RECENT PROGRAMS

SOCIAL SECURITY GURU MARY BETH FRANKLIN ON SPECIFIC BENEFIT ADVANTAGES FOR DIFFERENT SITUATIONS

August 15, 2019
It’s the start of the summer fund-raising season on Public Television, so WEALTHTRACK might not be airing on your local channel. Consequently, we are revisiting some interviews that have been of great interest to our viewers. In case you missed it, this week we have an exclusive interview with great investor Mark Yockey. You can watch it again here.

NEW THIS WEEK…: Some additional discussion about how Social Security rules are changing.  As benefits guru, Mary Beth Franklin told us on a recent WEALTHTRACK, there are nearly 3,000 rules governing this benefit and there are specific advantages for different situations.

DIVORCE

RETIRING SINGLE

MEDICADE IS NOT FREE

Listen to the audio only version here:

SOCIAL SECURITY: THE NEW RULES WITH BENEFITS GURU MARY BETH FRANKLIN

August 9, 2019

Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize.
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BILL MILLER IV ON HOW HIS INVESTMENT STYLE DIFFERS FROM HIS DAD’S, LEGENDARY INVESTOR BILL MILLER

August 2, 2019

Who is carrying on the traditions of today’s great investors? When you are investing in a fund with an impressive track record and distinctive philosophy and approach is there any guarantee that those qualities will continue with the next generation?

We recently launched a new series on “Next Generation Investors” on WEALTHTRACK to introduce the younger portfolio managers sharing management responsibilities with some legendary investors.

This week we have another exclusive with Miller with the Co-Portfolio Manager of a very different and younger fund. This fund is a family affair. Miller’s Co-Portfolio Manager is his son, Bill Miller IV, known in the firm as “Bill Four”.

Our premiere episode was an exclusive with Bill Miller and Samantha McLemore, the Co-Portfolio Manager of his flagship Miller Opportunity Trust fund which has beaten the market and its mutual fund competitors since the market bottom in 2009.

Finding high income at value prices is a team approach with legendary investor Bill Miller and portfolio manager son, Bill Miller IV.
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MARKET-BEATING RETURNS WITH NEXT GENERATION INVESTOR SAMANTHA MCLEMORE

July 26, 2019
We are revisiting a popular recent program with award-winning financial planner Mark Cortazzo on the danger of portfolio volatility in retirement. Watch this episode again here.

NEW THIS WEEK: We have launched a new series on WEALTHTRACK, Next Generation Investors, to introduce ourselves and you to the younger portfolio managers working alongside today’s investment greats.

As part of that series, we are doing one on one podcasts with the less well known, but deserving partners.

Our guest this week is Samantha McLemore, Portfolio Manager at Miller Value Partners, who has been working with legendary investor Bill Miller since graduating from college in 2002.

SAMANTHA MCLEMORE


From the WEALTHTRACK Archives: More from Mark Cortazzo

IF YOU’VE WON THE GAME, STOP PLAYING

July 17, 2019
This summer weekend we are revisiting a recent program about the greatest retirement fear – running out of money. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it. Watch it again now.

NEW THIS WEEK… Influential investment advisor and author Bill Bernstein shares key insights with Morningstar’s Christine Benz and Jeff Ptak in their new podcast series “The Long View” which they are sharing with us on WEALTHTRACK this week.
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