After the DFA Media Summit ended Wednesday, I hitched a ride with my friend Taylor Schulte and we swooped up Blake Street to grab a bite to eat and catch up. It’s opportunities like this that make me feel so fortunate to have discovered Twitter and forged relationships with so many great advisors. I have a tremendous amount of respect…
Category: Talkin’ Shop
Talkin’ Shop: Making Money Simple With Peter Lazaroff, CFA, CFP®
Peter Lazaroff is one of our profession’s brightest stars; he’s the Co-Chief Investment Officer (CIO) of Plancorp, an RIA in St. Louis which manages over $4 billion and now, a publishes author. I’ve had the fortune of getting to know Peter through Twitter and hanging out at conferences, but I was able to spend a lot of quality time with him…
Talkin’ Shop With Ashby Daniels, CFP®: Medicare Mistakes To Avoid
I had the opportunity to visit Pittsburgh this week to speak at their local FPA meeting, which meant I got to spend some time with my friend Ashby Daniels, CFP®. Over the last year Ashby has become a very close friend and someone I enjoy getting to talk with on a regular basis–and you better believe any time I get…
Talkin’ Shop: Nina O’Neal And Continuing The Talk On Inclusion In Financial Services
Much like my video with Tyrone Ross Jr., the most recent episode of Talkin’ Shop has been positively received. In this episode, my good friend, Nina O’Neal, joins me to discuss her experience as a financial advisor and the struggles she has had to overcome in the profession. As we discuss, even those of us who try to be inclusive…
Talkin’ Shop: Tyrone Ross Jr. And A Real Talk On Diversity
I originally posted and shared this video a couple days ago via YouTube and the response it has gotten has been bonkers!! A little backstory on how this video came to be… Every Friday morning Tyrone, Douglas Boneparth, and I have a Zoom video conference where we talk about what’s going on in our businesses, life, and whatever else might…
Talkin’ Shop: Brendan Mullooly, CFP® And Preparing For The Great Wealth Transfer
It’s an honor to get to speak at any conference, but it’s extra special when I get to share the stage with a good friend–this time it was Brendan Mullooly. This week I was fortunate enough to participate on a panel at the Inside ETFs Conference in Hollywood, Florida. The conference was a tremendous experience, and I’ll be writing more…
Talkin’ Shop: Rockie Zeigler, CFP® And Common, But Not So Common, Planning Mistakes
In this post-workout episode of Talkin’ Shop, Rockie Zeigler, CFP® and I continue our conversation from the previous episode with Isaiah Douglass, CFP®. I asked Rockie to share a little more about his firm, the type of clients he typically works with, and some of the common planning mistakes he sees. This episode is called “Common, but not so common, planning…
Talkin’ Shop: Isaiah Douglass, CFP® and Rockie Zeigler, CFP®
The Registered Investment Adviser is the fastest growing model within the financial planning community; financial advisors are breaking away from traditional investment firms to provide financial planning to more people by using different business models, and I had a couple of friends join me today to talk about their firms. Rockie Zeigler, CFP® is the founder of a newly launched RIA,…
Talkin’ Shop: Ashby Daniels, CFP® And Common Retirement Mistakes
My friend Ashby Daniels, CFP® is one of the most knowledgeable advisors I know when it comes to retirement planning. Ashby is a financial advisor in Pittsburgh and writes the blog, Retirement Field Guide. If I have any questions regarding a retirement strategy I’m considering, Ashby is who I call to make sure I’m not overlooking anything important. Ashby is located in Pittsburgh and with…
Talkin’ Shop: Franqlin Gatson And An Update On Becoming An Advisor
Last year Franqlin Gatson (and his adorable son Franqlin) joined me on an episode of Talkin’ Shop to talk about his path from college athlete to a personal trainer to eventually a financial advisor. We’ve stayed in touch and I went to his gym this week to have him put me through a workout–he was not easy on me and to…