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Guest: Ric Edelman
Episode Description: What's the truth about YOUR financial future? Do you know? Do you want to know? Would you change what you're doing if you could understand how technology will radically change almost every aspect of your future life, including your financial planning needs?  Ric Edelman, best selling author, host of The Ric Edelman Show and internationally recognized financial advisor, joins Jordan Goodman, host of The Money Answers Show, to talk about his new best seller, 'The Truth About Your Future.' Edelman is the Founder and Executive Chairman of Edelman Financial Services. Edelman believes that thanks to technology and extended projected life spans we’ll need three distinctly different financial plans - one for now, one for later, and another for much later. Current financial planning isn’t enough! Edelman and Goodman explore why this is true and unpack the assumptions that current financial plannings assumes, why those assumptions won’t work and what the implications are for all of us.

Guest Bio: For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as a top financial advisors, having been named in 2016 among the country’s Top 10 Wealth Advisors by Forbesmagazine,1 the nation’s #1 Independent Financial Advisor (three times) by Barron’s,2 and one of the “10 most influential figures” in the investment advisory field by RIABiz in 2013. . Ric is also a #1 New York Times bestselling author with more than 1 million copies collectively in print,  The Ric Edelman Show has been  on radio for more than 25 years. Ric has been named among the top 100 talk shows hosts for four years by TALKERS magazine. Ric and his wife, Jean, founded Edelman Financial Services to provide financial planning and investment management services. Today, the firm’s 157 advisors serve more than 33,000 individuals and families from 43 offices coast-to-coast, managing more than $18.5 billion in assets. Ric and Jean live in the suburbs of Northern Virginia.

URL: http://www.edelmanfinancial.com

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Guest: Benjamin Brandt
Episode Description: Benjamin Brandt, CFP, talks with host Jordan Goodman about why planning for retirement means so much more than just money. People need to work on building happiness beyond jobs and finding meaning beyond golf and grandkids. Brandt uses many examples based on his military experience to illustrate retirement planning concepts and practices with colorful, memorable examples. Brandt talks with Goodman about the importance of not doing silly, reactive things while also not avoiding making necessary changes. Broad, diversified investments across the market with minimal fund costs can yield income while preserving assets. Very boring, non-sexy investments can be the approach to best serve retirees needs for safety and income.

Guest Bio: Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is the host of the popular podcast Retirement Starts Today Radio and the accompanying blog. Benjamin is an Iraqi combat veteran having served in the North Dakota Army National Guard for 8 years, including a 15-month deployment to Iraq in 2003. You may have seen Benjamin featured in The Huffington Post, CNBC.com, Forbes, Business Insider, ClarkHoward.com, and many others. In his free time, Benjamin and his wife Kristen can be found on the weekends at the hockey rink, or on the gymnastics and wrestling mats, chasing their three energetic children. Learn more about Benjamin at his site, Retirement Starts Today.

URL: retirementstartstoday.com retirementstartstodayradio.com

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Guest: Steve Down
Episode Description: This unusual episode begins with Steve Down, serial entrepreneur and passionate force for good, talking with Jordan Goodman about his journey to founding multiple businesses embodying Cause Capitalism. The discussion takes a surprising turn as callers-in to the show ask Down questions related to The Falls Event Center, Evergreen Aviation & Space Museum, and more.

Guest Bio: Steve Down is a man with a cause. Many causes, in fact. His companies are a force for good, as Steve has an unwavering commitment to building businesses that change our lives and communities for the better. 

Steve is an entrepreneur, cause capitalist and cause leader. A preeminent role model for 21st-century business leaders, he believes—and has demonstrated numerous times—that helping his community and running wildly successful businesses are not mutually exclusive.  Rather than simply donating money to the causes he believes in, he has set up a business model that turns his customers into benefactors of their own communities. Many of his businesses are built on a 1:1 giving model—buy one, give one.


URL: www.stevedown.com

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Guests: Al Clopine and Joe Anderson
Description: How will Trump’s proposed income tax plan affect you and your taxes? Al Clopine and Joe Anderson of Pure Financial talk with host Jordan Goodman about the changes that Trump’s proposal could have on you and your finances. Anderson and Clopine take a closer look at different tax brackets, estate tax reform, individual tax strategies that are at risk and end-of-year tax planning tips for Trump’s proposed plan. Goodman, Clopine and Anderson wrap up this episode with a vigorous discussion focused on the insightful end of year tax planning with actionable steps for listeners to take now to improve and consolidate their financial well being, regardless of Trump’s proposed plan. Recommended end of year tax planning includes getting organized, maxing out contributions to retirement accounts, checking IRA distributions, employer sponsored retirement plans, Roth conversions, FSA, home mortgage acceleration, charitable contributions, and especially paying attention to tax efficiency.


Guest Bios: Alan Clopine is the CEO & CFO of Pure Financial Advisors.  Alan has provided tax planning services for individuals, corporations and trusts for over 30 years while running multiple companies. His goal is to help clients create tax-efficient income streams that are sustainable in retirement. Alan is the co-host of Your Money, Your WealthSM, a financial talk radio show, heard weekly in San Diego on KFMB, and in Los Angeles/Orange County on KRLA. Alan received a Bachelor’s degree from the University of California, San Diego and received his CPA certification in 1984. He currently volunteers at St. Peters Episcopal Church with a primary focus on outreach activities in Mexico and Africa. Prior volunteer activities have included over ten years of coaching youth sports in baseball and soccer. Alan enjoys beach activities, his condo in Kauai, sports, golf, playing guitar and hanging with his family. Alan is married to Anne and has two sons, Robbie & Ryan.

As President, Joe Anderson has led Pure Financial Advisors to achieve over $1.5 billion in assets under management and has grown their client base to over 1,300. Joe is the firm’s advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management. In addition to training Pure’s advisors, Joe teaches over 50 retirement classes a year. Joe is co-host of Your Money, Your Wealth℠, a financial talk show consistently top rated radio show in San Diego’s financial market and launched the first Your Money, Your Wealth℠ television broadcast in 2014. Joe philanthropic activities include the American Heart Association’s Heart Ball. He’s a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker, enjoys playing golf, basketball and cheering for his alma mater, the Florida Gators.

URL: purefinancial.com

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Guest: Richard C Cella III
Description: Which side of the retirement savings gap are you on? Are you one of the few who’ve saved enough or one of the who majority haven’t?  There’s a retirement crisis in the U.S.!  Richard Cella, author of ‘Your Personal Retirement Machine,’ talks with host Jordan Goodman about creating retirement readiness and what financial freedom really means. Cella explores his 7 Rules for Successful Retirement Investing, emphasizing sound guidelines that significantly improve investor’s likelihood of arriving at retirement age in a position to have both time and money. Cella and Goodman talk about the 4 Pillars of Investing and why Cella believes that retirement planning is the most important.

Guest Bio: Richard C. Cella, III is author of the book “Your Personal Retirement Machine,” and the founding partner of Ipswich Bay Advisors, a Massachusetts wealth management firm. He is also a member of Ed Slott’s Elite IRA Advisor Group, the nation’s leading experts regarding IRAs, tax planning, and retirement distributions. Richard began his financial services career in 1983 as a life insurance agent for John Hancock. Since that time, he has excelled in his professional growth as an investment advisor to complement his expertise in retirement plans such as 401(k)s and IRAs. He is an industry leader not only for his business growth but for the breadth and quality of his client services. Richard is licensed in several states and holds a full complement of securities licenses under FINRA including series 6, 7, 24, 26, 63, 65, and 66 enabling him to offer his clients the complete universe of investment options including fee-based investment advice and alternative investments.

URL: http://www.ipswichfinancial.com/

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Guest: Chris Hogan
Description: Is retirement an age you reach, like 62, or a financial goal? Chris Hogan, retirement guru, financial advisor and Dave Ramsey personality, wants us to switch our perspectives to looking at retirement as something that happens once we reach specific financial set points rather than age. Hogan talks with host Jordan Goodman about setting goals, how to evaluate whether you've reached retirement and determining f not now, how long till you get there. It all starts with a plan, says Hogan, including understanding what you want to do in retirement and what that might cost.

Guest Bio: Chris Hogan is the #1 national best-selling author of Retire Inspired: It’s Not an Age. It’s a Financial Number and host of the Retire Inspired Podcast. A popular and dynamic speaker on the topics of personal finance, retirement and leadership, Hogan helps people across the country develop successful strategies to manage their money in both their personal lives and businesses.

URL: chrishogan360.com

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«Toyota wishes to thank you for your educational and inspiring presentation at our Investor Fair. Your presentation was extremely well received by all who attended and has motivated our employees to get their financial acts together. »
- Mark Smith, Benefits Manger,Toyota Motor Sales USA
«Thank you for speaking at our Winter Retreat on December 12th. Your presentation on personal finance was very well received by our members. »
- Ken Murphy, Director Training and Director Training and Recruiting - Cory Ludens/Management Development Coordinator - Mattress Firm