Growing up in New Orleans, John Rotonti thought his family was wealthy. After all, he and his sisters went to an expensive private school and their family frequently vacationed in Europe and Hawaii. Soon after he started attending the University of Richmond, the façade of his family’s wealth started to crumble.
Currently a portfolio manager at Bastion Fiduciary and author of the investing newsletter “JRo’s Notes”, John shares:
- How he started to figure out his family had money problems
- The unique challenge of starting an MBA program in 2009
- His favorite heist movies
- The question about AI that investors should be asking

Opening clip – “Succession”

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When she was 8 years old Heather Boneparth got into an argument about money with her grandfather. It’s just one of the memories from her childhood that left a financial imprint on her, lasting into adulthood. Now an attorney and the director of business & legal affairs at Bone Fide Wealth (a wealth management firm she runs with her husband Douglas), Heather opens up about:
- Why “money doesn’t hold a flame to time”
- The backstory on Money Together, the new book she and her husband wrote
- What relationships and “money conversations” have in common
- The financial TV show she loves to hate-watch

Opening clip – “Your Friend, Nate Bargatze”

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Decades before he started KNA Capital, a boutique investment firm, Todd Wenning got an up-close look at the homes of the rich and famous as he cleaned their swimming pools. He takes a break from teaching finance at the University of Dayton to discuss:
 - Why his love of history resulted in a college degree from St. Joseph’s University but not a career
 - Getting a job at The Vanguard Group
 - Making his students study corporate fraud by reading “The Smartest Guys In The Room”
 - The movie scene he uses to teach his students about bank solvency
Opening clip – “The House”

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Growing up with five siblings, Paul Ollinger vividly recalls the lengths to which his "frugal" parents would go to avoid spending money. While getting his MBA at the Tuck School of Business at Dartmouth, he discovered his love of stand-up comedy after he’d taken out $80,000 in student loans. Now busy with his comedy career and hosting the podcast "Reasonably Happy", Paul shares:
- How he ended up as an executive at Yahoo and Facebook
- Why the opposite of broke is not rich
- An expensive item he bought that his friends just didn’t notice
- The 1 thing about money that “never stops”

Opening clip – “Wall Street”

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Some people come to investing later in life. But when Bryan Hinmon was a teenager, he was determined to make it his career. In choosing a college, he picked one of the few in the country that had a student-managed fund so he could get experience as quickly as possible. Now the Chief Investment Officer at Maridea Wealth Management, Bryan discusses:
- Why you don’t want to challenge him to a contest bagging groceries
- The 1st thing he looks for in an annual report
- Balancing money in his personal life
- What the hit comedy show “Arrested Development” can teach people about money

Opening clip – “Sinners”

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Disclaimer The Lawyers Asked Us To Include
This episode features Bryan Hinmon, Chief Investment Officer of Maridea who is also an equity owner of the firm, an investment advisor representative providing investment advice to clients, and has the ability to execute transactions in the same securities for both himself personally and for his clients. These affiliations and circumstances create a conflict of interest, as Bryan Hinmon has a financial interest in the success of Maridea, his personal investment accounts, and may benefit from this podcast. As such, listeners should not construe his statements as impartial or unbiased. Prospective clients should consult with their own financial, legal, and tax advisors prior to making any investment decision.

Maridea wealth Management, LLC (“Maridea’) is an SEC registered investment adviser. SEC registration does not imply any specific level of skill or training. For additional information and important disclosures, please visit www.marideawealth.com.

Bestselling author Morgan Housel’s latest book, “The Art Of Spending Money” will hit stores on October 7. So, it seems like a good time to revisit the conversation we had with him nearly a year ago. As an added bonus, we’ve got a sneak preview of the opening chapter of his new book! Morgan discusses:
 - His teenage dream of becoming an investment banker
 - The inspiration he found in an interest payment of $0.03
 - A restaurant job that made him feel rich
 - His (very) brief career as a stock picker 
Plus, we share the opening 5 minutes of Chapter 1 of his brand new book!
Opening clip – “Boiler Room"

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When she was in high school Sara Rathner knew she wanted to be a journalist. But it wasn’t until after she graduated from Northwestern University and working at The Washington Post that the “money light” flipped on for her. (It helped that her mother was sending her books written by personal finance expert Suze Orman.)  Now a senior writer, credit card expert, and spokesperson for Nerdwallet, Sara shares:
  - How growing up in Miami is not what most people think
  - The rationale behind her 20 credit cards
  - Why “money TOTALLY buys happiness”
  - An underrated 1980’s finance film she loves the most

Opening clip – “Casablanca”

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Because he was a self-described “lazy bum” as a teenager, David Gardner’s mother got him a job near their home. In 1980, mowing lawns in the DC summer heat was no picnic and the job didn’t pay well. But it led to surprising mentorship that fed his interest in a relatively new technology: home computers. David shares some important themes from his new book, Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth, and discusses:
  - How he followed his father’s career advice
  - What’s behind his above-average comfort level with risk
  - Board games vs. VR headsets 
  - His “mediocre” track record in one type of investing
 Opening clip – “Moneyball”

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When he entered Stanford University in the fall of 2008, Nick Maggiulli didn’t realize he would be studying economics while having a front-row seat at the start of the Great Financial Crisis. As the Chief Operating Officer at Ritholtz Wealth Management and author of the recent New York Times bestseller The Wealth Ladder, Nick opens up about:
- How the Tooth Fairy made him skeptical about money
- The financial word his father never says
- A cost-effective charitable cause he supports
- 2 investing movies he loves

Opening clip – “Margin Call”

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Somewhere along the way, Jill Schlesinger discovered that she didn’t like making money as much as she thought she would.

An award-winning business analyst for CBS News, author, Certified Financial Planner, and host of the popular “Jill On Money” podcast and radio show, Jill has pretty much done and seen it all in her career. In this conversation she discusses:
 - Her experiences on the trading floor
 - Why she sees financial planning as a 50/50 proposition
 - Homer Simpson’s insight on sports betting
 - 1 money question everyone should ask

Opening clip – “We’re The Millers”

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