Wes Moss: You Can Retire Sooner Than You Think!

Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show. Wes is also the Chief Investment Strategist at Capital Investment Advisors (CIA).  CIA currently manages more than a billion dollars in client assets. Wes is a partner at Wela, a digital advisory service that offers […]

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Doctors Without Borders: The Beauty of Humanity

In this special bonus podcast I interviewed Dr. Deane Marchbein from Doctors Without Borders. These bonus podcasts highlight our values that every dollar we spend in every minute we spend is an investment in something. We also believe that not every investment requires a financial return. Organizations like Doctors Without Borders are doing amazing things to […]

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Jennifer Fitzgerald: Making Sense of Life Insurance and Why it Matters

Jennifer Fitzgerald – PolicyGenius Jennifer is the Founder and CEO of PolicyGenius. PolicyGenius is known for being the easiest way to get insurance. Buying insurance stinks, PolicyGenius makes it better with ease and education. At PolicyGenius, she is the resident expert on insurance and financial consumer behavior. Before PolicyGenius, Jennifer was an Associate Principal at […]

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