Archives for May 2018

In Ep. 20, Tim talks with Paul Rugarber of PDR Designs Architecture in Point Pleasant, NJ.  They discuss what the process is like for a client working with PDR Designs, and how they like to help educate their clients so they can fully enjoy, and participate in, the process.  They discuss Paul’s new book titled “Architecture to Construction (and Everything in Between)”, and how Paul truly enjoys giving back to the community and helping others.  Enjoy!

[Read more…] about 020 – Paul Rugarber – PDR Designs Architecture

In Ep. 19 of Living With Money, Tim talks with Conor Richardson. Conor is a CPA, author and blogger at Millennial Money Makeover.  Conor and Tim discussed all things personal finance when it comes to millennials. Tim asked Conor why he decided to target his writing specifically to millennials, and what he feels is the most important thing missing from a millennial’s financial education today. They talked about why millennials control the future of money, and how to find that important balance between wanting to live your life now, versus saving for retirement later. They also preview Conor’s upcoming book called Millennial Money Makeover, due out in the beginning of 2019, and much more.

[Read more…] about 019 – Conor Richardson – Millennial Money Makeover

In Ep. 018, Tim talks with Cortland Coleman from Antelope Marketing.  They discuss how Antelope Marketing helps small businesses with their marketing strategies by creating targeted, emotionally connective content on all platforms.  Cortland talks about the importance of story-telling in marketing, and outlines the four crucial steps to good story-telling.  Enjoy!

[Read more…] about 018 – Cortland Coleman – Antelope Marketing

On today’s episode of Living With Money, Tim talks with Kris Venne.  Kris is the Director of Wealth Management at Ritholtz Wealth Management based out of NYC.  Ritholtz Wealth Management is one of the fastest growing RIA’s in the nation, and Kris discusses some of their philosophies within the firm that help them standout from the rest.  They talk about on-boarding new clients, setting client expectations, and Kris’ unique take on what is “next” to come for advisors.  It’s not what you would expect!  Enjoy Ep. 017, our talk with Kris Venne!

[Read more…] about 017 – Kris Venne – Ritholtz Wealth Management

In Ep. 16, Tim talks with Tami Lione of Crown Mortgage Services.  They talk about how the mortgage business has changed over the 25 year history of the company, the ins and outs of getting a mortgage, refinancing, and much more.  They also discuss Tami’s role as co-chair of the Women In Business group within the Jersey Shore Chamber of Commerce, and what the group means to her.

[Read more…] about 016 – Tami Lione – Crown Mortgage Services