In Ep. 036, Tim talks with Dan Gallagher. Dan recently finished a 30-year career in financial planning, having attained top industry credentials (bio & more at AuthorDan.com), beginning his retirement with his forthcoming book The Secrets of Successful Financial Planning (SSFP). Dan discusses the 6 key components to a financial plan, and sheds light on some actual secrets and poorly-knowns of the financial planning world that consumers and professionals both need to understand. A fifth of the book is comprised of thirty emotion-packed stories of client tragedy and triumph (money decisions affect personal relationships). SSFP reaches bookshelves September 25, 2018. Be sure to pick up a copy, and enjoy the episode!
In Ep. 035, Tim talks with Peter Lazaroff. Peter is the Co-Chief Investment Officer for Plancorp and BrightPlan. He is a CFA, CFP, and their firms focus primarily on financial planning for clients. We talked about how Peter got started in the industry, how he knew he wanted to “work with stocks” from a very young age, how to avoid lifestyle creep, reverse budgeting, and why Peter believes the “active vs. passive” debate is all wrong. We also talk about his favorite St. Louis Cardinals, and what the most valuable things an MLB manager and an investment advisor can bring to their team.
In Ep. 034, Tom talks with Drew Anlas from NJ Lenders Corp. They discuss Drew’s beginnings in the mortgage business, as well as the number of different environments for getting a mortgage Drew has seen over his 34 year career. They talk about 2003-2006 and what led to the housing collapse in 2008, as well as what it’s like getting a mortgage today. If you’re confused by the mortgage process, this episode is for you!
Hey guys — Tim here!
I am very happy to announce that this past month, August, was the first month that Living With Money surpassed the 1,000 download mark in a month! We’ve had a great string of guests these last handful of weeks, and I’m very proud and grateful to see the downloads increasing steadily.
We plan on working even harder in the coming months to keep these monthly download numbers rising by bringing you even better content and better guests on a weekly basis.
In Ep. 033, Tom talks with Jessica Baguchinsky. Jess is a Senior Sales Consultant for Paychex, and they discuss her inspiring story to lead her to success today. From teaching kids in Hawaii, to completely changing careers, to getting displaced during Hurricane Sandy, Jess has overcome A LOT of obstacles to climb the latter of success. For anyone interested in sales, or anyone struggling to figure out what they truly want to do in life this episode is for you!