Barry Kaye founded the Wealth Creation and Preservation industry, which today is a professional focus of countless attorneys, financial advisors, and life insurance salespeople. Between them, those engaged in the ever-burgeoning field have helped to preserve and create over $15 billion in saved estate tax costs and optimized assets for their clients.
Barry Kaye was also the catalyst for the development of the type of life insurance policy — the last-to-die, survivorship policy — which is the single most effective financial tool available for accomplishing these concepts and techniques.
Wes Moss is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and partner at Capital Investment Advisors Inc., one of the largest fee-only planning firms in the state of Georgia. His goal is to help listeners and clients make smarter financial decisions – helping them sleep well at night.
Wes assumes the helm of the show originated by the late Mike Kavanagh, who was also a CERTIFIED FINANCIAL PLANNERâ„¢ professional and partner at Capital Investment Advisors, Inc.
What is a “Safe Money Strategy” today? Ed Gjertsen, CFP and Chairman of the Illinois Financial Planning Association is also a vice president of the financial planning and money management firm of Mack Investment Securities, Inc. He has been a certified financial planner for more than 16 years. He founded the Mutual Bond Group, an organization dedicated to guiding surviving spouses to financial independence. Gjertsen is past president and chairman of the Financial Planning Association of Illinois, and co-founded the Association’s National Diversity Initiative. He holds a bachelor of science degree in economics from Illinois State University. He and his wife reside in Winnetka, Ill., with their two children.
Dani Johnson is an internationally sought after speaker, best-selling author, success coach, financial and relationship marketing expert and founder of Call To Freedom Int’l, a personal achievement and corporate training company.
Dani knows first hand what it takes to overcome adversity and succeed in life. She went from growing up in an abusive, drug afflicted home to striking it out on her own in business at the early age of 19, only to wind up destitute and homeless living out of her car with $2.03 to her name. Then something changed.
Tim is a CERTIFIED FINANCIAL PLANNERâ„¢ (CFP®), Chartered Financial Consultant (ChFC®), Certified College Planning Specialist (CCPS), and Chartered Mutual Fund Counselor (CMFC®). He is a graduate of Wesleyan University and has managed his financial planning practice for over 10 years in a suburb of Boston.
In addition, he has appeared in SmartMoney Magazine, Money Magazine, The Associated Press (AP), InvestmentNews, The Chronicle for Higher Education, and on The Lou Dobbs Show, MSN Money, CNNMoney, NECN, and WBZ-TV in Boston. Visit his website at www.collegeplusretirement.com.
Gene Amromin is a senior financial economist in the financial markets group at the Federal Reserve Bank of Chicago. Prior to joining financial markets group in 2008, he had been a financial economist since 2005 with the payments studies group at the Chicago Fed. His research interests include household financial decision-making, retirement savings, payment choices and taxation and corporate finance. Amromin’s research has been published in the Review of Finance and the National Tax Journal.
Douglas R. Andrew has extensive experience in business management, economics, accounting, gerontology (as it relates to the economics of aging), financial and estate planning, and advanced business and tax planning. He is currently the owner and president of Paramount Financial Services, Inc., a comprehensive personal and business financial planning firm with several divisions. Doug helps people find their missed fortune using his asset optimization, equity management, and wealth empowerment strategies. His first two books, Missed Fortune and Missed Fortune 101, are national bestsellers. The Last Chance Millionaire became a New York Times bestseller in 2007. His newest book, Millionaire by Thirty, written with his two sons, Aaron and Emron Andrew, was released in May of 2008.
As a financial strategist and retirement specialist, Doug shows people how to accumulate money on a tax-favored basis to achieve the highest possible net spendable retirement income. Paramount Financial teaches people how to successfully manage equity to enhance its liquidity, safety, and rate of return, as well as maximize tax benefits. Doug also specializes in helping people optimize not only financial assets but also the Core, Experience, and Contribution assets – comprising “True Wealth” – on the family balance sheet.
Douglas Andrew is a masterful communicator with the unique ability to take complex strategies and make them simple to understand through the use of powerful metaphors. Doug is a nationally recognized speaker and teaches the Missed Fortune True Wealth Transformation strategies in public seminars throughout America, as well as through TeleSeminars and Webinars. He as developed a nationwide network of financial professionals referred to as The Equity Alliance Matrix (TEAM). TEAM members are trained with more than fifty hours of intensive instruction and study on asset optimization, equity management, and wealth empowerment.
