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Next Gen Personal Finance

Apr 20, 2018

Imagine facing a room full of 100+ educators from 30 states across the country.  We can be a pretty tough audience, but we were putty in the hands of some true masters at the NGPF 2018 Summit in San Francisco in mid-March.  

The first panel we attended was on Behavioral Finance.  Leading the intros and discussion was


Apr 18, 2018

Meb Faber turned his hobby into a passion and co-founded Cambria Investment Management. Listening to Meb, you will hear the passion not only of an investor but also an entrepreneur who created a firm based on his investing philosophy. He studies the markets and creates portfolios based on opportunities that Mr. Market...


Apr 13, 2018

Julia Lorenz-Olson and Philip Olson are two self-described theater kids who gradually got interested in finance (something about being a starving artist). This interest mushroomed into a career switch and ultimately to them starting their own fee-based financial planning firm, The Art of Finance.

What caught our...


Apr 6, 2018

What follows is a summary of an Investing panel discussion held at the NGPF Summit in mid-March 2018 in San Francisco. The all-star panel included Bill Bernstein, financial theorist, neurologist, and financial adviser/author, and Jonathan Clements, WSJ columnist, author, educator and blogger at the HumbleDollar.com.

For...


Apr 2, 2018

Far too often, we read in the media articles with titles like "Does Financial Education Really Work?" that take a skeptical view of the work that we do. Yet, every day, we seem to be seeing more evidence that it does. Today on the podcast you will hear from Melody Harvey, a current PhD candidate at Pardee RAND...