#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

It was the 90s and stocks were hot, so were investing clubs. The NAIC model club on Long Island taught an investing class based on NAIC principles at Adelphi University. She attended and proceeded to do nothing. She needed to find a club to hold her accountable for her investing education. She attended the fall class in 98 and didn’t find a club that needed new members. She created a flyer and eleven interested individuals gathered to form what became the Alchemy Investment Club in December 1998. Many came and left when they realized that investing was a slow long-term gain. Being a part of a club of strangers helped her because she knew she didn’t have the luxury to be lazy. So far, things are going well and they are following through with their assignments each month.

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Brad is an engineer with General Motors where simulates future vehicle concepts. Brad lives in Farmington Hills, Michigan with his wife Jenny. Bradley Kabert's investing story began when he graduated college with substantial student debt. This situation had the unintended consequence of teaching him the importance of proactively managing his money. While he experimented in the stock market, it didn't go well. As a result Brad quickly understood he needed new skills to properly manage his new budget surplus and invest it for the future.

Book Recommendations

Accounting Game

Paperback Link

How to Read Financial Report Wringing 

Take Stock By Ellis Traub

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Carl Walker, a retiree from the tobacco industry shares: I have been acquainted with BI since the mid-to-late 1990s. I can’t recall how that association began, but I have been reading the magazine for about 25 years.

My first association with a club was forming one with fellow workers around 2000. None of us had experience and except for me no one was truly committed to the NAIC methodology, so naturally the club failed. Probably the greatest regarding investing was a suggestion by a workmate to start contributing to a job sponsored 401k However, I never lost sight of BI teachings, so I decided to join the Middle GA Investment Club. It has been a pleasure to meet with like minded investors and to start to develop better SSG skills. Make sure to share with your friends and family too!

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Robert Shaw shares, "In my investing life I have used Morningstar and their watchlist function for years to guide my mutual fund investment choices. In 2009, I attended a BetterInvesting Regional Conference in Lansing, MI, and have never looked back." There were fantastic mentors that helped me learn the BI way - people like Ken Kavula and Mark Robertson, to just name two. I joined a local model club where I continued to learn how to follow the BI principles. Currently, I am a Director for the SE Michigan Chapter, a past President, and current VP.

For several years I have co-taught three different mutual fund and stock investment classes at the Osher Lifelong Learning Institute at the University of Michigan (OLLI) with a friend who is a retired research professor. I started an investment club in Ann Arbor, MI with people from our stock classes, and we are finishing our third year of investing in February 2021. We have managed to achieve an AIRR of 28.9% since our inception, a feat I think is due primarily to following the principles of BetterInvesting – but a rising market has certainly helped.

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Bobby is the CEO and founder of Clark on Money Coaching Services, a firm that he recently started that specializes in helping men who feel stuck financially find simple solutions to their frustrations while providing solid guidance toward goal achievement. He earned a CFP Certificate in Professional Education from the College for Financial Planning. He is a past Associate Director of the Georgia Chapter of BetterInvesting and has been following BetterInvesting principles for more than 40 yrs.

Bobby services his local community by volunteering as an IRS certified income tax preparer and as a lecturer for a day at Savannah State Univ. He is an active member of Band of Brothers, a Christian men ministry dedicated to strengthening and guiding men in their faith.

After, 38 years of work for a mid-size chemical company, Bobby retired in 2018.

Connect With Bobby Clark:

LinkedIn

Instagram

Facebook

Email

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Futurevest Investment Club of Wayne Country Michigan was established August 15,1998 by and between 15 dynamic women associated with long-term friendships and family relations. NAIC accounting and investing principles have served as our guide. Club activities have included attendance at BINC, visits from our chapter volunteers, field trips to companies with whom we invest, and participation in both local and online events. We have persevered through the ups and downs of the market, celebrated accomplishments, supported each other through losses and benefited from increased knowledge of investing and personal finances.

In 2019, we transitioned our meetings to a combination of online and in-person meetings. This has enabled us to maintain the viability of and strengthen our club through expanded membership across several states – California, New Mexico, Tennessee, and Michigan. Members include college students, recent graduates, professionals – educators, attorneys, health providers, athletes, entrepreneurs, corporate managers- those near retirement and those who have already made it there.

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Jacqueline Pierce. Originally from Arkansas, has lived in South Florida for over 40 years. She retired after a career in Information Technology. She has been a member of the Sisters In The Name of Love Investment Club and BetterInvesting for over 24 years. Over the years, She has served as a President, Stock Study Teacher, Financial Partner, and is currently the Treasurer. Joining these investment clubs has provided her with enough general knowledge about stocks and the market to become comfortable buying stocks on her own.

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Malik S. Lee is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management, a full-service, comprehensive wealth management firm servicing clients nationwide with offices in both Atlanta and New York. Malik graduated with a degree in Finance from Morehouse College and is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management Advisor℠.

Malik is a thought leader within the wealth management industry and often lends his expertise. He is a Subject Matter Expert, CFP® Exam Question Writer, and President of the Council of Examinations for the CFP Board, Chairman of the Financial Planning Association of Georgia, and Founding Member of Morehouse College’s Planned Giving Council. Malik is a monthly contributor for Business Insider, Better Investing Magazine, and Kiplinger. One can often find his comments featured in The Wall Street Journal, CNBC, Yahoo! Finance, CNN Money, and countless others.

Connect With Malik Lee

https://www.feltonandpeel.com/press/

LinkedIn

Instagram 

Twitter

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympic Games. While pursuing professional sports Lauryn interacted with not one but two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference in the lives of others she decided to put her Finance degree and MBA to use to fill the gap for young professionals. Eager to learn everything she then pursued the Certified Financial planning certification.Her company, Worth Winning, offers virtual services to help young professionals get the answers to the financial question that matter most to them. Whether that is creating a budget, figuring out a plan for paying off student loans, setting goals for savings or understanding your 401(k) Worth Winning is ready to help with all things personal finance.

Connect With Lauryn Williams

PODCAST: Worth Winning

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympic Games. While pursuing professional sports Lauryn interacted with not one but two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference in the lives of others she decided to put her Finance degree and MBA to use to fill the gap for young professionals. Eager to learn everything she then pursued the Certified Financial planning certification.Her company, Worth Winning, offers virtual services to help young professionals get the answers to the financial question that matter most to them. Whether that is creating a budget, figuring out a plan for paying off student loans, setting goals for savings or understanding your 401(k) Worth Winning is ready to help with all things personal finance.

Connect With Lauryn Williams

PODCAST: Worth Winning

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If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at [email protected]

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at [email protected]

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL