Podcasts about brightscope

Today I got to speak with Andy Wang. Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money, recognized by Forbes as a Top 10 Personal Finance Podcast By Financial Advisors. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Andy has been a featured speaker at industry conferences including Inbound, Fincon, and Podfest. He is co-founder of the Asian American Podcasters Association. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area. Without further ado, please join me in as we learn more from Andy Wang. Our Guest Andy Wang www.inspiredmoney.fm www.twitter.com/runnymedecap Hacks to take away : · Limit the size of your mistakes, so that you have more wins than losses. · You've got to be willing to take the risk. And you've got to be able to put money, put money on the line. · You need to be patient, you need to be consistent. · In those who just set a course or have a strategy and stick to it. That usually serves people best and allows them to sleep at night that they're not panicked. · If you have a plan, and you're trying just to stick to the plan, that that pays off, that pays off well over time. · It's a bit about identifying what's important to you, and how much is enough. It's about not overextending yourself. · Lessons don't have to be complicated. --- Send in a voice message: https://anchor.fm/hacksandhobbies/message

Value oriented investor & tech entrepreneur Mike Alfred sits down with Josh & Dan to cover: Investing in Bitcoin mining Bitcoin as the best value investment of all time The risks of giving up your private keys and seeking yield on your bitcoin Gaining BTC exposure in a traditional retirement account The insanity of used car prices How to HODL like a freaking professional Blue Collar Bitcoin is powered by Coinkite Use PROMO CODE "BCB" for 5% off ColdCard purchases at coinkite.com. Coinkite is the producer of the iconic ColdCard.  ColdCard is widely regarded as the MOST secure signing device in existence.  ColdCard can be used by beginners or advanced users. Don't risk your bitcoin with an inferior signing device.  We use ColdCard ourselves, and recommend it to friends and family.   If you wanna get frisky, check out the BlockClock Mini, this beauty sits on a bookshelf or hangs on the wall and displays any metric about Bitcoin you can think of.  BlockClock Mini is a lust worthy addition to any Bitcoiners home.   SUPPORT THE BCB PODCAST: ⇨TIPS: strike.me/bcb (tips also open on Twitter) ⇨PODCAST 2.0 STREAMING: You can stream us fractions of a cent via Bitcoin sats on the Lightning Network!  We are live on Podcast 2.0 apps & wallets. BREEZ Wallet is a great way to get started→HERE is an easy tutorial that demonstrates exactly how to do it. ⇨You or someone you know is interested in having your product featured on our show?  Shoot us an email: bluecollarbitcoinpodcast@gmail.com ABOUT MIKE ALFRED: Mike has founded and sold 2 successful tech companies.  He was the Co-Founder & CEO of BrightScope (which he sold in 2016) as well as Co-Founder & CEO of Digital Assets Data, which NYDIG acquired in 2020. He's been a seed investor in a variety of successful Bitcoin projects, and he currently serves as an advisor or on the board of a variety of companies, including Publicly Traded Bitcoin Miner Iris Energy. ITEMS MENTIONED IN THE SHOW: Iris Energy Mike on The Investor's Podcast w/ Preston Pysh TWITTER: Follow Blue Collar Bitcoin Podcast @blue_collarbtc, Follow Mike Alfred @mikealfred EMAIL: Send us questions, comments, or feedback at bluecollarbitcoinpodcast@gmail.com

On this episode we talk to financial guru Andy Wang. Andy tells us if the market is going to crash or not, where to put our money & the importance of saving properly. Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money, a Forbes Top 10 Personal Finance Podcast By Financial Advisors. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Andy has been a featured speaker at industry conferences including Inbound, Fincon, and Podfest. He is co-founder of the Asian American Podcasters Association. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area. Connect with Andy: Andy's Show: http://www.inspiredmoney.fm/ IG: https://instagram.com/inspiredmoney.fm Youtube: https://www.youtube.com/inspiredmoney

Investment, especially starting, is about more than just running the numbers. Follow host Liam Leonard's conversation with Andy Wang, managing partner, registered investment advisor, and podcast host, to hear his experience directly from having his whole family unit invested in their business on this new episode of The Prosperity Perspective Podcast. Andy will show you why investing is a lot about legacy and life-goals over adding up income and show you why you need to be investing alongside your clients in this industry. 3 Key Takeaways How investing is like driving cross countryWhy it may be better to approach investing from a world stocks angleWhy you should start your investment plan away from the numbersAbout Andy WangAndy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money, recognized by Forbes as a Top 10 Personal Finance Podcast By Financial Advisors. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Andy has been a featured speaker at industry conferences including Inbound, Fincon, and Podfest. He is co-founder of the Asian American Podcasters Association. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area.ResourcesWebsite: runnymede.comAndy's Podcast: inspiredmoney.fm (send Andy an email with your questions and feedback!)Twitter

In this episode of Between Two Mics, it's time to make finance podcasting interesting again. Or in the first place. Zach and Rock discuss why their guest, Andy Wang, chose podcasting as a method of sharing his inspirational money advice. They also discuss Andy's YouTube experiments and his potential TikTok future.About Andy Wang: Andy is a Managing Partner at Runnymede Capital Management and host of Inspired Money, named by Forbes as a Top 10 Personal Finance Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy can be periodically found performing Hawaiian guitar in the New York tri-state area.Extras:Andy's podcast, Inspired MoneyPodcast GymTim Villegas' Think Inclusive podcastSubmit your podcast pre-roll ad Try out SquadCast's remote video and audio platform for 7 days freeSquadCast's YouTube channelOur podcast stack:ATR 2100 MicsApple AirPods Max HeadphonesFocusrite Scarlett 2i2 Audio InterfacesAdobe AuditionBuzzsprout

Today's episode was so fun because I had the privilege of interviewing the guys from The Money Guy show, Brain Preston and Bo Hanson on the fly! Brian Preston is the founder and host of the award-winning Money Guy Show, and has been broadcasting for over 15 years. He has been featured in The New York Times, The Wall Street Journal, Bankrate.com, Newsweek, Kiplinger's, Yahoo Finance, Forbes, and more. Brian has been recognized by Investopedia as one of the “Top 100 Most Influential Advisors”, by Nerd's Eye View as “Top 50 Advisor Blog”, and by Brightscope.com as one of the “Top 100 Most Social Financial Advisors”.   Bo Hanson on the other hand, is passionate about all things finance, and loves helping people make smart financial decisions. He knows it's extremely fulfilling when solid financial planning “clicks” for the people he serves. He is also the co-host of award-winning podcast, The Money Guy Show, where he and Brian Preston share guidance and insight on topics ranging from clipping coupons to saving for retirement — and everything in between. He has been featured in and contributed to Fox Business, Bankrate.com, Time, Yahoo! Finance, Forbes, US News, World Report, and more.    I had so much fun talking to these guys as they shared their money culture, their advice for women who are building their wealth and relationships, and their thoughts on hiring financial advisors in the digital age. I learned so much from them in such a short time, so make sure to tune in and listen until the end!    [00:01 - 06:29] Opening Segment   I welcome everyone to the show I introduce our guests, Brian Preston and Bo Hanson Bo's money culture Grew up in extreme poverty Knowing that his situation was different Thinking that poverty was the norm Brian's money culture Growing up with a lot of love but not a lot of money Growing up with limiting money beliefs   [06:30 - 18:21]    Empowering women to take control of their money  Make use of the resources and equip yourself with financial knowledge Take nothing for granted in your roles  Encouraging spouses to be both involved in finances Providing equal access to financial resources Having a password management system to keep your finances safe Shoutout to my podcast producers: Streamlined Podcasts GET A DISCOUNT on your first month with Streamlined Podcasts by using this link! When to Seek for a Financial Advisor When  the value provided exceeds the cost of the financial advisor's fee Explore free resources in the Internet Now is the best time to invest  So many resources are readily available So many free tools to help you invest   [18:22 - 23:38] Closing Segment   Growing personal wealth between couples  Couples must respect the legal aspect of those assets that come in the marriage Turn the assets into ‘we're in this together' on everything that's made within the relationship Make sure you have the same goals Always goes back to money culture  Connect with our guests through the links below  Final Words  Tweetable Quotes:   “I encourage that everyone should have a stake and understanding what's going on in financial life.” - Brian Preston   “The only time it actually does make sense to hire a financial advisor is when you are certain that the value they can provide will far exceed the cost that they charge a relative, sort of a losing proposition for you.” - Bo Hanson   “I always say keep life as simple as long as you can because success attracts complication.” - Brain Preston    “Whether you do everything jointly, or whether you do everything separately, you have to have an open communication about what's the whole purpose. Money is nothing more than a tool to allow us to do the things we want to do, so you have to arrive at the conclusion.” - Bo Hanson Connect with Brian Preston and Bo Hanson on Facebook, Twitter, and Youtube. Listen to their podcast, The Money Guy Show here!  You can connect with me on LinkedIn, Twitter, Instagram, YouTube, and Facebook. I'm excited to hear more about you. I'm excited to know more about you. Also, feel free to shoot me an email at jennifer@micro-empires.com. You can call or text 213-973-7206 TELL US WHAT YOU THINK! LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes.   This podcast is about YOU.  We all have a story, whether your story is a lot like mine or totally different. Maybe you have a good job, but you know in your heart that you want more.  Let's Work Together   Are you ready to begin INVESTING in your future but you don't know where to start? Need more CONNECTIONS in the investing community? Sign up at https://micro-empires.com/investing-opportunities/ for investing opportunities!   I have created a NEW eBook called "You Don't Have to be Wealthy to Build Wealth" Click https://micro-empires.com/how-to-build-wealth/ for a FREE copy!  

Today's episode was so fun because I had the privilege of interviewing the guys from The Money Guy show, Brain Preston and Bo Hanson on the fly! Brian Preston is the founder and host of the award-winning Money Guy Show, and has been broadcasting for over 15 years. He has been featured in The New York Times, The Wall Street Journal, Bankrate.com, Newsweek, Kiplinger's, Yahoo Finance, Forbes, and more. Brian has been recognized by Investopedia as one of the “Top 100 Most Influential Advisors”, by Nerd's Eye View as “Top 50 Advisor Blog”, and by Brightscope.com as one of the “Top 100 Most Social Financial Advisors”. The post It's The Guys from The Money Guy Show; Brian Preston and Bo Hanson! appeared first on Micro Empires.

Jon Anderson Director, Retirement Plan SolutionsJon Anderson is the director of Retirement Plan Solutions at Cetera Financial Group and a member of Cetera's Advisor Growth leadership team. In this role, Jon leads the strategic expansion of the group's qualified retirement plan offerings to support retirement‐plan focused advisors.Prior to joining Cetera, Jon was vice president for institutional sales at BrightScope, an innovative independent provider of software, analytics, and data to the financial services industry, headquartered in San Diego, California. There, he was responsible for expanding the firm's offering to leading broker‐dealers, DCIO asset managers and record‐keepers, while gaining invaluable knowledge specific to data unique to the retirement‐plan industry. Previously, he served as west region manager of the Retirement Partners division for LPL Financial, where he worked closely with some of the leading financial advisors, service providers and other professionals in the retirement plan industry to help create LPL's comprehensive offering. Jon also brings to Cetera his extensive experience with strategic planning and a unique perspective through his roles as a wealth manager for Colorado Financial Partners (LPL Financial) and financial advisor for AIG Retirement.Jon earned his B.A., cum laude, in economics from the Franciscan University of Steubenville. He is also co-founder and director of the Jeffrey J. Anderson Business Leader's Scholarship offered at Franciscan University. He holds the Accredited Investment Fiduciary (AIF)© designation, the Professional Plan Consultant (PPC) designation, and the Certified 401(k) Professional (C(k)P) designation at UCLA's Anderson School of Management Executive Education. He lives in San Diego with his wife and three sons.

Jon Anderson Director, Retirement Plan SolutionsJon Anderson is the director of Retirement Plan Solutions at Cetera Financial Group and a member of Cetera's Advisor Growth leadership team. In this role, Jon leads the strategic expansion of the group's qualified retirement plan offerings to support retirement‐plan focused advisors.Prior to joining Cetera, Jon was vice president for institutional sales at BrightScope, an innovative independent provider of software, analytics, and data to the financial services industry, headquartered in San Diego, California. There, he was responsible for expanding the firm's offering to leading broker‐dealers, DCIO asset managers and record‐keepers, while gaining invaluable knowledge specific to data unique to the retirement‐plan industry. Previously, he served as west region manager of the Retirement Partners division for LPL Financial, where he worked closely with some of the leading financial advisors, service providers and other professionals in the retirement plan industry to help create LPL's comprehensive offering. Jon also brings to Cetera his extensive experience with strategic planning and a unique perspective through his roles as a wealth manager for Colorado Financial Partners (LPL Financial) and financial advisor for AIG Retirement.Jon earned his B.A., cum laude, in economics from the Franciscan University of Steubenville. He is also co-founder and director of the Jeffrey J. Anderson Business Leader's Scholarship offered at Franciscan University. He holds the Accredited Investment Fiduciary (AIF)© designation, the Professional Plan Consultant (PPC) designation, and the Certified 401(k) Professional (C(k)P) designation at UCLA's Anderson School of Management Executive Education. He lives in San Diego with his wife and three sons.

If you’ve read the news or been online at all, you know something’s up with GameStop. You may be asking yourself why is everyone all worked up about their stock and what the heck Robinhood has to do with it. Or you could be asking what the heck is Robinhood even is. Well, we’re going to break it all down for you. My guest, Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money. He has been named by Forbes as a Top 10 Personal Finance Podcast and named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Barron's and Forbes. Andy and I get into what’s going on with GameStop stock, what it means, and why it’s happening. We also talk about the role Fintech like Robinhood has played in this rare financial event. Andy also gives tips on how you can keep your financial head when the fear of missing out or FOMO struggle is real.

Mike Alfred is an old friend and personal inspiration of mine. He's a successful entrepreneur and dedicated athlete. Mike is currently the Co-Founder and CEO of Digital Assets Data and was previously the Co-Founder and CEO of BrightScope, which was acquired in 2016 for $30 million.    In this conversation, we discuss Mike's history as an entrepreneur and athlete, the highs and lows of business and sport, making investments, taking risks, the state of the markets, crypto currency, the sale of his business and more!   Follow Mike on Twitter   Digital Assets Data   -----------------------------------   instagram.com/dylanbo   twitter.com/dylanbo   facebook.com/dylanjbo

A painfully shy kid who could tie his shoes at 3, Andy always had a desire to do things well but was often afraid to try. Today, he believes you should do one thing every day that scares you. Andy Wang is a business owner, financial advisor, and host of Inspired Money, named by Forbes as a Top 10 Personal Finance Podcast By Financial Advisors. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, The Huffington Post, Barron's, and Forbes. Andy is co-founder of the Asian American Podcasters Association and a founding board member of non-profit Halawai, Inc. His company, Runnymede Capital Management, is a fee-only registered investment advisor (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area.

Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money, named by Forbes as a Top 10 Personal Finance Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is co-founder of the Asian American Podcasters Association and runs PodcastGym.com, a website/blog that helps podcasters. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area.   Let’s vibe on social media Instagram | Facebook | LinkedIn   For more info on the host, visit, http://donutprincessla.com/ and follow Mayly on Instagram @maylytao! Want a chance to win a $20 DK's Donuts Gift Card?   Click Here to leave a review on Apple Podcasts Take a screenshot of your review! Email your screenshot to hello@donutprincessla.com

Chris Wang is Director of Research at Runnymede Capital Management and co-host of the video series Buy Local NJ, which spotlights local, New Jersey businesses. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Chris is married, has a daughter, a Maltese named Coco and a cat named Kiki. Watch episodes of Buy Local NJ on IGTV or at www.buylocalnj.com and read our blog at blog.runnymede.com. Contact me if you’d like to work with a family run firm that does independent research and always puts your interests first. Our professional team has a unique history of protecting clients from “financial hurricanes” in 1987, 2000 and 2008.

Now more than ever finding inspiration or positivity to get or keep our financial lives on track can be hard. When times are challenging it can be difficult to get refocused.  This show is all about getting reinspired and refocused with your money. There are many different ways to manage, invest, and make money. My guest, Andy Wang knows a lot about finding inspiration for your money. Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money podcast. He was named by Forbes as a Top 10 Personal Finance Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. In this show, Andy shares a lot of stories and advice to help you get inspired with money.

Digital Assets Data is a financial technology and data company building enterprise-grade software and data feeds for crypto hedge funds, protocol teams, family offices, research firms, global consulting firms, banks, sovereigns, and other market participants. About Mike Alfred Mike is co-founder and CEO of Digital Assets Data. He is a persistent and driven business leader, previously holding the position of Co-founder and CEO of Brightscope, Inc., which was acquired by Strategic Insight in 2016. He received his bachelor’s degree in History from Stanford University. He lives in Denver, CO with his family and enjoys participating in local ultramarathons. www.digitalassetsdata.com https://twitter.com/mikealfred https://www.linkedin.com/in/mikealfred

Previous Episode 1549 Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money, named by Forbes as a Top 10 Personal Finance Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area.  Links:  Forbes: Top 10 Personal Finance Podcasts By Financial Advisors Investopedia Top 100 Financial Advisors www.runnymede.com  Support us on Patreon: www.Patreon.com/12minconvos Listen to another #12minconvo

My now annual conversation with Jerry Schlichter, plaintiffs attorney with Schlichter Bogard & Denton has been one of the more popular episodes on the 401(k) Fridays podcast. This year was one of our best and most forward looking. In case you are not familiar with Jerry and his work in successfully brining 401(k) or ERISA litigation against employers, he has a pretty impressive track record. He burst onto the scene with a flurry of litigation in 2006 and to date he has secured settlements of over $300 million and what he would call significant improvements in their plans. In total, this relief is valued at more the $1.5 billion. In Jerry’s prior appearances on the podcast we have talked about how the modern era of 401(k) litigation started, his unanimous victory in the Supreme Court and several other of his thoughts and observations. This time, we briefly touch on the current state of litigation and spend most of our time talking about how he thinks litigation will evolve in the coming decade. This is a great listen, be sure to stick around for the end when I ask him about his third act in retirement plan litigation.  If you want to check out my prior conversations with Jerry you can either search or scroll through your podcast app and look for titles with "Boogey Man" in it. Those are not required listening to follow along in this episode, but are good none the less. Also, please share your thoughts on this episode on social media. Be sure to tag me, Rick Unser or the 401(k) Fridays Podcast. Or, if you would prefer send me a private message or an email to feedback@401kfridays.com.  For the episode transcript, bonus question and more information go to https://www.401kfridays.com/schlichter2020 Guest Bio Jerry is founding and managing partner of the firm. He has been repeatedly elected by his peers for inclusion in "Best Lawyers in America” and “Lawyer of the Year” and is listed in the 2019 edition. Jerry has been featured in numerous national publications, including the New York Times, Reuters, Bloomberg, USA Today, and the Wall Street Journal, for his and the firm’s success in pioneering claims of excessive fees in 401(K) plans and obtaining precedent-setting results involving claims of excessive fees against large employers, and for the reduction in fees his cases have caused throughout the 401(k) industry. He and the firm have obtained settlements in these 401(k) excessive fee cases of more than $300 million for employees and retirees, in addition to significant improvements in their 401(k) plans; in total, this relief has been valued at more than $1.5 billion. He also was lead attorney for the firm in the first and only full trial of an excessive fee case in the country, resulting in a verdict of $36 million. In recent rankings of the most influential people in the 401(k) industry by 401kWire.com, Jerry has repeatedly ranked in the top 5. According to a recent article published in Reuters, the CEO of Brightscope, an independent company which evaluates 401(k) plans, stated, speaking of Mr. Schlichter’s national impact on 401(k) plan fees, that “[h]is impact has been humongous." The New York Times has referred to Jerry as “a Lone Ranger of the 401(k)’s,” and he has been referred to by Investment News as “public enemy no. 1 for 401(k) profiteers” and by Chief Investment Officer as “the industry’s most feared attorney.” In describing the effect of his work on behalf of employees in 401(k) plans, the Wall Street Journal referred to it as being “Schlicterized”. In 2014 and 2015, Mr. Schlichter’s firm obtained the two largest 401(k) excessive fee settlements in history. The first was a settlement for $62 million against Lockheed Martin on behalf of Lockheed Martin employees, which included significant changes to the Lockheed Martin 401(k) plan. The second was a settlement for $57 million from Boeing, which likewise included significant non-monetary relief. Also in 2015, Mr. Schlichter won a unanimous 9-0 decision in the U.S. Supreme Court in Tibble v. Edison, the first U.S. Supreme Court case to consider fees in 401(k) plans. In an order in the case of Nolte v. Cigna Corporation in 2013, the U.S. District Court judge stated: “As the preeminent firm in 401(k) fee litigation, Schlichter, Bogard & Denton has achieved unparalleled results on behalf of its clients. Jerome Schlichter and Schlichter, Bogard & Denton’s work throughout this litigation stands as yet another example of the firm’s acting as a private attorney general, risking breathtaking amounts of time and money while overcoming many obstacles for the benefit of employees and retirees. . . . Mr. Schlichter and the Schlichter, Bogard & Denton firm’s actions have led to dramatic changes in the 401(k) industry, which have benefited employees and retirees throughout the country by bringing sweeping changes to fiduciary practices.” The U.S. District Court in Tussey v. ABB similarly found of “special importance . . . the significant, national contribution” made by the team led by Mr. Schlichter, which has “educated plan administrators, the Department of Labor, the courts and retirement plan participants” about the fiduciary obligations of 401(k) plan administrators. Jerry has received numerous awards, such as the Levee Stone Award and "What's Right with the Region Award" for his contributions to revitalization of the city of St. Louis and the state of Missouri. In December 2013, Jerry was honored with the prestigious St. Louis Award, given to the person who has accomplished the most in the prior years for the development of St. Louis. Jerry spearheaded the founding and development of another St. Louis not for profit, Arch Grants, which is a global competition for startup businesses in which winning entrepreneurs come to St. Louis, receive $50,000.00 and a broad package of support services including business mentoring, discounts on office space, and free legal, accounting, and marketing services. Arch Grants has provided grants of $50,000.00 to 114 startups since its founding in 2012, and has been the subject of numerous national articles describing its building of entrepreneurial businesses in St. Louis. Education: University of Illinois, B.S., Business Administration, 1969, (in 3 years) with honors; James Scholar. University of California at Los Angeles, J.D. 1972; Associate Editor, UCLA Law Review. Admitted: California (1972); Illinois (1973); Missouri (1982). 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 175 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

In this episode we sit down with Mike and Ryan Alfred, brothers and Co-Founders of Digital Assets Data, a fintech and data company building enterprise-grade software and data feeds for crypto hedge funds and other market participants. These Harvard and Stanford alums take us through the rise and successful exit of their first company BrightScope,... The post Mike Alfred and Ryan Alfred, Co-Founders of Digital Assets Data appeared first on Duos The Co-Founders Podcast.

Host Tom Shaughnessy of Delphi Digital is joined by Mike Alfred, the CEO and Co-Founder of Digital Assets Data. On this episode we discuss Mike's journey from a successful exit of BrightScope to founding Digital Assets Data and how he runs 100 mile marathons. We also dive into what separates Digital Assets Data from other data providers, and the answers are compelling.  Digital Assets Data is a fintech and data company building enterprise-grade software and data feeds for crypto hedge funds and other market participants. As the cryptoasset ecosystem grows, asset managers will need higher quality information and more sophisticated tools to track and manage investments, conduct due diligence, and make trading decisions. To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!  Follow Tom on Twitter @Shaughnessy119 Follow Mike on Twitter @mikealfred Resources: Check out eToro to Create Your Perfect Crypto Portfolio Earn, Borrow & Pay on the Blockchain With Celsius Network - Use Promo Code Chain If you are not a U.S. citizen, ​Visit RealT.co to sign up! Browse the marketplace to view the properties that are tokenized on Ethereum. Digital Assets Data Website - Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, STX and SNX. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle and/or the end of the episode. Delphi Digital is a customer of Digital Assets Data.  - Advertisers: To be a sponsor on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  

Episode 100: To commemorate episode 100, Inspired Money has a guest host with me in the guest seat. Guest Biography A huge thank you to Jerod Morris, host of the podcasts Unemployable, The Assembly Call, and Podcast on the Brink. He is also a founding member of the team behind the THINKERS Notebook and THINKERS Manifesto. Today, he takes over as host of Inspired Money to interview yours truly, Andy Wang. Andy is a Managing Partner at Runnymede Capital Management and host of the Inspired Money Podcast, a show that ranks in Apple Podcasts top Business News charts. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, The Huffington Post, Barron's, and Forbes. Andy is a co-founder of the Asian American Podcasters group where creatives, producers, hosts and editors can support one another, share and collaborate to amplify their voices and podcasts. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area. I am so glad that Jerod agreed to help me celebrate episode 100. Show notes: http://www.inspiredmoney.fm/100 Find more from our guest: runnymede.com inspiredmoney.fm andywangmusic.com facebook.com Twitter Instagram Youtube LinkedIn Mentioned in this episode: jerodmorris.com Jonny Nastor showrunner.fm assemblycall.com - IU basketball podcast and postgame show Chris Curran - Podcast Engineering School Happily Retired in Their 40s by Spending Less | Tim and Amy Rutherford Personal Finance with Comedy and Play on the Stacking Benjamins Podcast | Joe Saul-Sehy Growing the Unstructured Podcast with Eric Hunley Always Finding a Way Ahead with Wendy Glavin Inspired Living Everyday With a Disability | Win Charles Lessons from a Financial Coach and Millionaire Next Door | Rocky Lalvani Setting Small Goals to Achieve the Extraordinary | Colin O'Brady "Weird Al Yankovic" tour dates Thanks for Listening! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts. Your ratings and reviews really help, and I read each one. Email me your address, and I'll mail you an autographed copy of Kimo West and Ken Emerson's CD, Slackers in Paradise. Subscribe on Apple Podcasts.   Special thanks to Jim Kimo West for the music.

Our guest on this week's episode of the Long View is none other than Josh Brown, CEO of Ritholtz Wealth Management. Brown's story is unique and inspiring. He began his career as a broker but grew disillusioned with the industry's skewed incentives and practices, eventually pursuing a career as an independent Registered Investment Advisor. Along the way, Brown managed to author an acclaimed book, Backstage Wall Street, and build an enormous following around his blog, "The Reformed Broker," as well as his twitter handle, @reformedbroker. Now he oversees Ritholtz's day-to-day operations in addition to his other duties, which include serving as a regular contributor on CNBC, as a member of fintech firm BrightScope's advisory board, and most recently as a technical advisor on the Showtime hedge fund drama Billions. Introduction and Background  Ritholtz Wealth Management   Josh Brown bio   The Reformed Broker   Josh Brown @reformedbroker  Backstage Wall Street: An Insider’s Guide to Knowing Who to Trust, Who to Run From, and How to Maximize Your Investments by Josh Brown  BrightScope Brown's appearance on Showtime's Billions  Origin Story "A personal crisis." Josh describes the epiphany he had in leaving the brokerage industry for the advice business after 10 years (1:20-3:41). "It worked immediately." How the Reformed Broker blog was born and led to a chance meeting with Barry Ritholtz, which gave rise to an RIA (3:42-5:21).  Barry Ritholtz bio Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy by Barry Ritholtz  "How I Met Barry" by Josh Brown, The Reformed Broker blog  The Advice Business "If they haven’t figured it out by now, they probably don’t want to." Observations on how the advice business has changed (5:22-7:29). "Understanding Mutual Fund Classes" by Finra   SEC Regulation Best Interest   Definition of a nontraded REIT  "Brokerages in name only." Why wirehouse clients aren't necessarily being ill-served by the system (7:30-8:09).  Morgan Stanley First Quarter 2019 Earnings Results  James P. Gorman, chairman and CEO of Morgan Stanley  Lending: The key difference between a fee-based account at a Wall Street wirehouse and a fee-based account at a traditional RIA (8:10-10:34). "The Rise of Rich Man's Subprime" by Josh Brown, Fortune magazine  Securities-based lending, explained  How to Provide Financial Advice Telling the client "no." The difference between pushing product and offering advice (10:35-12:16). "When Fund Companies Pay to Play, So Do You" by Leslie Norton, Barron's  "It's recreation; it's not a necessity." Helping clients to scratch an itch without putting their financial plans at risk (12:17-14:53). "Financial planning is the highest calling within our profession." Ensuring clients get past the firm's public persona and truly buy into its plan and approach (14:54-16:46). An ensemble approach to delivering advice to clients: The anti "eat what you kill." (16:47-18:58). Michael Batnick bio   Michael Batnick's "The Irrelevant Investor" blog  Ben Carlson bio  Ben Carlson's "A Wealth of Common Sense" blog  Blair duQuesnay bio   Blair duQuesnay's "The Belle Curve" blog "Consider Firing Your Male Broker" by Blair duQuesnay, The New York Times op-ed  How to Build an Advice Firm "Barry and I don't spread out a map like Napoleon and start sticking thumb-tacks in it." How Brown thinks about strategically expanding the firm (19:04-20:45). "If somebody comes to us in a rush, it's probably a bad situation, and we don't want anything to do with it." The advisor recruitment and weeding-out process (20:46-24:23). Kris Venne bio   Bill Sweet bio  Portfolio Construction and Asset Allocation "You're going to lose money. It's gonna happen. There's no way around it." The firm's approach to allocating assets and setting client expectations (24:24-27:33). Tactical asset allocation's role in their process: "We don't believe in investment alpha using tactical." (27:34-29:33)  Sequence-of-return risk  "What if you had a tactical model that almost never did anything?" How they built their tactical-asset-allocation overlay to help manage client behavior (29:34-33:13). "I hope it underperforms, because most of our clients' money is not invested in tactical." (33:14-35:03) "Every client is different, but their needs are not." Implementing a scalable asset allocation (35:04-37:08). "You want to be wrong in such a way that it's not going to be catastrophic for the end client." How Ritholtz sets capital-markets expectations (37:09-38:41). Managing Client Assets How Ritholtz approaches assets that clients bring in with them: "You've got a human being with their own issues." (38:42-40:58)  Mark Tibergien bio  "The longer I'm doing this, the more stuff I want to take out, not add." Brown explains why they err on the side of excluding various types of investments from client portfolios (40:59-42:33). "Our clients are here because they want us." Brown says fee pressure hasn't been an issue for the firm (42:34-44:22).  Wealth/Stack Conference  Nerd's Eye View blog (Michael Kitces)  The Future of Advice "You're being judged on the portfolio, you should get paid on the portfolio you recommend." Brown is dubious of clients who aren't willing to pay for advice as a percentage of assets under advisement (44:23-46:50). "What People Will Pay For" by Josh Brown, Reformed Broker blog  How a chocolatier's success reinforced the importance of consistency in client interactions: "Standardize the process, personalize the advice." (46:51-50:25)  Hershey Park   Hershey Museum 

I want to challenge you to do one thing everyday that scares you because the magic happens outside of your comfort zone. Guest Biography Andy Wang is a Managing Partner at Runnymede Capital Management and host of the Inspired Money Podcast, a show that ranks in Apple Podcasts top Business News charts. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, The Huffington Post, Barron's, and Forbes. Andy is a co-founder of the Asian American Podcasters group where creatives, producers, hosts and editors can support one another, share and collaborate to amplify their voices and podcasts. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area. Show notes: http://www.inspiredmoney.fm/092 In this episode, you will learn: Identify things that scare you. My personal story about doing something that scares me. Lessons about fear, failure and process from seven past Inspired Money guests. Mentioned in this episode: Setting Small Goals to Achieve the Extraordinary | Colin O'Brady Passive Income and The Art of Self-Publishing | Chandler Bolt An Actor's Spiritual Path to Success and Happiness | Linus Roache Why Not Now? Take Your Idea From Dreaming to Doing | Amy Jo Martin Lessons from a Broadway Entrepreneur | Ken Davenport "Ready Player One" Screenwriter on Enjoying the Process | Zak Penn Grammy-Winner Mark Johnson Promotes Peace Through Music  Runnymede Money Tip of the Week: Inspired Money 30-Day Fear Challenge Thanks for Listening! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts. Your ratings and reviews really help, and I read each one. Email me your address, and I'll mail you an autographed copy of Kimo West and Ken Emerson's CD, Slackers in Paradise. Subscribe on Apple Podcasts. Special thanks to Jim Kimo West for the music.

The mere thought of a 401(k) lawsuit can send shivers down the spine of even the most experienced retirement plan fiduciary.  However, when you have a grasp on why workplace retirement plans are being sued, how the economics of a lawsuit work and what you can do to make the job of a plaintiff’s attorney harder, the risk can be a little easier to manage.  For answers to these and more questions, I thought it was time to invite Jerry Schlichter, the plaintiff’s attorney who has sued numerous 401(k) and 403(b) plans around the country and even successfully argued a 401(k) case before the US Supreme Court back to the podcast to share his thoughts.  I was also able to work in several questions from our listeners into the episode.  If you missed your opportunity to submit a question be sure are one of our email subscribers, we often send announcements out about future guests and give you the opportunity to share your questions in advance.  Go to 401kfridays.com/subscribe today to take care of that.  If after listening to this episode you feel like you need a little fiduciary refresher, check out last week’s episode with Jason Roberts.  Some good points there to help you sleep better and keep the boogeyman away.   Guest Bio Jerry is founding and managing partner of the firm. He has been repeatedly elected by his peers for inclusion in "Best Lawyers in America” and “Lawyer of the Year” and is listed in the 2019 edition. Jerry has been designated legal counsel for the Brotherhood of Locomotive Engineers for many years and is currently designated legal counsel for the United Transportation Union and the International Brotherhood of Electrical Workers. He has represented railroad workers in trials in many states and has had record-setting jury verdicts in numerous jurisdictions. He obtained a verdict of $27 million for the widow and children of a St. Louis firefighter for a defective breathing apparatus which caused the firefighter's death. This verdict, which was increased to $40.4 million with pre and post judgment interest, was the highest jury verdict in Missouri in 2007 and one of the highest in the United States. The entire amount was collected after appeal. He has also obtained multiple precedent-setting judgments against railroads, including successfully requiring a railroad and the Federal Railroad Administration to modify rules on certification of railroad engineers; successfully obtaining a permanent injunction against the Union Pacific Railroad on behalf of all of its employees, which stopped the railroad's practice of interfering with employees' ability to pursue injury claims; and obtaining the first and only jury verdict in the United States in which a jury determined that a locomotive was not crashworthy, resulting in a jury verdict of $4.75 million, which was the highest verdict against that railroad by an injured employee in its history. Throughout his career, he has also handled major precedent-setting class action and mass tort cases on behalf of individuals. Jerry has been featured in numerous national publications, including the New York Times, Reuters, Bloomberg, USA Today, and the Wall Street Journal, for his and the firm’s success in pioneering claims of excessive fees in 401(K) plans and obtaining precedent-setting results involving claims of excessive fees against large employers, and for the reduction in fees his cases have caused throughout the 401(k) industry. He and the firm have obtained settlements in these 401(k) excessive fee cases of more than $300 million for employees and retirees, in addition to significant improvements in their 401(k) plans; in total, this relief has been valued at more than $1.5 billion. He also was lead attorney for the firm in the first and only full trial of an excessive fee case in the country, resulting in a verdict of $36 million. In recent rankings of the most influential people in the 401(k) industry by 401kWire.com, Jerry has repeatedly ranked in the top 5. According to a recent article published in Reuters, the CEO of Brightscope, an independent company which evaluates 401(k) plans, stated, speaking of Mr. Schlichter’s national impact on 401(k) plan fees, that “[h]is impact has been humongous." The New York Times has referred to Jerry as “a Lone Ranger of the 401(k)’s,” and he has been referred to by Investment News as “public enemy no. 1 for 401(k) profiteers” and by Chief Investment Officer as “the industry’s most feared attorney.” In describing the effect of his work on behalf of employees in 401(k) plans, the Wall Street Journal referred to it as being “Schlicterized”. In 2014 and 2015, Mr. Schlichter’s firm obtained the two largest 401(k) excessive fee settlements in history. The first was a settlement for $62 million against Lockheed Martin on behalf of Lockheed Martin employees, which included significant changes to the Lockheed Martin 401(k) plan. The second was a settlement for $57 million from Boeing, which likewise included significant non-monetary relief. Also in 2015, Mr. Schlichter won a unanimous 9-0 decision in the U.S. Supreme Court in Tibble v. Edison, the first U.S. Supreme Court case to consider fees in 401(k) plans. In an order in the case of Nolte v. Cigna Corporation in 2013, the U.S. District Court judge stated: “As the preeminent firm in 401(k) fee litigation, Schlichter, Bogard & Denton has achieved unparalleled results on behalf of its clients. Jerome Schlichter and Schlichter, Bogard & Denton’s work throughout this litigation stands as yet another example of the firm’s acting as a private attorney general, risking breathtaking amounts of time and money while overcoming many obstacles for the benefit of employees and retirees. . . . Mr. Schlichter and the Schlichter, Bogard & Denton firm’s actions have led to dramatic changes in the 401(k) industry, which have benefited employees and retirees throughout the country by bringing sweeping changes to fiduciary practices.” The U.S. District Court in Tussey v. ABB similarly found of “special importance . . . the significant, national contribution” made by the team led by Mr. Schlichter, which has “educated plan administrators, the Department of Labor, the courts and retirement plan participants” about the fiduciary obligations of 401(k) plan administrators. Another example of his work on behalf of individuals is his representation of a class of African-American employment applicants in the case of Mister v. Illinois Central Gulf Railroad, a case in which he obtained an extraordinary Seventh Circuit Court of Appeals decision in which the court stated: "One could not imagine a stronger case of discrimination short of an announcement of it." This resulted in a $10 million settlement. In the Mister case, the U.S. District Court judge described his work stating: "The Court is unaware of any comparable achievement of public good by a private lawyer in the face of such obstacles and enormous demand of resources and finances." The judge also stated: "This Court finds that Mr. Schlichter's experience, reputation, and ability are of the highest caliber." Jerry handled the nationally-recognized Times Beach dioxin case in which he represented a group of people in the community of Times Beach, Missouri who were exposed to dioxin when their streets were sprayed with the chemical. He obtained a record setting $19 million settlement on behalf of the residents against a chemical company in that case. Jerry handled a national employment discrimination class action case on behalf of all women employees of Rent-a-Center. In that case, he confronted for the first time in a national employment discrimination class action a "reverse auction" in which the defendant attempted to destroy the case by an inadequate settlement with others. Jerry successfully defeated this attempt and obtained a $47 million settlement for the class as well as a complete revamping of company policies. This is one of the largest class action settlements for women in the United States and the U.S. District Court judge stated: "In essence, it is an example of advocacy at its highest and noblest purpose, and Class Counsel accomplished a great public good." The judge further stated: "I have never seen an effort like that effort put forth by the plaintiffs' counsel' – it's beyond an extraordinary effort." Jerry is a past national President of the Academy of Rail Labor Attorneys and is a member of the Million Dollar Advocates. He has authored articles in the field of personal injury litigation and has spoken at numerous seminars on trial techniques, mass torts, class actions, and complex litigation. He has taught trial techniques as an adjunct professor at Washington University School of Law. Jerry has also been recognized for his involvement in community initiatives. He and his wife founded Mentor St. Louis, Inc., a not-for-profit organization which obtains adult mentors for disadvantaged elementary students in the St. Louis Public Schools, which has become the largest volunteer program in the St. Louis Public Schools and has been nationally recognized. He also successfully initiated and spearheaded the passage of a law, "The Missouri State Historic Tax Credit," which has been widely acknowledged for its role in revitalizing St. Louis and the State of Missouri, and which is the national model for legislation aimed at revitalizing older communities. He has also spearheaded and led the effort to pass the Missouri "Rebuilding Communities Act" designed to attract businesses to distressed communities and the "Neighborhood Preservation Act" to develop housing in distressed communities. Jerry has received numerous awards, such as the Levee Stone Award and "What's Right with the Region Award" for his contributions to revitalization of the city of St. Louis and the state of Missouri. In December 2013, Jerry was honored with the prestigious St. Louis Award, given to the person who has accomplished the most in the prior years for the development of St. Louis. Jerry spearheaded the founding and development of another St. Louis not for profit, Arch Grants, which is a global competition for startup businesses in which winning entrepreneurs come to St. Louis, receive $50,000.00 and a broad package of support services including business mentoring, discounts on office space, and free legal, accounting, and marketing services. Arch Grants has provided grants of $50,000.00 to 114 startups since its founding in 2012, and has been the subject of numerous national articles describing its building of entrepreneurial businesses in St. Louis. Education: University of Illinois, B.S., Business Administration, 1969, (in 3 years) with honors; James Scholar. University of California at Los Angeles, J.D. 1972; Associate Editor, UCLA Law Review. Admitted: California (1972); Illinois (1973); Missouri (1982). 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

Ask Win is a podcast where you are a VIP. Win wants to focus and teach people more and Cerebral Palsy. You’re welcome to ask questions about anything that you want. CP questions but mainly life questions on how to deal with CP or not. Win can ask you base questions if you want. Please let us know or there will be no base questions. If you have any questions for Win please email her at askingwkelly@gmail.com. In 2018 let be open and honest on Ask Win. To learn more about Ask Win visit http://askwin.weebly.com. To buy an Ask Win top go to https://www.bonfire.com/askwin/?utm_source=intercom&utm_campaign=L2C_launch_success&utm_medium=email. Be sure to FOLLOW this program https://itunes.apple.com/us/podcast/wins-women-of-wisdom/id1060801905. To learn how Win walk and about Ekso go to http://www.bridgingbionics.org/, or email Amanda Boxtel at amanda@bridgingbionics.org. On Ask Win today (Friday, June 8, 2018), Best-Selling Author, Win C welcomes Andy Wang. Andy is a Managing Partner at Runnymede Capital Management and host of the Inspired Money Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, The Huffington Post, Barron's, and Forbes. He was named one of the "Outstanding 50 Asian Americans in Business" of 2013 by the Asian American Business Development Center. Runnymede is a fee-only registered investment adviser (RIA) to captive insurance companies, pension funds, 401(k) plans, non-profits, and individuals. He holds a B.A. in International Studies with honors from Trinity College. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area. To learn more about Andy visit www.inspiredmoney.fm. To learn more about Win Kelly Charles visit http://wincharles.weebly.com/and https://www.redbubble.com/people/wcharles. To talk to Win please call her at (970) 618-8840. To follow Win on Twitter go to @winkellycharles. To follow Win on Instagram go to winkcharles. To follow Win on Snapchat go to Wcharles422. To follow Win on Snapchat go to Wcharles422. To see Win's art go to https://fineartamerica.com/profiles/2-win-charles.html. Interview with Mel Marton: http://traffic.libsyn.com/winwisdom/LAF3494_08172017150526412_1189015.mp3. Type ASKWIN10 to git 10% off of your entire order at http://www.crownjewelers.com. "Books for Books," you buy Win's books so she can purchase books for school. "Getting through school is a 'win' for her fans and a 'win' for her." Win is a professional writer and in 2018 she is going to get a new MacBook to write her books and do the podcast. With every book she sells and the donations from Ask Win will go to her new MacBook. Please support her in getting her new MacBook. Win Kelly Charles’ book “She is CP” will get to the New York Times somehow and to help her either by voting or send her good vibe. Please vote at https://soopllc.com/blog/book-ideas/cp-win-charles/. Please send feedback to Win by email her at winwwow@gmail.com, or go to http://survey.libsyn.com/winwisdom and http://survey.libsyn.com/thebutterfly. To be on the show please fill out the intake at https://goo.gl/forms/aS4L6FuHyDSUhvrj2. If you would like to support Ask Win go to https://www.patreon.com/wcharles. Ask Win is sponsor by The Teeki Ambassador Program: http://mbsy.co/teeki/35149532. Superwomen Secrets Revealed: Successful Women Talk About Fitting in Fitness and Dare You to Join Them on Amazon http://amzn.to/2gImve5. :) I have a Facebook page for the book http://facebook.com/SuperwomenSecretsRevealed Instagram http://instagram.com/SuperwomenSecretsRevealed and book page on the website: http://FitArmadillo.com/books. Buy Write and Grow Rich by Alinka Rutkowska: iBook (https://itunes.apple.com/us/book/write-and-grow-rich/id1391035135?mt=11) and Nook (https://m.barnesandnoble.com/w/write-and-grow-rich-alinka-rutkowska/1128808562?ean=2940162129233). If you want to check out what Win’s friend, Dannidoll, is doing (a.k.a. Dannielle) go to https://www.facebook.com/dannidolltheragdollclown/?notif_t=page_invite_accepted¬if_id=1492366163404241. To learn more about Danielle visit http://www.dancanshred.com. For iOS 11 update: https://www.youtube.com/embed/HNupFUYqcRY. To learn about the magic of Siri go to https://www.udemy.com/writing-a-book-using-siri/?utm_campaign=email&utm_source=sendgrid.com&utm_medium=email. If you want to donate Ask Win, please send a PayPal donation to aspenrosearts@gmail.com or aspenwin@gmail.com. Please donate to the Bridging Bionics Foundation. Please send a check in the mail so 100% goes to Bridging Bionics Foundation. In the Memo section have people write: In honor of Win Charles. Thank you in advance, Win. Send to: Bridging Bionics Foundation PO Box 3767 Basalt, CO 81621 Thank you Win

Ask Win is a podcast where you are a VIP. Win wants to focus and teach people more and Cerebral Palsy. You’re welcome to ask questions about anything that you want. CP questions but mainly life questions on how to deal with CP or not. Win can ask you base questions if you want. Please let us know or there will be no base questions. If you have any questions for Win please email her at askingwkelly@gmail.com. In 2018 let be open and honest on Ask Win. To learn more about Ask Win visit http://askwin.weebly.com.  To buy an Ask Win top go to https://www.bonfire.com/askwin/?utm_source=intercom&utm_campaign=L2C_launch_success&utm_medium=email. Be sure to FOLLOW this program https://itunes.apple.com/us/podcast/wins-women-of-wisdom/id1060801905. To learn how Win walk and about Ekso go to http://www.bridgingbionics.org/, or email Amanda Boxtel at amanda@bridgingbionics.org.    On Ask Win today (Friday, June 8, 2018), Best-Selling Author, Win C welcomes Andy Wang. Andy is a Managing Partner at Runnymede Capital Management and host of the Inspired Money Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, The Huffington Post, Barron's, and Forbes. He was named one of the "Outstanding 50 Asian Americans in Business" of 2013 by the Asian American Business Development Center. Runnymede is a fee-only registered investment adviser (RIA) to captive insurance companies, pension funds, 401(k) plans, non-profits, and individuals. He holds a B.A. in International Studies with honors from Trinity College. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area. To learn more about Andy visit www.inspiredmoney.fm.    Hi Win,   Thank you for inviting and having me on the Ask Win podcast. It was so much fun chatting with you.   If I can ever be of help with your trust account, please let me know.  We have experience managing the investments of foreign domiciled trust accounts and know attorneys with unique international experience if questions ever arise.  Our specialty is in protecting accounts from major market downturns like the one in 2008 – we’re watching for the signs. 2019/2020 could be a possibility, but it’s too early to tell.   For your show notes page, I’m attaching a photo.  And here are links that you can use however you’d like.   OUR BLOG http://blog.runnymede.com   SUBSCRIBE TO OUR PODCAST http://inspiredmoney.fm/how-to-listen   LET'S CONNECT! Runnymede ► http://www.runnymede.com Instagram ► http://www.instagram.com/inspiredmoney.fm Twitter ► http://twitter.com/RunnymedeCap Facebook ► http://facebook.com/runnymedecap Linkedin ► http://www.linkedin.com/company/runnymede Google+ ► http://plus.google.com/+RunnymedeCap   To learn more about Win Kelly Charles visit http://wincharles.weebly.com/ and https://www.redbubble.com/people/wcharles. To talk to Win please call her at (970) 618-8840. To follow Win on Twitter go to @winkellycharles. To follow Win on Instagram go to winkcharles. To follow Win on Snapchat go to Wcharles422. To follow Win on Snapchat go to Wcharles422. To see Win's art go to https://fineartamerica.com/profiles/2-win-charles.html. Interview with Mel Marton: http://traffic.libsyn.com/winwisdom/LAF3494_08172017150526412_1189015.mp3. Type ASKWIN10 to git 10% off of your entire order at http://www.crownjewelers.com. "Books for Books," you buy Win's books so she can purchase books for school. "Getting through school is a 'win' for her fans and a 'win' for her." Win is a professional writer and in 2018 she is going to get a new MacBook to write her books and do the podcast. With every book she sells and the donations from Ask Win will go to her new MacBook. Please support her in getting her new MacBook. Win Kelly Charles’ book “She is CP” will get to the New York Times somehow and to help her either by voting or send her good vibe. Please vote at https://soopllc.com/blog/book-ideas/cp-win-charles/. Please send feedback to Win by email her at winwwow@gmail.com, or go to http://survey.libsyn.com/winwisdom and http://survey.libsyn.com/thebutterfly. To be on the show please fill out the intake at https://goo.gl/forms/aS4L6FuHyDSUhvrj2. If you would like to support Ask Win go to https://www.patreon.com/wcharles. Ask Win is sponsor by The Teeki Ambassador Program: http://mbsy.co/teeki/35149532. Superwomen Secrets Revealed: Successful Women Talk About Fitting in Fitness and Dare You to Join Them on Amazon http://amzn.to/2gImve5. :) I have a Facebook page for the book http://facebook.com/SuperwomenSecretsRevealed Instagram http://instagram.com/SuperwomenSecretsRevealed and book page on the website: http://FitArmadillo.com/books. Buy Write and Grow Rich by Alinka Rutkowska: iBook (https://itunes.apple.com/us/book/write-and-grow-rich/id1391035135?mt=11) and Nook (https://m.barnesandnoble.com/w/write-and-grow-rich-alinka-rutkowska/1128808562?ean=2940162129233). If you want to check out what Win’s friend, Dannidoll, is doing (a.k.a. Dannielle) go to https://www.facebook.com/dannidolltheragdollclown/?notif_t=page_invite_accepted¬if_id=1492366163404241. To learn more about Danielle visit http://www.dancanshred.com. For iOS 11 update: https://www.youtube.com/embed/HNupFUYqcRY. To learn about the magic of Siri go to https://www.udemy.com/writing-a-book-using-siri/?utm_campaign=email&utm_source=sendgrid.com&utm_medium=email. If you want to donate Ask Win, please send a PayPal donation to aspenrosearts@gmail.com or aspenwin@gmail.com. Please donate to the Bridging Bionics Foundation. Please send a check in the mail so 100% goes to Bridging Bionics Foundation.    In the Memo section have people write: In honor of Win Charles. Thank you in advance, Win.   Send to:   Bridging Bionics Foundation  PO Box 3767 Basalt, CO 81621   Thank you Win

James Osborne is a Certified Financial Planner who has spent his career in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy, and lifetime goals. In addition to the CFP professional designation, he has an MBA in Investment Management from the University of Colorado. His disillusionment with the standard practice of investment management firms led to the creation of Bason Asset Management in late 2012.   Bason Asset Management is a flat fee only asset management firm offering tax-efficient and cost-effective portfolio management based in Lakewood, Colorado. The firm’s philosophy is centered around low costs, passive (index) investments, tax management and fair dealing with clients.   James serves clients throughout the front range and Denver metro area and across the country. He has contributed to or been quoted in The Wall Street Journal, The Motley Fool, Investment News, Financial Planning, CoBiz Magazine, USA Today, Morningstar Magazine, ThinkAdvisor, Money magazine and Business Insider. James was named to Brightscope’s “Top 100 Social Influencer” list for financial professionals in 2014. He is an Indiana native, lifelong Hoosier basketball fan, and avid cyclist.   James’s Challenge; Give serious consideration to your weaknesses when it comes to your investments personal psychology and comes to terms with them.