Money Mountaineering with Actuary Peter Neuwirth

Join us for this week’s episode of Money Mountaineering with Peter Neuwirth: Meet our guest — David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

Join us: December 20, 2022, 5:30 PM Eastern / 2:30 PM Pacific

A Note from Peter Neuwirth — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth?

Meet our guest: David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

About David: ​As a principal and actuary based in Buck’s Secaucus, New Jersey office, David is a leader in the areas of innovation, executive benefits, and mergers and acquisitions, Scharf has more than 30 years of experience working with clients and their employee benefits programs.  He also serves on the board of directors of the Conference of Consulting Actuaries (CCA) and is currently their president-elect.  As president-elect, Scharf provides direction on the CCA’s strategic plan and serves as chair of their Strategic Planning Committee; he previously held a variety of leadership positions within the organization since joining in 2000.   He is a frequent speaker at industry conferences and has numerous published articles.  Additionally, he serves on the Network of Actuarial Women and Allies (NAWA) Partnership Committee and participated in a U.S. Government Accountability Office (GAO) research study on nonqualified deferred compensation plans.  Scharf graduated with honors from Yeshiva University in New York with a bachelor’s degree in economics and mathematics. Click here to learn more.

And click here to learn more about actuary and author Peter Neuwirth: www.PeterNeuwirth.com • Listen to our podcasts on PeterNeuwirthRadio.com • Watch all of our episodes: www.PeterNeuwirth.tv

Since graduating from Harvard with a degree in mathematics and linguistics in 1979, Peter Neuwirth has held actuary leadership positions at consulting firms including Aon, Hewitt Associates, Watson Wyatt Towers, Perrin, and Towers Watson. He also ran the actuarial firm Coates Kenney and spent a year at Price Waterhouse.

Currently a Fellow of the Society of Actuaries and the Conference of Consulting Actuaries, Pete regularly consults with the largest corporations in the world about their retirement plans with a focus on time risk and money.

“These fundamental concepts shape our world,” explains Pete, a sought-after speaker for professional conferences and frequently quoted in national mainstream and trade publications.

After being asked too many times: “What is an actuary, exactly?” Pete has written two books to answer another question: “How does an actuary think, and why does it matter?”

His first book, What’s Your Future Worth, is an accessible step-by-step guide to using the powerful concept of Present Value. Pete explains, “My goal is to help readers determine the value today of something that might happen in the future and evaluate outcomes that might arise from choosing one path instead of another.”

In his newest book, Money Mountaineering, Pete shares his views on the challenges we face to survive and thrive in a complex, uncertain, noisy and sometimes irrational wilderness. “I hope to help readers better understand the financial world they must live in and what they must do to make their way through it,” Pete shares.

Pete is also a senior consulting actuary for CapAcuity, a member of the University of Illinois Academy for Home Equity in Financial Planning, and the outside director at Rael & Letson. He is a longtime resident of Northern CA. Learn more at www.peterneuwirth.com.

Upcoming Podcasts

Previous Episodes
Tuesday, November 15th, 2022

Join us for this week’s episode of Money Mountaineering with Peter Neuwirth: Meet our guest — David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

Join us: December 20, 2022, 5:30 PM Eastern / 2:30 PM Pacific A Note from Peter Neuwirth — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: David Scharf, president-elect, Conference of Consulting Actuaries (CCA) About David: ​As a principal and actuary based in Buck’s Secaucus, New Jersey office, David is a leader in the areas of innovation, executiveClick here to listen to the podcast!

Wednesday, October 19th, 2022

Join us for this month’s episode of Money Mountaineering with Peter Neuwirth: Meet our guest — Mary Jo Lafaye, a licensed Home Equity Retirement Income (HECM) specialist with Mutual of Omaha Mortgage

Join Pete: November 29, 2022 at 2:30 PM Pacific December 2022: A Note from Peter Neuwirth — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Mary Jo Lafaye, a licensed Home Equity Retirement Income (HECM) Specialist with Mutual of Omaha Mortgage Today’s Topic: The practicalities of getting a reverse mortgage, the real-life considerations that individuals and couples need toClick here to listen to the podcast!

Saturday, October 1st, 2022

Join us for this month’s episode of Money Mountaineering with Actuary Peter Neuwirth: Meet our guest — Barry H. Sacks, PhD, JD, Reverse Mortgage/Retirement Portfolio Longevity Expert

October 2022: A Note from Actuary Peter Neuwirth — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, we learn from experts how to plan for your best financial future. Today’s Topic: From reverse mortgages to leaving a legacy, learn how to generate lifetime income Meet today’s guest: Barry H. Sacks Ph.D. earned his Ph.D. in semiconductor physics from M.I.T., then taught at U.C. Berkeley. He earned a J.D. fromClick here to listen to the podcast!

Thursday, September 1st, 2022

Let’s Go Money Mountaineering with Actuary and Author Peter Neuwirth: Welcome to Pete’s Podcast!

September 2022: A Note from Hope Katz Gibbs, producer, Inkandescent Radio — Hello and welcome to our first episode of a new show on the Inkandescent Radio network — Money Mountaineering with actuary Peter Neuwirth, FSA, FCA — entitled What’s Your Future Worth? I’m Hope Katz Gibbs, producer of the podcast network InkandescentRadio.com, and I am thrilled to be here today with Pete! About Pete: After graduating from Harvard College in 1979 with a degree in Mathematics and Linguistics, Pete wentClick here to listen to the podcast!

Friday, January 21st, 2022

Episode 49: Margaritas with Marguerita Cheng, CFP® Pro — Meet Peter Neuwirth, author of Money Mountaineering and What’s Your Future Worth

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook. Meet our guest: Peter Neuwirth, author, Money Mountaineering: Using the Principles of Holistic Financial Wellness to Thrive in a Complex World and What’s Your Future Worth: Using Present Value to Make Better DecisionsClick here to listen to the podcast!