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Guest: Michael Eastham


Episode Description: Michael Eastham, financial expert and author of the new book 'Common Sense Income Strategies', talks with Jordan Goodman about the golden rules of reality-based investing. Eastham's book lays out a step-by-step plan of action for those looking to build their retirement income. Eastham believes that when we reach the age of 50, we need to change from a portfolio filled with stocks and growth investment strategies an approach more compatible with retirement income. Through his book, Eastham aims to share his financial wisdom with every day families, business owners, and anyone seeking to secure a better future and accomplish their long-term financial goals.

Guest Bio: Michael Eastham, CPA, PFS, is the founding principal of Fellowship Financial Group, renowned author and recognized expert in the areas of financial strategies, retirement planning, and asset protection. His companies have grown out of a passion for excellence, coupled with a desire to serve families and business owners in accomplishing their financial goals using conservative investment strategies. Mr. Eastham has been involved in financial services for over twenty five years. He is an active member of the American Institute of CPA's, holds a Personal Financial Specialist (PFS) designation, has a BBA in Accounting, holds a Series 65 & 63 securities licenses as well as licenses in Insurance and Annuities.
Mr. Eastham teaches Adult Education courses and Continuing Education for CPAs, Financial Planners, Insurance Professionals, Attorneys and the Florida Association of Realtors. Michael and his wife Vickie have 4 children and reside in Lake Mary, Florida.

URL:  http://www.fellowshipia.com

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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:  http://retirementstartstoday.com and http://www.retirementstartstodayradio.com

 

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Guest: Gary Stone


Episode Description: Gary Stone, author and Managing Director of Share Wealth Systems, addresses one of the biggest problems most Americans face: not having enough money set aside to live comfortably in retirement.

Guest Bio: Gary Stone,  Managing Director, Share Wealth Systems, is the author of “Blueprint to Wealth: Financial Freedom in 15 Minutes a Week.” Gary has a Bachelor of Science degree majoring in Computer Science and Mathematics. He started his investing career in the stock market in 1989. Combining two of his main business interests, computing, and the stock

market, Gary established a business that provides active investing research, solutions, services and coaching to everyday investors. Gary has researched and designed two commercially available investing methodologies for self-directed investors who invest in the U.S. and Australian stock markets. His business has also developed its own commercially available intermediate-range charting software called Beyond Charts. 

URL:  www.fixmynestegg.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:  http://chrishogan360.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: 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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«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
«I want to thank you for the wonderful seminars you presented to our employees.»
- Jerel L. Best, CFO/Louis London