204 Family Offices with Richard Wilson

Jason talks with Richard Wilson about family offices that serve families with assets of $100 million or more.  Richard C. Wilson helps implement discreet full balance sheet family office solutions for $100M+ net worth families through his firm Centimillionaire Advisors, LLC. Richard is also the founder of the Family Office Club, the largest membership-based family […]

203 White Coat Investor with Dr. James Dahle, MD

Jason interviews Dr. Dahle and discusses the common mistakes high income earners make with their money. James M. Dahle, MD is a practicing emergency physician and the founder of The White Coat Investor, the most widely read physician-specific personal finance and investing website in the world with over 1.2 Million page views a month. He […]

202 Investing In Retirement with Paul Merriman

Jason and Paul discuss investing in retirement and why it is important to play defense.  Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, […]