Home > The Money Answers Show

Guest: John Rubino

Description: What happens when every major society takes on too much debt? Is there a way forward other than economic depression or hyper inflation? Personal finance expert Jordan Goodman interviews John Rubino about Rubino's perspectives and insights into the current national and global economies and why Rubino believes that metals offer stability in times of rapid change and crisis.

Guest Bio: John Rubino runs the popular financial website DollarCollapse.com. He is author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. After earning a Finance MBA from New York University, he spent the 1980s on Wall Street, as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. He currently writes for CFA Magazine.

URL: https://www.DollarCollapse.com

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Guest: Jeffrey Small

Description: Jeffrey Small, financial planner and author of 'Turning Financial Planning Right Side Up,' talks with host Jordan Goodman about the struggle Americans face trying to find trustworthy, quality financial information. Small, President of Arbor Financial, believes that the need for reliable information is more pressing than ever as individuals make long term financial plans in a rapidly changing world.

Guest Bio: Jeff Small is the President of Arbor Financial, a boutique of Financial Investments. When starting out, Jeff recognized that many of his retired clients were jeopardizing their financial futures simply because they lacked basic economic industry knowledge. Jeff and Arbo Financial set a goal of providing vitally important free financial knowledge and information to hard-working Americans who want to know how best to save for retirement. This counter-cultural attitude is also what sets him apart from his local competitors. And so, to this day, Jeffrey advocates it as a best practice that allows both him and his firm to give something back to the community in which he lives and works. Both Jeff & Arbor Financial are accredited members of the Central Florida Better Business Bureau and The National Ethics Association. Jeff is also licensed through the Florida Dept. of Financial Services and holds state licenses in New York, New Hampshire, Maryland, Indiana & Georgia.

URL: http://www.jeffsmall.fixedincomecounsel.com/

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Guest: Chris Reynolds

Description: Chris Reynolds joins host Jordan Goodman to talk about entrepreneurship and the new global workplace burgeoning with opportunities. Reynolds is the host of The Entrepreneur Podcast and an entrepreneur who both made and lost a small fortune during the real estate boom and bust. Reynolds and Goodman talk about the entrepreneurial lessons Reynolds learned and why Reynolds now focuses on helping other entrepreneurs flourish. Reynolds credits the new global economy, particularly the virtual workplace, as creating more real opportunities for people to create and grow businesses than perhaps ever before.

Guest Bio: Chris Reynolds is the host and founder of The Entrepreneur House podcast. He interviews location independent entrepreneurs from arouind the world who earn at least a million dollars. He is therefore an expert on what it takes to build a high level business that can be run online. Chris started in professional life in the mortgage business and he lost a huge amount of money in the 2008 financial meltdown. That led him into the life of entrepreneurship, wealth generation and personal money management. He travels around the world, helping entrepreneurs scale their businesses rapidly and building a global network.

URL: http://TheEntrepreneurHouse.com

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Guest: Josh Jalinski

Description: Host Jordan Goodman talks with financial advisor and investment specialist Josh Jalinksi about the importance and value of holistic financial planning, particularly over time. Holistic financial planning can combine financial planning, life goals and comprehensive planning. Jalinksi and Goodman discuss common money mistakes people make, why they happen and what you can do to prevent them as well as tax mitigation strategies that can be implemented to help maximize financial strength.

Guest Bio: Josh Jalinski has been selected as a Five Star Wealth Manager in 2012, 2013, 2014, and 2015. He was named as an Advisor of the Year finalist (only 5 are selected each year in the country) by Senior Market Advisor August 2010 magazine, a leading financial industry publication. He has also been selected for the Top of the Million Dollar Round Table, an association of financial professionals. Josh has attained elite status in the Top of the Table for eight years (only the top one-tenth of 1% make this category). Josh teaches people how they may be able to lower risk, minimize taxes, and maximize wealth! Josh is the host of the popular Financial Quarterback TM Show. He has been featured as an expert guest on numerous media sources including CNBC, Fox Business News, CBS News, and Bloomberg.

URL: www.jalinski.org/

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Guest: Robert Genetski

Description: Robert Genetski, one of the biggest proponents of free market economic principals, joins Host Jordan Goodman to talk about Genetski's newest book, 'Rich Nation, Poor Nation.' Genetski and Goodman discuss what led Genetski to write the book and what conclusions he reached about the underlying causes of both wealth and poverty. National fiscal policy and its relationship to economic freedom plays an incredible role in determining  any nation's ability to thrive and prosper, Genetski and Goodman talk about our country's current fiscal conditions and more in this thought provoking interview.

Guest Bio: Dr. Robert Genetski, Ph.D., has a rare combination of business and academic experience. He is a world-renowned economist, financial advisor, teacher, author and popular speaker. For over 25 years, his consulting firm, Classical Principles, has helped his clients to prepare for changes in global economic conditions. Robert has taught economics at various institutions including New York University and the University of Chicago Graduate School of Business. He is one of the nation’s leading advocates of free market classical principles

URL: www.ClassicalPrinciples.com

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Guest: Doug McCormick

Description: Looking for the best ways to build a strong financial future for yourself and your family? Have you considered managing your family finances like a business? Host Jordan Goodman talks with Doug McCormick about why McCormick advises families to manage their finances like a business and what that looks and feels like. McCormick is a big proponent of developing your financial self worth so that you can develop your financial future. Goodman and McCormick talk about the major ideas from McCormick's book, Family Inc, and why McCormick is such a strong advocate for his system of family money management. McCormick believes that family financial security is the culmination of a lifetime of better financial decisions.

Guest Bio: Doug McCormick has served as an active duty Army officer, attended Harvard Business School, worked as an investment banker and a private equity investor, and as an entrepreneur as cofounder of HCI Equity Partners where he serves as Managing Partner. Before joining HCI Equity, Doug worked as a Managing Director at Thayer Capital and in the Investment Banking Division of Morgan Stanley & Co. Doug has served as a Captain in the U.S. Army’s 25th Infantry Division. Doug holds a Master of Business Administration from Harvard Business School and a Bachelor of Science in Economics from the U.S. Military Academy at West Point. Doug wrote the book and created the Family Inc. website to help high performing adults manage their finances to bring their family financial peace, stability and abundance. Doug also works with veterans to navigate the civilian financial world so their service and sacrifice can be rewarded with a secure financial future.

URL: www.familyinc.com

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Guest: Kevin Kruse

Description: Leadership is something Kevin Kruse takes very seriously. As the force behind LeadX podcast, recognized by Inc.com as one of the top 12  leadership podcasts of 2018, Kruse focuses on helping motivated people develop leadership and business skills. In this interview with host Jordan Goodman, NYT Best Selling Author Kevin Kruse talks about what it means to be a leader and his personal journey through business and the road to establishing himself as a thought leader. Goodman and Kruse discuss several main ideas from Kruse's book, talk about Kruse's podcast and touch on Kruse's new book in the works.

Guest Bio: Kevin Kruse is on a mission to make, over the next ten years, 100 million leaders. With that goal in mind, he founded LEADx, a next generation online learning company that offers free leadership training and professional development to everyone, everywhere, at any time. He also continues to make time to personally work with leaders around the world including Marine Corps officers in the Pentagon, non-profit leaders in Pakistan, and entrepreneurs in Kenya. His previous companies have won Inc 500 and Best Place to Work awards, and he is a New York Times bestselling author of six books. Kevin lives with his three children in Pennsylvania.

URL: www.leadx.org

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Guest: Bobbi Rebell

Description: Listening to sound financial advice and putting it into action can lead to a happy outcome while conversely many fail to act or fail to heed the right advice and end up broke. 'Becoming a Financial Grown Up', the title of author and journalist Bobbi Rebell's new book, uses real life examples as the starting point for lessons on what being financially grown up means and how those of us on the path can achieve it. Rebell joins host Jordan Goodman to talk about her book, why she wrote it and what she hopes readers will take away from it and put into action. Goodman and Rebell talk about the new tax plan and how everyone needs to up their financial game and become more of an independent financial expert. Rebell shares her concerns about the lack of financial education millennials and other generations face and the implications of it. Rebell recently became a certified financial planner and talks with Goodman about why she got her CFP and her concerns about 'experts' offering advice.

Guest Bio: Bobbi Rebell is a Certified Financial Planner and the author of the best-selling self-help/personal finance book “ "How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom,”.  It combines unique personal financial stories from inspirational leaders with targeted specific actionable advice to help readers take charge of their money. Her podcast, Financial Grownup with Bobbi Rebell, will debut in early 2018.  She is an award-winning TV anchor and personal finance columnist most recently at Thomson Reuters. Rebell’s business videos and her Reuters column on personal finance have been widely seen and read globally. She was previously a reporter at PBS (Nightly Business Report) and held various producer positions at CNN and CNBC. She is a graduate of the University of Pennsylvania and has a Certificate in Financial Planning from New York University. She lives in NYC with her husband, 3 kids and her morkie Waffles.

URL: http://www.bobbirebell.com

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Guest: Ray LeVitre

Description: Ray LeVitre talks with host Jordan Goodman about retirement and how decisions you make right now - today - can have lasting impact twenty to thirty years down the line. Retirement, LeVitre believes, has three distinct stages: planning for retirement, the process of retiring, and then actual retirement. Host Jordan Goodman and LeVitre explore the distinctly different types of decisions you make in each phase and how they link together to create a strong financial future. 

Guest Bio: Ray LeVitre, author of “20 Retirement Decisions You Need to Make Right Now” and Managing Partner at Net Worth Advisory Group, has gained a unique perspective of the financial industry during his 19 years of experience. Ray worked as representative for Fidelity, as bank investment representative for Citicorp, and as insurance agent for Mutual of New York.  Ray worked as a stock broker for Merrill Lynch before starting his own independent firm.

Because Ray has seen the industry from many angles, he understands the types of products and services commission-based companies offer.  As an independent fee-only advisor Ray is in a unique position to help people evaluate the products and services they have been sold by other advisors and help determine if they were given sound advice.Ray’s book, “20 Retirement Decisions You Need to Make Right Now”, addresses twenty key financial decisions people must make as they move from the workforce into retirement.

URL: http://www.networthadvice.com/

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Guest: Ron Lieber

Description: From teaching your kids money skills to current financial topics, Ron Lieber covers it all in his books and in his New York Times column. Host Jordan Goodman talks with Lieber about his book, ‘the Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money,’ why he wrote it and the important lessons it contains for both parents and their children. Lieber’s book helps families have the kinds of financial discussions. Goodman and Lieber continue on to cover a wide range of financial topics including Equifax, credit card debt, and Trump’s proposed tax plan.

Guest Bio: Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller. Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section.Ron’s first book Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks from College and How You Can Plan Your Own, co-authored with Colin Hall, was a New York Times bestseller in 1996. He also wrote Upstart Start­-Ups, a book for young entrepreneurs, and was the co-author of a guidebook to the best entry­-level jobs in the United States.Ron spent 14 years at the Francis W. Parker School in Chicago and graduated from Amherst College. He lives in Brooklyn with his wife and two daughters.

URL: http://www.ronlieber.com/

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«On behalf of the Fiduciary And Investment Risk Management Association Board, please accept our warmest thanks for making our San Diego conference a great success. »
- Hale Mast, FIRMA (Fidiciary and Investment Risk Management Association) Board
«This is my "official" thank you for your presentation at our conference. Our agents were definitely impressed - and so was I - with how much practical information you crammed into the 45 minutes! »
- Dena Wise, PhD, The Unversity of Tennessee