
Ted Benna Father of the 401k
Ted Benna is commonly referred to as the “father of 401(k)” because he created and gained IRS approval of the first 401(k) savings plan. He has received many citations for his accomplishments includin...
12 Okt 201839min

Dan Walters of Calmatters.org
Dan Walters has been a journalist for nearly 57 years, spending all but a few of those years working for California newspapers. He began his professional career in 1960, at age 16, at the Humboldt Tim...
3 Okt 201843min

Scott Smith of Cerulli Associates
Scott Smith—Director Advice Relationships, Cerulli Associates With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior an...
19 Sep 201842min

Ludovic Phalippou
Ludovic Phalippou is the Author of the best seller Private Equity Laid Bare, and is a tenured faculty member of Saïd Business School, University of Oxford. He specialises in the areas of private equit...
13 Sep 201846min

Steve Church
Steve has provided investment consulting service to wealthy investors and large pension funds since 1986. In 1992, he founded Piscataqua Research to provide asset allocation services and comparative ...
12 Sep 201843min

Joe Eppy
Joe Eppy, CEO of The Eppy Group is one of the country's foremost financial advisors when it comes to the area of Special Needs planning. What is Special Needs Planning? For parents of a loved one with...
29 Aug 201845min

Jay Childs 72518
Our very special guest will be Jay Childs, the Emmy award winning filmmaker who made the documentary "Food Fight" an incredible tale where Main St. wins over Wall St.The show streams worldwide on www....
29 Aug 201840min

Steven Machat
Steven Machat was born in Manhattan, New York. His father, entertainment lawyer Marty Machat was known for representing artists such as Phil Spector, Sam Cooke and The Rolling Stones. He attended Univ...
19 Juli 201844min





















