Our Guests
Our guests are what makes Your Money, Your Wealth® truly unique. We cover a wide range of topics, including retirement planning, tax reform, cash flow analysis, charitable giving, real estate, how to set investment goals and more! Real financial topics, from real financial experts.
Jeffrey Levine
Chief Planning Officer for Focus Partners, Lead Financial Planning Nerd at Kitces.com
Jamie Hopkins
Director of Research at Carson Wealth, Finance Professor at Creighton University Heider School of Business
Steve Parrish
Professor of Practice, Scholar in Residence at the Cary M. Maguire Center for Ethics in Financial Services
Eric Ludwig
Director of the Center for Retirement Income, The American College of Financial Services
George Nichols III, CAP®
President and Chief Executive Officer, The American College of Financial Services
Wade Pfau
Founder of RISAprofile.com, Professor of Practice in the Retirement Income Certified Professional® (RICP®) Program at The American College of Financial Services
Michael Finke
Professor of Wealth Management, Distinguished Chair in Economic Security, The American College of Financial Services
Ed Slott
Author and founder of IRAHelp.com
Jeremy Kasler
Founder and CEO of CaskX
Thomas Lawler
Attorney
David Wing
Laboratory Director, Exercise and Physical Activity Resource Center (EPARC), University of California, San Diego
Big G
Real Life Caddie, Glorified Donkey
Christine Zoumas
Director, Healing Foods Program, UC San Diego, Moores Cancer Center
Jeffrey Riego
Licensed Sales Representative, UnitedHealthcare
Diane Gaswirth
Sales Director, Medicare and Retirement, UnitedHealthcare
Tanja Hester
Author of WORK OPTIONAL and creator of Our Next Life financial independence blog
Watch Previous Episodes
We like to bring different perspectives to Your Money, Your Wealth® by inviting guests with a wide breadth of financial and retirement planning knowledge.
Listen to Our Podcast
Whether its an expert on Medicare who has been in the space for decades or a retirement blogger with progressive ideas, we provide you with a variety of valuable information to take control of your financial decisions. From Sales Directors, Side Hustlers, and CEOs, to Bloggers, Entrepreneurs, and Behavioral Scientists – our goal is to bring the most value to your financial situation!
