In Ep. 045, Tim talks with Jeanette Pavini. Jeanette is a 2x Emmy-winning consumer and investigative reporter, and the national spokeperson of Coupons.com. They talk about ways to make the most of your money shopping this holiday season, and ways to start saving money even during the holidays. They talk about the benefits of coupons, and how technology has made it even easier to save money with coupons!
Archives for 2018
044 – Conor Richardson, CPA – Millennial Money Makeover (pt. 2)
In Ep. 044, we welcome Conor Richardson back to the podcast. Conor was the guest in Ep. 019, and in this episode we take a deep dive into his upcoming book ‘Millennial Money Makeover’ – due out Jan. 1, 2019. We talk about student loan debt, buying your first home, living the “rich life”, and how Millennials can take an active role in getting their finances in order.
[Read more…] about 044 – Conor Richardson, CPA – Millennial Money Makeover (pt. 2)
043 – Lorraine Ell – Better Money Decisions
In Ep. 043, Tim talks with Lorraine Ell. Lorraine is the CEO of Better Money Decisions and the author of the recently released book ‘Bozos, Monsters, and Whizbangs’. They talk about Lorraine’s journey around the world and how it shaped her views of people and finance, as well as her firm beliefs in the benefits of working with a fiduciary advisor. They discuss what needs to change in the financial services industry, and how to make money last through retirement as well.
[Read more…] about 043 – Lorraine Ell – Better Money Decisions
042 – Kathy Alpaugh – Coldwell Banker
In Ep. 042, Tim talks with Kathy Alpaugh. Kathy is one of the top realtors for Coldwell Banker here at the Jersey Shore, and they get into a great discussion about all things buying and selling homes. What are the first steps of the home buying process, what to do when selling your home, how to make your home look top notch for an open house, potential red flags of a listing, how to get the most of your relationship with your realtor and much more! If you’re looking to buy or sell a home in the coming months, you NEED to listen to this episode.
041 – Douglas Boneparth, CFP ® – Bone Fide Wealth
In Ep. 041, Tim talks with Douglas Boneparth, President and founder of Bone Fide Wealth in NYC. They talk about why Bone Fide Wealth focuses primarily on helping Millennials with financial planning, and why “planning first” is the way to go. We talk about how Millennials will change the landscape of the industry in the coming years, and where Douglas falls in the debate between holding out for your dream job vs. taking any job to pay the bills.
[Read more…] about 041 – Douglas Boneparth, CFP ® – Bone Fide Wealth