INVESTOR IN THE FAMILY Radio

Mark Gomes has over 20 years of experience in the equity research industry and an expert in discovering low-risk/high reward solutions for hedge fund and mutual fund investors. He is one of the most successful stock analysts on Wall Street, having helped dozens of firms such as Goldman Sachs. He has developed unique, cutting-edge programs and has held positions within a variety of major IT research and consulting organizations.

Mark is the founder and CEO of Pipeline Data, LLC, an investment consultation firm. He is also a world-record field and track runner, having participated in the U.S. National Maters Track & Field Championship and represented Team USA with a fourth place finish in the 2011 Masters World Track & Field Championship. During his spare time, he enjoys coaching cross-country high school track runners in the Miami Beach, Florida region as well as helping stock investors with helpful insight and tips.

Please welcome Mark Gomes to the show!

Links:

http://pttresearch.com/portfolio/pipeline-newsletter/

http://www.pipelinedatallc.com/

http://poisedtotriple.com/

http://www.fasterthanforty.com/

https://www.facebook.com/groups/NoRunning/

https://twitter.com/NoRunMark

https://twitter.com/bostongekko

https://www.linkedin.com/in/markgomes

https://plus.google.com/u/0/+Poisedtotriple/about

https://www.facebook.com/pttresearch

https://twitter.com/PoisedtoTriple

https://www.linkedin.com/company/poised-to-triple

Books:

Faster Than Forty

Direct: http://www.fasterthanforty.com/

Amazon: http://www.amazon.com/Faster-Than-Forty-Mark-Gomes/dp/0988626608

Jason Hartman is a leader in the real estate investment industry, host of several popular real estate podcasts, publisher and marketer, and the President of two successful businesses: Platinum Properties Investor Network and The Hartman Media Company. In addition to these many talents, he is also the founder of a financial literacy foundation, The Jason Hartman Foundation, dedicated to helping young adults learn how to achieve their goals, advance their careers, and develop a sense of financial security and retirement planning.

While Jason’s schedule sounds quite busy, he often makes time to help others learn the keys to success through is public speaking engagements, seminars, and home study courses. He has a passion for sharing the information he has learned throughout the course of his career with others to help them achieve their business and financial goals. His products, courses, podcasts, and seminars have helped thousands of people throughout the United States do just that.

Please welcome Jason Hartman to the show!

Links:

http://www.jasonhartman.com/

http://jasonhartmanfoundation.org/

http://hartmanmedia.com/

https://www.linkedin.com/company/platinum-properties-investor-network

https://www.linkedin.com/in/jasonhartmaninvestor

https://www.facebook.com/jasonhartman.com

https://twitter.com/JasonHartmanROI

http://www.jasonhartman.com/blog/

http://www.jasonhartman.com/podcast/

https://itunes.apple.com/podcast/id216013968

Books:

Creating Wealth with Jason Hartman – Book One Shows 1-20

Amazon: http://www.amazon.com/Creating-Wealth-Jason-Hartman-Shows-ebook/dp/B002LE8P0A/ref=la_B00O66EUV4_1_1?s=books&ie=UTF8&qid=1452902928&sr=1-1

The D-I-Y Loan Modification Special Report

Amazon: http://www.amazon.com/D-I-Y-Loan-Modification-Special-Report-ebook/dp/B002P3LB1W/ref=la_B00O66EUV4_1_2?s=books&ie=UTF8&qid=1452902928&sr=1-2

Barnes & Noble: http://www.barnesandnoble.com/w/the-d-i-y-loan-modification-special-report-jason-hartman/1027083487

Get the top 3 investments that are guaranteed to get you a great return.

Are you a reactionary investor? Do you over-think the decisions, or make too many investment decisions that don’t pan out the way you wanted? Investment strategies, financial management, portfolio building and meeting your lifestyle goals are all topics on the show today and Brian has an amazing guest. Winner of the 2015 PLUTUS award for Best Retirement Focused Blog/Podcast, Roger Whitney, The Retirement Answer Man himself is here.

As a Financial Advisor in 1991, Roger has witnessed first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients, and have the heart of a teacher. In 2003 Roger left his job the largest private bank in the world at the time and, with two wonderful partners, established WWK Wealth Advisors. Today, they are a firm of 14 professionals managing over $200 million in assets.

1/2 off Investment Conference available only to email subscribers.

To register text:

JoinFamily To 44222

To receive half off registration

Trade King special offer for Investor In The Family Listeners:

$50 towards your investment account with Trade King

http://www.investorinthefamily.com/tradeking

Or text the word TradeKing to 44222

To receive the 10 part series ‘Building A Strong Portfolio”

Text the word Portfolio to 44222

How to reach Roger:

http://www.rogerwhitney.com/learn/

http://www.rogerwhitney.com/podcast-2/

https://twitter.com/Roger_whitney

The Retirement Answer Man, Dream Up, Plan for & Work Towards Your Ideal Retirement

https://itunes.apple.com/us/podcast/retirement-answer-man-dream/id834314596?mt=2

Reach Brian

[email protected]

Visit the website:

http://www.InvestorInTheFamily.com

Seeking Alpha financial blogger and Dividend Dog Catcher, Fredrik Arnold’s fascination with capital preservation, fixed fractional trading, and trading systems keeps him blogging for Seeking Alpha and most of his articles focus on dividend yields and analyst mean 1 yr targets as stock trading indicators. These are essential tools for catching the most valuable dividend dogs. Today Brian has Fredrik on the show and together they help you make the most out of your dividend investments and find your “Dogs of the Dow” to add to your investment portfolio.

Websites:

http://seekingalpha.com/author/fredrik-arnold/articles

http://seekingalpha.com/account/research/login_and_subscribe?slug=fredrik-arnold

For Investor In The Family listeners, 1/2 off Investment Conference through Trade King, available only to email subscribers.

To register text:

JoinFamily To 44222

To receive half off registration

Trade King special offer for Investor In The Family Listeners:

$50 towards your investment account with Trade King

http://www.investorinthefamily.com/tradeking

Or text the word TradeKing to 44222

To receive the 10 part series ‘Building A Strong Portfolio”

Text the word Portfolio to 44222

Reach Brian

[email protected]

Visit the website:

http://www.InvestorInTheFamily.com

Joining Brian today is Scott Krisiloff, the CEO of Avondale Asset Management, a Los Angeles based investment firm managing investment portfolios for high net worth individuals and institutions. Avondale’s purpose is to pursue superior long-term investment returns within the context of their core values: integrity, humility and fundamental curiosity. In appraising investment opportunities, Scott looks for organizations that share those core beliefs and applying these values to the search for investment opportunities delivers the strong returns that ultimately measure success. Companies and management teams who are sincere, honest, candid, willing to admit and probe mistakes and have an exceptional understanding of their customers and markets create investable opportunities. Only once these criteria are met do we rely on our own understanding of economics, businesses and securities markets to gauge the long-term viability of an investment.

Websites:

http://avondaleam.com/

http://avondaleam.com/author/skrisiloff/

https://www.linkedin.com/in/scottkrisiloff

http://skrisiloff.tumblr.com/

https://www.hvst.com/public-pages/avondale-asset-management

1/2 off Investment Conference with Trade King - available only to email subscribers.

To register text:

JoinFamily To 44222 to receive half off registration

Trade King special offer for Investor In The Family Listeners:

$50 towards your investment account with Trade King

http://www.investorinthefamily.com/tradeking

Or text the word TradeKing to 44222

To receive the 10 part series ‘Building A Strong Portfolio”

Text the word Portfolio to 44222

Reach Brian

[email protected]

Visit the website:

http://www.InvestorInTheFamily.com

Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum on Seeking Alpha.

CPA since 1990 a CFA charter holder since 2000. He has a bachelors degree in Business Admin. with a concentration in Economics. His experience includes both private and public sector and careers in accounting, financial and market analysis, product development, transportation services and investment management.

Sophia Bera, CFP® is not your father’s financial planner. After working in traditional financial planning firms since 2007 she quit her job to launch her own company, Gen Y Planning. Now, she’s a location independent entrepreneur and is the top Google search for “Financial Planner for Millennials.

Sophia’s been quoted in The New York Times, Forbes, Business Insider, AOL, The Wall Street Journal, Money Magazine and more. She was named one of “10 Young Advisors to Watch” by Financial Advisor Magazine and one of the “Top 40 Under 40” by InvestmentNews. She spends her free time doing yoga, tweeting, and eating amazing food from around the world with her friends.

Compassion International is a child-advocacy ministry that pairs compassionate people with those who are suffering from poverty. The ministry releases children from spiritual, economic, social, and physical poverty. The goal is for each child to become a responsible and fulfilled adult.

Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on 95.5FM and AM 750 WSB.

Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA).  CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. Wes is also a partner at Wela, a digital advisory service based in Atlanta that offers free financial management tools and the ability for clients to work online with a financial planner.

In 2014 and 2015, Barron’s Magazine named Wes as one of America’s top 1,200 Financial Advisors. In 2014, he was named as one of the top 40 investment advisors (under 40) in the country by Investment News in their inaugural list.

In addition, Wes is a weekly guest financial columnist for AJC.com, the website of The Atlanta Journal-Constitution. He is also the editor and writer for About.com’s Financial Planning blog. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia.

Wes holds a degree in economics from the University of North Carolina, Chapel Hill.  He lives in Atlanta with his wife and three sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.

Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press). His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014), has been a best seller in the retirement planning category.  This book’s unique message and research struck a chord with readers and the financial community since its release in May of 2014.Wes has also served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network.  He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance.