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Next Gen Personal Finance

Mar 27, 2020

Thanks to Brian Page (Reading High School, Ohio) and Amanda Volz (St. Clair High School, Michigan) for taping this podcast earlier this week. With the shift to online learning, I wanted these master teachers to share their early experiences with students in an online environment (Brian) and their favorite tech tools...


Mar 13, 2020

Jonathan and I had this conversation on Monday which now seems like eons ago. We pulled this together on short notice because I wanted listeners to get Jonathan's perspective on the recent market tumult. We discuss circuit breakers, oil markets, bear markets, investor psychology and what an investor should do in...


Mar 6, 2020

Lazetta Braxton thinks about financial planning a little bit differently than most other practitioners. She shares how she developed her missionary zeal to provide financial planning services to those who are often forgotten or not well served by the current commission-based models. She provides some tips on how...