All or Nothing in a Retirement Income Plan

Couple reading retirement plan

One of the challenges many people have when creating a retirement income plan is they meet with ten different financial advisers, and end up with ten different opinions about the right way to create a plan. Most of the disagreement among financial advisers will be based on which financial vehicles you should use to implement […]

136 The Psychology of Money with Dr. Hersh Shefrin

Jason interviews Dr. Hersh Shefrin. Hersh Shefrin is the Mario L. Belotti Professor of Finance at Santa Clara University. He is one of the pioneers in the behavioral approach to economics and finance. The January 2001 issue of CFO magazine lists him among the academic stars of finance. A 2003 article in the American Economic […]

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. […]