Lasting effects from the worst economic downturn in our lifetime are having a staggering effect on financial health. In fact, a recent survey from Frost Bank shows current financial health as a result of the pandemic is low, with two in five (40%) Americans citing their financial situation as fair or poor. In a time when much is out of our control, we can control our thoughts and actions which are proven to make a difference. Frost’s research found that people who talk about their finances are 2...
Aug 18, 2020•28 min•Season 1Ep. 273
According to the U.S. Department of Energy, the United States reached a wind power generating capacity of 82,000 megawatts in 2016. That year over 8,200 megawatts of wind capacity was installed, with the top states in terms of capacity being Texas, Iowa, Oklahoma, California, and Kansas. The first commercial offshore wind facility was completed as well, in Rhode Island, and 41 states had utility scale wind power available. We were joined by Daryl Losaw and Samuel Gerbus of IceWind. The US operat...
Aug 14, 2020•24 min•Ep. 272
Approximately 10,000 lives are saved each year due to shelters and emergency plans. Thirty six percent (36%) of Americans do not have emergency plans in the event of dangerous weather. Air Force radar operator, heavy equipment operator, stagecoach driver, Miami Dade firefighter builder of concrete dome homes and portable above ground tornado shelters. and avid scuba diver find me at Above and Below H2O inc Liquidating everything Florida vacant lots, 1999 Buick Rivieras, inventory of concrete dom...
Jul 21, 2020•21 min
How can business leaders and every day people prepare for unforeseen crisis situations, like COVID-19? How do you balance multiple businesses and build a solid foundation? Telehealth is proving itself to be the future of medicine and a new tele-wound care platform. Dr. Jonathan Johnson, MD, MBA, CWSP, also known as Dr. Wounds, is an award-winning physician and is one of the nation’s leading specialists in wound care and aesthetic procedures. As the founder and surgical director of two Washington...
Jul 10, 2020•22 min•Season 1Ep. 270
Older adults are less likely to have a will: The number of older and middle-aged adults with estate planning documents dropped by 20% and 25% since 2019, respectively. Kim Hegwood knows the importance of establishing a legacy for you and your loved ones. Seeing her grandparents struggle with the ins-and-outs of Social Security, estate and protection planning, elder law and other bureaucracies associated with the aging process, Kim experienced first-hand the many financial and emotional challenge...
Jun 12, 2020•24 min•Ep. 269
"You can’t have a win/win scenario in poker because of the way the game is designed. In economic and game theory we call this a zero-sum game." - Sarah Nadav That’s what we are looking at with the COVID-19 response. Countries are putting people on lockdown because the virus either spreads or it doesn’t. And if it spreads, everyone loses- not just the people who get sick. One person’s gain (freedom) is another person’s loss (safety). We are no longer talking about health in the context of the eld...
May 26, 2020•22 min
"The near-nationwide lockdown intended to slow the spread of COVID-19 has created “a perfect macroeconomic storm” that’s put the U.S. on track for a depression worse even than the Great Depression — it is therefore “idiotic exuberance” to invest in the market now" -Boston University economics professor Laurence Kotlikoff in an interview with ThinkAdvisor. Kotlikoff, who in 2014 was named by The Economist one of the world’s 25 most influential economists, floats a plan for reopening the U.S. econ...
May 01, 2020•15 min
Some business owners cycle endlessly from crisis to crisis. We spoke with bestselling author Mike Michalowicz about his new book Fix This Next, which helps business owners set priorities that move their company forward. https://fixthisnext.com/ 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-cours...
Apr 23, 2020•27 min•Season 1Ep. 268
A little bit of planning can have a big impact on the lives of your loved ones after you pass away. We spoke with Jennifer Gumbel of An Organized (after)Life about the important steps you can take now - even if you're not wealthy. anorganizedafterlife.com 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-sta...
Apr 23, 2020•28 min•Season 1Ep. 267
A former FBI agent shares his simple but powerful toolkit for assessing who you can trust - and who you can't. We also talked about how to transition from face to face interactions to the new online meeting during Covid-19 quarantine. Predicting the behavior of others is an urgent need for anyone whose work involves relationships with others, whether it's leading an organization, collaborating with a teammate, or closing a sale. But predictability is not as simple as good and evil, or truth and ...
Apr 10, 2020•35 min•Season 1Ep. 266
Millions of Americans are the rightful owners of unclaimed property that is held indefinitely by state governments. We spoke with Mary Pitman, the author of The Little Book of Missing Money, to learn more about how individuals, companies, and organizations can get theirs back. Visit unclaimed.org to check for yourself! 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 A...
Apr 09, 2020•31 min•Season 1Ep. 265
The coronavirus pandemic has forced many schools to abruptly educate from a distance. Today, we spoke with Jackie Aguilera, the CEO of EastSide University, a longtime nationally recognized leader in mobile learning and digital innovation. To learn more about EastSide University, visit: www.esuvclc.org/ 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 A...
Apr 06, 2020•27 min•Season 1Ep. 264
Every business needs a succession plan to ensure continuity in the absence of the owner. Today, we spoke with Rochelle Clarke, the founder and CEO of Succession Strength, Inc about how business owners can prepare for unexpected interruptions. To learn more about Succession Strength, visit: www.successionstrength.com 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 Advi...
Apr 06, 2020•30 min•Season 1Ep. 263
At this point many of us are restless, anxious and bored. We might be going a little stir crazy. We have that feeling like we want to go outside and play, go to the gym or we might even miss going into the office. What can we do about it? How important is it to stay active right now? We were joined today by IBJJF World Champion, Professor Pablo Silva and former linebacker for the Houston Texans and Founder of both the Athletic Room and the Regen Room, Kailee Wong. Pablo started his jiu jitsu jou...
Apr 04, 2020•30 min
Putting together a comprehensive estate plan is an important component of supporting the people and organizations that are most important to you. Today, we spoke with Jenny Xia Spradling, the founder and Co-CEO of FreeWill whose work was recognized in the Forbes 30 under 30 in 2018. 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....
Mar 10, 2020•30 min•Season 1Ep. 262
Making the right choices as a healthcare consumer can have a tremendous impact on your financial life, especially during retirement. We spoke with Deb Gordon, an MBA, seasoned healthcare executive, and the author of The Healthcare Consumer's Manifesto: How to Get the Most for Your Money. 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:/...
Mar 02, 2020•27 min•Season 1Ep. 261
Youth activism influences the decision-making of entrepreneurs, politicians, and philanthropists. In the midst of one of the most open presidential election races in recent memory, we spoke with Henna Hundal, a recent cell biology graduate from Harvard University, the former Chief Operator of Harvard Radio Broadcasting, and the founder of the eponymous Henna Hundal Show. More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-finance/how-schools-can-impro...
Feb 12, 2020•30 min•Season 1Ep. 260
As primary elections approach in Texas, we reached out to Democratic candidate Kelly Stone as she campaigns to join one of the state's most important and least understood regulatory bodies: The Texas Railroad Commission. We cover campaign finance reform, the Green New Deal, and government transparency. 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 A...
Feb 03, 2020•30 min•Season 1Ep. 259
Emotions can be hazardous to your wealth. Financial misbehavior impacts people at every income level. What strategies can individuals employ to protect themselves from emotion-driven mistakes with money? We were joined today by Martin Hurlburt. He is a Tedx speaker, author and founder of TM Wealth Management. His passion is helping people make better decisions with their money so they can live a happier, more productive and less stressful life. More about Houston Money Week visit: www.Houstonmon...
Jan 27, 2020•30 min•Season 1Ep. 258
Recent research from the University of Michigan and Strictly Financial suggests that sustained family wealth over multiple generations is the exception, not the rule. We were joined today by Charles "Chuck" Self, who believes that parents and children should work together when choosing a financial advisor. Charles Self is known for his ability to architect an accelerated revenue topline, as well as for his government regulation expertise with financial services organizations. Chuck's robust care...
Jan 21, 2020•31 min•Season 1Ep. 257
The California Consumer Privacy Act is the front-line in data privacy and regulation in the United States. As many of its provisions come online, we were joined by cybersecurity expert Andrew Rossow. Andrew is an Internet Attorney, Author, Adjunct Law Professor, and Media Consultant for ABC, FOX, and NBC in Dayton, Ohio. As a millennial, he is able to provide a unique perspective on new, emerging technologies, social media crimes, privacy implications, and digital currencies. He has traveled to ...
Jan 07, 2020•30 min•Season 1Ep. 256
Many books cover budgeting, debt reduction, and how to save money, but the emotional side of money can predominate despite our best efforts. We were joined today by Christine Luken, the founder of the Financial Dignity movement and author of Money is Emotional: Prevent Your Heart from Hijacking Your Wallet 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 Magazi...
Jan 03, 2020•31 min•Season 1Ep. 255
Isolation, reduced communication, and a lack of mental cues can burden remote workers. How can remote workers successfully balance the demands of their professional lives? We were joined today by Teresa Douglas, coauthor of Secrets of the Remote Workforce. Teresa Douglas was born in San Jose, California. She has worked remotely since 2010 in a variety of management-level roles. She holds an MFA in Fiction from Sarah Lawrence College and an MBA from the University of North Carolina, Chapel Hill. ...
Dec 30, 2019•30 min•Season 1Ep. 254
Making sense of jewelry appraisal is crucial whenever buying, selling, or insuring precious stones. We were joined today by Graduate Gemologist Jessica Khurana. As the owner of Houston Jewelry Appraiser, Jessica specializes in fine jewelry appraisal and uses gemological testing in her examinations. As someone who has been in the jewelry appraisal business for 20 years, Jessica explains the difference between the fair market value and the retail replacement value approaches, how to save money on ...
Dec 16, 2019•30 min•Season 1Ep. 253
50 Fiduciary Standards for 50 States? How a lack of uniform regulation could ultimately increase costs for clients. We were joined today by Bill McCance, Chairman and President of TAG Group, Inc. - a diversified financial services company owning a broker dealer, a Registered Investment Advisor and an insurance GA. 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 Adviso...
Dec 09, 2019•30 min•Season 1Ep. 252
What's in store for Continental Societies' upcoming event: Jingle & Mingle. Houston Money Week managers Chris Hensley and Bennette Davis discuss Houston Continental's annual scholarship and program fundraiser. Bennette Davis is the President of the Houston Metropolitan Chapter as well as a chapter charter member. Continental Societies, Inc. is an international women’s service organization dedicated to improving the socioeconomic and cultural welfare of under-served children and youth. The or...
Nov 25, 2019•30 min•Season 1Ep. 251
Why women's relationships with other women at work are often fraught and when they are, have the potential to completely derail women's careers. We were joined today by author and practicing attorney Andrea S. Kramer. Her new book, coauthored with Alton B. Harris, It's Not You, It's the Workplace: Women's Conflict at Work and the Bias that Built It delves into the reasons that the gender pay gap and unequal gender representation have persisted in the workplace. Importantly, it also describes the...
Nov 18, 2019•30 min•Season 1Ep. 250
How do customers want your brand to navigate the political landscape? Christine Wise discusses the surprising research findings from Seattle agency DNA's deep dive into when and why corporate political advocacy works... and when it doesn't. We were joined today by Christine Wise, the agency's Chief Strategy Officer to talk about Foresight 2020 - a national representative study on the attitudes and opinions of 2,000 Americans with regard to brands and political stances. Foresight 2020 research sh...
Nov 13, 2019•30 min•Season 1Ep. 249
Small business owners are famous for taking as many deductions at tax time as the possibly can. When it comes time to get a car loan, mortgage or business loan they are disappointed to find out they are declined. How can entrepreneurs find balance preparing for a loan and making sure they are doing the right thing at tax time. We were joined today by CPA, Charlene Quah , and WenFang Bruchett Licensed in Texas State Board and American Institute of Certified Public Accountants, Charlene Quah, CPA,...
Nov 04, 2019•30 min•Season 1Ep. 248
Today's spotlight was on the up and coming podcast Savage and Scholars. Past topics have included music, philosophy, psychedelics, computer science, Brazilian jiu jitsu, psychology , working out and much more!!!! We were joined today by podcast host, Miguel Dominguez Miguel shared his take on the positive health benefits of training in competitive Brazilian Jiu Jitsu. How BJJ can help build a framework for both children and adults who train. We also discussed podcast as an emerging medium. Tune ...
Oct 29, 2019•30 min•Season 1Ep. 247
