I’ve long been an admirer of Sallie Krawcheck. In the early 2000s, during her run as the chief of Sanford C. Bernstein and later Citi Global Wealth Management, she was considered the most powerful woman on Wall Street. She is now the CEO and Co-Founder of Ellevest, a digital investment platform for women. She is also …
I met Mike through social media and soon learned that he is a former investment adviser and Certified Financial Planner (CFP) who transitioned into senior management of a large health insurance company. Like me, he has been consistently amazed at the lack of financial knowledge the general public has about investments. I am pleased that he …
Adam Bergman is a senior tax partner with the IRA Financial Group, LLC, the market’s leading provider of Self- Directed IRA LLC and Solo 401(k) Plans. Adam notes with nearly 40 percent of working households with members aged between 25 and 64 having no retirement savings [1], our country is facing a real retirement savings crisis. Americans love …
Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a consortium of life insurance organizations that provides complete and factual information about fixed indexed annuities. He previously served two terms as North Dakota’s Insurance Commissioner, working to strengthen laws to protect citizens against insurance fraud, and served four terms in the North Dakota House …
As I prepare to publish my review of You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life, I thought it was a great time to reach back into the RetirementSavvy archives for the interview I conducted with the book’s author, Jason Vitug, more than two years ago. This week’s SavvyInterview is with …
Erin Warren is the senior vice president of marketing at Splender, a unique online cash back shopping site that is part of Cartera Commerce. In this role, Erin is responsible for leading marketing strategies and execution to acquire, engage and retain customers for Splender’s cash-back shopping site. As a marketing veteran with more than 15 …
Douglas Dubitsky is Vice President of Product Management & Development for Retirement Solutions at The Guardian Life Insurance Company of America. He is responsible for directing Guardian’s retirement product and service offerings. Under his leadership, Guardian is ushering in a new generation of retirement products designed to meet the evolving needs of the small to mid-size …
Chris Costello is the CEO and Co-Founder of blooom. Chris has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and has been working with individual clients and building portfolio allocations for almost two decades. He also co-founded another investment advisory firm that currently manages over $500 million for clients. At blooom, Chris builds the actual models …
I met Michael through social media and was intrigued by not only the title of his book, An Average Joe’s Pursuit for Financial Freedom,but also the suggestion on the cover to change your perception of money. I’m glad he has taken some time to sit for a SavvyInterview and share some of his thoughts on personal finance. …
It really is a pleasure to conduct this week’s SavvyInterview with Brian, a long-time supporter and reader of this blog. In fact, if not the first, he is among the first to subscribe to the blog and participate via comments to various posts. I appreciate his support and I look forward to having him share …
