Archives for 2018

021 – Brian Portnoy – The Geometry of Wealth

June 7, 2018 by Tim Mullooly

In Ep. 021, Tim talks with Brian Portnoy. Brian is the Director of Investment Education at Virtus Investment Partners and the author of the upcoming book ‘The Geometry of Wealth’. They discuss how the book helps readers identify what true wealth means to them, and how to discover their financial goals. With the book’s release coming on June 11th, there is still time to pre-order the book, and learn how to tune out some of the “noise”!

020 – Paul Rugarber – PDR Designs Architecture

May 31, 2018 by Tim Mullooly

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!

019 – Conor Richardson – Millennial Money Makeover

May 24, 2018 by Tim Mullooly

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.

018 – Cortland Coleman – Antelope Marketing

May 17, 2018 by Tim Mullooly

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!

017 – Kris Venne – Ritholtz Wealth Management

May 10, 2018 by Tim Mullooly

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!