Award winning personal finance journalist Mary Beth Franklin has become a sought after expert on maximizing Social Security benefits. A certified financial planner and author of the eBook, “Maximizing Your Social Security Retirement Benefits”, she explains how she transitioned from personal finance generalist to Social Security guru. Watch the related WEALTHTRACK episode.
Guests
FRANKLIN: RETIREMENT ESSENTIALS
Retirement essentials with award winning personal finance journalist and Social Security expert Mary Beth Franklin. Why you need a new balancing act for a secure retirement.
SINGER: MACRO MATTERS
Why are events in Greece and China so important to investors? In a rare interview, top performing, five-star rated Portfolio Manager, Brian Singer of the William Blair Macro Allocation Fund explains why macro matters.
BITCOIN POTENTIAL
Five-star fund manager, Brian Singer invests in multiple asset classes around the globe, including currencies in his William Blair Macro Allocation fund. It turns out he is fascinated by the virtual currency, Bitcoin as well as blockchain encryption, the technology behind it. Watch the related WEALTHTRACK episode.
RYON: PUERTO RICO’S PROBLEMS
How did Puerto Rico, the 3rd largest issuer of municipal debt in the U.S. get into the situation where it cannot pay its bills or meet its debt obligations? Thornburg Investment Management’s 5 star municipal bond fund manager, Christopher Ryon gives us the low down. Watch the related WEALTHTRACK episode.
FRIDSON: INCOME VARIETY
For year Martin Fridson was considered to be the guru of high yield bonds, an area he became a specialist in as a bond analyst and strategist at major Wall Street firms. However in 2013 he launched a new wealth management firm specializing in income investing from a wide variety of sources. Why did he […]
