30 Minutes of Personal Finance - Show #41

This week, Ben Lewis is joined by Dave Muti, author of Mortgages: What You Need To Know. We discuss the book and what our listeners need to keep in mind when securing a mortgage or reassessing their current mortgage.

posted Friday, Nov 14, 2008 at 01:09pm

30 Minutes of Personal Finance - Show #40

This week Ben talks with Scott Witt about fee-only life insurance planning.

posted Wednesday, Aug 20, 2008 at 08:01am

30 Minutes of Personal Finance - Show #39

This week we are joined by Malay Vasavda of Quantum Financial Management in Chicago, IL who is providing information to our listeners on the differences between Traditional and Roth IRA accounts. Be sure to listen!

posted Friday, Aug 01, 2008 at 08:54am

30 Minutes of Personal Finance - Show #38

This week Ben is joined by Susan Elser, CFP of Elser Financial Planning in Indianapolis, IN discussing how couples can cope with money issues.

posted Tuesday, Jul 22, 2008 at 05:38am

30 Minutes of Personal Finance - Show #37

This week Ben is joined by Bill Howell of Howell Financial Advisors, Inc. in Noblesville, IN. Bill is sharing his insights into the challenges baby Boomers face as they enter retirement.

posted Wednesday, Jul 09, 2008 at 06:15am

30 Minutes of Personal Finance - Show #36

This week's guest is Eric McClain, CFP, of Fee-Only Planning Professionals in Birmingham, AL. Eric joins us to discuss the National Savings Rate Guidelines and how you can use them to plan for your retirement.

posted Thursday, Jul 03, 2008 at 01:04pm

30 Minutes of Personal Finance - Show #35

This week Ben Lewis is joined by Dan Martucci of MWA Advisors in Houston, TX. Dan shares his thoughts on money and the emotions that come with it.

posted Wednesday, Jun 25, 2008 at 06:38am

30 Minutes of Personal Finance - Show #34

This week, Ben is joined by Cheryl Sherrard, CFP of Rinehart & Associates in Charlotte, NC. Cheryl joins us to discuss the challenges women face when it comes to money and personal finance.

posted Tuesday, Jun 17, 2008 at 07:09am

30 Minutes of Personal Finance - Show #33

This week's guest is Jeff Bernier of TandemGrowth Financial in Atlanta, GA talking about investor psychology and why it is so important to know about during current market volatility.

posted Tuesday, Jun 10, 2008 at 01:34pm

30 Minutes of Personal Finance - Show #32

This week's guest is James Daniel , creator of myVizer.com talking about the site and why he is devoting his mission to helping educate consumers.

posted Friday, May 23, 2008 at 05:53am

30 Minutes of Personal Finance - Show #31

You know about credit cards, but do you know how to use them? Do you know how to find the best credit card deal? This week Ben is joined by Jeff Daniher of Ritter Daniher Financial Advisory in Cincinnati, OH discussing credit cards.

posted Thursday, May 08, 2008 at 02:55pm

30 Minutes of Personal Finance - Show #30

This week we are joined by Brian Jones, CFP - VP of CJM Wealth Advisers in Fairfax, VA discussing the presidential elections and what they mean to your personal financial well-being.

posted Thursday, May 01, 2008 at 09:34am

30 Minutes of Personal Finance - Show #29

This week, Ben is joined by Brent Kessel - author of It's Not About The Money - a new book which helps people uncover their perception of money and where that perception came from.

posted Thursday, Apr 24, 2008 at 01:22pm

30 Minutes of Personal Finance - Show #25

What is your perception of money? Do you know the roots of how you view and think about money? This week, Ben is joined by Spencer Sherman of Abacus Wealth Partners in San Francisco, CA and author of The Cure For Money Madness (Random House 2009). In this show we will explore, with Spencer’s help, the “hidden emotions and misperceptions around money that lead to dysfunctional, irrational financial behavior, again and again”.

posted Thursday, Apr 24, 2008 at 01:10pm

30 Minutes of Personal Finance - Show #26

Did you know your career is a vital part of your overall financial plan? Many financial advisors don’t take the time to help their clients understand this fact, let alone construct a plan that encompasses your career or profession. This week we are joined by Michael Haubrich, CFP of Financial Services Group in Racine, WI. Michael is the creator of Career Asset Management and he will show our listeners how their career is a vital piece of the planning puzzle.

posted Thursday, Apr 24, 2008 at 12:23pm

30 Minutes of Personal Finance - Show #27

This week Ben is joined by Scott Witt, FSA, MAAA of Witt Actuarial Services who is one of the country’s only Fee-Only life insurance advisors. He is joining us to discuss life insurance and how an advisor operating in a Fee-Only capacity can help people make wise decisions regarding life insurance coverage.

posted Thursday, Apr 24, 2008 at 12:04pm

30 Minutes of Personal Finance - Show #28

This week Ben is joined by John Sileo of ThinkLikeASpy.com - one of the country’s premier experts on identity theft. John is joining us to discuss the measures people must take to protect the identity of deceased loved ones.

posted Thursday, Apr 24, 2008 at 11:48am