Tuesday, Sep 10, 2024

Chip Lupo

writer / analyst, WalletHub

The Survey Said

On Twitter: @cloop803; @wallethub

Links: wallethub.com; wallethub.com/edu/best-places-to-retire/6165


George Young

Monday, Sep 09, 2024

George Young

co-manager, Villere Balanced (VILLX) and Villere Equity (VLEQX)

Money Life Market Call

Links: villere.com

George Young

David Souccar

Friday, Sep 06, 2024

David Souccar

international equity portfolio manager, Vontobel Quality Growth

The Big Interview

On Twitter: @Vontobel_AM; @Vontobel_AM_PR

Links: am.vontobel.com/en/quality-growth-boutique

David Souccar

Kelley Wright

Friday, Sep 06, 2024

Kelley Wright

editor, Investment Quality Trends

Money Life Market Call

On Twitter: @IQTrends

Links: iqtrends.com

Kelley Wright

Joel Dickson

Wednesday, Sep 04, 2024

Joel Dickson

global head of advice methodology, Vanguard

The Other Interview

On Twitter: @Vanguard_Group

On LinkedIn: linkedin.com/in/joeldickson/

Links: vanguard.com; advisors.vanguard.com/content/dam/fas/pdfs/TAX062024.pdf

Joel Dickson

John Cabell

Wednesday, Sep 04, 2024

John Cabell

managing director of payments intelligence, J.D. Power

The Survey Said

On Twitter: @JDPower

Links: jdpower.com; jdpower.com/business/press-releases/2024-us-credit-card-satisfaction-study

John Cabell

David Goerz

Wednesday, Sep 04, 2024

David Goerz

chief executive / investment officer, Strategic Frontier Management

The Big Interview

On Twitter: @StrategicCAPM

Links: StrategicCAPM.com; strategiccapm.com/commentary

David Goerz

Michael Ball

Tuesday, Sep 03, 2024

Michael Ball

managing director/portfolio manager, Weatherstone Capital Management

The Big Interview

Links: weatherstone.com

Michael Ball

George Kinder

Tuesday, Sep 03, 2024

George Kinder

author, "The Three Domains of Freedom: Each Moment is Yours, Your Life is Yours, Civilization is Yours"

The Other Interview

On Twitter: @GeorgeDKinder

Links: georgekinder.com; kinderinstitute.com; moneyandmeaning.wordpress.com; fiduciaryinallthings.com; lifeplanningforyou.com; agoldencivilization.com

George Kinder

Matt Schulz

Tuesday, Sep 03, 2024

Matt Schulz

chief credit analyst, LendingTree

The Book Interview

On Twitter: @ByMattSchulz; @LendingTree

Links: mattschulz.com; lendingtree.com; lendingtree.com/credit-cards/study/card-access-kids/

Matt Schulz
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