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WSJ Watching Your Wealth

English, Financial News, 1 season, 224 episodes, 1 day, 16 hours, 1 minute
About
Covering all the investment and retirement planning advice you need, the Watching Your Wealth podcast keeps you on top of your future. Join Veronica Dagher and other experts as they offer financial tips for building and keeping your wealth.
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Introducing WSJ's Secrets of Wealthy Women

Please join The Wall Street Journal's Veronica Dagher on her new podcast called Secrets of Wealthy Women. Money-savvy guests reveal insights for generating wealth and creating financial stability. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/9/20172 minutes, 31 seconds
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How Sports Teaches Kids About Wealth

Drew Horter, president and founder of Horter Investment Management, discusses how sports can teach kids about money, and breaks down the parallels between playing sports and the business of finance. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/18/20178 minutes, 35 seconds
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How to Manage the Cost of Aging

Carolyn McClanahan, founder of Life Planning Partners, talks the common financial mistakes we make in planning for the future and breaks down how we can become more proactive in managing our money as we age. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/16/201710 minutes, 42 seconds
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Your Personal Finance Questions Answered

Altfest Personal Wealth Management's Paul Palazzo joins Veronica Dagher to offer expert advice to listeners' personal finance questions. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/14/201711 minutes, 57 seconds
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Wealth and Health: Making the Connection

Psychotherapist and confidence coach Karol Ward talks why self-esteem and money go hand in hand, and how to find the right connection between health and wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/11/201710 minutes
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Small Towns With Big Millionaires

Kiplinger's Dan Burrows talks what it means to be a millionaire in the United states, with a look at the common threads among small towns with big millionaire populations. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/9/20177 minutes, 25 seconds
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Investing in the Movie Business

JSF Financial's Mordechai Fishman breaks down everything you need to know about investing in the movies, as well as the risk factors to consider before entering the entertainment business. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/7/201710 minutes, 26 seconds
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Preserving Sag Harbor From 'Mega-Mansions'

As developers move in to build new mega-mansions in Sag Harbor, the Wall Street Journal's Leslie Brody discusses how residents are pushing to preserve their sense of community in the popular New York summer spot. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/4/20177 minutes, 55 seconds
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Your Student Loan Questions Answered

Cappex.com's Mark Kantrowitz answers listener questions about student loans and offers key insight in financially planning for the future. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/2/20179 minutes, 47 seconds
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Hedge Fund Managers Face Big Tax Bills

Hedge-fund managers have accumulated offshore gains without paying federal and state taxes for years. Now Uncle Sam wants to get paid. The Wall Street Journal's Greg Zuckerman has the details. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/31/20179 minutes, 33 seconds
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Wine Mega-Trends and How to Spot Them

The Wall Street Journal's Lettie Teague breaks down today's most popular wines, and explains how to spot the difference between current wine-fads and lasting trends. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/28/201710 minutes, 9 seconds
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Money Wars: When Siblings Fight

Ameriprise's Marcy Keckler discusses the most common financial disputes that arise among siblings, and breaks down the best ways families can communicate to overcome them. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/26/201711 minutes, 31 seconds
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Financial Steps to Take When Your Child Turns 18

Fiduciary Trust's Jody King breaks down the financial steps to take when your child turns 18, with a look at the key issues that come into play when they become an adult. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/24/20178 minutes, 46 seconds
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Women in Finance: How to Attract Female Investors

Kathleen Dunlap, CEO of Girls Who Invest, talks how more firms are looking to attract young female investors, and breaks down the biggest challenges in getting them interested in financial careers. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/21/20179 minutes, 41 seconds
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How Cyber Bad Guys Target the Wealthy

With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/19/201710 minutes, 57 seconds
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Millennials: How to Break Free From Your Parents

Univest Wealth Management's David Geibel breaks down key tips for millennials who want to break free from their parents, with a look at the most common misconceptions about living at home, and how to set a manageable time frame for moving out. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/17/201712 minutes, 34 seconds
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Big Ticket Purchases to Make This Summer

Courtney Jespersen, retail expert and personal finance writer at NerdWallet, offers key shopping tips and breaks down the best big ticket purchases this summer. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/14/201710 minutes, 40 seconds
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Improve Investment Outlook ... With Some Color

The Wall Street Journal's Jason Zweig talks how it's the little things that can ultimately improve your investment outlook -- in a more colorful and optimistic way. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/12/201710 minutes, 14 seconds
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How Women Entrepreneurs Can Take on Funding Gap

Adrienne Penta, co-founder of the Center for Women & Wealth at Brown Brothers Harriman, talks about the funding gap that exists for women in business, and what female entrepreneurs can do to bring in more money for their companies. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/10/201714 minutes, 27 seconds
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Investing in Craft Beer: What You Need to Know

The Brewers Association's Bart Watson talks about the rapid growth the craft brewery market is seeing, and breaks down everything you need to know if you're thinking about investing in craft beer. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/7/201710 minutes, 10 seconds
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Hottest Cities for Investing in Real Estate

Roofstock's Gary Beasley breaks down the top cities people are currently investing in, and what you need to consider if you're thinking of buying real estate in a popular new area. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/5/201711 minutes, 56 seconds
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Life Insurance: Is There Ever Too Much?

Northern Trust's John Voltaggio discusses the variations on the types of life insurance people use, and the best way to determine which one best suits your needs. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/3/201711 minutes, 25 seconds
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Your Child's Wedding: How to Avoid Financial Pain

RBC Wealth Management's Darla Kashian discusses how to talk to your kids about financing their wedding, from setting a budget to executing a financial plan. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/30/201713 minutes, 50 seconds
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How to Take Control of Your Financial Destiny

Morningstar's Sarah Newcomb discusses why some wealthy people feel financially vulnerable, and explains how to feel more in control with better "financial health." Learn more about your ad choices. Visit megaphone.fm/adchoices
6/29/201713 minutes, 7 seconds
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What LGBT Couples Should Know About Estate Planning

Tax and estate lawyer Wendy Hartmann breaks down what LGBT couples need to know about estate planning, including the determining factors of needing an estate plan, and how execute that plan financially. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/28/201711 minutes, 50 seconds
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How Caregivers Can Prevent Elder Financial Abuse

Allianz Life President and CEO Walter White discusses how as America ages, elder fraud is becoming far more common. Plus, what caregivers can do to prevent financial abuse. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/26/201710 minutes, 42 seconds
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New Trends in Luxury Travel

Town & Country's Klara Glowczewska talks the newest trends in luxury travel this summer, as well as key tips to consider when traveling abroad. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/23/201713 minutes, 18 seconds
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How Women Define Wealth

Spectrem's George Walper discusses how wealthy women define being rich and what financial and personal security ultimately mean to them. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/21/201713 minutes, 2 seconds
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Brad Stewart on the Luxury Sharing Economy

Watching Your Wealth host Veronica Dagher talks with Brad Stewart, CEO of XOJet, about how we have evolved from strict ownership to a sharing economy - including yachts and jets. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/19/201710 minutes, 11 seconds
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Teaching Your Kids Your Family History

Teaching your family history to your children ties in closely to wealth, says Michael Cole of Ascent Private Capital Management. He tells Watching Your Wealth's Veronica Dagher that family history is where our values come from. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/16/201712 minutes, 36 seconds
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Opening Your Own Private Museum

Veronica Dagher, host of Watching Your Wealth, talks with Laura Doyle of Chubb about opening your own private art museum. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/14/20178 minutes, 31 seconds
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What Wealthy Families Can Learn From Working Class

Jonathan Mordoch, co-author of "The Financial Diaries: How American Families Cope in a World of Uncertainty," discusses what wealthy families can learn from families of lesser means. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/12/201713 minutes, 35 seconds
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A New Way to Make Socially Responsible Investments

The Wall Street Journal's Anne Tergesen discusses emerging concepts and specializations within the evolving new trends of socially responsible investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/9/20179 minutes, 30 seconds
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Why Your Financial Adviser May Be Moving to a New Firm

The Wall Street Journal's Michael Wursthorn discusses why financial advisers tend to switch firms, and offers tips on what clients can do should their adviser change jobs. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/7/201711 minutes, 46 seconds
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Financial Tips for Blended Families

Fairfield Financial Advisors' Jane King offers expert financial tips for blended families, including when to begin talking about money with your partner, and whether or not to consider a prenuptial agreement. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/5/201711 minutes, 5 seconds
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Succession Tips for a Family Business

As the successor to his own family business, Marc Stefanski, CEO of Third Federal, breaks down key succession tips for a family business, and how to best hand off the reins to the next generation. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/2/201711 minutes, 49 seconds
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Investing Legend Jack Bogle's Retirement Advice

Vanguard founder and investing legend Jack Bogle gives expert advice for folks looking to retire soon. Plus, key investing tips for millennials and insight on how to stay the course despite constant market uncertainty. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/31/201714 minutes, 33 seconds
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How to Host a Bourbon Tasting Party

Adam Johnson, Director at the Kentucky Bourbon Trail at Kentucky Distillers' Association, talks all things bourbon, including how to host a quality tasting party. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/26/20178 minutes, 42 seconds
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What You Need to Know About Hiring a Private Judge

Adam Lipsic, Partner at Hersh Mannis, discusses the main reasons people use private judges and breaks down everything you need to know about hiring one. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/24/20177 minutes, 49 seconds
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What Millennials Need to Know About Supporting Their Parents

As more millennials in their thirties start helping their parents with money, JoycePayne Partners' Michael Joyce talks about what to consider and how it makes the most sense financially. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/22/201710 minutes, 7 seconds
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Top Risks and Opportunities Facing Today's Investors

Natixis Global Asset Management's Marina Gross breaks down the main risks and opportunities investors are facing in the market's current climate. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/19/201713 minutes, 29 seconds
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Sorry, Stock Pickers. You're Bound to Under-Perform

Even though active mangers often say otherwise, the Wall Street Journal's Jason Zweig explains how history proves that stock pickers will under-perform market averages. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/17/201713 minutes, 3 seconds
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How Much is Too Much to Give to Your Kids?

Waldron Private Wealth's Matt Helfrich answers the age old question of how much is enough money to give to your children, and talks the importance of having a financial plan in place that is easy to execute. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/15/20179 minutes, 4 seconds
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What You Need to Know About Buying a Horse

On the heels of this year's Kentucky Derby, Matt Helfrich, president of Waldron Private Wealth, discusses the overall costs involved in owning a horse, and offers key vetting tips. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/12/201711 minutes, 34 seconds
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How Much Do You Really Pay Your Financial Adviser?

The Wall Street Journal's Michael Wursthorn talks about why figuring out how to pay your financial adviser can be so confusing, and breaks down exactly how much your adviser should ultimately get. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/10/201712 minutes, 27 seconds
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Lonely at the Top? How to Cope With Success

Psychotherapist and leadership coach Don Nelson talks about the hurdles that crop up in the face of success and how to handle the feelings that accompany that success. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/8/201714 minutes, 1 second
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529 College Savings Plans Withdrawal Tips

Savingforcollege.com's Brian Boswell breaks down all things 529 savings plans including what to consider first if you're thinking about one, and key tips on how to financially manage your withdrawals. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/5/201711 minutes, 24 seconds
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Are Your Adult Children Using You For Your Money?

McManus & Associates' John McManus discusses the red flags your children may be taking advantage of you financially and how to better communicate with them about money. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/3/201713 minutes, 18 seconds
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Five Steps to Feel More Financially Confident

Francis Financial's Stacy Francis breaks down why women (and men) tend to feel anxious about their finances, and key steps we can take to feel more financially confident. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/1/201712 minutes, 28 seconds
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Money Advice for Future NFL Stars

With the 2017 NFL Draft in tow, Drew Hawkins, Head of Morgan Stanley's Global Sports & Entertainment practice, offers key money advice for future NFL stars, and breaks down the best financial strategy to follow after receiving a multi-million dollar NFL deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/28/201712 minutes, 8 seconds
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Former NY Jet Bart Scott's Financial Tips to NFL Draft Prospects

Amid the highly anticipated 2017 NFL Draft, former New York Jet Bart Scott offers financial tips to NFL draft prospects. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/27/201713 minutes, 5 seconds
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How to Join a Nonprofit Board

Exponent Philanthropy's Henry Berman discusses how to go about joining a nonprofit board, including the right questions to ask and how to best prepare for possible challenges. Plus, key advice for organizations that want to get more millennials on their board. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/26/201713 minutes, 56 seconds
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Why Losses Can Be Good For Your Portfolio

CIO of Parametric Paul Bouchey discusses why losses can actually be a good thing for your portfolio and how to take advantage of them for your benefit. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/24/20179 minutes, 20 seconds
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How to Minimize Conflict in Family Business

Northern Trust's Claudia Sangster talks the biggest sources of conflict in a family business, and how to best minimize the unintended consequences of working with loved ones. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/21/201712 minutes, 4 seconds
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Why Seniors are Struggling with Student Loan Debt

Ascensus College Savings' Peg Creonte discusses why parents and grandparents should think twice about co-signing for a student loan, and why a 529 may be a solid option to utilize. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/19/201713 minutes, 47 seconds
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Got Credit Card Debt? Here's How to Help Manage it

TD Bank's Julie Pukas discusses how families of all wealth levels struggle with credit card debt, and how to strategize the best plan to start paying it off. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/18/201713 minutes, 41 seconds
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How To Efficiently Pay Your College Expenses

Fox College Funding's Deborah Fox breaks down the components to an effective college funding plan and how to pay for your expenses as efficiently as possible. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/17/201712 minutes, 22 seconds
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Financial Steps Women Need to Take After Divorce

Stacy Francis, president and CEO of Francis Financial, talks the first financial steps women need to take after a divorce, and how to plan out exactly what to ask for in the future. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/14/201711 minutes, 5 seconds
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Everything You Need to Know About Investing in Bitcoin

The Wall Street Journal's Paul Vigna breaks down all things bitcoin with a primer on the new digital currency and what you should know if you're thinking about investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/12/201720 minutes, 15 seconds
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What Trump Taxes Could Mean For You

With Donald Trump claiming he wants to lower the top income tax rate, financial expert Ed Slott talks the potential changes in store, and what they could mean for you and your taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/10/201713 minutes, 11 seconds
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How Apps Can Help You Save More for Retirement

The Wall Street Journal's Anne Tergesen talks about how employing apps to budget money and save more are on the rise and breaks down which ones can help you best save for retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/7/201712 minutes, 35 seconds
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How to Make Your Child a Money Genius

Beth Kobliner, author of "Make Your Kid A Money Genius (Even If You're Not)" discusses how parents can best start a conversation about money with their children, and breaks down the most productive ways to inform them about finances. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/5/201714 minutes, 11 seconds
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How to Reduce Your Risk of Being Audited

This tax season, CBIZ's Bill Smith breaks down the precautions you need to take to reduce your chances of being audited. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/3/201713 minutes, 9 seconds
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Key Tax Tips for Your Student Loans

College Ave Student Loans' Joe DePaulo breaks down everything you need to know about student loans and taxes, including key tips on deducting the interest paid on loans when filing. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/31/201710 minutes, 43 seconds
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What Does it Really Cost to Raise a Child?

NerdWallet's Amy Danise discusses how much it typically costs to raise a newborn baby and breaks down some financial tips for new and expecting parents. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/29/20179 minutes, 53 seconds
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How Coping With Illness Impacts Financial Planning

Advise Finance's Rose Swanger breaks down everything you need to know about how to plan financially when you've been diagnosed with a serious illness. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/27/201711 minutes, 53 seconds
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Should Children Inherit Assets Jointly or Separately?

Meltzer Lippe's Avi Kestenbaum discuses how to best go about managing your children's inheritance, and whether they should receive assets jointly or separately. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/24/201714 minutes, 19 seconds
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Buying an Investment Property? Here's What to Consider

MMD Realty's Michelle Farber Ross talks how to identity exactly what you're looking for in an investment property and how you can best organize your finances to attain one. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/22/201711 minutes, 43 seconds
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How to Manage Your Digital Estate Plan

American College of Financial Services' Jamie Hopkins discusses the concept of digital assets and how you can best digitally manage your estate. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/20/201711 minutes, 50 seconds
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Paul Palazzo Answers Your Personal Finance Questions

Altfest Personal Wealth Management's Paul Palazzo joins Veronica Dagher to offer expert advice to listeners' personal finance questions. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/17/201721 minutes, 24 seconds
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What to Do If You're Married to a Big Spender

With money one of the major stressors in relationships, Wealth Enhancement Group's Kevin Meehan discusses how to best communicate to a partner who may be spending too much. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/15/201713 minutes, 38 seconds
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How to Handle a Large Inheritance

Miracle Mile Advisors' Duncan Rolph discusses how to handle an unexpected large inheritance -- and how to make sure it lasts. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/13/201711 minutes, 43 seconds
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How to Plan for Retirement When You're Self-Employed

The Wall Street Journal's Anne Tergesen discusses the challenges people who are self-employed face when planning for retirement, and the benefits and options available to them. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/10/20179 minutes, 55 seconds
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How to Protect Yourself Against Tax I.D. Theft

The Wall Street Journal's Tax Report columnist, Laura Saunders explains how tax identity theft happens, and what you need to know about how to protect yourself. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/8/20179 minutes, 17 seconds
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How to Make Your Home Feel More Cozy

As an emerging Danish concept gains popularity in the U.S., Heather Higgins of Higgins Design Studio discusses how to bring happiness into the home through coziness and comfort. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/6/20179 minutes, 42 seconds
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How to Avoid Borrowing Too Much in Student Loans

Cappex.com's Mark Kantrowitz discusses why we don't have a student debt problem so much as a college completion problem, and how to avoid borrowing too much when it comes to student loans. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/3/201710 minutes, 30 seconds
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Why It's Time to Speak Up When it Comes to Your Money

Speak Up World's Jennifer Wilkov discusses why it's so difficult for people to speak up about finances and talks about the steps you can take to feel better about communicating about money. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/1/201712 minutes, 25 seconds
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How to Build Your Network

Career coach Win Sheffield explains why smart networking is one of the keys to increasing wealth, with a look at the best ways to build relationships and which common mistakes to avoid. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/27/201711 minutes, 18 seconds
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LearnVest's Alexa von Tobel Talks Money and Millennials

Alexa von Tobel, founder and CEO of LearnVest.com, explains why 68 percent of Americans in relationships say that finances cause more tension with their partner than their sex life does, and offers key advice on how to best communicate about money. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/24/201711 minutes, 49 seconds
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How the Wealthy Make More Money

Sun Group Wealth Partners' Winnie Sun talks about how the wealthy use diversification to build on their wealth, and how to go about doing so through your investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/22/201711 minutes, 58 seconds
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What to Do If You Feel Burdened By Student Debt

Cappex.com's Mark Kantrowitz discusses the concept of feeling burdened by student debt and what you can do if a short term financial difficulty prevents you from paying back student loans. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/20/201714 minutes, 1 second
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Why Wealthy Are Different When it Comes to Divorce

Divorce lawyer and author Jacqueline Newman talks why this time of year is known as "Divorce Season," and why the wealthy often have different issues to contend with than others. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/17/20178 minutes, 45 seconds
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Should You Treat Your Kids Equally or Equitably?

TIGER 21's founder Michael Sonnenfeldt talks the differences between treating your children equally and equitably -- and how to carefully manage these practices to avoid potential ramifications. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/15/201712 minutes, 1 second
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When Do You Need a Prenup?

JSF Financial's Jeff Fishman joins Veronica Dagher to discuss what's typically covered in a standard prenup, and when the right time may be to consider one. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/13/201712 minutes, 22 seconds
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How to Get Conflict-Free Retirement Advice

The Wall Street Journal's Anne Tergesen discusses how to get conflict-free retirement advice, with tips on how to make sure you get the best fiduciary advice if the government doesn't help. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/10/20179 minutes, 34 seconds
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Broadcasting Legend Brent Musburger Bets on Sports

Sportscasting legend Brent Musburger discusses the secrets to his success in the business of broadcasting, and why he's betting on his Vegas Stats & Information Network, a new streaming platform dedicated to sports gambling. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/9/201719 minutes, 50 seconds
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Selling a Small Business? Avoid These Mistakes

Business lawyer and founder of Business Exponential Nina Kaufman talks the most common mistakes owners make when selling their small business, and what you can do to avoid them. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/8/201710 minutes, 34 seconds
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Safety Advice From an FBI Kidnapping Negotiator

Chris Voss, Founder and CEO of the Black Swan, talks about his past work as a kidnapping negotiator for the FBI and offers safety advice for wealthy travelers who are often overseas. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/6/201715 minutes, 2 seconds
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What the Super Bowl Predictor Means for Investors

The Wall Street Journal's Bill Power explains the Super Bowl Predictor and what it means for your investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/3/20178 minutes, 2 seconds
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Flying to the Super Bowl ... In a Private Jet

Flexjet's Megan Wolf talks what it's like taking a private jet to the Super Bowl, how private jet travel can be an overall economic indicator, and what demand is like this year. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/2/201710 minutes, 47 seconds
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Signs Your Spouse May Be Looking to Divorce

Michelle Smith, CEO of Source Financial Advisors, talks about the signs that may indicate your spouse is looking for a divorce, and how to use your instincts to navigate through the potential red flags. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/1/201711 minutes, 1 second
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How to Know If You're a Financial Enabler

Kimberly Foss, president and founder of Empyrion Wealth Management, discusses the issue of financially supporting a loved one repeatedly, and how to break the vicious cycle of financial enabling. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/30/201712 minutes, 32 seconds
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What Shifts in Brokerage Industry Mean For You

The Wall Street Journal's Michael Wursthorn talks the latest shifts going on the brokerage industry, and what they mean for your bottom line. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/27/201710 minutes, 8 seconds
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How to Make Up Your Own (Investing) Mind

The Wall Street Journal's Jason Zweig discusses new research which shows how the confidence of others can influence our decisions, and how to avoid acting on the assertions of our peers when investing. Plus, a look at what Dow 20000 means in the long run for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/25/201714 minutes, 2 seconds
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Home-Buying in 2017? Here's Where to Begin

Looking to buy a home? Ray Rodriguez, Regional Mortgage Sales Manager at TD Bank, provides key tips to consumers gearing up for home-buying in 2017. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/23/201712 minutes, 50 seconds
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How to Get Motivated to Save for Retirement

The Wall Street Journal's Anne Tergesen talks about why it's so easy to put off saving for retirement, and explains how prioritizing expenses can help with getting motivated. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/20/201710 minutes, 10 seconds
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Multi-State Taxpayer? How to Avoid Getting Audited

Jonathan Mariner, former MLB CFO and founder of TaxDay, talks about why it's so attractive for some states to go after mulit-state taxpayers and outlines what you can do to avoid getting audited. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/18/201716 minutes, 6 seconds
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Your Guide to Seasonal Real Estate Discounts

Atlas Real Estate Group's Ryan Boykin talks how economics play into season real estate discounts and offers tips on how to take advantage of them. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/16/201713 minutes, 52 seconds
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How To Succeed at Your Financial Resolutions

Yvette Butler, President of Capital One Investing, discusses the most common financial resolutions people make every year, and offers key advice on how to stick to them. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/11/20178 minutes, 57 seconds
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How to Transition Into the Gig Economy

Bone Fide Wealth's Douglas Boneparth explains why working various jobs has become so appealing to millennials and how to best transition into the gig economy from a full time job. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/5/201711 minutes, 2 seconds
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Financial Steps to Take Before Getting Divorced

Raymond James' Shelly Church discusses what you should learn about your marriage before getting a divorce and the financial steps you need to take to ensure it goes smoothly. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/4/201710 minutes, 16 seconds
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Why Families Keep Money Secrets

Carolyn Mazzenga, Partner in Charge, Long Island Office, Marcum LLP, discusses the common money secrets families keep from each other and offers tips on how to better communicate about wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/29/201611 minutes, 17 seconds
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Why the Wealthy Are Eyeing Alternative Investments

Looking for a new way to invest? Pagnato Karp's Paul Pagnato breaks down some recession resilient real estate options currently being eyed by wealthy investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/28/20169 minutes, 29 seconds
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How Joy-Based Spending Can Lower Credit Card Bills

TIAA's Cindy Wilson explains why it's so hard to cut back on expenses and lays out how joy-based spending can ensure the majority of our money goes to fueling our dreams and goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/22/201612 minutes
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Owning a Sports Team: What You Need to Know

Ever fantasize about what it would be like to own a professional sports team? EisnerAmper's Michael Breit talks what it takes and how to get there. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/21/201613 minutes, 38 seconds
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Holiday Decorating Tips (That Are Pet-Friendly)

Higgins Design Studio's Heather Higgins talks how to create a warm and festive retreat for the holidays -- while keeping your pets in mind. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/20/20169 minutes, 12 seconds
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The Keys to Success From Keith Reinhard

Keith Reinhard, co-founder of the Omnicom Group, joins Veronica Dagher to discuss his path from struggling copywriter to one of the most influential figures in advertising history. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/15/201614 minutes, 19 seconds
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What Does Dow 20000 Mean For Investors?

As the market continues to rise to new levels, the Wall Street Journal's Anne Tergesen joins Veronica Dagher to break down the many questions on shareholders' minds, and what the Dow Jones Industrial Average at 20000 ultimately means for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/14/20167 minutes, 57 seconds
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Your Guide to Luxury Car Buying for the Holidays

Kelley Blue Book's Jack Nerad joins Veronica Dagher with expert tips on how to purchase a luxury car and the best buys in store this holiday season. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/8/201611 minutes, 25 seconds
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How to Be a Philanthropist This Holiday Season

Lee Miller, Managing Director for Glenmede, discusses what it means to truly be a philanthropist and what you need to know about giving this holiday season. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/7/201611 minutes, 32 seconds
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Money Tips for Veterans

Join Veronica Dagher for a conversation about veterans and money with Douglas McCormick. He's a former active duty Army officer and the author of Family Inc.: Using Business Principles to Maximize Your Family's Wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/2/20168 minutes, 4 seconds
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Why You Need a Letter of Wishes

What's so important about a letter of wishes? How does it work with a will? Joanne Johnson is the head of JP Morgan Private Bank Wealth Advisory Group and she joins us with the details. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/1/20168 minutes, 14 seconds
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How to Be More Strategic With Charitable Giving

Ellen Israelson, Vice President of Philanthropic Services and CMO for the Jewish Communal Fund, discusses how to map out the best strategy for charitable giving with advice on the best ways to do our research and how to prioritize our values. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/29/201612 minutes, 29 seconds
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Year-End Tax Tips for Wealthy Millennials

With year end fast approaching, Brittney Saks, Personal Financial Services Leader for PwC, talks how millennials can get the most bang for their buck and save on their 2016 taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/24/20169 minutes, 34 seconds
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How to Close the Gender Pay Gap

The Wall Street Journal's Joann Lublin joins Veronica Dagher to discuss her new book, Earning It, examining the common threads making up the gender pay gap, and what women can do to overcome them. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/23/20168 minutes, 41 seconds
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Why Parents Are Delaying Their Kids' Trust Funds

Mary Deatherage of Morgan Stanley's Private Wealth Management joins Veronica Dagher to discuss why parents are starting to delay the first release of inheritance money to their kids and the new structuring taking shape for the millennial generation. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/17/201611 minutes, 10 seconds
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How to Be Your Favorite Charity's Favorite Donor

Chris Addy of the Philanthropy Practice at The Bridgespan Group joins Veronica Dagher to discuss what you should consider before joining a non profit, and how to become your charity's favored donor. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/16/201610 minutes, 55 seconds
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What Trump's Victory Means for Financial Advisors

The Wall Street Journal's Daisy Maxey joins Veronica Dagher to discuss how financial advisors are handling their shocked clients in the wake of Donald Trump's presidential victory. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/10/20167 minutes, 23 seconds
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What Trump's Victory Means for Investors

David Donabedian, Chief Investment Officer at Atlantic Trust, joins Veronica Dagher to break down how Donald Trump's election could impact investors and how long we can expect the resulting market volatility to last. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/9/20169 minutes, 57 seconds
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How Not to Become a Bag Lady

Bernstein Global Wealth Management's Lisa Stone joins Veronica Dagher to discuss the fear woman face about losing wealth or becoming poor in their older years and the important steps they can take to avoid financial uncertainty later in life. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/3/201611 minutes, 30 seconds
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How Having Confidence Can Boost Your Bottom Line

Karol Ward, psychotherapist and confidence expert, joins Veronica Dagher to discuss how exuding confidence and visibility can translate into having more wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/2/201610 minutes, 13 seconds
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Election 2016: The Candidates on Paid Family Leave

Michelle Chapin, attorney with Paley Rothman, joins Veronica Dagher to talk the current state of Paid Family Leave and where the presidential candidates stand should they be elected. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/27/20169 minutes, 44 seconds
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Travel Safety Tips for the Wealthy

Global Security Group's David Katz is a security expert who's provided services to CEOs, celebrities and corporate executives. He joins Veronica Dagher to discuss the important steps the wealthy should consider taking before travelling. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/26/201613 minutes, 21 seconds
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Best (and Worst) Cities for Building Wealth

Bankrate.com's Claes Bell joins Veronica Dagher to discuss a new study ranking the best metro areas for building wealth and making money. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/24/20168 minutes, 20 seconds
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Why Investors Are Favoring a Passive Approach

As more investors look for non-traditional investment opportunities, the Wall Street Journal's Lisa Beilfuss joins Veronica Dagher to discuss what it means to be a passive investor and why it's becoming a popular strategy on Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/20/20164 minutes, 54 seconds
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What You Need to Consider Before Investing in Gold

3EDGE Asset Management's Stephen Cucchiaro joins Veronica Dagher to discuss why investors are so passionate about gold and what you need to know if you're thinking about joining them. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/19/201611 minutes, 43 seconds
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Tips for the Wealthy Woman Travelling Alone

Nota Bene co-founder Elaine Lassman joins Veronica Dagher with important tips for the wealthy single woman travelling alone. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/13/201611 minutes, 39 seconds
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What Do Women Want From Their Financial Advisors?

United Capital's Joe Duran joins Veronica Dagher to discuss what women really want from their financial advisors and why the majority of wealth is now in their hands. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/12/201612 minutes, 57 seconds
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5 Financial Steps to Take Before Year End

From funding retirement plans to charitable giving, Edelman Financial Services' Ric Edelman discusses the financial steps you should consider before the end of the year. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/6/20168 minutes, 52 seconds
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Election 2016: The Candidates and Student Debt

Cappex's Mark Kantrowitz joins Veronica Dagher to discuss where each candidate stands on student debt in the 2016 election, and what it means for you. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/5/20168 minutes, 56 seconds
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The Trump and Clinton Estate Tax Plans Explained

Veronica Dagher is joined by McDermott Will & Emery's Carlyn McCaffrey to discuss the estate and gift tax plans of a Donald Trump or Hillary Clinton presidency -- and what it means for planning your estate. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/30/201610 minutes, 40 seconds
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Social Security and the Election: What's at Stake?

Watching Your Wealth's Election Special: The next four years could bring growth, shrinkage or potentially no change at all to Social Security. Ed Slott & Co's Jeff Levine talks what its future holds under a Donald Trump or Hillary Clinton presidency. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/28/201610 minutes, 5 seconds
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What the Trump and Clinton Tax Plans Mean For You

Watching Your Wealth's Election Special: Veronica Dagher is joined by Wilmington Trust's Carol Kroch to breakdown the deductions, brackets, tax breaks and increases that could be seen in the income tax plans of a Donald Trump or Hillary Clinton presidency. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/26/20169 minutes, 53 seconds
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What to Do When She Makes More

Mary Deatherage, managing director at Morgan Stanley Private Wealth Management, talks the financial issues and shifting dynamics couples face when a wife makes or inherits more than her husband. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/22/20166 minutes, 48 seconds
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Estate Planning Tips for Blended Families

Northern Trust's Hugh Magill discusses the generational trends on the rise and how they impact estate planning for stepchildren and blended families. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/21/201612 minutes, 40 seconds
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Investing in Restaurant? Here's What to Consider

Thinking of investing in restaurant? David Steele, founder of One Wealth Advisors and the Ne Timeas Restaurant Group, talks the important steps you should consider before taking the plunge. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/15/201610 minutes, 54 seconds
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Networking 101: Building a Relationship Portfolio

Optima Careers president Marianne Ruggiero joins Veronica Dagher to discuss how to navigate the professional networking scene and remain relevant after introductions are made. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/14/201610 minutes, 48 seconds
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What Happens to Your Vacation Home When You Die

Who inherits the summer cottage can be a touchy subject. Watching Your Wealth's Veronica Dagher talks with Lee Miller of Glenmede Trust, who says family members need to have an honest discussion on how a vacation home passes from one generation to the next. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/8/201610 minutes, 26 seconds
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New College Financial Aid Rules

Matt Sommer, VP of Janus Capital Group, tells the Wall Street Journal's Veronica Dagher about new rules affecting college financial aid. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/7/201611 minutes
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What Wise Widows Know About Wealth Management

Dr. Karen Caplan Altfest of Altfest Personal Wealth Management is a leading expert on financial planning for recent widows. She joins Veronica Dagher with tips for managing wealth after losing a spouse. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/1/20168 minutes, 47 seconds
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What Are the Rich Investing In?

The rich are selling stocks. What are they buying? Celebrity money manager Todd Morgan, CEO of Bel Air Investment Advisors, joins Veronica Dagher to discuss what the rich are investing in and take our quiz. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/31/201612 minutes, 30 seconds
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How Much Should You Give to Charity?

Kim Laughton, president of Schwab Charitable, joins Veronica Dagher with the key considerations for wealthy donors when deciding how much to give to charity. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/25/20169 minutes, 52 seconds
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How to Understand Mutual Fund Fees

The Wall Street Journal's Daisy Maxey joins Veronica Dagher with a crash course in mutual fund fees, and how to better understand what they mean. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/24/20168 minutes, 9 seconds
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Are Millennials Ready For Their Financial Futures?

Northwestern Mutual's Chantel Bonneau discusses new findings on how millennials think about and manage money, and whether or not they're feeling optimistic about their financial futures. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/18/20166 minutes, 36 seconds
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How Should Olympians Handle Their Sudden Wealth?

Merrill Lynch's Kent Pearce, whose former clients include star Olympians, discusses the sudden challenges Olympic athletes face as they come to terms with new found wealth and big endorsement deals. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/17/201610 minutes, 18 seconds
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Should We Believe Online Retirement Calculators?

The Numbers columnist for The Wall Street Journal, Jo Craven McGinty discusses whether or not you should take those online retirement calculators to heart. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/11/20166 minutes, 23 seconds
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Being Stay-At-Home Parent Vs. Staying in Workforce

Equity Concepts' Canon Hickman walks us through the one of the most personal and emotional decision working folks often face -- quitting their jobs to be full-time parents. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/10/20169 minutes, 5 seconds
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How to Build a Proper Wine Cellar With Curt Dahl

Curtis Dahl, of Joseph & Curtis Custom Wine Cellars, manages wine cellars for wealthy clients and celebrities. He joins Veronica Dagher with everything you need to know about creating the perfect wine cellar. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/4/201611 minutes, 36 seconds
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How Millennials Can Retire as Millionaires

Amy Knight, senior vice president at Stephens Inc., discusses how creating a budget within the right means can help recent college grads become millionaires by the time they retire. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/3/20168 minutes, 57 seconds
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What You Need For Your Foundation's Grant Making

Have a small foundation? Exponent Philanthropy's Henry Berman explains why you may want to consider an investment policy statement for its grant making. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/28/201610 minutes, 54 seconds
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What Do the Ultra-Wealthy Want When They Travel?

Nota Bene Global Travel's Anthony Lassman joins Veronica Dagher with an inside look on luxurious travel, and why the wealthy want less brand loyalty and more experiences. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/27/20169 minutes, 10 seconds
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How to Get the Next Generation Into Philanthropy

Foundation Source's Page Snow talks to Veronica Dagher about how to teach kids about philanthropy. Plus, how to protect your parent from a financial scam. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/21/20169 minutes, 26 seconds
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Investopedia's David Siegel on How to Lease Luxury

While owning always has its benefits, sometimes it makes more sense to lease. Investopedia's David Siegel discusses the best ways to lease luxury. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/20/20167 minutes, 48 seconds
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The Top Tips for Entrepreneurs

Summit Trail Advisors' Peter Lee joins Veronica Dagher for a lesson in how to become an entrepreneur -- the smart way. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/14/201610 minutes, 34 seconds
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How Retirees Can Give Back ... While Kicking Back

Bank of America Merrill Lynch's Cyndi Hutchins discusses a new trend among retirees in which baby boomers are volunteering when they're on vacation. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/13/20166 minutes, 28 seconds
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What You Need for Your Foundation's Grant Making

Have a small foundation? You might want to consider an investment policy statement for grant making. Exponent Philanthropy's Henry Berman breaks it down. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/8/201610 minutes, 54 seconds
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Your Road Map to Reinvesting Your RMD

Retirement expert Ed Slott lays out the best game plan to reinvest the required minimum distribution from our IRAs. Plus, one thing to consider before purchasing a second home. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/7/20169 minutes, 18 seconds
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How Wall Street (Really) Invests

Spencer Jakab, deputy editor of the Wall Street Journal's Heard on the Street, discusses the bad habits of ineffective investors, and his new book, "Heads I Win, Tails I Win" -- a deep dive into exactly how investing really works. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/6/201614 minutes, 49 seconds
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The Mutual Fund Mistakes You Need to Avoid

The Wall Street Journal's Daisy Maxey discusses the most common mistakes mutual fund investors make and what you can to do avoid them. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/30/20169 minutes, 3 seconds
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Downsizing? Create a New Start in a Fresh Space

Heather Higgins of Higgins Design Studio discusses how to downsize your home -- without feeling bad about it. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/29/20168 minutes, 32 seconds
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Travelling with the Whole Family? Here's How

Misty Belles of luxury travel network, Virtuoso, discusses the growing trend of multi-generational travel and the best ways to vacation with the whole family. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/23/20169 minutes, 7 seconds
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Lose Money in the Stock Market? Don't Panic.

Psychologist and behavioral finance expert, Dr. Daniel Crosby of Brinker Capital, explains how to avoid getting too emotional when the stock market plunges. Then, what to do if you're the victim of a financial scam. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/22/20167 minutes, 30 seconds
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Do You Have What it Takes to Be Wealthy?

Chris Heilmann, managing director of Bank of America, zeroes in on the the top traits among the wealthy, and explains what it takes to get there. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/16/201610 minutes, 3 seconds
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Cheddar's Jon Steinberg Talks Wealthy Millennials

Jon Steinberg, former president of BuzzFeed, discusses how the next generation relates to wealth and why his new media company, Cheddar, is the perfect fit for business-minded millennials. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/15/201612 minutes, 39 seconds
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How to Teach Your Kids About Their Trust Fund

Watching Your Wealth's Veronica Dagher talks with Lisa Osofsky, a financial advisor who counsels wealthy families on how to talk to children about their trusts. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/9/20168 minutes, 50 seconds
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How To Invest In Wine

Watching Your Wealth's Veronica Dagher talks with Tracy Byrnes, former Fox Business Network anchor, and founder of Wine on the Street, which helps people learn and talk about wine. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/8/20169 minutes, 3 seconds
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Millennials: Here's Your Guide to Social Security

Watching Your Wealth's Veronica Dagher talks with Mary Beth Franklin, contributing editor at Investment News, about five things Millennials need to know about Social Security. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/2/20169 minutes, 57 seconds
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Tips on Impact Investing and Philanthropy

Acumen's Jacqueline Novogratz walks Veronica Dagher through impact investing and explains why why its one of the biggest trends in philanthropy these days. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/1/201610 minutes, 58 seconds
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Should You Take a Lump Sum Buyout or a Pension?

Exencial Wealth Advisors' Neil Krishnaswamy discusses the pros and cons of receiving a pension versus a lump sum buyout. Plus, why you should think twice before cosigning a student loan. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/26/20168 minutes, 49 seconds
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The Top Investing Mistakes Families Are Making

Global Financial Private Capital's Mike Sorrentino discusses the most common investing mistakes families are making and how to avoid them. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/25/20169 minutes, 19 seconds
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Need to Promote Your Small Business? Here's How

Jennefer Witter, author of the "Little Book of Big PR," joins Veronica Dagher for a discussion about the best ways to promote small business and develop your brand. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/19/20168 minutes, 52 seconds
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Sallie Krawcheck Talks Closing the Gender Pay Gap

Sallie Krawcheck, CEO and co-founder of Ellevest, discusses how women can take a more active role in their finances and close the gender pay gap. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/18/201614 minutes, 43 seconds
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Want to Retire in a Year? Here's How

Wall Street Journal reporter Anne Tergesen lays out all the tips you should consider if you're thinking of retiring within a year. Plus, what you need to know about how to protect your parents from financial fraud. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/12/20167 minutes, 7 seconds
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Advice for Millennial Philanthropists

SEI Private Wealth Management's Michael Farrell shares a lesson in philanthropy and discusses how millennials can stay on the right track to giving back by following t Learn more about your ad choices. Visit megaphone.fm/adchoices
5/10/20168 minutes, 12 seconds
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What Wealthy Women Need to Know About Divorce

Francis Financial's Stacy Francis discusses how wealthy women can better look at their entire financial picture and discusses the mistakes women need to avoid during a divorce. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/5/201613 minutes, 10 seconds
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Getting Married? Consider These Financial Tips

John Voltaggio, managing director of Wealth Management at Northern Trust, discusses the financial talks couples should consider before tying the knot. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/4/20169 minutes, 8 seconds
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What Prince's Death Teaches About Estate Planning

When Prince died without a will, it raised a lot of questions about his estate. Meltzer Lippe's Avi Kestenbaum discusses why people put off estate planning and what the death of Prince can teach us about how to prepare for the future. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/28/20168 minutes, 47 seconds
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The 'Y.O.Y.O.' Economy: When 'You're on Your Own'

Sometimes, it's easy to feel like you're on your own in the financial world. Financial expert Ed Slott reveals what you need to know about the "Y.O.Y.O." economy, and the steps you can take to survive in it. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/27/201610 minutes, 20 seconds
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The Talk: How to Speak to Your Heirs About Money

Abbot Downing's Arne Boudewyn talks about the best time begin to a conversation with heirs about money, and how to go about discussing the delicate subject of wealth and inheritance. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/21/201611 minutes, 21 seconds
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The Top Concerns Among the Ultra Wealthy

Wealth-X president David Friedman reveals the various succession and inheritance issues that wealthy people are concerned about. Plus, one important tip to consider before taking out a PLUS Loan. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/20/201612 minutes, 2 seconds
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Own a Family Business? Time to Plan Your Estate

Many business owners don't factor estate planning into their overall game plan. Adrienne Penta, executive director of the Center for Women & Wealth at Brown Brothers Harriman, offers tips on how to get started. Plus, an important tip for filing a tax extension. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/14/20168 minutes, 55 seconds
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Jean Case on Why The Wealthy Should Give Back

Jean Case, philanthropist and CEO of the Case Foundation, talks the importance of the wealthy giving back, working with Melinda and Bill Gates through "The Giving Pledge," and the best lessons she's learned about philanthropy. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/13/201610 minutes, 55 seconds
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How Labor Dept's New Rules Impact Your Retirement

The Wall Street Journal's Anne Tergesen discusses how new retirement rules from the Labor Department will impact the way you save for retirement, and whether it will ultimately safe investors money. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/8/20165 minutes, 22 seconds
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WealthTrack's Consuelo Mack's Top Investing Tips

WealthTrack's Consuelo Mack talks investing, how to make Uncle Sam work for you, and the best financial advice she's ever heard. Plus, one retirement mistake millennials should be careful of making. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/7/201612 minutes, 29 seconds
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Your Guide to Retiring Abroad

Thinking of retiring abroad? Investopedia's CEO David Siegel breaks down everything you need to consider before your retirement overseas. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/6/20169 minutes, 38 seconds
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How to Make Your Home Feel More Tranquil

Heather Higgins, princpal and founder of Higgins Design Studio, discusses how to create a sense of stress-free tranquility in your home. Plus, one last minute tax tip to consider before filing. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/1/20167 minutes, 48 seconds
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How to Pick the Perfect Financial Adviser

MarketCounsel's Brian Hamburger breaks down the questions you need to ask before hiring a financial adviser and how to hone in on how they fit your monetary needs. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/24/20169 minutes, 59 seconds
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What the Wealthy Need to Know About Roth IRAs

The wealthy often make too much money to qualify to use a Roth IRA, but some may benefit from the "back-door method." Dan Yu, managing principal of EisnerAmper Wealth Advisors, breaks it down. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/23/20167 minutes, 30 seconds
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The Financial Challenges Facing Pro-Athletes

While feeling bad for pro-athletes may be challenging, it's nothing compared to the financial challenges many sports professionals are dealing with. Wealth adviser at Cornerstone Financial Partners, Charles Robinson, talks the financial games pro-athletes are forced to play. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/17/20169 minutes, 20 seconds
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How to Protect Your Money From Alzheimer's Disease

Alzheimer's disease poses a major risk to finances as people age. Lee Miller, managing director at Glenmede, discusses the steps we can take to protect our money now, should the disease become a reality later in life. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/16/20168 minutes, 18 seconds
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Cohabitating Couples: How to Avoid Legal Disputes

Joslin Davis of the American Academy of Matrimonial Lawyers discusses the legal disputes between couples who cohabitate, and what you can do to avoid them. Plus, how to protect yourself when filing your taxes online. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/10/201610 minutes
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Silicon Valley: How the Newly Rich Look at Wealth

Aspiriant's Lorraine Fox discusses how a newly minted generation of wealthy folks in Silicon Valley manage their money -- and how they differ from those who made it big during the dot com bubble. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/9/20169 minutes, 53 seconds
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Debunking Millennial Myths About Investing

Fredrik Axsater of State Street Global Advisors debunks the top myths about millennials and investing. Plus, the important question you need to ask before hiring a financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/3/20168 minutes, 40 seconds
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The Top Financial Trends Among the Wealthy

Financial adviser Winnie Sun, co-founder of Sun Group Wealth Partners, lays out some of the top financial trends among the wealthy -- and reveals why some folks aren't feeling so wealthy these days. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/2/201610 minutes, 23 seconds
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Clearing Up Common Myths About College Savings

Michael Conrath, executive director at J.P. Morgan Asset Management, dispels the common myths wealthy folks have about 529 college savings plans, and lays out the best options for investing in a college education. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/25/201611 minutes, 19 seconds
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Your Three Year Game Plan for Retirement

WSJ's Anne Tergesen maps out your game plan with the steps you need to take if you want to retire in three years. Plus, a tax scam to look out for this season. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/24/20168 minutes, 20 seconds
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How to Resolve Money Conflicts With Your Spouse

Fighting with your spouse about money? Michael Liersch of Merrill Lynch Wealth Management discusses the money issues couples argue about the most and how to communicate towards a resolution. Plus, some tips on what to do with your bonus this year. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/18/20169 minutes, 11 seconds
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How to Cheer Up When the Market Goes Down

Duncan Rolph, managing partner at Miracle Mile Advisors, talks the concept of loss aversion and how it can play a role in how we psychologically cope with losing money. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/17/20169 minutes, 58 seconds
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Love and Finances: When Couples Keep Money Secrets

Just in time for Valentine's Day, psychotherapist Karol Ward returns with tips on how to talk freely about finances with your significant other. Plus, a look at how and why couples keep money secrets from each other. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/12/20168 minutes, 43 seconds
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The Prenup: How to Bring Up a Delicate Subject

Private wealth manager Jeff Ladouceur of SEI talks with Veronica Dagher about how engaged couples should bring up the subject of a prenup. Also, what to do if your spouse is spending too much. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/12/20168 minutes, 41 seconds
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Why Money and Celebrities Frequently Don't Mix

Veronica Dagher talks with financial expert Jeff Fishman, who advises celebrities on how to manage their money and avoid financial calamity. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/10/201612 minutes, 7 seconds
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How to Become a Successful Investor

JoLynn Free, senior vice president at Stephens Private Wealth Management, reveals the keys to becoming successful as an investor. Plus, one important reason you need to ignore the stock market volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/3/20166 minutes, 24 seconds
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Do You Have Enough Money to Retire?

Capital Management Group's Tom Mingone maps out whether you have enough money to finance a long retirement, and breaks down the steps you need to take to get there. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/2/201610 minutes, 6 seconds
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Want to Retire in Five Years? Here's How

WSJ's Anne Tergesen helps map out your retirement game plan and talks the necessary steps you need to take to get it done in five years. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/29/20169 minutes, 8 seconds
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Financial Aid: What Wealthy Students Should Know

Mark Kantrowitz, financial-aid expert and publisher at Cappex.com reveals what wealthy students should know about applying for financial aid, and how to qualify for need-based assistance. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/27/201611 minutes, 13 seconds
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Financial Therapy: Wealthy Families and Addiction

Arden O'Connor, CEO of the O'Connor Professional Group, explains why some wealthy families struggle with addiction issues, and outlines the financial steps folks can take to seek help. Then, a look at the growing field of financial therapy. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/20/20169 minutes, 4 seconds
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The Financial Challenges Facing Millennials

Shannon Schuyler, Corporate Responsibility Leader at PwC, talks about the money struggles that millennials are facing, and how a new generation must take on the financial world. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/19/20169 minutes, 7 seconds
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The Top Retirement Mistakes People Make

Ken Weber of Weber Asset Management talks the most common retirement missteps people make, and what you can do to make your money last longer. Plus, why you should apply for financial aid for your child even if you're wealthy. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/15/201611 minutes, 56 seconds
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What is Your Financial Adviser Not Telling You?

Not all financial advisers are created equal. Financial Finesse's Liz Davidson reveals what your adviser may not be telling you, and the important questions you should be asking. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/13/201610 minutes, 10 seconds
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Retirement Planning Tips for Singles

Single people need to rely on themselves to save for retirement. John Voltaggio, managing director at Northern Trust, outlines the planning tips all single folks should know about. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/8/201611 minutes, 16 seconds
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Learning How You Can Trust Your Financial Advisor

WSJ columnist Norb Vonnegut discusses ways to determine whether your financial adviser can be trusted. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/6/201611 minutes, 55 seconds
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How to Keep Your New Year's Financial Resolutions

Veronica Dagher is joined by Lauren Brouhard of Retirement Solutions at Fidelity Investments, who breaks down how to make and keep your New Year's financial resolutions. Plus, an important tip for reducing your debt in 2016. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/1/20169 minutes, 35 seconds
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How To Speak to Your Parents About the Estate Plan

Meltzer Lippe's Avi Kestenbaum has everything you need to know about how to talk with your parents about their estate plan. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/30/20159 minutes, 11 seconds
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How To Instill Gratitude in Our Kids This Holiday

It's the season of plenty for many wealthy families. Nathan Dungan, founder of Share Save Spend, explains how we can instill gratitude in our children. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/24/201510 minutes, 18 seconds
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How to Invest in Your Child's Business

Does your child have their own business? Spence Whitman, Managing Director at Stephens Private Client Group, reveals the best ways for parents to invest. Plus, the one important question you should ask your financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/23/201510 minutes, 5 seconds
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How to Ask for a Raise; Joining a Non Profit Board

Career coach Brad Agry explains everything you need to know about how to ask for a raise. Then, what to consider before you join a non-profit board. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/18/20158 minutes, 27 seconds
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This Holiday Season's Top Luxury Gifting Trends

Veronica Dagher is joined by Camilla Papale, luxury branding and marketing consultant, who talks all about the top luxury gifting trends among the wealthy this holiday season. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/16/20159 minutes, 45 seconds
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The Top Financial Blunders of the Wealthy

Olivier Cornet, managing director at JSF Financial, reveals some of the most common financial blunders the wealthy make with their money -- and how you can avoid making the same mistakes. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/11/201510 minutes, 5 seconds
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The Best Move for Your Mutual Fund Distributions

Mutual fund distributions may be bigger than usual this year. T. Rowe Price's senior financial planner, Stuart Ritter, has the advice all investors should know about. Plus, the one mistake to avoid with donor advised funds. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/9/20157 minutes, 51 seconds
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Charitable Giving Tips; Talking Money with Family

Wilmington Trust's Carol Kroch discusses the mistakes the wealthy need to avoid when giving to charity. Plus, how to talk money with your family during the holidays. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/4/20158 minutes, 24 seconds
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Just in Case: Preparing Financially for a Layoff

Worried about losing your job? Financial expert Kimberly Foss has all tips you need to know about how you can prepare financially. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/2/201510 minutes, 58 seconds
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How to Avoid Overspending This Holiday Season

Veronica Dagher is joined by psychotherapist Karol Ward for a look at why we tend to spend so much money during the holidays and how you can kick the habit this season. Plus, the financial move you should make before the end of the year. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/27/20159 minutes, 52 seconds
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Should You Ever Invest in a Friend's Business?

Veronica Dagher sits down with business lawyer Nina Kaufman, who explains why you should think twice before investing in your family member's or friend's business. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/25/20159 minutes, 42 seconds
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Financial Lingo Tips; Talking Money With Your Kids

WSJ's Jason Zweig sorts out all those confusing financial terms and breaks down what they really mean. Then, Fidelity's Chris McDermott explains how to talk money with your adult children -- without the nerves. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/18/201519 minutes, 3 seconds