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March28

DOL Fiduciary: Putting Retirement Investors First

Tensions are rising in the financial services industry, as the Department of Labor gets ready to release its final rule about the fiduciary standard for professionals who service retirement savers. The rule change is intended to crack down on “backdoor payments and hidden fees,” which cost retirement savers up to $17 billion a year in excess
  • Posted by Jill Schlesinger
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January15

#254 Talking Bout My Generation, File and Suspend

Cam Marston, a leading expert on the difference among generations in the workplace, joins the show to help us become better co-workers, bosses and employees. Marston’s books, articles, columns, and blog describe and analyze the major generations of our time: Matures (born before 1946), Baby Boomers, (born 1946-64), Generation X (born 1965-79), and Millennials (born 1980-2000). 
  • Posted by Jill Schlesinger
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January08

#253 The Money Queen Reigns

The “Money Queen” Cary Carbonaro, CFP  is in the house to help us build wealth and banish fears about money. Cary has been an investment advisor for over 25 years and says that women have unique a relationship with money. “We strive for financial security to support our family, ensure we can retire comfortably, create independence
  • Posted by Jill Schlesinger
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January02

#252 The New Year’s Show

Have you made financial resolutions? We’re ready to help you keep ’em!! Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Thanks to everyone who participated this week, especially Mark, the Best Producer in the World, who is on the correct side of the pond this holiday season! Here’s how to
  • Posted by Jill Schlesinger
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December26

#251 The Christmas Show

Maybe you have some down time or perhaps you are hitting the road…either way, there’s plenty of financial advice left for the last week of the year! Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Thanks to everyone who participated this week, especially Mark, the Best Producer in
  • Posted by Jill Schlesinger
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December18

#250 Fed Rate Hike, Divorce Planning

What a big show…just in time for #250, the Fed raised short-term interest rates for the first time in nearly a decade; Congress voted on a budget, which extended and made permanent a bunch of tax deals; and guest Jane MacAuliffe  of Forbes Financial Planning outlined important financial decisions associated with divorce. Download the podcast on iTunes
  • Posted by Jill Schlesinger
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December11

#249 Portfolio Clean Up with Dan Forbes

The end of the year is the perfect time to clean up your portfolio, says our guest, Dan Forbes, CFP®. Many moons ago, Dan was my intern and he is now the owner of the thriving Forbes Financial Planning in RI, where he specializes in working with individuals and small businesses. He was named a Certified Financial
  • Posted by Jill Schlesinger
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December04

#248 Year End Money Moves with Ed Slott

Ed Slott, CPA is a nationally recognized IRA expert, television personality and best-selling author who has dedicated his life to educating Americans on saving for retirement and the intricacies of IRAs.  He was named “The Best Source for IRA Advice” by The Wall Street Journal and is the author of numerous best-selling books, which is why
  • Posted by Jill Schlesinger
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November28

#247 The Thanksgiving Show

Guest Hart Lambur, CEO and co-founder of Openfolio joins the show to discuss how investors can make smarter, more confident investment decisions by sharing their portfolios with one another. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Thanks to everyone who participated this week, especially Mark, the Best Producer in
  • Posted by Jill Schlesinger
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November20

#246 The Holiday Shopping Show

Ladies and Gentlemen, start your engines…holiday shopping season begins RIGHT NOW. I provide some tips as to when to score the best deals and give you permission to take a break from football and family to shop from the privacy of your own home on Thanksgiving Day — especially to snag that average discount of
  • Posted by Jill Schlesinger
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