Howard Pressman, CFP® at the financial services firm Egan Berger & Weiner LLC says that like most people, he loves a good scare — especially at Halloween time. But when it comes to planning ahead for your financial future, the last thing he wants to be…more
Karen Hanrahan is an appointee in the Obama Administration serving as the Deputy Assistant Secretary of Human Rights and Democracy. She has also worked with Ambassador Richard Holbrooke and Secretary of State Hillary Clinton. Karen has been the U.S.…more
Bringing visitors to the hallowed ground where the Founding Fathers and Mothers lived is the focus of most of the Grateful American™ Series. So it is pleasure today to be with Cate Magennis Wyatt, founder and president of the Journey Through Hallowed Ground…more
On this episode of Finance Rules, CFP Michael Egan shines a spotlight on a topic that is near and dear to the hearts of many parents and 20somethings: Millennials and Money. “People in their 20s and early 30s have a lot of distractions, from wanting to…more
When it comes to tapping into your intuition, it’s helpful to have tools that enable you to go deeper into the practice, knows Edemir Rossi, a Brazilian who for decades has been teaching what he calls “practical spirituality.” “It…more
What is the value of teaching more kids and adults about American history? That’s the question that Jim Basker asked GratefulAmericanFoundation.com founder David Bruce Smith. Basker clearly knows the value of having a comprehensive view of American…more
LSD? Ecstasy? Really? Yes, insists Tom Shroder, author of “Acid Test.” In his new book, he makes a convincing argument and encourages us to open our minds to the fact that lysergic acid diethylamide (LSD) can heal. The former Washington Post…more
When it comes to teaching American history, James G. Basker is known for being able to bring to life the stories, facts, and events of the past. As president of the Gilder Lehrman Institute of American History since 1997, Basker has overseen the development…more
Aging is inevitable, and how we handle the process depends on how we prepare for it, insists insurance agent Dave Beck, a partner at the financial services firm Egan, Berger & Weiner. “It’s a tough topic,” Beck knows, and one that he is…more
If you have an IRA, you might not be aware that changes have been made at the federal level regarding your account. In this podcast interview, CFP Bryan Beatty tells us that sometimes an IRA is not a retirement account. Specifically, Beatty explains: 1. IRAs…more
Did you know that women are twice as likely to live below the poverty line during retirement? “It’s shocking, and unfortunately it’s true,” shares Financial Adviser Carmen Wu of Egan, Berger & Weiner LLC. In this podcast interview…more
What were James and Dolley Madison really like? For insights into the lives of these founders of the country, we visited with Kat Imhoff, who has been president of The Montpelier Foundation since January 2013. You’ll be fascinated and delighted to learn…more
What happens when you are so successful in your business that you have all the financial security you worked so hard for — and now, anything is blooming possible? “The answer may be harder to come up with than you think,” admits Ana Dutra, 50, the…more
What do you know about the amazing Dolley Madison? If it’s cupcakes, you don’t know the real story, insists Dr. Catherine Allgor, a professor of history at the University of California and Yale Ph.D., who is now the director of education and the…more
“Knowledge will forever govern ignorance: And a people who mean to be their own Governors, must arm themselves with the power which knowledge gives,” President James Madison famously said in 1822. That quote is part of the inspiration for the…more
“To hear the financial services industry tell it, retirement looks like a distinguished gray-haired man and an attractive silver-haired woman walking hand in hand down a magnificent beach, enjoying the sunset while gazing lovingly and contentedly into…more
What inspired David Bruce Smith to write “Three Miles from Providence: The Tale of Abraham Lincoln and the Soldiers’ Home”? That’s just one of the questions that Angela Sontheimer, managing director of The Lincoln Leadership Institute at…more
On this episode of David Bruce Smith’s Grateful American™ Series, you’ll head inside the home of founding father Alexander Hamilton. The Hamilton Grange National Memorial is a National Park Service site in upper New York City. And to talk about…more
What do handstands and marketing have in common? That’s the question the yogi and serial entrepreneur Andrea Allen answers in her new series, “Do you ever wonder how yogis easily stick a handstand, meditate for long periods of time or effortlessly…more
When it comes to the Revolutionary era, there’s no better storyteller than best-selling author Tom Fleming. In fact, The Intimate Lives of the Founding Fathers, is most relevant for our Grateful American™ Series, and one of the books David Bruce Smith…more
With tax day looming, here are some tips to consider from CFP® Michael Egan, a founding partner at the Northern Virginia financial services firm, Egan Berger & Weiner, LLC. “In our financial planning practice we do not prepare tax returns, but we…more
We are here today with Clea Newman in Westport, CT. She is the Senior Director of External Affairs with the SeriousFun Children’s Network. Clea also serves as a spokesperson for the organization helping to elevate awareness of the brand and advance the…more
For American history buffs, there’s nothing quite like visiting the home of a former president. And when that president is one of the nation’s most revered and beloved, as is Abraham Lincoln, it’s especially meaningful to meander through his…more
WELCOME to Finance Rules: The Egan, Berger & Weiner Financial News Radio Show. On this month’s episode EBW partner and CFP® Bryan Beatty gives insight into financial planning for the generations. It’s a fascinating topic that parents are eager to…more
We are here today at the hq of SeriousFun in Westport, CT with Alyson Fox, Director of Global Partnership Program of the SeriousFun Children’s Network. Founded in 1988 by actor Paul Newman, this incredible program serves more than 440,000 children who are…more
At SeriousFun headquarters in Westport, CT, Steve Nagler (Director of Program Innovation and Evaluation) and Kelly Elliott (Interim Director, Camp Support Services) are hard at work making sure that thousands of children suffering from illnesses in 50…more
Adam Goodheart is the author of the “New York Times” bestseller, “1861,” and the forthcoming “1865, two books that capture the stories that give us tremendous insight into the real people who fought and lived during the Civil War. A…more
Jim Barnes is a book editor and director of the IPPY Awards, shorthand for the Independent Publisher Book Awards. He has been involved with the program since 1997. What are the IPPY’s and why have hundreds of self-published authors applied to win the…more
Are you a victim of credit fraud or identity theft? Sadly, it could be your fault,” says Certified Financial Planner Bryan Beatty, who in this podcast helps us avoid common mistakes. In this interview Bryan explains: What do you do if you have been the…more
Born in Northern Illinois, award-winning playwright and screenwriter Darrah Cloud debuted her work on the American stage in 1982 with The House Across the Street. The success of her second produced play, The Stick Wife, secured her place among feminist…more
