WEB EXTRA

Find EXTRA information here to make you a more successful long-term investor. Each week we add another nugget of financial information, whether it be proprietary research from our guests’ firms, lists of recommended stocks not mentioned on-air, or an audio-cast with WEALTHTRACK’s Brain Trust. In addition, find segments of web- exclusive interviews that give insight into what makes our guests the best in the business.

HOPKINS: RETIREMENT INCOME CHALLENGE

Leading retirement income expert, Jamie Hopkins is one of the creators of the curriculum for the relatively new certification for financial planners called the Retirement Income Certified Professional, or RICP. As baby boomer investors make the challenging transition from accumulating assets while working to spending them in retirement, Hopkins says much of the financial advisory ...

TRENNERT: THOUGHT INFLUENCERS

THOUGHT INFLUENCERS

Barron’s has called Jason Trennert one of Wall Street’s Best Minds. What books are keeping his mind sharp? He gave us two recent reads that have influenced his thinking on two different topics.

Watch the related WEALTHTRACK episode.

NADEL: DRAMATIC LESSONS

DRAMATIC LESSONS

Top performing international fund manager David Nadel learned the power of recurring cash flows early. His Dad, Warren Nadel was a dentist by profession but a successful songwriter, guitarist, and singer in his spare time. Under his stage name, Randy Starr, Dr. Nadel wrote a number of top ten hits for Elvis ...