In Ep. 015, Tim talks with John Schwartz, a correspondent for The New York Times. They discuss John’s new book ‘This Is The Year I Put My Financial Life In Order’. Through humor and personal stories, John is able to navigate the everyday person towards the path of financial literacy and independence. They touch on topics like how to get started, investing, saving for college, getting out of debt, and much more!
Archives for April 2018
In Ep. 014, Tim talks with Brad Sherman of Sherman Wealth Management. They discuss the importance of understanding the difference between fee-only vs. fee-based advisors, managing a solo practice by utilizing technology to free up time, and the upsides of blogging and social media. They even get into a little baseball talk between Brad’s beloved Nationals, and Tim’s beloved Mets! Enjoy!
In Ep. 013 of Living With Money, Tim talks with Kenny Taylor of Casino Pier in Seaside. Both Casino Pier and Jenkinson’s Boardwalk have been in Kenny’s family for years, and they dive into what it was like for Kenny working his way through the family business to ultimately now being the Assistant Director of Operations at Casino Pier. They also talk about the different challenges of a seasonal business, and what it was like going through Hurricane Sandy in 2012 both as a family AND a business, to ultimately rebuilding it all bigger and better than ever!
In Ep. 012, Tim and Tom talk about the number of different accounts a person may encounter throughout their life. They start with the basic checking and savings accounts, outline what a standard brokerage account is for, and get into Roth IRA’s, traditional IRA’s, 401(k)’s, 457 plans, and even 403(b) plans. If you’ve ever wondered what account you should be putting your hard earned money into, this episode will spell it out for you plain and simple.