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By Christopher Pratt
4.9
2121 ratings
The podcast currently has 23 episodes available.
Tara Falcone is a Certified Financial Planner and CFA charter holder. She has been featured in CNBC, Discover, and Reuters to name a few. She is the founder of ReisUp, a company that offers web-based financial wellness programs for Colleges and Universities designed for college students - especially TRIO and first-generation low-income individuals through their LIT™program. In this episode, Tara graciously shared some amazing insights about money and investing and her inspiring journey on how she had found her passion for finance.
Dominique Henderson, Sr. is a well experienced Certified Financial Planner who has spent nearly two decades in financial services building a diverse skill set in strategy, data analysis, investment research, portfolio management, and financial planning. In this episode, Chris and Dominique talked about insights on how to deal with student loans, home purchases, and credit cards. Tune in and be immersed with a ton of valuable information.
T.J. van Gerven is a Certified Financial Planner and founder of Modern Wealth Builders, LLC. In this episode, T.J. and Chris talked about health savings accounts, employee stock purchase plans and how you can navigate such personal finance decisions to maximize your money's worth. Be sure to tune in for another incredibly informative and engaging episode.
Marko Zlatic is the creator and host of Whiteboard Finance, a successful YouTube channel with a mission to provide actionable content that enables one to create financial wealth. In this episode, Marko has graciously shared his rich real-world experiences as a stock market investor, student of finance, and entrepreneur.
Dr. Cliff Robb has a PhD in Personal Financial Planning from University of Missouri–Columbia. You may think that student loan financing and home ownership could never be connected. Dr. Robb's research says otherwise! Check out this episode, where he talked about how the type of student loan could affect one's decision to become a homeowner. Based on his paper, "The Role of Federal and Private Student Loans in Home Ownership Decisions".
Chris Mamula retired from his physical therapist career at age 41. After poor experiences with the financial industry, he educated himself on investing and tax planning. In this episode, he shares his journey to early retirement by saving more and investing wisely. Tune in and find out how how he did it and how you can too!
The podcast currently has 23 episodes available.