delves into the reasons that the gender pay gap and unequal gender representation have persisted in the workplace. Importantly, it also describes the ways some organizations have been successful in removing gender bias from their systematized processes.
More about Houston Money Week visit: Financial Advisor Magazine Articles: You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: or #KPFTHOUSTON #HoustonMoneyWK
Direct download: Money_Matters_Episode_250.mp3
Category:Financial Literacy -- posted at: 12:01pm PDT
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Wed, 13 November 2019
How do customers want your brand to navigate the political landscape? Christine Wise discusses the surprising research findings from Seattle agency DNA's deep dive into when and why corporate political advocacy works... and when it doesn't.
We were joined today by Christine Wise, the agency's Chief Strategy Officer to talk about Foresight 2020 - a national representative study on the attitudes and opinions of 2,000 Americans with regard to brands and political stances.
Foresight 2020 research shows that the overwhelming majority of consumers agree on the importance of many core values and see a number of these shared values as “under threat” today. When considering the unprecedented political divisiveness that is so pervasive today, it is no surprise people are hoping for brands to build common ground. “As we look ahead to what is certain to be a highly-charged political climate in 2020, we saw an opportunity to use data and insights to help marketers and brands create winning strategies for the year ahead,” explained Alan Brown, CEO and co-founder of DNA. “Just as political candidates are courting independent votes, brands can broaden their relevance to more people by championing common ground than by firmly planting a flag on the side of any single issue or candidate. Staying authentic and doubling down on important shared values may be the best way for brands to add value and bring people together in today’s landmine filled political landscape.” For starters, our political system and political division is the number one issue facing the country when looking at the combination of what is both important and polarizing. As people look ahead to 2020, most anticipate things will continue to get worse with only 8% of people disagreeing with the statement that “the election year will further divide and polarize our country.” “Although there are specific groups of people that will immediately applaud and reward a brand for taking a strong political or societal stance,” explains Christine Wise, Chief Strategy Officer at DNA and leader of the study, “many have a degree of skepticism about brand activism with 53% agreeing that ‘Too many brands use societal issues as a marketing ploy to sell their product/service.’” Cultivating unity is the number one thing on a list of what people want from brands with 54% agreeing “Brands should help build common ground and avoid taking sides.” According to the survey, DNA sees an opportunity for brands to be the change people want to see by protecting and projecting shared values especially those that are viewed as most important and under threat today. These values include privacy, preserving the environment, safety, fairness, open-mindedness, independence, compassion, and honesty. Noted Ms. Wise, “We see rich and fertile ground for brands to advocate around our shared values. DNA has analyzed a large range of values and can guide brands to those that are most important and also seen as most under threat in 2020 based on a wide range of factors. Generation cohorts, where people live, and political affiliation reveal both differences and highlight commonalities that provide a framework for how brands can succeed and drive relevance in 2020.” Personal Issues Remain More Pressing than Political Issues As concerning as the state of politics is for many, only 13% of Americans strongly agree that they’re “losing sleep about what is happening now and what lies ahead in 2020.” This is in part because personal problems are more pressing and political fatigue has already set in. Improving physical health and improving personal finances top the list of personal priorities for 2020 across all generations. Younger generations (Gen Z and Millennials) differ from older generations with additional importance placed on advancing their job/career, improving their personal relationships, trying new things, maintaining a sense of balance, and improving their mental health. In addition, DNA found that brands should consider how their employees feel - not just what their customers feel - about political advocacy. With a tight talent pool, keeping the entire enterprise in mind is vital for companies as 37% of Americans overall would be proud to be employed by a company that publicly advocated in support of causes or issues I care about. Research methodology The Foresight for 2020 project is a nationally representative quantitative study of 2,000 Americans, ages 18+. The quantitative survey was fielded in August 2019. The study examines the current state of American sentiment, the values we hold most dear and those we feel are under threat today, how we perceive the issues of the day, and what we see as the role/responsibility of brands during this unique moment in time. The survey has a margin of error of 2% at a 95% confidence level. In addition to the quantitative study, Foresight 2020 also includes: · Social data intelligence analysis of online conversations leveraging NetBase platform · Analysis of political polling and ongoing tracking of US consumer sentiment · Case study examples of the intersection of brands and issue-based politics · Qualitative interviews with academics and leaders in brand safety
More about Houston Money Week visit: Financial Advisor Magazine Articles: You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: or #KPFTHOUSTON #HoustonMoneyWK
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Sun, 3 November 2019
Money Matters Episode 248 – Lending and Taxes for the Small Business Owner W/ Charlene Quah & WenFang Bruchett
Small business owners are famous for taking as many deductions at tax time as the possibly can. When it comes time to get a car loan, mortgage or business loan they are disappointed to find out they are declined. How can entrepreneurs find balance preparing for a loan and making sure they are doing the right thing at tax time. We were joined today by CPA, Charlene Quah , and WenFang Bruchett Licensed in Texas State Board and American Institute of Certified Public Accountants, Charlene Quah, CPA, possessed more than 10 years of professional experience including accounting, business management, tax preparation, tax planning, audit, review, compilation and business consulting. She is currently the principal of XQ CPA PLLC, a firm that goes extra miles to help businesses in increasing profitability, reducing taxes and better manage cash flows. Charlene is also a frequent guest speaker for many business events for small businesses. Charlene had also completed the American Institute for Certified Tax Coaches’ inaugural training program leading to the Certified Tax Coach designation, a program that focuses on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies. WenFang Bruchett is the organization's guiding force and an accomplished banking professional with 25 years of experience. She is a former executive for a global finance organization where she managed over $200 million in assets. She has used that know-how to help transform the lives of thousands of consumers and entrepreneurs from financial rock bottom to financial solvency and wealth - even helping early stage entrepreneurs secure capital. Through their C.A.S.H.Formula (an acronym for Credit, Assets, Savings, Health), Ms. Bruchett and BlissFinance are on a mission to empower individuals and businesses to maximize their hard-earned money and live a wealthier, healthier and happier life. To sign up for the event: To find out more :
More about Houston Money Week visit: Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #bliss_finance #xqcpa #ChrisHensley #FinancialPlanning #FinancialAdvisor #MoneyMattersPodcast #KPFT #Houston #Texas #UnitedStates
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Mon, 28 October 2019
Today's spotlight was on the up and coming podcast Savage and Scholars. Past topics have included music, philosophy, psychedelics, computer science, Brazilian jiu jitsu, psychology , working out and much more!!!! We were joined today by podcast host, Miguel Dominguez
Miguel shared his take on the positive health benefits of training in competitive Brazilian Jiu Jitsu. How BJJ can help build a framework for both children and adults who train. We also discussed podcast as an emerging medium. Tune in at: https://anchor.fm/savages?utm_source=listennotes.com&utm_campaign=Listen+Notes&utm_medium=website More about Houston Money Week visit: Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #Savages&Scholars #ChrisHensley #FinancialPlanning #FinancialAdvisor #MoneyMattersPodcast #KPFT #Houston #Texas #UnitedStates
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Mon, 14 October 2019
Probability-based or safety-first? What trade-offs exist between these two dramatically different philosophies for retirement income planning? Wade Pfau discusses his new book - Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement.
We were joined today by bestselling author Wade D. Pfau, Ph.D., CFA, RICP. Dr. Pfau is the director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.
About Safety-First Retirement Income Planning To learn two fundamentally different philosophies for retirement income planning, which I call probability-based and safety-first, diverge on the critical issue of where a retirement plan is best served: in the risk/reward trade-offs of a diversified and aggressive investment portfolio that relies primarily on the stock market, or in the contractual protections of insurance products that integrate the power of risk pooling and actuarial science alongside investments. The probability-based approach is generally better understood by the public. It advocates using an aggressive investment portfolio with a large allocation to stocks to meet retirement goals. My earlier book How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Strategies provides an extensive investigation of probability-based approaches. But this investments-only attitude is not the optimal way to build a retirement income plan. There are pitfalls in retirement that we are less familiar with during the accumulation years. The nature of risk changes. Longevity risk is the possibility of living longer than planned, which could mean not having resources to maintain the retiree’s standard of living. And once retirement distributions begin, market downturns in the early years can disproportionately harm retirement sustainability. This is sequence-of-returns risk, and it acts to amplify the impacts of market volatility in retirement. Traditional wealth management is not equipped to handle these new risks in a fulfilling way. More assets are required to cover spending goals over a possibly costly retirement triggered by a long life and poor market returns. And yet, there is no assurance that assets will be sufficient. For retirees who are worried about outliving their wealth, probability-based strategies can become excessively conservative and stressful.This book focuses on the other option: safety-first retirement planning. Safety-first advocates support a more bifurcated approach to building retirement income plans that integrates insurance with investments, providing lifetime income protections to cover spending. With risk pooling through insurance, retirees effectively pay an insurance premium that will provide a benefit to support spending in otherwise costly retirements that could deplete an unprotected investment portfolio. Insurance companies can pool sequence and longevity risks across a large base of retirees, much like a traditional defined-benefit company pension plan or Social Security, allowing for retirement spending that is more closely aligned with averages. When bonds are replaced with insurance-based risk pooling assets, retirees can improve the odds of meeting their spending goals while also supporting more legacy at the end of life, especially in the event of a longer-than-average retirement. We walk through this thought process and logic in steps, investigating three basic ways to fund a retirement spending goal: with bonds, with a diversified investment portfolio, and with risk pooling through annuities and life insurance. We consider the potential role for different types of annuities including simple income annuities, variable annuities, and fixed index annuities. I explain how different annuities work and how readers can evaluate them. We also examine the potential for whole life insurance to contribute to a retirement income plan. When we properly consider the range of risks introduced after retirement, I conclude that the integrated strategies preferred by safety-first advocates support more efficient retirement outcomes. Safety-first retirement planning helps to meet financial goals with less worry. This book explains how to evaluate different insurance options and implement these solutions into an integrated retirement plan.
More about Houston Money Week visit: Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #WadePfau #ChrisHensley #FinancialPlanning #FinancialAdvisor #MoneyMattersPodcast #KPFT #Houston #Texas #UnitedStates
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Mon, 7 October 2019
When preparing for standardized tests, most students only study content and strategy. But teacher and mindfulness expert Logan Thompson claims that those are just the tip of the iceberg. Beyond the Content shows readers how to use mindfulness to identify and cope with hindering thoughts and emotions--what author Logan Thompson calls "passengers." Thompson says that while mindfulness is already practiced in businesses, colleges, and professional sports to optimize performance, it's long overdue in test prep. Logan Thompson scored in the 99th percentile on the SAT(R), GRE(R), and GMAT(R). He has studied and practiced mindfulness since 2008. After earning his MBA from Vanderbilt University, Thompson lived at the Insight Meditation Society in Barre, MA, for two and a half years, spending several months in silent mindfulness retreats. He also completed a two-year mindfulness teacher-training program by Inward Bound Mindfulness Education. Thompson holds a master's of education in human development and psychology from Harvard University and is an adjunct psychology professor. He has spend the past several years teaching both mindfulness and test prep for Manhattan Prep.
Beyond the Content is available wherever books are sold.
Follow Logan Thompson: twitter.com/loganjthompson instagram.com/loganjthompson facebook.com/loganjthompson1 Website: loganjthompson.com
To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #LoganThompson
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Mon, 30 September 2019
Can worker cooperatives help prevent the silver tsunami? The threat of impending retirement of many business-owning baby boomers could result in the closure of businesses, loss of jobs, and loss of critical local services. Today, We were joined today by Executive Director of Democracy at Work Institute, Melissa Hoover. Democracy at Work Institute, the think-and-do-tank that expands worker cooperatives as a strategy to address economic and racial inequality. A leader in the worker ownership movement for over fifteen years, Melissa helped start and grow the United States Federation of Worker Cooperatives, the national grassroots membership organization for worker-owned businesses. She was a cooperative business developer for many years with the Arizmendi Association of Cooperatives in Oakland, doing business and capital planning for two startups, training cooperative members, and serving as CFO in the first year of each startup's operations. In 2018, Melissa was named an Executive Fellow of the Rutgers Institute for the Study of Employee Ownership and Profit Sharing. She currently sits on the Board of Directors of The ICA Group/Local Enterprise Assistance Fund, The Working World, and Safe Passages of Oakland, and serves as a strategic advisor to foundations, investors, nonprofits, local governments and other organizations that want to incorporate worker ownership into their economic development and community wealth-building programs. Originally from Kansas City, Melissa attended Stanford University on a full scholarship, earning a BA in History with a research focus on immigrant women's role building cooperative movements in the U.S.
To learn more about the Democracy at Work Institute, visit: To learn more about Houston Money Week visit: Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #USFWC
Direct download: kpfthd3_190927_110000moma.mp3
Category:Corporate Social Responsibility -- posted at: 9:59am PDT
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Fri, 20 September 2019
Did you lose your car in the flood waters that Imelda brought to the Gulf Coast area? Without reliable transportation to get you to work or take the kids to school how do you start getting back on track? Are you worried that based on your credit history you might get price gouged or pay an unreasonably high interest rate? Many people are not aware of a nonprofit organization that can help get you back on the road. We already have solutions in place as part of the Rebuild Texas Fund partnership. We were joined today by On The Road Regional Director, Lucretia Jelks. On the Road Lending is a 501(c)3 nonprofit organization founded in 2013 that provides vehicle selection assistance and long-term financial mentoring to address a little understood, but substantial problem—providing a way for low-income individuals and families to overcome transportation barriers so they can get to work, lead healthier lives, and avoid predatory lending. We help people improve their credit and purchase fuel-efficient, reliable cars, financing them through our sister private-equity loan fund with a low-cost loan.
To learn more about On The Road Lending, visit: https://www.ontheroadlending.org/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #OTRLending
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Tue, 17 September 2019
Have you ever wondered what the best way to differentiate yourself is? How can you rise about the competition and all the noise in today's crowded world? In Think and Grow Rich - Success and Something Greater, authors Sharon Lechter and Greg Reid once again join forces with the Napoleon Hill Foundation including never before published original content from Napoleon Hill. In today's world of instant news and social media, businesses, leaders and influencers must find a way to differentiate themselves from all their competition and engage people in their missions. They need to rise above all the noise. They can do this by defining their Secret Sauce or Magic Key. Reid and Lechter followed the proven path of Hill and sought out multi-millionaires and asked them to share the Magic Keys to their success and legacy. While their individual stories differ significantly...they all share a devotion to their mission...to their secret sauce...their Magic Key...their legacy. To learn more about Sharon, visit: https://sharonlechter.com/about/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #Sharonlechter
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Tue, 17 September 2019
Are you ready to get unstuck, love your work, and make the dream happen? If so, Brian Dixon has the answer for you in his eye-opening new book, Start with Your People: The Daily Decision that Changes Everything. After one too many burned bridges and failed projects, Brian Dixon set out to discover the secret to work you love and a life that matters. In Start with Your People, Brian shows you the single most important key to fully engage your relationships and unlock the door to purpose, passion, and profit. The truth is, your dream is not a solo venture. You need your people. And your people need you. Start with Your People is your one-stop guide for maximizing the most important resource to succeed in business and in life: relationships. Enter a new kind of hustle - one that supercharges what's possible on your path to profitable purpose. Start with Your People is the step-by-step blueprint you need to love your work and get after it. Packed with strategic principles, practical tips, and engaging stories, you’ll be able to lean into your home team as you move forward with clarity and confidence. To learn more about Brian, visit: https://briandixon.com/about#about To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #BrianDixon
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Sun, 1 September 2019
Have you ever heard of a world-class photographer dubbed "A Master of Light"? Michael Grecco is one of the best-known celebrity photographers in the world. His beautiful, insightful work is all around us--on movie posters, in advertising, on magazine covers, everywhere. “I delight in inspiring people,” he writes. “I want them to stop, think, and feel.” Grecco grew up near New York City and received his first camera when he was 12. He went on to study filmmaking and photography as an undergraduate at Boston University's School of Communications. While still at university he began working freelance for the Associated Press as a photojournalist. During that time, he also began his career as a magazine photographer. This included an extensive body of work for various national magazines, including Time, Newsweek, Esquire, Vanity Fair, Forbes, and Rolling Stone. As a staff photographer for the Boston Herald, he won several Boston Press Photographers awards. He is now a regular contributor to People, and regularly covers the Golden Globes, Emmy Awards, and the Academy Awards. His celebrity portraits include many well-known celebrities such as Martin Scorsese, Robert Duvall, Ben Stiller, and Jet Li. To learn more about Michael, visit: https://michaelgrecco.com/about/meet-michael To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #Michaelgrecco
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Wed, 14 August 2019
Does your company throw around new ideas until one sounds just good enough to execute and scale to everyone? In Start at the End, technology executive and behavioral scientist Matt Wallaert argues that the purpose of everything is behavior change. By starting with outcomes instead of processes, the most effective companies understand what people want to do and why they aren't already doing it, then build products and services to bridge the gap. Wallaert is a behavioral psychologist who has led product design at organizations ranging from startups like Clover Health to industry leaders such as Microsoft. Whether dissecting the success behind Uber's ridesharing service or Flamin' Hot Cheetos, he underscores with clarity and humor how this approach can improve the way we work and live. To learn more about Matt, visit: https://mattwallaert.com/about/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #mattwallaert
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Fri, 19 July 2019
How can you be the mom you want to be without walking away from your career and all you’ve worked so hard for? What if you could work part-time, continuing down your professional path, and actually spend quality time with family? Suzanne Brown shares her expertise combined with detailed research and advice from other part-time working moms. In her award-winning book, Mompowerment: Insights from Successful Professional Part-time Working Moms Who Balance Career and Family, she recounts stories, advice, and insights from her own experience and more than 110 other professional part-time working moms to: Suzanne Brown is a part-time strategic marketing and business consultant, TEDx speaker, author, and avid international traveler. To learn more about Suzanne, visit: https://mompowerment.com/home-page/about/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #Mompowerment
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Sun, 14 July 2019
Are you disillusioned with politics influencing corporations you purchase goods from? Goods Unite Us is a company designed to empower consumers by putting a "Goods Score" on companies to show much they are influenced by political donations. Each company’s Goods Score is calculated on a scale of -100 to +100. The higher the score, the more likely that purchases from the company or brand will lead to meaningful campaign finance reform. Goods Unite Us was started by Abigail Wuest, who is a government attorney and former local politician. Abigail grew up in a very politically active family, and she cares deeply about fair and transparent elections. She has a B.A. from St. Olaf College and a J.D. from Vermont Law School. Abigail’s career has spanned numerous levels of the government, including at the local, state and federal levels. She’s worked as a White House intern, as an intern at the U.S. Environmental Protection Agency, in private law practice, and held elected office as a Dane County Board supervisor. To learn more about Abigail, visit: https://www.goodsuniteus.com/why-goods/#/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #AbigailWuest
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Mon, 10 June 2019
Have you ever wondered what the next step is human evolution? Are you ready to take this next step? Exploring human potential through consciousness, desires, and destiny. POTENTIALLY HUMAN by Jessica Jay Dee combines years of research, hard and soft sciences, and innovative approaches to help us unleash our innate super-human abilities. Jessica Jay Dee is a leadership advocate who excels at working with others who have unique and grand visions of the future. She uses her vast experience in organizational leadership(military and public/private sectors), project management (administration and logistics) and human behavior (NLP and Cognitive Behavioral Therapy) to build extraordinary teams to achieve massive scaling through sustainable results. To learn more about Jessica, visit: https://www.jessicajaydee.com/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #JessicaJayDee
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Mon, 10 June 2019
Do you have a small-business that you can't fully devote your attention to due to financial, accounting, and tax worries? Joshua Santana is familiar with this area and has some tips to help. Joshua Santana is a tax specialist with over 17 years of experience in personal and business tax preparations and IRS resolution. With over 25+ years in the industry, he decided to team up with Maria Degaine who is an experienced restaurant specialist, owner, and operator. Together, they started Cerboni Services, which is a consulting firm with the mission of taking away the headache of dealing with numbers so that business owners can focus on their staff, customers, and restaurant dining experience. To learn more about Joshua, visit: http://cerboniservices.com/our-company/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #JoshuaSantana
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Mon, 13 May 2019
Are you a member of Gen X who does not feel that you will be prepared to retire at age 75? If so, you are not alone. Megan Gorman is the founder of Chequers Financial Management, and believes that Gen Xers have unique challenges to face when it comes to retiring on time in a financially secure manner. If you are a Gen Xer, you won't want to miss Megan's invaluable tips on how to stay on top of saving for retirement. Megan Gorman has been coloring outside the lines from an early age and continues to do so today. The Founding Partner of Chequers Financial Management, she’s a woman owner of a business in an industry that doesn’t typically see many women in the top leadership role. Add to that the fact that Chequers is a boutique high net worth tax and financial planning firm – firmly committed to ensuring that tax strategy serves as the cornerstone of the financial planning process (also unusual in the industry.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Her expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money. To learn more about Megan, visit: https://www.thewealthintersection.com/about-me To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #wealthintersect
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Wed, 8 May 2019
The chief scientist at the Institute of Noetic Sciences (IONS) turns a critical eye toward such practices as telepathy, clairvoyance, precognition and psychokinesis. Are such powers really possible? Science says yes. According to noted scientist and bestselling author of The Conscious Universe, Dean Radin, magic is a natural aspect of reality, and each of us can tap into this power with diligent practice. DEAN RADIN, Ph.D., is Chief Scientist at the Institute of Noetic Sciences (IONS) and Distinguished Professor at the California Institute of Integral Studies. For nearly four decades he has been engaged in consciousness research. Before joining the research staff at IONS in 2001, he held appointments at AT&T Bell Laboratories, Princeton University, and several Silicon Valley think tanks, including SRI International, where he worked on a classified program investigating psychic phenomena for the U.S. government. To learn more about Dean, visit: http://www.deanradin.com/NewWeb/bio.html To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #DeanRadin
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Wed, 24 April 2019
Are you not getting the maximum benefit possible out of Social Security? If you're like most Americans, you may not be getting the maximum benefit possible out of Social Security. That's why Beau Henderson spends so much of his time helping Americans navigate the tricky waters that come with retiring these days. Beau Henderson is the CEO and founder of RichLife Advisors, and the author of several books, including "The Rich Life" and "The Roadmap to a RichLife." To learn more about Beau, visit: https://www.richlifeadvisors.com/about-beau-henderson-and-richlife-advisors-inc/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #RichLifeAdvisor
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Thu, 4 April 2019
Houston Money Week (HMW) is a community-wide financial education initiative that empowers families and individuals to be successful in making financial choices. HMW provides resources to help consumers better manage their personal finances through the collaboration and coordinated effort of organizations across Houston and surrounding counties. HMW’s programming offers free financial education events that cover all facets of personal finance while raising awareness of community resources. HMW partners, businesses, financial institutions, schools, libraries, non-profits, government agencies and media outlets come together each year in April to emphasize the importance of financial education, and inform consumers where they can get assistance. Bennette Davis is a long-time management professional in various industries. She is currently the president of the Houston Metropolitan Chapter of Continental Societies, Inc. To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #BennetteDavis
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Wed, 3 April 2019
In order to boost the economy of Houston, Houston Center for Literacy strengthens providers of adult education who, in turn, provide necessary skills for underemployed citizens to fulfill their potential and become economically self-sufficient. Houston Money Week (HMW) is a community wide initiative to empower families and individuals with financial education. Through the collaboration and coordinated effort of organizations across Houston and surrounding areas, including businesses, financial institutions, schools, libraries, non-profits, government agencies and the media, individuals of all ages will have access to financial resources and ongoing opportunities. Jackie Aguilera has over 20 years experience in adult education and curriculum development. She has taught literacy, ESL, college success courses, and workforce readiness skills development at UH Downtown, University of Houston, Houston Community College, and the Houston Center for Literacy. Jackie serves on advisory boards for the Houston Center for Literacy and the PVAM Cooperative Extension Program for Family & Consumer Sciences. She is a member of the Barbara Bush Houston Literacy Foundation Partner Network and a member of the adult education committees for Houston Money Week and the Alliance for Economic Inclusion. To learn more about Jackie, visit: https://www.linkedin.com/in/jackie-aguilera-10362477/ To learn more about Houston Money Week visit: Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com #KPFTHOUSTON #HoustonMoneyWK #Jackieaguilera
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Mon, 1 April 2019
Are you retiring soon, or planning on retiring in the future and you don't feel prepared to tackle the behemoth that is Medicare? Arturo Perez is the current owner of his own brokerage firm, and is a top expert of Medicare knowledge in the Houston area. Medicare is extremely complex and is not intuitive at all. There are many different penalties that can be assessed on individuals if they are not aware of certain restrictions and enrollment period dates. Having an advisor by your side such as Arturo can make it much easier to navigate these tricky waters. To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #ArturoPerez
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Mon, 18 March 2019
Can being optimistic make you more successful both personally and financially? According to bestselling author and happiness researcher Michelle Gielan, an optimistic outlook has a high correlation with better overall financial health. Michelle Gielan has spent the past decade researching the link between happiness and success. She is the bestselling author of Broadcasting Happiness: The Science of Igniting and Sustaining Positive Change and was named one of the Top 10 authors on resilience by the Harvard Business Review. Michelle is an Executive Producer of “The Happiness Advantage” on PBS and a featured professor in Oprah's Happiness course. She formerly served as anchor of The CBS Morning News, and her research has received attention from dozens of media outlets including The Washington Post, FORBES, and The New York Times. To learn more about Michelle, visit: http://michellegielan.com/official-bio/ The survey is part of Frost Bank’s Opt for Optimism initiative to help people unlock the power of optimism and improve their physical, emotional and financial health. Frost launched Opt for Optimism in response to the rising uncertainty, isolation and stress levels Americans are experiencing. Visit optforoptimism.com to learn more and to sign up for the 30-Day Optimism Challenge to increase optimism and help improve financial health. To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #MichelleGielan
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Thu, 14 March 2019
Many Americans set financial goals, but why is it so difficult to achieve them sometimes? Billy J. Hensley, Ph.D., was appointed president and chief executive officer of the National Endowment for Financial Education® (NEFE®) in 2018. Before his time at NEFE, Hensley served as assistant director for the Ohio College Access Network, and program associate at KnowledgeWorks Foundation in Cincinnati; assistant director of admissions at Hiram College (OH); and as campaign coordinator at Union College (KY). He helped build the number of college access programs in Ohio by designing sustainability plans for communities all across the state. NEFE is grounded in the belief that regardless of background or income level, financially informed individuals are better able to take control of their circumstances, improve their quality of life, and ensure a more stable future for themselves and their families, NEFE’s mission is to inspire educated financial decision making for individuals and families through every stage of life. To learn more about Billy, visit: https://www.nefe.org/What-We-Do/Leadership/Billy-Hensley To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #DrBillyHensley
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Tue, 26 February 2019
Are you overspending? Perhaps too highly leveraged with credit? Individuals must plan for the unplannable. Fair Lending Officer of Allegiance Bank Rickey Jimenez provides valuable insight into how people can protect themselves for unpredictable events such as floods by taking small measures each and every day. Rickey is experienced in Community Development and Fair Lending with a specialization in transitioning ISB to Large Bank for CRA examination purposes. He has a proven history of forming powerful and strategic relationships in the community and leveraging resources to make the greatest positive impact possible. He is also experienced in product development, policy and procedure creation/enhancement, employee training, multiple CRA & Fair Lending analytical softwares and strategic planning. To learn more about Rickey, visit: https://www.linkedin.com/in/rickey-jimenez-89646b73/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #RickeyJimenez
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Fri, 15 February 2019
Robots are coming for your job. Regardless of your profession, degree or experience, there is no escaping the automated future. However, you can take steps today that will guarantee you not only survive, but thrive in this new economy. John Pugliano is an independent money manager and the author of The Robots are Coming: A Human's Survival Guide to Profiting in the Age of Automation. In his book, he details how you can harness the uniquely human qualities of creativity, ingenuity, and entrepreneurship. To learn more about John, visit: https://www.linkedin.com/in/johnpugliano/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #N7PUG
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Fri, 8 February 2019
Women are more likely than men to feel that they lack investment knowledge. This can discourage them from taking even basic steps in ensuring their long-term financial security. For this reason, many women face a real risk of being financially under-prepared for retirement. Being poor is not anyone’s idea of a good time. Sad statistic: women are 80% more likely to be in poverty at retirement compared to a man. However, the good news is that with some guidance women are very well placed to grow their wealth and become financially empowered. In fact, studies indicate that there are actually some qualities that make women better investors. For example, women often trade less often than men because they have a longer term outlook. These qualities make women well-suited to become successful financially. To learn more about Anjali, visit: https://www.dahliawealth.com/about To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #GranolaBanker
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Fri, 25 January 2019
Families often undergo financial crisis situations that can be difficult to traverse alone. Richard Simonds is a senior financial coach at Family Houston. He is an experienced Director Of Services with a demonstrated history of working in the individual and family-services industries. He is skilled in Nonprofit Organizations, Coaching, Crisis Intervention, ProgramDevelopment and Evaluation. Richard is also a strong operations professional and an alumni of the University of Houston. Family Houston's mission is to create a stronger community for tomorrow by helping individuals and families meet the challenges they face today. Through various programs and services, Family Houston strives to be Houston's premier resource that uses a holistic approach to help people empower themselves, stabilize their lives, and sustain lasting improvement. To learn more about Richard, visit: https://www.linkedin.com/in/richard-simonds-74108423/ To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #RichardSimonds
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Fri, 18 January 2019
Why is it that some artists are wildly successful, while others just barely squeak by? It may seem like an unfathomable mystery, how some are earning six figures while other, more talented artists, are struggling. Maria Brophy has dedicated 20 years of her life to researching the specific strategies that successful artists follow. After applying these strategies to her husband Drew Brophy's career, Maria grew his art sales to multiple six-figures yearly. In ART MONEY SUCCESS, Maria tells personal stories of her own business deals, successes and failures, while sharing non-conventional wisdom that will help artists boost their sales. Maria used to work in the insurance industry, but has since devoted her time to selling her husband's artwork. After thousands of hours of study, research and hands-on-experience, she became an expert on art licensing, deal making, and selling art. To learn more about Maria, visit: To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #mariabrophy
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Mon, 31 December 2018
It's often said that the chairman of the Fed is the second most powerful person in the world, next only to the president of the United States. Some say the chairman is even more powerful. When Ben Bernanke publicly stated on September 8, 2013, the Fed's intent to continue its policy of quantitative easing, global markets instantly reversed direction from a worrying downward spiral to an exuberant upward surge. Even POTUS can't do that. Dr. Robert R. Johnson's Invest with the Fed takes the simple position that correct interpretation of Federal Reserve policy actions leads to better investing decisions. To this end, they present strategies that will help you design a portfolio that takes Fed policy into account. Dr. Johnson is the author of multiple books and scholarly articles on portfolio management, asset valuation, wealth management, and monetary policy. He currently serves as Professor of Finance in Creighton University's Heider College of Business and on the board of RS Investment Management. From 1996 to 2011 he held a number of senior executive positions at CFA Institute and has extensive experience with credentialing programs, ethical and professional codes of conduct, and global business expansion. He is co-author of the books Strategic Value Investing, The Tools and Techniques of Investment Planning, and Investment Banking for Dummies. He is also coauthor of the forthcoming book Investing by Fed, which is scheduled to be published in December of 2014. To learn more about Dr. Johnson, visit: https://www.theamericancollege.edu/robert-r-johnson-phd-cfa%C2%AE-caia%C2%AE-lead-american-college To learn more about Houston Money Week visit:
Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. http://directory.libsyn.com/shows/view/id/moneymatters or #KPFTHOUSTON #HoustonMoneyWK #RobertJohnson
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