May 30, 2019
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...
May 23, 2019
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...
May 16, 2019
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...
May 9, 2019
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,...
May 2, 2019
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...