With money being one of the most constrained resources for individuals in today's world, budgeting can be a simple, yet powerful tool to save money fast. Mitchell Walker is the creator and author of the PouchPlan Budget system. After spending 15 years as a CFO of a Berkshire Hathaway company, 11 years as a partner in a public tax practice, owning multiple businesses, serving as CFO of a college and as County Commissioner and City Councilman, Mitchell reveals why the personal side of money is oft...
Jan 04, 2018•30 min•Season 1Ep. 185
With over 1,000 pages of new tax law, decoding what this means for individuals, retirees, and businesses will be a difficult task. On today’s show we talked with tax attorney and author Rebecca Walser. She gave us valuable commentary into the new tax bill, effective 2018 and her new book Wealth Unbroken. Tax attorney and Certified Financial Planner Rebecca Walser will release her book Wealth Unbroken - Growing Wealth Uninterrupted by Market Crashes, Taxes, or Even Death in January 2018. Known fr...
Dec 27, 2017•30 min•Season 1Ep. 184
Houston Money Week (HMW) is a community wide initiative to empower families and individuals with financial education. Through the collaboration and coordinated effort of organizations across Houston and surrounding areas – including businesses, financial institutions, schools, libraries, non-profits, government agencies and the media – individuals of all ages will have access to financial resources and ongoing opportunities. On today’s show we talked with Erika Jones Public Affairs Specialist wi...
Dec 20, 2017•30 min•Season 1Ep. 183
How much can you spend in retirement? Naturally, this is an essential question for those approaching this important life transition. Essentially, if you wish to retire one day, you are increasingly responsible for figuring out how to save during your working years and convert your savings into sustainable income for an ever-lengthening number of retirement years. The nature of risk also changes in retirement, as the lifestyle of retirees become more vulnerable to the impacts of market volatility...
Dec 11, 2017•30 min•Season 1Ep. 182
Money has the power to destroy, but it can also be an incredibly effective tool for social change. Impact investing – the support of social and environmental projects with a financial return – has become a hot topic on the global stage; poised to eclipse traditional aid by ten times in the next decade. And it has the potential to completely restructure the global economy, making social and environmental responsibility integral to how we move money through society, rather than an afterthought. In...
Dec 11, 2017•27 min•Season 1Ep. 181
From the request of mothers who were completely engaged in SUPERLady LIVE MOVEMENT’S platform and the greater need to mentor & expose girls from inner city communities and those desiring a place where their daughters could be mentored authentically with STEM initiatives and leadership opportunities, SUPERGirls SHINE Foundation concept was launched, January 2015. Hosting monthly SUPERGirls Table Talks, Loretta Williams Gurnell, Managing Partner of SUPERLady LIVE MOVEMENT trained young female ...
Dec 08, 2017•29 min•Season 1Ep. 180
It’s not a revelation to learn that any comedian offstage is a shy weirdo. What’s utterly revealing and totally fantastic about this film is seeing Gilbert Gottfried's marriage, which is a model of affection and good sense in the face of eccentricity. Every couple should see this. Every marriage should be more like his. This is the rare film where a look at a performer’s private life is not what you expect at all, and also weirdly inspiring. I loved this. Ira Glass Legendary comedian Gilbert Got...
Nov 03, 2017•28 min•Season 1Ep. 179
Affording college is a concern for many families. Crystal Olivarria likes to educate families about the opportunity to pay for college using scholarships. She raised over $70,000 from grants and scholarship to help pay for her own college education. Since a college education is a large expense it is important that children spend time exploring career options in depth. How can you coach your children to make smart choices when it comes to the career paths they choose to follow. What is the right ...
Nov 03, 2017•31 min•Season 1Ep. 178
Did you know that through the EB-5 Program you can raise money from foreign investors looking to migrate to the U.S. while creating U.S. jobs? The program, enacted by U.S. Congress in 1990, has brought almost $4 billion of Foreign Direct Investment into the U.S. in 2016 alone, over $18 billion since 2008. Business owners and developers can take advantage of this program by leveraging capital from overseas investors and expand or develop their project without high cost loans or equity partners. O...
Oct 06, 2017•30 min•Season 1Ep. 177
CentSai , an online financial wellness community , and RIKAI Labs, China’s leading chatbot platform announced a partnership aimed at improving financial literacy in China. Under the terms of the partnership, RIKAI Labs will use CentSai ’s engaging educational content to enhance its award-winning financial literacy chatbot, called “FinBot.” CentSai ’s content is expected to launch in China in the fourth quarter of 2017. According to a 2015 Standard & Poor’s report , 72 percent of Chinese adul...
Oct 06, 2017•30 min•Season 1Ep. 176
For years the Military Retirement has stayed the same with no changes. In 2018, we will see a massive change to retirement benefits for service members in the armed forces. On today’s show we talked with retired brigadier general and current COO of the American Armed Forces Mutual Aid Association (AAFMAA), Michael Meese. Mike discussed important finance tips for military members, spouses and their families. We discussed budgeting, insurance, retirement benefits, mortgages, deployments and reloca...
Sep 27, 2017•31 min•Season 1Ep. 175
When the rain finally stoped, a vast majority of homeowners in Texas digging out from Harvey's aftermath confronted another arduous obstacle — finding enough money to repair uninsured properties. Have you already filed with FEMA but been denied? Is the estimate that your insurance company gave you much lower than what you expected. What roadblocks should you be aware of when it comes to filing a FEMA or flood insurance claim? On today’s show we talked with former catastrophe adjuster, Kevin Godf...
Sep 18, 2017•29 min•Season 1Ep. 174
The brutal storm that pummeled the Houston and Gulf Coast area is likely to rank as one of the nation's costliest natural disasters, with tens of billions in lost economic activity and property damage across a region crucial to the energy, chemical and shipping industries. On today's show we talked about the Macro and Micro economic impact of Hurricane Harvey. We looked at expected cost at a national level. We also examined the possibility of FEMA buying out homes flooded by Harvey. Houston Mone...
Sep 14, 2017•31 min•Season 1Ep. 173
For many marketing professionals, "science" is a four-letter word. They see brand-building as an unteachable art guided by their intuition and experience. But at its core, marketing aims to seed ideas into people's minds, make them feel a certain way, and, ultimately, get them to act. Our guest today was Daryl Weber, author of Brand Seduction: How Neuroscience Can Help Marketers Build Memorable Brands. We discussed the role of brand in the presidential election, and much more.In Brand Seduction ...
Sep 13, 2017•31 min•Season 1Ep. 172
Lifelong Career motivation differs from person to person. Perhaps you’re driven by a challenge, have a dream to work in a particular field, want to earn the highest income you can; but for some, the greatest motivation in her or his career is knowing their work can make a positive impact on society. CareerCast.com is the Internet's premier career site for finding targeted job opportunities by industry, function and location. The site's job database offers opportunities from all U.S. and Canadian...
Aug 15, 2017•30 min•Ep. 171
The U.S. Department of Agriculture estimates food waste in the United States to be about 30 to 40 percent of the food supply. An estimated 133 billion pounds of food from stores, restaurants and homes was wasted in 2010, according to the USDA. The amount of uneaten food from homes and restaurants in 2008 was valued at $390 per customer. Our guest for today was Barbara Heitman Bronstein, founder of Second Servings Houston. Raised in New York, Barbara has called Houston home for over 30 years. She...
Aug 07, 2017•31 min•Ep. 170
Drawing from examples gathered over two decades of turning a weekly Fort Worth comedy show into a full-time business that has them traveling the world and serving as Entrepreneurs in Residence at the business school at Texas Christian University, co-authors David Wilk, David Ahearn, and Frank Ford demonstrate how “yes, and” thinking helps improve communication skills, facilitate creative problem solving, and generate new ideas that can refresh and rejuvenate. From understanding the value of open...
Jul 31, 2017•31 min•Ep. 169
One of the many things that makes divorce such a complicated and notoriously confusing thing is the array of new terms, acronyms, and phrases tossed around throughout the process. Divorce has its own language, and it is important to be able to talk the talk with family lawyers, judges, collaborative divorce professionals, and clients. Native to Utah, Joe started his career in 2005 with the Retirement Benefits Group of AXA Advisors. After successfully working with the RBG, in 2010, he expanded hi...
Jul 24, 2017•30 min
Whether you're wondering if you are in the right career, looking to change job roles, or trying to reduce conflict and improve relationships at work and at home, you must begin by fully understanding your own interests and needs, and how they drive your ultimate happiness as well as unleash your stress points. Used by millions of people worldwide, The Birkman Method is the only personality-assessment tool that reaches beyond self-described behavior and situational analysis to unravel the DNA und...
Jul 20, 2017•30 min
It is widely acknowledged that there is both an ‘art’ and a ‘science’ to financial planning. Technical knowledge – the “science” – is crucial to delivering the technically accurate advice to clients. But the best advice in the world is meaningless if the financial advisor can’t master the “art” of delivering it in a skillful manner – leading a client to actually take action and improve their financial well-being. Yet despite its label as “art”, the reality is that how best to deliver financial a...
Jul 10, 2017•31 min
Money issues are 1 of the top 3 reasons couples get divorced in the United Sates, based on a recent survey by the Institute for Divorce Financial Analysts. Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, Head of International Department for Fiscal Sustainabil...
Jul 05, 2017•30 min
If you are overwhelmed with credit card debt, what are the best ways to get that debt under control and pay it off faster and still not hut your credit score? For 18 years, Jordan was on the editorial staff of Money magazine, where he served as Wall Street correspondent. While at Money, he reported and wrote on virtually every aspect of personal finance. In addition, he served as weekly financial analyst on NBC News at Sunrise for 9 years and the daily business news commentator on Mutual Broadca...
Jun 30, 2017•27 min
Today's retirement looks nothing like your parents' experience. Our longer life expectancy and increasing intellectual capital have transformed our notion of the golden years. Often we're just not ready for a life without work. We fear outliving our money and our meaning. We want to stay productive (whatever that means to us personally) well into the future and for baby boomers and the following generations, that future is closer than we think. No matter your definition of financial confidence, ...
Jun 29, 2017•30 min
"The road to the future leads us smack into the wall. We simply ricochet off the alternatives that destiny offers: a demographic explosion that triggers social chaos and spreads death, nuclear delirium, and the quasi-annihilation of the species. Our survival is no more than a question of 25, 50, or perhaps 100 years." Jacques Cousteau First Green Bank is the first bank of its kind to promote positive environmental and social responsibility while operating as a traditional community bank. Ken LaR...
Jun 26, 2017•25 min
If you really want to understand President Donald Trump 's finances, the first two pages of his federal income tax return isn't the best place to look. Fraud can happen anywhere—even in the most successful companies. Most businesses, large and small, lose an average of 5% of their annual gross revenues to insider fraud. The worst part? The Thief in Your Company is most likely the person you trust the most. Forensic accountant Tiffany Couch is a sleuth with an adding machine. She has seen theft i...
Jun 16, 2017•27 min
Baby Boomers who lost part of their nest eggs in the recession face a difficult retirement, but those born between 1979 and 1994, who have come to be known as the millennial generation, or Generation Y, face the most uncertain economic future of perhaps any generation in America since the Great Depression. Blogger, Leah Gervais host Urban 20 Something, that teaches millennials to incorporate their travel, study, work, and volunteer experience into their careers. Leah has always been passionate a...
Jun 09, 2017•26 min
The way you dress instantly communicates leadership qualities of trust, value, and authority while still being relevant and modern. Choosing clothes to support your success can be accomplished both pragmatically AND with style. Marilynn Barber is a trained fashion designer and style strategist who is passionate about the art and craft of fashion. Marilynn’s experience in fashion design, sewing, and costuming brings deep insight into the clothes women wear to work. After working in corporate Amer...
Apr 28, 2017•25 min
English @ Work is a mobile language provider that customizes English classes to your business' needs and delivers them on site to your employees. 75% of E@W businesses promote or cross-train employees after they have graduated. 70% of participants are better able to help their children with school. 50% of participants plan to pursue continued education after finishing the program Ms. Sheri Suarez Foreman (President/CEO Houston Center for Literacy) began her career with Houston Center for Literac...
Apr 26, 2017•25 min
Houston Money Week (HMW) is a community wide initiative to empower families and individuals with financial education. Through the collaboration and coordinated effort of organizations across Houston and surrounding areas – including businesses, financial institutions, schools, libraries, non-profits, government agencies and the media – individuals of all ages will have access to financial resources and ongoing opportunities. Erika Jones is a public relations specialist for the Federal Reserve Ba...
Apr 26, 2017•27 min
Two in three people experience bullying at work either directly or indirectly. It’s one of the most pervasive and damaging aspects of professional life today. It can destroy lives, careers, marriages, families, corporations and brand value. Whether you work in the boardroom or the mailroom, at some time, you will be a victim, a bully or a bystander. From Bully to Bulls-Eye reveals the deep-seated dangers of bullying to everyone who works. It pinpoints the identifying characteristics of bullies a...
Apr 24, 2017•23 min
