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Stacking Benjamins: Earn, Save, and Spend Money With a Plan

Apr 29, 2015

Dominic Cianciolo, cinematic director of the new hit video game Mortal Kombat X, joins us to tell the tale of his journey from CPA to video games. How does someone go from a career in finance to directing some of the world's biggest selling properties? You'll be surprised by the steps Dominic took to make his dream of...


Apr 27, 2015

Bank of America is in the news again...with another ugly tale of a customer lawsuit. We'll explain. 

The roundtable adds CFP Katie Brewer this week from YourRichestLife financial planning. She, Greg and Paula tackle why people can't save, average people getting into venture capital investing and using data to predict...


Apr 24, 2015

Sandy Smith knows the average wedding in the NYC area costs $65,000. Her wedding? $5,000. On today's show she describes how she did it. How does she save tons of money AND still have a party that doesn't look like she went cheap? How'd she afford a designer dress, full reception and custom invitations? It's all on...


Apr 22, 2015

Jason O'Donnell from Bluestone Financial Institutions Fund has a cool job. He's CIO for a hedge fund, working with investors with over $2M net worths who are specifically interested in financial stocks. If anyone knows the future of banking, it's Jason.

So, we'll ask him how banks can stop being so....awful. We'll...


Apr 20, 2015

The Department of Labor last week released details of proposed legislation changing how advisors can help people manage 401k and IRA plans. What's included? Will it stop advisors from ripping off people? We'll discuss.

Our roundtable team tackles a unique investment idea: following an activist investor into a stock and...