Doug Lodmell

Doug S. Lodmell, J.D., LL.M.

Attorney, Douglass Lodmell, has been practicing in the area of asset protection since 1997. He is the founding member of the Asset Protection Council®, and managing partner and co-founder of Lodmell and Lodmell P.C.  He is recognized as one of the nation’s leading providers of asset protection as well as the innovator of The Bridge Trust®.

In addition to holding … Read more

The Retirement Manifesto Founder, Fritz Gilbert

Fritz Gilbert

Fritz is the Founder of The Retirement Manifesto, a personal finance site aimed at helping people achieve a great retirement.  He is a commodity trader with 30 years of experience in Corporate America and is planning to retire in 2018 at the age of 55.  Post-retirement, Fritz and his wife plan on enjoying their mountain cabin, traveling the country … Read more

Christine Luken

Christine Luken

Christine Luken, the Financial Lifeguard, is a speaker, author, and Certified Financial Coach. She helps people who feel like they are drowning financially get to a safe place and catch their breath, and then she teaches them how to swim. Christine has a Bachelor’s degree in Accounting, with minors in Business Administration and Psychology.  She is an active member of … Read more

Grant Sabatier

Grant Sabatier

Dubbed “The Millennial Millionaire” by CNBC, Grant Sabatier went from $2.26 to $1 million in 5 years through side hustling and investing. A majority of his experience has been in consulting within the publishing, media, and higher education industries. His clients have included The Wharton School of the Universtiy of Pennsylvania, Chicago Booth, Kaplan Higher Education, National Geographic, and many … Read more

Elaine Martyn

Elaine Martyn

Elaine Martyn is vice president, relationship management for the Private Donor Group at Fidelity Charitable®, an independent public charity that has helped donors support more than 193,000 nonprofit organizations with nearly $18.7 billion in grants since inception in 1991. The mission of Fidelity Charitable is to further the American tradition of philanthropy by providing programs that make charitable giving simple … Read more

Apollo D. Lupescu

Apollo D. Lupescu

Apollo joined Dimensional in 2004 as a regional director and oversaw the firm’s advisor 401(k) business. Prior to joining Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California, … Read more

j david stein

J. David Stein

David Stein teaches people about money, how it works and how to invest it in his popular podcast, “Money For the Rest of Us.” With over 25,000 listens per episode, “Money for the Rest of Us” is Stein’s primary platform for teaching thousands of individuals about money, investing and the economy. The show has been featured in Business Read more

Bob Pozen

Bob Pozen

Robert C. Pozen is currently a Senior Lecturer at MIT Sloan School of Management and a non-resident Senior Fellow at the Brookings Institution. In 2012, he won acclaim for a popular book showing professionals how to get more done at work, entitled Extreme Productivity: Boost Your Results, Reduce Your Hours.

During his distinguished career, Bob has been active in business, … Read more

Jordan Goodman

Jordan Goodman

Jordan E. Goodman is “America’s Money Answers Man” and a nationally-recognized expert on personal finance. He is a regular guest on numerous radio and television call-in shows across the country, answering questions on personal financial topics. He appears frequently on The View, Fox News Network, Fox Business Network, CNN, CNBC and CBS evening news.

For 18 years, Jordan was on … Read more

Scott Ford

Scott Ford

Scott Ford is Founder, CEO and Wealth Advisor at Cornerstone Wealth Management Group, serving entrepreneurs, business owners, executives, and their families. The firm specializes in comprehensive wealth management, business liquidity, and SBA financing strategies. It is Scott’s mission to help his clients pursue financial freedom and live a balanced and fulfilled life.

Scott is a registered principal at Cetera Advisor … Read more

Meir Statman

Meir Statman

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is “Finance for Normal People: How Investors and Markets Behave,” published by Oxford University Press.

The questions … Read more