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INVESTOR IN THE FAMILY Radio

The average DIY investor has annual returns of 2.9%. Don't be that guy. Learn to invest with Investor in the Family through our community, training, and education. This podcast exists to help you learn to invest. Whether you've been in the market for years or are just beginning to dip your toes in the water. Our show features interviews with seasoned, professional veterans with the goal of providing an enjoyable and tangible learning opportunity for all of our listeners. Seeking Alpha Certified
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Now displaying: December, 2015
Dec 28, 2015

CPA since 1990 a CFA charter holder since 2000. He has a bachelors degree in Business Admin. with a concentration in Economics. His experience includes both private and public sector and careers in accounting, financial and market analysis, product development, transportation services and investment management.

Dec 21, 2015

Sophia Bera, CFP® is not your father’s financial planner. After working in traditional financial planning firms since 2007 she quit her job to launch her own company, Gen Y Planning. Now, she’s a location independent entrepreneur and is the top Google search for “Financial Planner for Millennials.

Sophia’s been quoted in The New York Times, Forbes, Business Insider, AOL, The Wall Street Journal, Money Magazine and more. She was named one of “10 Young Advisors to Watch” by Financial Advisor Magazine and one of the “Top 40 Under 40” by InvestmentNews. She spends her free time doing yoga, tweeting, and eating amazing food from around the world with her friends.

Dec 17, 2015

Compassion International is a child-advocacy ministry that pairs compassionate people with those who are suffering from poverty. The ministry releases children from spiritual, economic, social, and physical poverty. The goal is for each child to become a responsible and fulfilled adult.

Dec 14, 2015

Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on 95.5FM and AM 750 WSB.

Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA).  CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. Wes is also a partner at Wela, a digital advisory service based in Atlanta that offers free financial management tools and the ability for clients to work online with a financial planner.

In 2014 and 2015, Barron’s Magazine named Wes as one of America’s top 1,200 Financial Advisors. In 2014, he was named as one of the top 40 investment advisors (under 40) in the country by Investment News in their inaugural list.

In addition, Wes is a weekly guest financial columnist for AJC.com, the website of The Atlanta Journal-Constitution. He is also the editor and writer for About.com’s Financial Planning blog. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia.

Wes holds a degree in economics from the University of North Carolina, Chapel Hill.  He lives in Atlanta with his wife and three sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.

Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press). His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014), has been a best seller in the retirement planning category.  This book’s unique message and research struck a chord with readers and the financial community since its release in May of 2014.Wes has also served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network.  He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance.

Dec 10, 2015

Doctors Without Borders/Médecins Sans Frontières (MSF) is a private, international association. The association is made up mainly of doctors and health sector workers and is also open to all other professions which might help in achieving its aims. All of its members agree to honor the following principles:

MSF provides assistance to populations in distress, to victims of natural or man-made disasters, and to victims of armed conflict. They do so irrespective of race, religion, creed, or political convictions.

MSF observes neutrality and impartiality in the name of universal medical ethics and the right to humanitarian assistance and claims full and unhindered freedom in the exercise of its functions.

Members undertake to respect their professional code of ethics and maintain complete independence from all political, economic, or religious powers.

As volunteers, members understand the risks and dangers of the missions they carry out and make no claim for themselves or their assigns for any form of compensation other than that which the association might be able to afford them.

Dec 7, 2015

In this interview with Chris Camillo we learn how he used in formation arbitrage to grow his portfolio from under $200,000 to over $3 million in seven years with a compounded annual growth rate of 84%. Sounds pretty crazy right?

When I met Chris a few months ago I was very intrigued with this story and with his company, TickerTags. Chris was gracious enough to give me a copy of his book, Laughing at Wall Street and I actually read it cover to cover on the plane ride home from the conference that we were at. I read a lot but it's rare that are read a book in one sitting like I did Laughing at Wall Street.

I found Chris's story very compelling and I appreciated his approach investing a lot. The intro to this article probably sounds a little bit like a get rich quick proposal. The cool thing is that is actually not the case. In Chris's book and in the podcast he makes it clear there are no guarantees and sometimes we draw the wrong conclusions and make bad investments.

One thing that sets Chris's approach a part in my mind is that he is a strong advocate of not putting your retirement money or other crucial assets at risk through your investing. That money is best put the work in conservative indexes, etc. Chris has a neat method of finding extra money to invest and then leveraging those investments in a way they can lead to significant returns. I'll let you listen to the rest of the podcast to hear more about that story.

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Thank you so much for joining us at investor in the family!

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