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Danielle Town, Author Of Invested: How Warren Buffett And Charlie Munger Taught Me To Master My Mind, My Emotions, And My Money (With A Little Help From My Dad) Chats With DrAlvin.Com

Click Here To Listen Danielle Town A 12-Month Plan to Financial Freedom "A terrifically informative and thoughtful book." - Gretchen Rubin, bestselling author of The Happiness Project and The Four Tendencies In this essential handbook—a blend of Rich Dad, Poor Dad and The Happiness Project—the co-host of the wildly popular InvestED podcast shares her yearlong journey learning to invest, as taught to her by her father, investor and bestselling author Phil Town. Growing up, the words finance, savings, and portfolio made Danielle Town’s eyes glaze over, and the thought of stocks and financial statements shut down her brain. The daughter of a successful investor and bestselling financial author of Rule #1, Phil Town, she spent [...]

By |April 10th, 2018|Finances|0 Comments
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Julie Jason, Author Of Retire Securely: Insights On Money Management From An Award-Winning Financial Columnist Chats On DrAlvin.com

Click Here To Listen Julie Jason A curated collection of the best retirement advice from financial advisor Julie Jason’s acclaimed nationally syndicated column. Being able to retire securely, with enough income to last—and allow you to enjoy—your post-work life, is a major concern not only for seniors, but for everyone. And you shouldn’t wait for the last minute to plan. To make sure you’re ready, take the advice of Julie Jason, an internationally recognized authority on retirement savings whose popular column receives fan mail . . . with plenty of questions. Organized in 10 sections, each following a theme, Retire Securely is her accessible, easy-to-read collection of need-to-know facts about a process that can be [...]

By |April 10th, 2018|Finances|0 Comments
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WilliamsonBusiness.Net 100 Leading Women 2018: Cindy Boteler

Click Here To Listen Williamson Business 100 Leading Women Cindy Boteler Cindy Boteler is a Financial Professional with AXA Advisors in Franklin, Tennessee. AXA currently ranks #25 of fortune 500 companies and is located in over 60 countries. AXA is one of the largest life and wealth management companies in the world. Cindy works well with small business owners from investing to providing protection on the business side as well as their personal needs. Her banking background helps her work seamlessly in providing life insurance to small businesses to use as collateral for SBA loans. She works tirelessly to make sure her contacts and clients always feel like a priority. Cindy did not wake up [...]

By |March 16th, 2018|Finances, Williamson Leading, Women|0 Comments
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WilliamsonBusiness.Net 100 Leading Women 2018: Sarah Hardee

Click Here To Listen Williamson Business 100 Leading Women Sarah Hardee As Audit Principal, she manages a team of six auditors. Her primary responsibilities are technical review of attest services provided by the firm, monitoring quality control in accordance with the firm’s standards and is team capital for peer review services. Sarah has particular expertise in audits conducted in accordance with Governmental Auditing Standards, as well as audits of nonprofits and employee benefit plans. She is often asked by other peer reviewers to participate in reviews of other audit firms due to her specialized knowledge and experience with high risk benefit plans such as multi-employer, defined benefit and employee stock ownership plans (ESOP). Sarah conducts [...]

By |March 9th, 2018|Finances, Williamson County, Williamson Leading, Women|0 Comments
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NashvilleBusiness.Net 100 Leading Women 2018: Talia Lomax-O’dneal

Talia Lomax-O'dneal was appointed Metro Director of Finance in October 2015, shattering two glass ceilings by becoming both the first woman and the first African American to occupy this post. As the Director of Finance, Talia has focused her efforts in four key areas: accountability, transparency, innovation and professional development. Among her proudest achievements is the Innovation Investment Fund which encourages collaborative, outcomes based private-public partnerships known as Public Investment Plans or PIPs. Whether helping the public better understand how the department works through a new Finance Foundations video series or engaging the community in the budgeting process with Balancing Act—Talia believes in empowering the Finance team to try new, innovative ways to make the [...]

By |March 7th, 2018|Finances, Government, Nashville Business, Nashville Leading 100, Women|0 Comments
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NashvilleBusiness.Net 100 Leading African Americans 2018 Recipient: Dr. Deborah A. Cole

Click Here To Listen Nashville Business 100 Leading African Americans Dr Deborah A Cole-Citizens Deborah A. Cole, a native Tennessean is a graduate of Tennessee State University in Nashville, Tennessee where she earned, with high distinction, the Bachelor of Science and Masters of Business Administration Degrees. She has completed numerous technical, regulatory, lending and strategic planning courses as part of her on-going bank related education and is a Certified Community Bank Compliance Officer. She is a graduate of the Graduate School of Banking of the South at Louisiana State University-Baton Rouge, Louisiana and received certification as a Trust Operations Specialist from the Cannon Financial Institute at the University of Notre Dame, South Bend, Indiana. Deborah [...]

By |January 25th, 2018|African Americans, Biography, Finances, Nashville Business, Nashville Leading, Women|0 Comments
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NashvilleBusiness.Net 100 Leading African Americans 2018 Recipient: Charles Winfrey

Click Here To Listen Nashville Business 100 Leading African Americans Charles Winfrey Charles E. Winfrey, Jr is a well-known financial expert in the matters of retirement income planning. Since 1995, he has assisted clients to preserve their capital, increase their income, avoid estate taxes, and protect their estate values. He has advised physicians and business owners approaching retirement, retired teachers and retired AT&T, NES, HCA, Nissan and Vanderbilt employees. His unique retirement and estate planning seminars have been very popular among retirees and pre-retirees. Charles is best known as author of the books “Seven Secrets to Financial Success”, “Rollover Mistakes Retirees Make” and his latest book “Legacy.” Charles is a graduate of the University of [...]

By |January 4th, 2018|African Americans, Biography, Finances, Nashville Business, Nashville Leading|0 Comments
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WilliamsonBusiness.Com 100 Leading African Americans 2018 Recipient: Robert Stokes

Click Here To Listen Williamson Business 100 Leading African Americans Robert Stokes Robert "Bob" Stokes moved to middle Tennessee in 2012 as a result of a transfer with Edward Jones where he manages an office in Brentwood. He began his career with Edward Jones in 2008 in Michigan. Bob began his professional career following graduation from the University of Arkansas at Pine Bluff, where he majored in business administration and minored in military science. As an Army ROTC cadet, Bob was commissioned as a 2nd lieutenant in the U.S. Army and served three years in various capacities. Bob earned his MS degree in business from Central Michigan University while serving in the Army and completed [...]

By |December 29th, 2017|African Americans, Biography, Brentwood, Finances, Williamson 100, Williamson Leading|0 Comments
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NashvilleBusiness.Net 100 Leading African Americans 2018 Recipient: Jeff McGruder

Click Here To Listen Nashville Business 100 Leading African Americans Jeffrey McGruder My strengths are in personal and commercial credit analysis, financial structuring, and community outreach. My banking philosophies are built on conservative practices. I have a passion for teaching financial literacy to clients and the rest of the community. In college, I was a student assistant coach/ walk-on at David Lipscomb University under head coach Don Meyers and was a recruiting assistant / walk-on at the University of Tennessee under head coaches Jerry Green and Buzz Peterson. I am an East Nashville native, an Eagle Scout and "Basketball Aficionado". My financial services background began with Wells Fargo Financial in Knoxville, TN. I transitioned my [...]

By |December 19th, 2017|African Americans, Biography, Finances, Leadership, Nashville Business, Nashville Leading|0 Comments
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Diana B. Henriques, Author Of First-Class Catastrophe, A: The Road To Black Monday, The Worst Day In Wall Street History Chats On DrAlvin.Com

Click Here To Listen Diana Henriques First Class The definitive account of the crash of 1987, a cautionary tale of how the U.S. financial system nearly collapsed--from the bestselling author of The Wizard of Lies Monday, October 19, 1987, was by far the worst day in Wall Street history. The market fell 22.6 percent – almost twice as bad as the worst day of 1929 – equal to a one-day loss of nearly 5,000 points today. Black Monday was more than seven years in the making and threatened nearly every U.S. financial institution. Drawing on superlative archival research and dozens of original interviews Diana B. Henriques weaves a tale of missed opportunities, market delusions, and [...]

By |November 16th, 2017|Business, Finances|0 Comments
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