Living With Money

Living With Money

www.livingwithmoney.com
A Beginner’s Guide to Financial Independence


115 - Henry Daas - FQ: Financial Intelligence
Apr 2 • 40 min
In Ep. 115, Tim interviews Henry Daas. Henry is an entrepreneur, a business coach, and the author of FQ: Financial Intelligence. Henry offers insight for small business owners to help them weather the storm of the coronavirus. He also reminds listeners of…
114 - What’s Your Game Plan?
Mar 26 • 29 min
In Ep. 114, Tim addresses the question of making a game plan moving forward in these challenging financial times. He clips in a conversation from the Mullooly Asset Podcast between himself, Tom, and Brendan where they discuss questions from clients,…
113 - Emergency Plans: Coronavirus Edition
Mar 19 • 31 min
In Ep. 113, Tim addresses concerns surrounding the coronavirus. He emphasizes the importance of having, and sticking with, your financial plan during times like this. He talks about why this is a perfect example of the need to have an emergency fund, and…
112 - Stephanie Bousley - Buy the Avocado Toast
Mar 12 • 50 min
In Ep. 112, Tim talks with Stephanie Bousley - author of the upcoming book “Buy the Avocado Toast: A Guide to Crushing Student Debt, Making More $$$, & Living Your Best Life”. They discuss Stephanie’s journey with student debt, how she paid it down using…
111 - Bryan Hasling, CFP® - Millennial Planners
Mar 5 • 48 min
In Ep. 111, Tim talks with Bryan Hasling. Bryan is a CFP, and a financial planner at JW Harrison. Bryan also blogs over at MillennialPlanners.com, and they discuss how Bryan got started in the financial planning industry, the importance of the CFP…
110 - Conor Richardson, CPA - The Millennial Financial Landscape
Feb 27 • 35 min
In Ep. 110, Conor Richardson joins the show once again making him the first 3-time guest on the show. We briefly talk about his book, Millennial Money Makeover, and also discuss a report published by the US Government Accountability Office that outlines…
109 - Brendan Mullooly, CFP® - Your Brain On Stocks
Feb 20 • 38 min
In Ep. 109, Tim’s brother Brendan Mullooly joins the podcast for the second time. Brendan is a CFP at Mullooly Asset Management, building financial plans and investment portfolios for clients. He also blogs over at Your Brain On Stocks about different…
108 - The 10-Year High School Reunion Episode
Feb 13 • 31 min
In Ep. 108, Tim talks to those, like him, getting ready for their 10-year high school reunion. Being 27-28 years old is an extremely interesting and important time financially for people. He talks about ways to get your financial life on track if needed,…
107 - Ande Frazier - Financially Free
Feb 6 • 41 min
In Ep. 107, Tim interviews Ande Frazier - CEO of myWorth LLC, and author of the upcoming book “Fin(anci)ally Free: 11 Conversations to Have With Yourself About Life, Money, and Worth”. They talk about Ande’s mission to fix the way financial media speaks…
106 - Dr. Jeff Anzalone - Debt Free Doctor
Jan 30 • 36 min
In Ep. 106, Tim talks with Dr. Jeff Anzalone. Jeff is a full-time periodontist and the creator of the website and blog “Debt Free Doctor”. Jeff helps other doctors, and those in the medical field, manage and dig their way out of debt. He also provides…
105 - 2019 Tax Tips
Jan 23 • 21 min
In Ep. 105, Tom walks the listeners through a letter from his accountant. The letter lays out tips for how to get your 2019 taxes done in a timely, simple fashion. There have been a handful of changes to the tax code over the last few years, so it’s…
104 - Changes to Your Retirement Plan
Jan 16 • 32 min
In Ep. 104, Tim and Tom discuss the SECURE Act and the number of changes it’s going to have on your retirement plans. They discuss the changes to the Stretch IRA, changes to contribution age restrictions and RMD age requirements in IRA’s, as well as some…
Financial Planning for 2020
Jan 9 • 26 min
In Ep. 103, Tim walks listeners through a few financial planning checklist items to take care of in January to get 2020 started on the right foot! He breaks down how to evaluate last year’s budget and make adjustments, how to tweak your savings habits,…
102 - Tina Hay - Napkin Finance
Jan 2 • 29 min
In Ep. 102, Tim talks with Tina Hay. Tina is the founder and CEO of Napkin Finance, and the author of the recently released book “Napkin Finance: Build Your Wealth in 30 Seconds or Less”. The book was released this past Monday, December 30th, 2019. They…
101 - Daniel Ameduri - Don’t Save For Retirement
Dec 26, 2019 • 41 min
In Ep. 101, Tim interviews Daniel Ameduri. Daniel is the co-founder of FutureMoneyTrends.com and the author of the recently released book “Don’t Save For Retirement: A Millennial’s Guide to Financial Freedom”. They discuss the book and how it addresses…
100 - Ep. 100 of Living With Money!
Dec 19, 2019 • 34 min
We’ve made it to Episode 100! In this episode, Tim outlines where we started, what we’ve covered, and where we’ve been over the first 99 episodes! Starting back to the initial message of podcast, have we delivered? He talks about the highs and lows of the…
099 - Michele Cagan, CPA - Retirement 101
Dec 12, 2019 • 39 min
In Ep. 99, Tim talks with Michele Cagan. Michele is a CPA, financial mentor, and an author of several books talking about accounting, investing, budgeting and more! This week we talk to Michele about her upcoming book “Retirement 101” and the different…
098 - Maureen Wright - Huber Financial
Dec 5, 2019 • 43 min
In Ep. 98, Tim talks with Maureen Wright from Huber Financial. Maureen is a financial advisor and blogs on her site called The Financial Fashion Planner. They discuss Maureen’s work as an advisor, as well as her ability to fuse personal finance lessons…
097 - Chris Mamula - Choose FI: Your Blueprint to Financial Independence
Nov 27, 2019 • 35 min
In Ep. 97, Tim talks with Chris Mamula, author of the recently released book Choose FI: Your Blueprint to Financial Independence. They discuss Chris’ personal journey with financial independence and how the book helps readers approach the different stages…
096 - Bill Sweet - Ritholtz Wealth Management
Nov 21, 2019 • 52 min
In Ep. 96, Tim talks with Bill Sweet, CFO of Ritholtz Wealth Management. They discuss Bill’s time in the army, and how he transitioned into his career in finance. They also talk about how Bill is working with organizations on Wall Street to help veterans…
095 - The Best Pieces of Advice
Nov 14, 2019 • 23 min
In Ep. 95, Tim recaps some of the best pieces of advice from the podcast. Most interviews wrap up with Tim asking the guest to share the best piece of advice they’ve received. With the holidays right around the corner, it’s the season of giving, what…
094 - Scott & Bethany Palmer - The Money Couple
Nov 7, 2019 • 37 min
In Ep. 94, Tim talks with Scott & Bethany Palmer - The Money Couple! They talk about why money creates such big issues for people in their relationships, and how they can begin to work through them. Scott and Bethany have created the 5 Money…
093 - Ben Johnson - Morningstar
Oct 31, 2019 • 45 min
In Ep. 93, Tim talks with Ben Johnson - Director of Global ETF Research at Morningstar. They talk about a lot of recent trends in the industry like commission-free trading, non-transparent ETFs, fee compression in different investments, managing both…
092 - Travis Hornsby - Student Loan Planner
Oct 24, 2019 • 41 min
In Ep. 92, Tim talks with Travis Hornsby from Student Loan Planner. They talk about how his company helps individuals with significant student loan debt make plans to get out of debt and manage their payments. They also discuss how people can use student…
091 - Michael Policar - Fifteen Minute Financial Advisor
Oct 17, 2019 • 46 min
In Ep. 91, Tim interviews Michael Policar. Mike is the host of the Fifteen Minute Financial Advisor podcast and a wealth manager at Hightower Bellevue. They talk about the success of Mike’s podcast, his desire to educate both his clients and podcast…
090 - Jeremy Walter - Fident Financial
Oct 10, 2019 • 52 min
In Ep. 90, Tim talks with Jeremy Walter. Jeremy is a CFP, founder of Fident Financial, and runs the blog Calibrating Capital. They discuss Jeremy’s core beliefs about financial planning and how he helps clients identify their values in life and what’s…
089 - Karen Cordaway - The Everyday Bucket List Book
Oct 3, 2019 • 36 min
In Ep. 89, Tim interviews Karen Cordaway. Karen is the author of the recently released book ‘The Everyday Bucket List Book: 10 Steps to Bringing More Exciting Experiences to Everyday Life’. They discuss how the book gives a refreshing take on budgeting by…
088 - Cary Siegel - Why Didn’t They Teach Me This in School?
Sep 26, 2019 • 38 min
In Ep. 88, Tim talks with Cary Siegel. Cary is the author of the book ‘Why Didn’t They Teach Me This In School? 99 Money Management Tips to Live By’. They discuss what made Cary write the book, his beliefs on educating kids on proper money management from…
087 - Will Forero, Esq. - The Law Offices of Edmond J. Pryor
Sep 19, 2019 • 39 min
In Ep. 87, Tim talks with his good friend Will Forero. Will is an attorney at The Law Offices of Edmond J. Pryor in the Bronx. They discuss what it’s like working as a personal injury attorney, debunking some of the negative stereotypes surrounding…
086 - The Best of Summer 2019 Pt. 2
Sep 12, 2019 • 27 min
In Ep. 86, we continue our look-back on some of the best answers on the podcast from the Summer of 2019. This week we have questions and answers talking about FIRE, attracting more women to the advisory business, the best parts of family businesses and…
085 - The Best of Summer 2019 Pt. 1
Sep 5, 2019 • 23 min
On this week’s episode, we catch you up on some of the best answers you might have missed on your summer vacation! If you’ve taken the past few months off from worrying about your finances, soaked up some sun, and enjoyed the summer - we’ve got you…
084 - The Biggest Planning Mistakes Every Generation Makes
Aug 29, 2019 • 26 min
In Ep. 84, Tim talks with Tom about some major financial planning mistakes people make during different stages of their life. They each share their top two mistakes for people in their 20’s just getting started, people in their 40’s with an established…
083 - The Power of Planning for Millennials
Aug 22, 2019 • 40 min
In Ep. 83 Tim talks about the power of planning for Millennials. He talks about life planning, setting goals, and how to approach big life events in your mid-to-late 20’s. Setting yourself up on the right track early in life is one of the smartest…
082 - Dr. Brad Klontz - Your Mental Wealth
Aug 15, 2019 • 37 min
In Ep. 82, Tim talks with Dr. Brad Klontz. Brad is a financial psychologist, a certified financial planner, author of five books, a professor at Creighton University and more! They talk about the close ties between money and emotions, and why humans are…
081 - Justin Castelli - You Are Your Brand
Aug 8, 2019 • 60 min
In Ep. 81, Justin Castelli returns to the podcast to talk about the value of creating content. Justin talks about how he plans to help financial advisors build their personal brand by utilizing blogs, videos, podcasts and more. They discuss the importance…
080 - Tom Mullooly - Mullooly Asset Management
Aug 1, 2019 • 53 min
In Ep. 80, Tim talks with his dad, CEO of Mullooly Asset Management, Tom Mullooly. They discuss the beginnings of the firm back in 2002, why he decided to start it as a fee-only RIA, and what his career was like in the brokerage industry before that. They…
079 - Guy Iacono - Minding Your Mind
Jul 25, 2019 • 44 min
We talk a lot of financial health and well being on this show, but today we focus on a bigger, more important issue - mental health. Guy Iacono is a licensed psychotherapist, and NJ regional director of Minding Your Mind, a non-profit organization whose…
078 - Kerry Hannon - Never Too Old to Get Rich
Jul 18, 2019 • 41 min
In Ep. 78, Tim talks with author Kerry Hannon. Kerry has written a dozen books over the span of her career, but today they focus on her most recently released book “Never Too Old to Get Rich”. Kerry talks about how the largest growing demographic for…
077 - Chris Smith - I Am Net Worthy
Jul 11, 2019 • 52 min
In Ep. 77, Tim interviews Chris Smith. Chris is the author of the book I Am Net Worthy, and creator of the website by the same name! They discuss Chris’ views on helping younger individuals find financial independence. They talk about topics ranging from…
076 - Cameron Huddleston - Mom & Dad: We Need to Talk
Jul 4, 2019 • 41 min
In Ep. 76, Tim interviews award-winning financial journalist and author Cameron Huddleston. They discuss Cameron’s new book “Mom & Dad: We Need to Talk - How to Have Essential Conversations with Your Parents About Their Finances”. Cameron offers some…
075 - Dina Isola - Ritholtz Wealth Management
Jun 27, 2019 • 51 min
In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management. Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for…
074 - Nina O’Neal - Female Advisor Network
Jun 20, 2019 • 56 min
In Ep. 74, Tim talks with Nina O’Neal. Nina is a partner and investment advisor at Archer Investment Management, as well as the founder of the Female Advisor Network. They talk about Nina’s work as an advisor, as well as the launch of the Female Advisor…
073 - Wes Gray, PhD - Alpha Architect
Jun 13, 2019 • 46 min
In Ep. 73, Tim talks with CEO of Alpha Architect - Wes Gray. Wes tells the story of getting his PhD at the University of Chicago studying under the Nobel Prize winners Eugene Fama and Richard Thaler. He talks about his time as a Marine in Iraq from…
072 - Tyrone Jackson - The Wealthy Investor
Jun 6, 2019 • 36 min
In Ep. 72, Tim interviews creator of The Wealthy Investor, Tyrone Jackson. They discuss how Tyrone helps individuals change their money mindset, and learn how to make money in the stock market - whether it’s over the short-term or long-term. Tyrone also…
071 - Taylor Schulte - Define Financial
May 30, 2019 • 44 min
In Ep. 71, Tim interviews fellow podcast host, CFP, and CEO of Define Financial - Taylor Schulte. They discuss why Taylor started his own firm, the importance of the fiduciary standard, and questions to ask when hiring a new advisor. They also discuss…
070 - Fervent Finance - FIRE, Podcasting & Personal Finance
May 23, 2019 • 48 min
In Ep. 70, Tim talks with Kevin from Fervent Finance. They discuss Kevin’s career as a CPA and CFP, as well as his podcast Reversion to the Mean. They also discuss the FIRE movement, and how it’s not as black and white as the media portrays it sometimes.…
069 - Tyrone Ross Jr. - Cryptocurrency 101 & Financial Inclusion
May 16, 2019 • 66 min
In Ep. 69, Tim talks with Tyrone Ross Jr. They introduce the topic of cryptocurrency to the podcast in words that everybody can understand. They also talk about removing the layer of exclusivity Wall Street seems to have, and increase financial inclusion…
068 - Jeff Ptak - Morningstar
May 9, 2019 • 38 min
In Ep. 68, Tim talks with Jeff Ptak - Global Director of Manager Research for Morningstar. They discuss some of Morningstar’s research and which piece Jeff personally finds the most interesting. They also talk about some of Jeff’s blog posts covering…
067 - Bola Sokunbi - Clever Girl Finance
May 2, 2019 • 40 min
In Ep. 67, Tim talks with CEO and founder of Clever Girl Finance - Bola Sokunbi. Bola talks about her upcoming book (due out June 25th) ‘Clever Girl Finance: Ditch Debt, Save Money, and Build Real Wealth. She also tells us why she started Clever Girl…
066 - Brent Beshore - adventur.es
Apr 25, 2019 • 42 min
In Ep. 66 of the show, Tim talks with Brent Beshore. Brent is the CEO and founder of adventur.es - a private equity firm that partners with primarily family-owned businesses to provide a good long-term home for the company. They discuss some of the firm’s…
065 - Peter Lazaroff - Making Money Simple
Apr 18, 2019 • 37 min
In Ep. 65, Tim welcomes Peter Lazaroff back to the podcast. They last talked in Ep. 35, and this time they focus on Peter’s recently released book “Making Money Simple”. Peter lays out three crucial elements of financial success, important questions to…
064 - Stephen Nelson - Per Diem
Apr 11, 2019 • 38 min
In Ep. 064, Tim talks with Stephen Nelson. Stephen is a CFP and writes a fantastic financial blog called ‘Per Diem’. They discuss how Stephen’s background in sports has helped him create extremely relatable financial content. They talk about how sports…
063 Pt. 2 - Tim Mullooly - Living With Money
Apr 4, 2019 • 17 min
In Ep. 63 Pt. 2, Tim answers a few questions that were left un-asked last week. We had some great questions that got cut for time last week, so Casey steps in to ask Tim about how he creates content that is easy for everyone to understand, why money is…
063 - Tim Mullooly - Living With Money
Mar 28, 2019 • 35 min
In Ep. 63, the interviewer becomes the interviewee. Tom interviews Tim in this episode about his role at Mullooly Asset Management, how Living With Money got started, what he’s learned through years of podcasting and being an investment advisor, and some…
062 - John Lanza - The Money Mammals
Mar 21, 2019 • 45 min
In Ep. 62, Tim talks with John Lanza. John is the creator of The Money Mammals program and the author of the book The Art of Allowance. They discuss how the program gets children excited about learning money smarts at a very young age. The book outlines…
061 - Andrew Rose - Compare.com
Mar 14, 2019 • 38 min
In Ep. 61, Tim talks with Andrew Rose - CEO and President of Compare.com. Compare.com allows users to actively compare car insurance policies and find the very best deal. They talk about pros and cons of choosing a larger firm like Geico/Progressive, or a…
060 - Casey Mullooly - All Things Are One
Mar 7, 2019 • 41 min
Ep. 60 is a very special episode. It marks the one-year anniversary of when Tim’s younger brother, Casey Mullooly, as diagnosed with Chronic Myeloid Leukemia (CML). Casey has recently started his own website ‘All Things Are One’ to continue posting blogs…
059 - Blair duQuesnay - Ritholtz Wealth Management
Feb 28, 2019 • 37 min
Blair duQuesnay is an investment advisor representative for Ritholtz Wealth Management. They discuss Blair’s controversial New York Times op-ed ‘Consider Firing Your Male Broker’, and her feelings on how to increase the number of female advisors in the…
058 - Ryan Kirlin - Alpha Architect
Feb 21, 2019 • 51 min
In Ep. 58, Tim talks with Ryan Kirlin. Ryan is the head of capital markets for Alpha Architect. During the episode, Ryan explains what an exchange traded fund, or ETF, is, the pros and cons of investing in ETFs instead of mutual funds and individual…
057 - Tanja Hester - Work Optional: Retire Early the Non-Penny-Pinching Way
Feb 14, 2019 • 35 min
In Ep. 57, Tim talks with Tanja Hester. Tanja is the creator of the Our Next Life blog, and the author of the recently released book ‘Work Optional: Retire Early the Non-Penny-Pinching Way’. They talk about how Tanja’s book outlines ways for people of all…
056 - Sam Reyes - The Out of Office Blog
Feb 7, 2019 • 42 min
In Ep. 056, Tim talks with Sam Reyes. Sam is creator of the Out of Office blog where she helps readers balance their full time careers along with their desire to travel the world. They talk about ways to find cheap flights, the benefits of traveling solo,…
055 - Tony Bradshaw - The Millionaire Choice
Jan 31, 2019 • 39 min
In Ep. 055, Tim interviews Tony Bradshaw. Tony is the author of the recently released book ‘The Millionaire Choice’. The book hit shelves in late 2018 and helps let readers know that they too can become millionaires regardless of their background in life.…
054 - Ryan Wright - Do Hard Money
Jan 24, 2019 • 42 min
In Ep. 54, Tim talks with Ryan Wright, founder and CEO of Do Hard Money. Ryan talks about why flipping houses is SIMPLE, but not EASY, and definitely not as easy as it looks on HGTV! They also discuss how real estate investing fits into a person’s…
053 - Ali Gray & Jessica Venables - Your Best You
Jan 17, 2019 • 45 min
In Ep. 053, Tim talks with Ali Gray and Jessica Venables - two sisters who have created the health and wellness community Your Best You! In just over two years, Your Best You has grown into the thousands and is all about preaching positivity and helping…
052 - Chris Hogan - Everyday Millionaires
Jan 10, 2019 • 32 min
In Ep. 052, Tim talks with Chris Hogan. As seen on The Rachael Ray Show, Fox & Friends, CNBC’s Closing Bell, and more Chris is a financial coach with Dave Ramsey and has a new book Everyday Millionaires that just hit stores January 7th! They discuss how…
051 - The Best of 2018: Pt. 2
Jan 3, 2019 • 38 min
In Ep. 051, we continue our round-up of the ‘best of the best’ answers from 2018. This episode features answers from Ep. 25-49! 2018 was a truly special year for us at Living With Money, and we hope you have enjoyed this walk down memory lane as we recap…
050 - The Best of 2018: Pt. 1
Dec 27, 2018 • 37 min
In Ep. 050 of Living With Money, Tim wraps up 2018. The first year of Living With Money was spectacular, and we wanted to take a minute and thank anybody who has listened to our episodes, or contributed to the podcast in any way. We are extremely excited…
049 - Jason Lina - Resource Planning Group
Dec 20, 2018 • 40 min
In Ep. 049, Tim talks with Jason Lina. Jason is a CFA, CFP, and a lead advisor for Resource Planning Group. They touch on a number of different hot button issues in personal finance like when to take Social Security, how to properly save for college,…
048 - Ashley Feinstein Gerstley - The 30-Day Money Cleanse
Dec 13, 2018 • 39 min
In Ep. 048, Tim talks with Ashley Feinstein Gerstley. Ashley runs the website, The Fiscal Femme, and is the author of the upcoming book The 30-Day Money Cleanse. They talk about how the book helps readers step-by-step reboot their financial habits during…
047 - Jordan Goodman - America’s Money Answers Man
Dec 6, 2018 • 40 min
In Ep. 047, Tim talks with America’s Money Answers Man - Jordan Goodman. Jordan has had a long, successful career as a financial journalist, he has had his own national radio show since 2007, authored 14 books, and offers Living With Money listeners hands…
046 - Meg Brunson - EIEIO Marketing
Nov 29, 2018 • 44 min
In Ep. 046, Tim talks with Meg Brunson. Meg is the founder of EIEIO Marketing, and an entrepreneur/digital influencer. Meg left a job at Facebook to start her own marketing firm helping businesses successfully market their products and services on…
045 - Jeanette Pavini - Coupons.com
Nov 21, 2018 • 38 min
In Ep. 045, Tim talks with Jeanette Pavini. Jeanette is a 2x Emmy-winning consumer and investigative reporter, and the national spokeperson of Coupons.com. They talk about ways to make the most of your money shopping this holiday season, and ways to start…
044 - Conor Richardson, CPA - Millennial Money Makeover (Pt. 2)
Nov 15, 2018 • 37 min
In Ep. 044, we welcome Conor Richardson back to the podcast. Conor was the guest in Ep. 019, and in this episode we take a deep dive into his upcoming book ‘Millennial Money Makeover’ - due out Jan. 1, 2019. We talk about student loan debt, buying your…
043 - Lorraine Ell - Better Money Decisions
Nov 9, 2018 • 39 min
In Ep. 043, Tim talks with Lorraine Ell. Lorraine is the CEO of Better Money Decisions and the author of the recently released book ‘Bozos, Monsters, and Whizbangs’. They talk about Lorraine’s journey around the world and how it shaped her views of people…
042 - Kathy Alpaugh - Coldwell Banker
Nov 1, 2018 • 27 min
In Ep. 042, Tim talks with Kathy Alpaugh. Kathy is one of the top realtors for Coldwell Banker here at the Jersey Shore. What are the first steps of the home buying process, what to do when selling your home, how to make your home look top notch for an…
041 - Douglas Boneparth, CFP® - Bone Fide Wealth
Oct 25, 2018 • 48 min
In Ep. 041, Tim talks with Douglas Boneparth, President and founder of Bone Fide Wealth in NYC. They talk about why Bone Fide Wealth focuses primarily on helping Millennials with financial planning, and why “planning first” is the way to go. We talk about…
040 - Brendan Mullooly, CFP ® - Mullooly Asset Management, Inc.
Oct 18, 2018 • 39 min
In Ep. 040, Tim talks with his older brother, Brendan Mullooly. Brendan is a CFP, and an investment advisor at Mullooly Asset Management. They talk about his beginnings in the industry, “certainties” in the market he’s observed along the way, working in a…
039 - Paul Mecurio - Permission To Speak
Oct 11, 2018 • 37 min
In Ep. 039, Tim talks with Paul Mecurio. Paul has written for Jay Leno, The Daily Show, and The Late Show with Stephen Colbert for which he has an Emmy & Peabody award. Paul’s off-Broadway show “Paul Mecurio’s Permission To Speak” is running at The…
038 - Dr. Daniel Crosby - The Behavioral Investor
Oct 4, 2018 • 34 min
In Ep. 038, Tim talks with Daniel Crosby. Daniel is a PhD psychologist, a New York Times best-selling author, and a behavioral finance expert. They discuss Daniel’s upcoming book ‘The Behavioral Investor’, due out next Tuesday Oct. 16th! They talk about…
037 - Ashby Daniels - Planning Your Retirement
Sep 27, 2018 • 37 min
In Ep. 037, Tim talks with Ashby Daniels. A CFP and retirement planner in Pittsburgh, Ashby focuses on folks ready for retirement. They discuss things to consider when approaching retirement, things to avoid when approaching retirement, and a handful of…
036 - Dan Gallagher - The Secrets of Successful Financial Planning
Sep 20, 2018 • 37 min
In Ep. 036, Tim talks with Dan Gallagher. Dan recently finished a 30-year career in the financial planning world, and is the author of the upcoming book ‘The Secrets of Successful Financial Planning’. They discuss the 6 key components to a financial plan,…
035 - Peter Lazaroff - Plancorp
Sep 13, 2018 • 43 min
In Ep. 035, Tim talks with Peter Lazaroff. Peter is the Co-Chief Investment Officer for Plancorp and BrightPlan. He is a CFA, CFP, and their firms focus primarily on financial planning for clients. We talked about how Peter got started in the industry,…
034 - Drew Anlas - NJ Lenders Corp
Sep 6, 2018 • 29 min
In Ep. 034, Tom talks with Drew Anlas from NJ Lenders Corp. They discuss Drew’s beginnings in the mortgage business, as well as the number of different environments for getting a mortgage Drew has seen over his 34 year career. They talk about 2003-2006…
033 - Jessica Baguchinsky - Paychex
Aug 30, 2018 • 36 min
In Ep. 033, Tom talks with Jessica Baguchinsky. Jess is a Senior Sales Consultant for Paychex, and they discuss her inspiring story to lead her to success today. From teaching kids in Hawaii, to completely changing careers, to getting displaced during…
032 - Brynne Conroy - The Feminist Financial Handbook
Aug 23, 2018 • 36 min
In Ep. 032, Tim talks with Brynne Conroy. Brynne runs the Femme Frugality blog, and is the author of the upcoming book ‘The Feminist Financial Handbook’. They talk about how women should feel “judgement-free” when saving and spending their hard earned…
031 - Christine Benz - Morningstar
Aug 16, 2018 • 39 min
On today’s episode of Living With Money, Tim talks with Christine Benz. Christine is the director of personal finance for Morningstar. They talk about how Christine got started with Morningstar, some of the most common personal finance mistakes she sees…
030 - Anthony Cinelli - The Psychology of Life & Money
Aug 9, 2018 • 43 min
In Ep. 030, Tim is joined by Anthony Cinelli. Anthony is currently a school counselor in the Jersey Shore area. They talk about topics like work-life balance, the concept of self-compassion, self-awareness, areas the education system can improve with…
029 - Jonathan Clements - From Here to Financial Happiness
Aug 2, 2018 • 40 min
In Ep. 029 of Living With Money, Tim talks with Jonathan Clements. Jonathan has had a lengthy career writing about personal finance and money at Forbes, The Wall Street Journal, and having authored NINE books! They talk about Jonathan’s upcoming 9th book…
028 - Randy Thurman - Retirement Investment Advisors
Jul 26, 2018 • 31 min
In Ep. 028, Tim talks with Randy Thurman, CPA, CFP, and co-President of Retirement Investment Advisors. They talk about Randy’s recently released book “More Than a Millionaire”. They break down the four sections of the book in which Randy talks about the…
027 - Brendan Hufford - Building a Brand
Jul 19, 2018 • 40 min
In Ep. 027, Tim talks with Brendan Hufford about the importance of building a brand. Brendan started out working as a teacher, to then also running his own e-commerce site, podcasting, blogging, making videos, to now working for an SEO company while ALSO…
026 - Angelo Fiouris - Altice USA
Jul 12, 2018 • 32 min
In Ep. 026, Tom talks with Angelo Fiouris from Altice USA. They talk about how Altice can help local business owners get their small businesses on television for a reasonable price. Gone are the days of outrageous minimum budgets for small businesses to…
025 - Alex Palumbo - Ritholtz Wealth Management
Jul 5, 2018 • 36 min
In Ep. 025, Tim talks with Alex Palumbo. Alex is an investment advisor at Ritholtz Wealth Management. Both Alex and Tim are advisors in their mid-twenties, so they appropriately discussed how young advisors can benefit older clients nearing retirement.…
024 - The Value of Your First Job
Jun 28, 2018 • 30 min
On Ep. 024, Tim and Brendan Mullooly talk about the value of a first job. Whether that job is a high school kid working during the summer, or a recent college graduate entering the workforce, they talk about important takeaways from both. They also touch…
023 - Jamie Hopkins - Rewirement: Rewiring the Way You Think About Your Retirement
Jun 21, 2018 • 38 min
In Ep. 023, Tim talks with Jamie Hopkins. Jamie is the co-director of the New York Life Center for Retirement Income, and a professor in the retirement income program at the American College of Financial Services. Jamie is the author of the new book…
022 - Robert Scott III, PhD - Monmouth University
Jun 14, 2018 • 43 min
In Ep. 022, Tim talks with Robert Scott III. Robert has his PhD in economics, and is a professor of economics and finance at Monmouth University here in New Jersey. They talk about his firsthand experience with college students, what financial…
021 - Brian Portnoy - The Geometry of Wealth
Jun 7, 2018 • 39 min
In Ep. 021, Tim talks with Brian Portnoy. Brian is the Director of Investment Education at Virtus Investment Partners and the author of the upcoming book ‘The Geometry of Wealth’. They discuss how the book helps readers identify what true wealth means to…
020 - Paul Rugarber - PDR Designs Architecture
May 31, 2018 • 37 min
In Ep. 20, Tim talks with Paul Rugarber of PDR Designs Architecture in Point Pleasant, NJ. They discuss what the process is like for a client working with PDR Designs, and how they like to help educate their clients so they can fully enjoy, and…
019 - Conor Richardson - Millennial Money Makeover
May 24, 2018 • 32 min
In Ep. 19 of Living With Money, Tim talks with Conor Richardson. Conor and Tim discussed all things personal finance when it comes to millennials. Tim asked Conor why he decided to target his writing specifically to millennials, and what he feels is the…
018 - Cortland Coleman - Antelope Marketing
May 17, 2018 • 35 min
In Ep. 018, Tim talks with Cortland Coleman from Antelope Marketing. They discuss how Antelope Marketing helps small businesses with their marketing strategies by creating targeted, emotionally connective content on all platforms. Cortland talks about the…
017 - Kris Venne - Ritholtz Wealth Management
May 10, 2018 • 40 min
On today’s episode of Living With Money, Tim talks with Kris Venne. Kris is the Director of Wealth Management at Ritholtz Wealth Management based out of NYC. Ritholtz Wealth Management is one of the fastest growing RIA’s in the nation, and Kris discusses…