Sep 27, 2018
In Ep. 037, Tim talks with Ashby Daniels. A CFP and retirement planner in Pittsburgh, Ashby focuses on folks ready for retirement. They discuss things to consider when approaching retirement, things to avoid when approaching retirement, and a handful of Ashby's blog posts as well. Planning for retirement is one of...
Sep 20, 2018
In Ep. 036, Tim talks with Dan Gallagher. Dan recently finished a 30-year career in the financial planning world, and is the author of the upcoming book 'The Secrets of Successful Financial Planning'. They discuss the 6 key components to a financial plan, and shed light on some of the secrets of the financial planning...
Sep 13, 2018
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...
Sep 6, 2018
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...