Tag: Finances
Exile on Wall Street (Podcast)
An interview with Mike Mayo, a financial analyst and author of Exile on Wall Street.
The Economist Who Helped Warren Buffet Get Rich
An interview with Joe Carlen, author of The Einstein of Money.
How to Beat the U.S. Tax Blues (Podcast)
An interview with tax attorney Dave Wolf.
Are You a Tax Criminal?
An interview with Ron Zalben, about the FBAR and FATCA tax forms and why it's so important to file them.
What You Need in Order to Retire (Podcast)
An interview with Terry Savage, author of The New Savage Number: How Much Money Do Really You Need to Retire?
How to Play the Numbers Game (Podcast)
An interview with Dr. Arthur Benjamin, professor of mathematics.
Big Business and Realizing Your Dreams (Podcast)
An interview with Julie Deane, founder of the Cambridge Satchel Company.
What Makes an Investor Tick? (Podcast)
An interview with Professor Meir Statman author of 'What Investors Really Want.'
The Future of Banking and Finance (Podcast)
An interview with John Kraft of D.A. Davidson, a banking technology company.
When Giving Charity Enables Bad Habits
Sometimes, you need to be the recipient of your own tzedakah because the bottom line is that you are the only person who can really help yourself.
The Art of Positive Communication (Podcast)
An interview with Dalton Kehoe a senior scholar of communications studies.
US Taxes and the American Citizen Abroad (Podcast)
An interview with Anne Hornung-Soukup, finance director of American Citzens Abroad.
How to Combine Business With Motherhood
An interview with Gail Reynolds, the "Six Million-Pound Mum,."
The Five-Point Plan for Making Aliya
Douglas Goldstein presents a five-point plan to make your aliyah dream a reality.
The Secret of Understanding Statistics
An interview with Professor Michael Starbird.
The Best Way to Use Your Money to Help Others
If you are thinking of making a significant donation to a particular organization, consider employing the services of a family office to oversee the donation.
Stress and Money (Podcast)
An interview with therapist, educator and life coach Diane Lang.
Secrets of Strategic Thinking (Podcast)
An interview with Professor Stanley Ridgley, Assistant Professor in the Department of Management at Drexel Universitys LeBow College of Business.
The Best Job for 2013 and Beyond
Sadly, people today, especially those just entering the workforce, lack the skills to lead their fellow workers.
How Schools Prepare Kids to Fail in Business
I am a big believer in math. I studied many complex topics in college, and I think others should, too. But first teach kids practical math in school, and then if they decide to study further, only then start with the abstruse topics.
Are Your Investment Decisions Rational?
As a financial planner, I often ask new clients why a particular investment is included in their portfolio. One answer that I find somewhat worrying is: “I don’t really know how to explain it, but I just had a gut feeling that this stock was going to be a winner!”
The Four Most Common Financial Mistakes
As a financial adviser I notice that certain money mistakes are very commonplace. Are you making these kinds of errors that can destroy a fortune? Instead of learning from your own mistakes, try learning from other people’s mistakes. Here is a list of some of the most common mistakes in financial planning.
Transferring Wealth with Stocks, Bonds, and Bicycles
Wealth transfer is a hot topic in financial planning. Thinking about how to pass funds from one generation to the next can be emotionally difficult. Perhaps the older generation doesn’t approve of the way the younger spends the money, or the younger generation isn’t involved in the family business. Furthermore, tax and legal issues can complicate matters.
How to Retire When You Don’t Have Enough Money
Whatever the reason, if you reach retirement age and you see that you are not going to have enough money for your anticipated needs, what should you do?
Baseball, Finances, And A Senator Named Bunning
Baseball fans know C. C. Sabathia signed a $161-million, seven-year contract with the Yankees. Not many fans know C. C. is short for Carsten Charles.