135 Donor Advised Funds with Eileen Heisman

Jason interviews Eileen Heisman, CEO of National Philanthropic Trust. Eileen is a 30 year charitable giving and planning expert, and is the CEO of National Philanthropic Trust, the largest independent donor advised fund administrator. She has been named to the Non Profit Time’s Power & Influence list multiple times and is a lecturer at University of Pennsylvania. […]

June 2017 Quick Clicks for the Financial World

Read these quick articles to get the current heartbeat of the financial world Bloomberg: Bill Gross Says Market Risk is Highest Since Pre-2008 Crisis Washington State Medical Association: Physician Orders for Life-Sustaining Treatment (POLST) Washington Law Help: Estate Recovery for Medical Services Paid for by the State Washington Law Help: Questions & Answers on the COPES Program (Community Options […]

134 Finance for Normal People with Dr. Meir Statman

Jason interviews Dr. Meir Statman. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is “Finance for Normal People: How Investors […]