Podcasts about chequers financial management

The book is titled "All the Presidents' Money." It's about how the men who governed America governed their own money. The author, Megan Gorman, is the founding partner of Chequers Financial Management, a San Francisco-based firm specializing in tax and financial planning for high-net-worth individuals. Megan Gorman writes: "The American presidents are a complex group to tackle. While they live in a mud-slinging reality on the way to and through their presidency, the moment their term ends, they become historical figures carved in stone." Learn more about your ad choices. Visit megaphone.fm/adchoices

The book is titled "All the Presidents' Money." It's about how the men who governed America governed their own money. The author, Megan Gorman, is the founding partner of Chequers Financial Management, a San Francisco-based firm specializing in tax and financial planning for high-net-worth individuals. Megan Gorman writes: "The American presidents are a complex group to tackle. While they live in a mud-slinging reality on the way to and through their presidency, the moment their term ends, they become historical figures carved in stone." Learn more about your ad choices. Visit megaphone.fm/adchoices

I'm so pleased to have on the show today Megan Gorman, who wrote a very compelling book called All the Presidents' Money: How the Men Who Governed America Governed Their Money, which is out September 24. Before we get into the book — which isn't that such a great idea and such a great title? — let me tell you a little more about Megan: she is the founder and managing partner of Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm. Her clientele ranges from entrepreneurs to corporate executives to inheritors of family wealth. She is an attorney by training and is passionate about the problem solving required to work in the world of complex financial planning. She has been named to Forbes' list of America's Top Women Wealth Advisors and was a vice president at Ayco, a Goldman Sachs company, and BNY Mellon Wealth Management prior to launching her own firm. Megan is a senior contributor at Forbes, where she writes about personal finance and income tax, and she is frequently cited across prominent financial media outlets, including The Wall Street Journal, The Washington Post, and CNBC. She has now written the brilliant All the Presidents' Money: How the Men Who Governed America Governed Their Money, where she dives deep into the personal finances of the presidents. As she writes, “most of their money problems are just like ours.” In the book, Megan teaches readers what president is the best at money (and he may surprise you!), and who is worst with money. Interestingly, Megan writes that, when it comes to solid financial advice, “if you ever asked me what is the best thing you could do financially, my answer would be quite succinct: get married and stay married.” We talk about First Ladies, too, and about financial advice for the presidents and for us; Megan writes about financial fragility and financial resilience, and how “In many of the presidents' stories, financial fragility is a common theme.” We talk about what grit has to do with wealth, how the American dream is still there but much harder to attain in present times, and so much more. Studying the U.S. presidents and their personal money stories and how they built wealth — or didn't — is incredibly fascinating. Take a listen.   All the Presidents' Money: How the Men Who Governed America Governed Their Money by Megan Gorman

Tune in to hear:What was Megan's favorite finding in the deep research she did for this book?Learn about Truman's financial anxiety and how this impacted him.Why is it harder to pivot and recover from financial pitfalls than it used to be?What advice did Calvin Coolidge get from his stock broker?How did George Washington make his money and what differentiated him from his peers?Why does Megan find Hoover's money story so captivating?Learn more about Jimmy Carter's financial story.Which president was the best money manager and which was the worst and what can we learn from their examples?How much should a candidate's personal finance skills impact our vote, if at all?LinksMegan Gorman on LinkedInChequers Financial ManagementAll the Presidents' MoneyConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionThe Advisor Academy is Orion's free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.Compliance Code: 2008-OAS-8/8/2024

Chequers Financial Management's founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.

Today's conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan's financial career began when she took her first tax class at Rutgers Law School after earning a B.S. in history from Bryn Mawr College and studying in London. Her insatiable curiosity and passion for exploring financial issues through the lens of psychology, culture, and history has spawned a specialization in tax planning, a firm with a single premise:  to establish long-term, lasting relationships best to serve the needs of high-net-worth individuals and families. Driven by this passion, she spent almost 20 years advising wealthy families on navigating their financial lives in her roles at Goldman Sachs and BNY Mellon Wealth Management before starting Chequers. The name Chequers Financial Management has special significance you'll discover about 15 minutes into our conversation and derives its meaning from the U.K. It is the second home of the U.K. Prime Minister, and today is Rishi Sunak. Megan is a deep thinker, and her efforts have earned her the distinction of being named to the Forbes 2022 list of America's top women wealth advisors. She's also a senior contributor at Forbes, writing on the intersection of her passions: tax, finance, retirement, and estate planning. She's frequently quoted in prominent financial media outlets, including the Washington Post, CNN, and The Wall Street Journal, and more! She can be heard weekly on the Money Tree Investing Podcast panel, discussing trending topics in the investment world. In addition to everything she already does, Megan has recently joined the advisory board of Swaay Media Inc. Her other engagements include Schwab Impact, Tory Burch Foundation, Chief, and Better Place Forests. Just WOW.In fact, one of the many gifts you'll discover about Megan Gorman in this episode is her unmistakable passion for problem-solving and bold entrepreneurial journeys. As an adjunct law professor at Golden Gate School of Law and the author of www.thewealthintersection.com, she shares sound advice on taking control of our taxes and finances in the present and planning for our future destiny In The Suite. ResourcesChequers Financial ManagementMegan Gorman LinkedIn Megan Gorman TwitterMegan Gorman ForbesThe Wealth IntersectionNational Endowment for Financial Education Mercy Brown Bag Program

As advisors eager to please and develop relationships with clients, it's tempting to become a true chameleon. Blending in with every client, transforming into their reflection, and establishing such harsh boundaries that clients never meet the real you. Although there's a time for mirroring clients, Megan Gorman believes in the power of authenticity when it comes to building close-knit relationships and fostering client loyalty.  Founder of Chequers Financial Management in San Francisco, Megan's commitment to authenticity solidified her company's tremendous growth over the past seven years. Specializing in high net worth clients, the chaos and emotion involved in high stakes financial decisions means that establishing close relationships with clients is all the more essential for the success of her business. Not to mention, having the backing of a team whose desire it is to learn and grow. In this episode, Steve and Megan discuss the importance of paving your own path as an advisor, how to establish and maintain close relationships with clients, the one aspect of her business that Megan outsources, and what she believes is the real meaning of wealth.    Key Takeaways [01:11] - An introduction to Megan and Chequers Financial Management.  [03:22] - What Megan looks for in potential team members.  [03:46] - What Megan's client niche is.  [06:13] - Why Megan believes in authenticity and helping clients feel respected.  [13:32] - How to remain an expert on everything while planning holistically.  [20:00] - How to start the conversation with a potential client.  [23:41] - How Megan developed her theory on authenticity.  [30:49] - Why it's important to have a point of view and remember what wealth really means.  [35:30] - How to add value in a client relationship.  [36:48] - How Megan finds referrals and grows her business.  [39:40] - What Megan would change looking back at her career as an advisor.    Quotes [05:22] - “When you're an advisor you have to make choices on boundaries and where you're going to let clients in and where you're not. And there's no right or wrong way to do it, I think you have to find what's authentic to you. And the clients are drawn to advisors who are authentic. The ones who are the biggest successes, they are authentic and they are true to themselves regardless of what that style is.” ~ Megan Gorman [11:37] - “You can connect with clients, you can be authentic with clients, you can emotionally engage and be an empath with them, but never forget that if we're doing our job properly, we are also merely a mirror.” ~ Megan Gorman [16:22] - “When you get into these high net worth and ultra high net worth clients, there's a lot of moving pieces: there's the technical, there's the decision-making, and then there's the emotional. And you're trying to balance all of them. And so when you work in that space, being close with the client, understanding that client, is really really really important.” ~ Megan Gorman   Links  Megan on LinkedIn Chequers Financial Management Ayco Delaware Trust   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter

In this episode's encore presentation, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today's celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman's only … Continue reading Ep 59 – Philip Seymour Hoffman – Don't Delay When It Comes To Your Estate Plan – With Megan Gorman →

In 2008, following a very public breakdown, Britney Spears and her estate were placed under a conservatorship  managed by her father, Jamie Spears.  Now 13 years later, Britney is contesting the conservatorship. In this episode, David Lenok is joined once again by Megan Gorman from Chequers Financial Management. They dive into the legal wrangling of … Continue reading Ep 55 – Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman →

Cathy and special guest Megan Gorman discuss how the SECURE Act of December 2019 changed the rules for certain beneficiaries of inherited IRAs. Specifically, they touch on the potential tax implications of these rules if you have an IRA or expect to inherit one. Be sure to listen to the full episode, as Cathy and Megan share their financial planning expertise on why you may want to adapt your estate plan in anticipation of these changes.  Megan Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high net worth tax and financial planning firm in San Francisco, California. She is a Senior Contributor at Forbes and writes on personal finance and income tax. In addition, Megan is an adjunct professor of law at Golden Gate School of Law.For full show notes and additional resources, click here. 

Beginning the new season of The Black Swans podcast is Megan Gorman, who breaks down the latest tax proposals in Biden's American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, and more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she's a founder and managing partner of Chequers Financial Management in San Francisco, with clientele ranging from entrepreneurs to those with inherited family wealth. Hear her also explain the ins and outs of a career in estate planning in this episode.  Megan Gorman is the founder and managing partner of Chequers Financial Management, a female owned high net worth tax and financial planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC and US News. Megan also speaks on topics including taxes, retirement and estate planning. Her recent engagements include Schwab Impact, Tory Burch Foundation, Chief and Better Place Forests. She can be heard weekly on the panel of the Money Tree Investing Podcast discussing trending topics in the investment world. She is also appearing regularly on WealthManagement.com's Celebrity Estates: Wills of the Rich and Famous Podcast where recent episodes include discussions on the estate plans of Tom Petty, Prince and Luke Perry. Megan is currently serving on the Rutgers Law School Alumni Board and on the Board of Trustees for the National Endowment for Financial Education (NEFE). She is an adjunct professor of law at Golden Gate School of Law. Connect with Megan on Twitter @megan_e_gorman  https://www.thewealthintersection.com/

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about the issues surrounding the celebrity estate of none other than legendary talk show host Larry King.  There was an estate plan, multiple children from multiple marriages, a holographic will written after filing for divorce, and … Continue reading Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman →

What’s the best tax deduction or tax break? That’s a question I hear all the time and I often point people to their healthcare and HSA tax deductions for the biggest benefit. While many people believe health expenses are the biggest deductions they can claim, thinking about your HSA account as a large tax deduction and even a potential retirement account can maximize your tax savings. With HSA tax deductions, health savings accounts can be used for more than just healthcare Megan Gorman, a senior contributor at Forbes and the founder of Chequers Financial Management, joins me on this episode of the Taxgirl podcast. We discuss why you should be using the maximum tax deductions on your healthcare savings account. Listen to Kelly and Megan talk about HSA tax deductions: The main healthcare tax breaks What is an HSA? Flex spending accounts Archer Medical Savings Accounts How you can use an HSA for retirement Who an HSA works for best Using an insurance broker to find the best HSA for you 2021 HSA tax deduction maximums -- Individual vs. family amounts Where to get an HSA The difference between tax dependents and healthcare dependents Utilizing an HSA as a healthcare dependent Can you take money out of an HSA? HSA penalties States where HSA tax deductions aren’t as useful More about Kelly Phillips Erb: Kelly is the creator and host of the new Taxgirl podcast series. Kelly is a practicing tax attorney with considerable experience and knowledge. She works with taxpayers like you every day. One of the things that she does is help folks out of tax jams, and hopefully, keep others from getting into them. Links mentioned: Kelly’s Website – Taxgirl Megan Gorman - Website Megan Gorman - Email

In this episode, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only estate documentation … Continue reading Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman →

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management.  The celebrity examples in this episode are Ric Ocasek and his third wife, Paulina Porizkova. Ric Ocasek was an American musician who was most well known as the co-lead vocalist, rhythm guitarist, and songwriter for the … Continue reading Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman →

In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss the perfection that was Luke Perry’s estate and funeral plan.   American actor and teen idol, Luke Perry, was best known as “bad boy” Dylan Mckay on the TV series Beverly Hills, 90210. When … Continue reading Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit →

Your clients’ beneficiaries will have a lot of unintended expenses if your clients don’t take the right estate-planning steps –– especially if the plan is nonexistent. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about what happens to an estate when there is no … Continue reading Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan →

Co-Dean Kimberly Mutcherson speaks with Megan Gorman RLAW'02, founding partner of Chequers Financial Management, Senior Contributor at Forbes, and author of The Wealth Intersection, about using your law degree without practicing law and working in financial management. Hear Megan on Voice of America here. The Power of Attorney is produced by Rutgers Law School. With two locations minutes from Philadelphia and New York City, Rutgers Law offers the prestige and reputation of a large, nationally-known university combined with a personal, small campus experience. Learn more by visiting law.rutgers.edu. Series Producer: Emily Brennan Episode Producer and Editor: Kate Bianco --- Send in a voice message: https://anchor.fm/rutgerslaw/message

When you’re creating or updating your estate planning documents, using clear language takes on a whole new level of importance. Your carefully crafted language can ensure that your wishes leave no room for interpretation.   In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Megan Gorman, founding partner of Chequers Financial Management. Together, they … Continue reading Dead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan Gorman →

Are you a member of Gen X who does not feel that you will be prepared to retire at age 75? If so, you are not alone. Megan Gorman is the founder of Chequers Financial Management, and believes that Gen Xers have unique challenges to face when it comes to retiring on time in a financially secure manner. If you are a Gen Xer, you won't want to miss Megan's invaluable tips on how to stay on top of saving for retirement. Megan Gorman has been coloring outside the lines from an early age and continues to do so today. The Founding Partner of Chequers Financial Management, she's a woman owner of a business in an industry that doesn't typically see many women in the top leadership role. Add to that the fact that Chequers is a boutique high net worth tax and financial planning firm – firmly committed to ensuring that tax strategy serves as the cornerstone of the financial planning process (also unusual in the industry.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Her expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money. To learn more about Megan, visit: https://www.thewealthintersection.com/about-me To learn more about Houston Money Week visit: www.Houstonmoneyweek.org   http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3  http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com #KPFTHOUSTON #HoustonMoneyWK #wealthintersect

Joining Farnoosh this week is Megan Gorman, founder of Chequers Financial Management. She is a Forbes contributor and has her own blog, The Wealth Intersection, where she writes about the intersection of personal finance and daily life. Together they tackle your questions, including:Should I pay down student loans or invest?Should we drain our 529 to pay for an emergency fund?How do I know if I'm being paid fairly?How can I optimize my savings?Follow Farnoosh on @Instgram and send her your questions there!

On this show, we talked about the challenges and opportunites facing members of Generation X and how a comprehensive planning process can benefit them with Megan Gorman, Founding Partner of Chequers Financial Management and regular Forbes contributor.  Listen to learn about some highly impactful strategies you may be overlooking with your HSA at work! For the Difference Making Tip, scan ahead to 18:18. You can learn more about Megan at ChequersFinancial.com, Twitter and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

Since I opened 2017 with an interview regarding health, I thought we'd open 2018 with a topic we all love - money. Today's guest is Megan Gorman, the Founding Partner of Chequers Financial Management, a boutique high net worth tax and financial planning firm. Chequers ensures that tax strategy serves as the cornerstone of the financial planning process (which is unusual in the industry, along with having a female founder.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Chequers not only handles corporate clients, but also artists, athletes and more. Prior to founding Chequers Financial, Megan worked at Goldman Sachs and BNY Mellon Wealth Management, where she provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts. Megan's expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money. For more info, go to www.chequersfinancial.com or visit her blog: www.thewealthintersection.com

Since I opened 2017 with an interview regarding health, I thought we'd open 2018 with a topic we all love - money. Today's guest is Megan Gorman, the Founding Partner of Chequers Financial Management, a boutique high net worth tax and financial planning firm. Chequers ensures that tax strategy serves as the cornerstone of the financial planning process (which is unusual in the industry, along with having a female founder.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Chequers not only handles corporate clients, but also artists, athletes and more. Prior to founding Chequers Financial, Megan worked at Goldman Sachs and BNY Mellon Wealth Management, where she provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts. Megan’s expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money. For more info, go to www.chequersfinancial.com or visit her blog: www.thewealthintersection.com