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Guest: Chris Fern
Episode Description: Do you earn a decent enough living but feel you don't have enough money to buy the things you want? Do you struggle with anxiety when it comes to managing your money? Chris Fern, founder of Simple Business Solutions, creator of the Mindful Money Program and CTO at R3SET Enterprises,  has developed a foolproof way to allow our human weaknesses to be our strengths and create a platform that helps people save and spend in accordance with their values and, ultimately, their complete happiness

Guest Bio: Chris Fern is the founder of Simple Business Solutions, creator of the Mindful Money Program and CTO at R3SET Enterprises. Chris has over 10 years of experience in IT and computer software development, systems architecture, networking, and customer relations. Using his expertise and personal interest in the human condition, Chris has developed a foolproof way to allow our human weaknesses to be our strengths and create a platform that helps people save and spend in accordance with their values and, ultimately, their complete happiness.  

URL: www.practicemindfulmoney.com

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Guest: Sean The Money Wizard
Episode Description: Financial independence and early retirement are very possible when a young person understand the mechanics of planned savings and savvy money management. Sean, the Money Wizard, is a 20-something financial analyst by day and money blogger by night. Sean saved over $150,000 by age 26 as part of his plan to reach complete financial independence in his 30s, and his approach to saving over half his income has been featured in Forbes, Business Insider, and Yahoo Finance. Sean talks with host Jordan Goodman about where the inspiration to achieve financial independence comes from, what his journey has been like and what he's learned along the way.

Guest Bio: Sean is a 20-something financial analyst by day and money blogger by night. Sean saved over $150,000 by age 26 as part of his plan to reach complete financial independence in his 30s, and his approach to saving over half his income has been featured in Forbes, Business Insider, and Yahoo Finance. Sean writes the popular blog 'the Money Wizard. When he's not writing, Sean can be found cycling, skiing, or traveling the country.

URL: MyMoneyWizard.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: Gary Smith
Description: Exactly what is value vesting and why should every investor be familiar with it? Author and economist Gary Smith joins host Jordan Goodman to talk about Value Vesting and Smith’s new book Money Machine: The Surprisingly Simple Power of Value Vesting. Smith and Goodman talk about what value vesting is and what it isn’t, how it’s different than investing methods that try to time the market, and why value investors look at investments so differently than what most contemporary investment strategies recommend. Smith talks about why gold and collectibles are not investments that value investors turn to and why value investors like investments with solid dividends and earnings at a low price. Smith brings his customary common sense and well thought out understandings of the interplay between market,psychology and finance to a conversation that every level of investor should find interesting and fruitful.


Guest Bio: Gary Smith is the Fletcher Jones Professor of Economics at Pomona College. He received his Ph.D. in Economics from Yale University and was an Assistant Professor there for seven years. He has won two teaching awards and written (or co-authored) more than eighty academic papers and twelve books including Standard Deviations: Flawed Assumptions, Tortured Data, and Other Ways to Lie With Statistics, What the Luck? The Surprising Role of Chance in Our Everyday Lives, and Money Machine: The Surprisingly Simple Power of Value Investing. His research has been featured by Bloomberg Radio Network, CNBC, The Brian Lehrer Show, Forbes, The New York Times, Wall Street Journal, Motley Fool, Newsweek, and BusinessWeek

URL: http://garysmithn.com/

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Guest: Ed Lyon
Description: If avoiding tax mistakes and penalties while maximizing tax savings is your goal then Ed Lyon, author, consultant, and founder of Tax Strategies, has knowledge-based advice for you. Ed talks with host Jordan Goodman about tax mistakes, tax planning, tax strategies, tax reform and more. Lyon is a recognized authority on tax practices. He brings his humor, insights and experience to a top-level conversation about everything taxes. Listen to hear Lyon’s counsel about tax planning and the potential to trip audit flags, the difference between tax preparation and tax planning and the question almost everyone wants to hear: how to pay less in taxes.

Guest Bio: Ed Lyon is an authority on tax planning – an author, consultant, speaker, the co-founder of TaxCoach™ Software, and Chief Tax Strategist for Financial Gravity, a Dallas-based provider of Fractional Family Office services. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed is also the Chief Tax Strategist for Financial Gravity.  Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.

URL: www.financialgravity.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: www.ronlieber.com

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