Podcast

075 – Dina Isola – Ritholtz Wealth Management

June 27, 2019 by Tim Mullooly

In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management. Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers. Dina explains why the current state of many 403(b) plans is harmful to teachers across the country, what the alternatives could be for teachers, and more. She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.

074 – Nina O’Neal – Female Advisor Network

June 20, 2019 by Tim Mullooly

In Ep. 74, Tim talks with Nina O’Neal. Nina is a partner and investment advisor at Archer Investment Management, as well as the founder of the Female Advisor Network. They talk about Nina’s work as an advisor, as well as the launch of the Female Advisor Network earlier this year. Nina talks about why she wanted to a place to connect and empower other female advisors and encourage more women to join the field. They also discuss the balancing act of being a working parent, and much more!

073 – Wes Gray, PhD – Alpha Architect

June 13, 2019 by Tim Mullooly

In Ep. 73, Tim talks with CEO of Alpha Architect – Wes Gray. Wes tells the story of getting his PhD at the University of Chicago studying under the Nobel Prize winners Eugene Fama and Richard Thaler. He talks about his time as a Marine in Iraq from 2004-2008, how he started Alpha Architect, what they do for clients today and more! He breaks down the value and momentum investing factors and discusses the benefits of the ETF. Enjoy!

072 – Tyrone Jackson – The Wealthy Investor

June 6, 2019 by Tim Mullooly

In Ep. 72, Tim interviews creator of The Wealthy Investor, Tyrone Jackson. They discuss how Tyrone helps individuals change their money mindset, and learn how to make money in the stock market – whether it’s over the short-term or long-term. Tyrone also talks about the overall mission of his program, and the motivation he has for wanting to educate as many individuals as possible.

071 – Taylor Schulte – Define Financial

May 30, 2019 by Tim Mullooly

In Ep. 71, Tim interviews fellow podcast host, CFP, and CEO of Define Financial – Taylor Schulte. They discuss why Taylor started his own firm, the importance of the fiduciary standard, and questions to ask when hiring a new advisor. They also discuss Taylor’s two podcasts and talk about some marketing tools that can help small businesses in any industry. They finish up by talking about being authentic with your content, and a few personal finance topics.