Helping You Make Better Choices With Your Money
by Tim Mullooly
In Ep. 70, Tim talks with Kevin from Fervent Finance. They discuss Kevin’s career as a CPA and CFP, as well as his podcast Reversion to the Mean. They also discuss the FIRE movement, and how it’s not as black and white as the media portrays it sometimes. They wrap up by talking about Kevin’s blog posts concerning buying a home, parents having financial conversations with their kids, and more!
[Read more…] about 070 – Fervent Finance – FIRE, Podcasting & Personal Finance
by Tim Mullooly
In Ep. 69, Tim talks with Tyrone Ross Jr. They introduce the topic of cryptocurrency to the podcast in words that everybody can understand. They also talk about removing the layer of exclusivity Wall Street seems to have, and increase financial inclusion to everybody! They continue a prior discussion Tyrone had about diversity in the financial services industry and much more!
[Read more…] about 069 – Tyrone Ross Jr. – Cryptocurrency 101 & Financial Inclusion
by Tim Mullooly
In Ep. 68, Tim talks with Jeff Ptak – Global Director of Manager Research for Morningstar. They discuss some of Morningstar’s research and which piece Jeff personally finds the most interesting. They also talk about some of Jeff’s blog posts covering topics like asset location, reasons to move on from a mutual fund, the effect fees are having on the industry and more!
by Tim Mullooly
In Ep. 67, Tim talks with CEO and founder of Clever Girl Finance – Bola Sokunbi. Bola talks about her upcoming book (due out June 25th) ‘Clever Girl Finance: Ditch Debt, Save Money, and Build Real Wealth. She also tells us why she started Clever Girl Finance to help empower and educate women about their personal finances in a financial world traditionally geared towards men.
by Tim Mullooly
In Ep. 66 of the show, Tim talks with Brent Beshore. Brent is the CEO and founder of adventur.es – a private equity firm that partners with primarily family-owned businesses to provide a good long-term home for the company. They discuss some of the firm’s philosophies, their “no asshole” policy, and some of Brent’s personal beliefs about serving others. Brent likes to view people as the ends instead of the means, and not the other way around. They discuss Brent’s new book “The Messy Marketplace” and so much more!