WSJ Watching Your Wealth

Introducing WSJ's Secrets of Wealthy Women

Mon, 09 Oct 2017 17:57:31 -0000

Please join The Wall Street Journal's Veronica Dagher on her new podcast called Secrets of Wealthy Women. Money-savvy guests reveal insights for generating wealth and creating financial stability.

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How Sports Teaches Kids About Wealth

Fri, 18 Aug 2017 15:30:05 -0000

Drew Horter, president and founder of Horter Investment Management, discusses how sports can teach kids about money, and breaks down the parallels between playing sports and the business of finance.

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How to Manage the Cost of Aging

Wed, 16 Aug 2017 14:15:36 -0000

Carolyn McClanahan, founder of Life Planning Partners, talks the common financial mistakes we make in planning for the future and breaks down how we can become more proactive in managing our money as we age.

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Your Personal Finance Questions Answered

Mon, 14 Aug 2017 14:01:40 -0000

Altfest Personal Wealth Management's Paul Palazzo joins Veronica Dagher to offer expert advice to listeners' personal finance questions.

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Wealth and Health: Making the Connection

Fri, 11 Aug 2017 14:55:09 -0000

Psychotherapist and confidence coach Karol Ward talks why self-esteem and money go hand in hand, and how to find the right connection between health and wealth.

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Small Towns With Big Millionaires

Wed, 09 Aug 2017 13:16:08 -0000

Kiplinger's Dan Burrows talks what it means to be a millionaire in the United states, with a look at the common threads among small towns with big millionaire populations.

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Investing in the Movie Business

Mon, 07 Aug 2017 14:15:29 -0000

JSF Financial's Mordechai Fishman breaks down everything you need to know about investing in the movies, as well as the risk factors to consider before entering the entertainment business.

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Preserving Sag Harbor From 'Mega-Mansions'

Fri, 04 Aug 2017 14:45:18 -0000

As developers move in to build new mega-mansions in Sag Harbor, the Wall Street Journal's Leslie Brody discusses how residents are pushing to preserve their sense of community in the popular New York summer spot.

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Your Student Loan Questions Answered

Wed, 02 Aug 2017 14:05:21 -0000

Cappex.com's Mark Kantrowitz answers listener questions about student loans and offers key insight in financially planning for the future.

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Hedge Fund Managers Face Big Tax Bills

Mon, 31 Jul 2017 05:00:01 -0000

Hedge-fund managers have accumulated offshore gains without paying federal and state taxes for years. Now Uncle Sam wants to get paid. The Wall Street Journal's Greg Zuckerman has the details.

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Wine Mega-Trends and How to Spot Them

Fri, 28 Jul 2017 05:00:08 -0000

The Wall Street Journal's Lettie Teague breaks down today's most popular wines, and explains how to spot the difference between current wine-fads and lasting trends.

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Money Wars: When Siblings Fight

Wed, 26 Jul 2017 05:00:41 -0000

Ameriprise's Marcy Keckler discusses the most common financial disputes that arise among siblings, and breaks down the best ways families can communicate to overcome them.

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Financial Steps to Take When Your Child Turns 18

Mon, 24 Jul 2017 05:00:14 -0000

Fiduciary Trust's Jody King breaks down the financial steps to take when your child turns 18, with a look at the key issues that come into play when they become an adult.

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Women in Finance: How to Attract Female Investors

Fri, 21 Jul 2017 05:00:39 -0000

Kathleen Dunlap, CEO of Girls Who Invest, talks how more firms are looking to attract young female investors, and breaks down the biggest challenges in getting them interested in financial careers.

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How Cyber Bad Guys Target the Wealthy

Wed, 19 Jul 2017 05:00:59 -0000

With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe.

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Millennials: How to Break Free From Your Parents

Mon, 17 Jul 2017 05:00:16 -0000

Univest Wealth Management's David Geibel breaks down key tips for millennials who want to break free from their parents, with a look at the most common misconceptions about living at home, and how to set a manageable time frame for moving out.

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Big Ticket Purchases to Make This Summer

Fri, 14 Jul 2017 15:00:34 -0000

Courtney Jespersen, retail expert and personal finance writer at NerdWallet, offers key shopping tips and breaks down the best big ticket purchases this summer.

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Improve Investment Outlook ... With Some Color

Wed, 12 Jul 2017 05:00:07 -0000

The Wall Street Journal's Jason Zweig talks how it's the little things that can ultimately improve your investment outlook -- in a more colorful and optimistic way.

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How Women Entrepreneurs Can Take on Funding Gap

Mon, 10 Jul 2017 05:00:00 -0000

Adrienne Penta, co-founder of the Center for Women & Wealth at Brown Brothers Harriman, talks about the funding gap that exists for women in business, and what female entrepreneurs can do to bring in more money for their companies.

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Investing in Craft Beer: What You Need to Know

Fri, 07 Jul 2017 05:00:59 -0000

The Brewers Association's Bart Watson talks about the rapid growth the craft brewery market is seeing, and breaks down everything you need to know if you're thinking about investing in craft beer.

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Hottest Cities for Investing in Real Estate

Wed, 05 Jul 2017 05:00:58 -0000

Roofstock's Gary Beasley breaks down the top cities people are currently investing in, and what you need to consider if you're thinking of buying real estate in a popular new area.

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Life Insurance: Is There Ever Too Much?

Mon, 03 Jul 2017 05:00:29 -0000

Northern Trust's John Voltaggio discusses the variations on the types of life insurance people use, and the best way to determine which one best suits your needs.

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Your Child's Wedding: How to Avoid Financial Pain

Fri, 30 Jun 2017 05:00:00 -0000

RBC Wealth Management's Darla Kashian discusses how to talk to your kids about financing their wedding, from setting a budget to executing a financial plan.

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How to Take Control of Your Financial Destiny

Thu, 29 Jun 2017 05:00:52 -0000

Morningstar's Sarah Newcomb discusses why some wealthy people feel financially vulnerable, and explains how to feel more in control with better "financial health."

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What LGBT Couples Should Know About Estate Planning

Wed, 28 Jun 2017 05:00:35 -0000

Tax and estate lawyer Wendy Hartmann breaks down what LGBT couples need to know about estate planning, including the determining factors of needing an estate plan, and how execute that plan financially.

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How Caregivers Can Prevent Elder Financial Abuse

Mon, 26 Jun 2017 05:00:23 -0000

Allianz Life President and CEO Walter White discusses how as America ages, elder fraud is becoming far more common. Plus, what caregivers can do to prevent financial abuse.

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New Trends in Luxury Travel

Fri, 23 Jun 2017 14:00:49 -0000

Town & Country's Klara Glowczewska talks the newest trends in luxury travel this summer, as well as key tips to consider when traveling abroad.

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How Women Define Wealth

Wed, 21 Jun 2017 13:14:56 -0000

Spectrem's George Walper discusses how wealthy women define being rich and what financial and personal security ultimately mean to them.

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Brad Stewart on the Luxury Sharing Economy

Mon, 19 Jun 2017 05:00:00 -0000

Watching Your Wealth host Veronica Dagher talks with Brad Stewart, CEO of XOJet, about how we have evolved from strict ownership to a sharing economy - including yachts and jets.

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Teaching Your Kids Your Family History

Fri, 16 Jun 2017 05:00:00 -0000

Teaching your family history to your children ties in closely to wealth, says Michael Cole of Ascent Private Capital Management. He tells Watching Your Wealth's Veronica Dagher that family history is where our values come from.

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Opening Your Own Private Museum

Wed, 14 Jun 2017 05:00:00 -0000

Veronica Dagher, host of Watching Your Wealth, talks with Laura Doyle of Chubb about opening your own private art museum.

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What Wealthy Families Can Learn From Working Class

Mon, 12 Jun 2017 05:00:25 -0000

Jonathan Mordoch, co-author of "The Financial Diaries: How American Families Cope in a World of Uncertainty," discusses what wealthy families can learn from families of lesser means.

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A New Way to Make Socially Responsible Investments

Fri, 09 Jun 2017 13:57:13 -0000

The Wall Street Journal's Anne Tergesen discusses emerging concepts and specializations within the evolving new trends of socially responsible investments.

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Why Your Financial Adviser May Be Moving to a New Firm

Wed, 07 Jun 2017 05:00:09 -0000

The Wall Street Journal's Michael Wursthorn discusses why financial advisers tend to switch firms, and offers tips on what clients can do should their adviser change jobs.

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Financial Tips for Blended Families

Mon, 05 Jun 2017 05:00:29 -0000

Fairfield Financial Advisors' Jane King offers expert financial tips for blended families, including when to begin talking about money with your partner, and whether or not to consider a prenuptial agreement.

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Succession Tips for a Family Business

Fri, 02 Jun 2017 05:00:49 -0000

As the successor to his own family business, Marc Stefanski, CEO of Third Federal, breaks down key succession tips for a family business, and how to best hand off the reins to the next generation.

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Investing Legend Jack Bogle's Retirement Advice

Wed, 31 May 2017 05:00:31 -0000

Vanguard founder and investing legend Jack Bogle gives expert advice for folks looking to retire soon. Plus, key investing tips for millennials and insight on how to stay the course despite constant market uncertainty.

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How to Host a Bourbon Tasting Party

Fri, 26 May 2017 14:05:26 -0000

Adam Johnson, Director at the Kentucky Bourbon Trail at Kentucky Distillers' Association, talks all things bourbon, including how to host a quality tasting party.

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What You Need to Know About Hiring a Private Judge

Wed, 24 May 2017 13:34:56 -0000

Adam Lipsic, Partner at Hersh Mannis, discusses the main reasons people use private judges and breaks down everything you need to know about hiring one.

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What Millennials Need to Know About Supporting Their Parents

Mon, 22 May 2017 14:00:30 -0000

As more millennials in their thirties start helping their parents with money, JoycePayne Partners' Michael Joyce talks about what to consider and how it makes the most sense financially.

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Top Risks and Opportunities Facing Today's Investors

Fri, 19 May 2017 04:10:15 -0000

Natixis Global Asset Management's Marina Gross breaks down the main risks and opportunities investors are facing in the market's current climate.

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Sorry, Stock Pickers. You're Bound to Under-Perform

Wed, 17 May 2017 05:00:00 -0000

Even though active mangers often say otherwise, the Wall Street Journal's Jason Zweig explains how history proves that stock pickers will under-perform market averages.

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How Much is Too Much to Give to Your Kids?

Mon, 15 May 2017 16:00:55 -0000

Waldron Private Wealth's Matt Helfrich answers the age old question of how much is enough money to give to your children, and talks the importance of having a financial plan in place that is easy to execute.

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What You Need to Know About Buying a Horse

Fri, 12 May 2017 13:55:20 -0000

On the heels of this year's Kentucky Derby, Matt Helfrich, president of Waldron Private Wealth, discusses the overall costs involved in owning a horse, and offers key vetting tips.

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How Much Do You Really Pay Your Financial Adviser?

Wed, 10 May 2017 05:00:45 -0000

The Wall Street Journal's Michael Wursthorn talks about why figuring out how to pay your financial adviser can be so confusing, and breaks down exactly how much your adviser should ultimately get.

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Lonely at the Top? How to Cope With Success

Mon, 08 May 2017 05:00:24 -0000

Psychotherapist and leadership coach Don Nelson talks about the hurdles that crop up in the face of success and how to handle the feelings that accompany that success.

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529 College Savings Plans Withdrawal Tips

Fri, 05 May 2017 14:20:45 -0000

Savingforcollege.com's Brian Boswell breaks down all things 529 savings plans including what to consider first if you're thinking about one, and key tips on how to financially manage your withdrawals.

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Are Your Adult Children Using You For Your Money?

Wed, 03 May 2017 05:00:01 -0000

McManus & Associates' John McManus discusses the red flags your children may be taking advantage of you financially and how to better communicate with them about money.

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Five Steps to Feel More Financially Confident

Mon, 01 May 2017 05:00:39 -0000

Francis Financial's Stacy Francis breaks down why women (and men) tend to feel anxious about their finances, and key steps we can take to feel more financially confident.

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Money Advice for Future NFL Stars

Fri, 28 Apr 2017 05:00:23 -0000

With the 2017 NFL Draft in tow, Drew Hawkins, Head of Morgan Stanley's Global Sports & Entertainment practice, offers key money advice for future NFL stars, and breaks down the best financial strategy to follow after receiving a multi-million dollar NFL deal.

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Former NY Jet Bart Scott's Financial Tips to NFL Draft Prospects

Thu, 27 Apr 2017 05:00:41 -0000

Amid the highly anticipated 2017 NFL Draft, former New York Jet Bart Scott offers financial tips to NFL draft prospects.

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How to Join a Nonprofit Board

Wed, 26 Apr 2017 05:00:44 -0000

Exponent Philanthropy's Henry Berman discusses how to go about joining a nonprofit board, including the right questions to ask and how to best prepare for possible challenges. Plus, key advice for organizations that want to get more millennials on their board.

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Why Losses Can Be Good For Your Portfolio

Mon, 24 Apr 2017 05:00:03 -0000

CIO of Parametric Paul Bouchey discusses why losses can actually be a good thing for your portfolio and how to take advantage of them for your benefit.

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How to Minimize Conflict in Family Business

Fri, 21 Apr 2017 14:25:37 -0000

Northern Trust's Claudia Sangster talks the biggest sources of conflict in a family business, and how to best minimize the unintended consequences of working with loved ones.

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Why Seniors are Struggling with Student Loan Debt

Wed, 19 Apr 2017 05:00:45 -0000

Ascensus College Savings' Peg Creonte discusses why parents and grandparents should think twice about co-signing for a student loan, and why a 529 may be a solid option to utilize.

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Got Credit Card Debt? Here's How to Help Manage it

Tue, 18 Apr 2017 05:00:07 -0000

TD Bank's Julie Pukas discusses how families of all wealth levels struggle with credit card debt, and how to strategize the best plan to start paying it off.

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How To Efficiently Pay Your College Expenses

Mon, 17 Apr 2017 05:00:26 -0000

Fox College Funding's Deborah Fox breaks down the components to an effective college funding plan and how to pay for your expenses as efficiently as possible.

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Financial Steps Women Need to Take After Divorce

Fri, 14 Apr 2017 05:00:03 -0000

Stacy Francis, president and CEO of Francis Financial, talks the first financial steps women need to take after a divorce, and how to plan out exactly what to ask for in the future.

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Everything You Need to Know About Investing in Bitcoin

Wed, 12 Apr 2017 05:00:36 -0000

The Wall Street Journal's Paul Vigna breaks down all things bitcoin with a primer on the new digital currency and what you should know if you're thinking about investing.

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What Trump Taxes Could Mean For You

Mon, 10 Apr 2017 05:00:54 -0000

With Donald Trump claiming he wants to lower the top income tax rate, financial expert Ed Slott talks the potential changes in store, and what they could mean for you and your taxes.

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How Apps Can Help You Save More for Retirement

Fri, 07 Apr 2017 05:00:00 -0000

The Wall Street Journal's Anne Tergesen talks about how employing apps to budget money and save more are on the rise and breaks down which ones can help you best save for retirement.

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How to Make Your Child a Money Genius

Wed, 05 Apr 2017 05:00:55 -0000

Beth Kobliner, author of "Make Your Kid A Money Genius (Even If You're Not)" discusses how parents can best start a conversation about money with their children, and breaks down the most productive ways to inform them about finances.

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How to Reduce Your Risk of Being Audited

Mon, 03 Apr 2017 05:00:15 -0000

This tax season, CBIZ's Bill Smith breaks down the precautions you need to take to reduce your chances of being audited.

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Key Tax Tips for Your Student Loans

Fri, 31 Mar 2017 05:00:36 -0000

College Ave Student Loans' Joe DePaulo breaks down everything you need to know about student loans and taxes, including key tips on deducting the interest paid on loans when filing.

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What Does it Really Cost to Raise a Child?

Wed, 29 Mar 2017 05:00:47 -0000

NerdWallet's Amy Danise discusses how much it typically costs to raise a newborn baby and breaks down some financial tips for new and expecting parents.

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How Coping With Illness Impacts Financial Planning

Mon, 27 Mar 2017 05:00:50 -0000

Advise Finance's Rose Swanger breaks down everything you need to know about how to plan financially when you've been diagnosed with a serious illness.

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Should Children Inherit Assets Jointly or Separately?

Fri, 24 Mar 2017 04:00:50 -0000

Meltzer Lippe's Avi Kestenbaum discuses how to best go about managing your children's inheritance, and whether they should receive assets jointly or separately.

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Buying an Investment Property? Here's What to Consider

Wed, 22 Mar 2017 04:00:13 -0000

MMD Realty's Michelle Farber Ross talks how to identity exactly what you're looking for in an investment property and how you can best organize your finances to attain one.

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How to Manage Your Digital Estate Plan

Mon, 20 Mar 2017 04:00:30 -0000

American College of Financial Services' Jamie Hopkins discusses the concept of digital assets and how you can best digitally manage your estate.

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Paul Palazzo Answers Your Personal Finance Questions

Fri, 17 Mar 2017 04:00:34 -0000

Altfest Personal Wealth Management's Paul Palazzo joins Veronica Dagher to offer expert advice to listeners' personal finance questions.

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What to Do If You're Married to a Big Spender

Wed, 15 Mar 2017 12:55:06 -0000

With money one of the major stressors in relationships, Wealth Enhancement Group's Kevin Meehan discusses how to best communicate to a partner who may be spending too much.

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How to Handle a Large Inheritance

Mon, 13 Mar 2017 04:00:50 -0000

Miracle Mile Advisors' Duncan Rolph discusses how to handle an unexpected large inheritance -- and how to make sure it lasts.

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How to Plan for Retirement When You're Self-Employed

Fri, 10 Mar 2017 05:00:40 -0000

The Wall Street Journal's Anne Tergesen discusses the challenges people who are self-employed face when planning for retirement, and the benefits and options available to them.

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How to Protect Yourself Against Tax I.D. Theft

Wed, 08 Mar 2017 05:05:01 -0000

The Wall Street Journal's Tax Report columnist, Laura Saunders explains how tax identity theft happens, and what you need to know about how to protect yourself.

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How to Make Your Home Feel More Cozy

Mon, 06 Mar 2017 05:00:29 -0000

As an emerging Danish concept gains popularity in the U.S., Heather Higgins of Higgins Design Studio discusses how to bring happiness into the home through coziness and comfort.

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How to Avoid Borrowing Too Much in Student Loans

Fri, 03 Mar 2017 05:00:49 -0000

Cappex.com's Mark Kantrowitz discusses why we don't have a student debt problem so much as a college completion problem, and how to avoid borrowing too much when it comes to student loans.

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Why It's Time to Speak Up When it Comes to Your Money

Wed, 01 Mar 2017 05:00:32 -0000

Speak Up World's Jennifer Wilkov discusses why it's so difficult for people to speak up about finances and talks about the steps you can take to feel better about communicating about money.

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How to Build Your Network

Mon, 27 Feb 2017 05:00:16 -0000

Career coach Win Sheffield explains why smart networking is one of the keys to increasing wealth, with a look at the best ways to build relationships and which common mistakes to avoid.

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LearnVest's Alexa von Tobel Talks Money and Millennials

Fri, 24 Feb 2017 05:00:52 -0000

Alexa von Tobel, founder and CEO of LearnVest.com, explains why 68 percent of Americans in relationships say that finances cause more tension with their partner than their sex life does, and offers key advice on how to best communicate about money.

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How the Wealthy Make More Money

Wed, 22 Feb 2017 05:00:33 -0000

Sun Group Wealth Partners' Winnie Sun talks about how the wealthy use diversification to build on their wealth, and how to go about doing so through your investments.

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What to Do If You Feel Burdened By Student Debt

Mon, 20 Feb 2017 05:00:41 -0000

Cappex.com's Mark Kantrowitz discusses the concept of feeling burdened by student debt and what you can do if a short term financial difficulty prevents you from paying back student loans.

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Why Wealthy Are Different When it Comes to Divorce

Fri, 17 Feb 2017 05:00:35 -0000

Divorce lawyer and author Jacqueline Newman talks why this time of year is known as "Divorce Season," and why the wealthy often have different issues to contend with than others.

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Should You Treat Your Kids Equally or Equitably?

Wed, 15 Feb 2017 05:00:05 -0000

TIGER 21's founder Michael Sonnenfeldt talks the differences between treating your children equally and equitably -- and how to carefully manage these practices to avoid potential ramifications.

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When Do You Need a Prenup?

Mon, 13 Feb 2017 05:00:51 -0000

JSF Financial's Jeff Fishman joins Veronica Dagher to discuss what's typically covered in a standard prenup, and when the right time may be to consider one.

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How to Get Conflict-Free Retirement Advice

Fri, 10 Feb 2017 16:04:43 -0000

The Wall Street Journal's Anne Tergesen discusses how to get conflict-free retirement advice, with tips on how to make sure you get the best fiduciary advice if the government doesn't help.

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Broadcasting Legend Brent Musburger Bets on Sports

Thu, 09 Feb 2017 05:00:03 -0000

Sportscasting legend Brent Musburger discusses the secrets to his success in the business of broadcasting, and why he's betting on his Vegas Stats & Information Network, a new streaming platform dedicated to sports gambling.

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Selling a Small Business? Avoid These Mistakes

Wed, 08 Feb 2017 05:00:39 -0000

Business lawyer and founder of Business Exponential Nina Kaufman talks the most common mistakes owners make when selling their small business, and what you can do to avoid them.

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Safety Advice From an FBI Kidnapping Negotiator

Mon, 06 Feb 2017 05:00:02 -0000

Chris Voss, Founder and CEO of the Black Swan, talks about his past work as a kidnapping negotiator for the FBI and offers safety advice for wealthy travelers who are often overseas.

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What the Super Bowl Predictor Means for Investors

Fri, 03 Feb 2017 16:00:49 -0000

The Wall Street Journal's Bill Power explains the Super Bowl Predictor and what it means for your investments.

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Flying to the Super Bowl ... In a Private Jet

Thu, 02 Feb 2017 15:37:44 -0000

Flexjet's Megan Wolf talks what it's like taking a private jet to the Super Bowl, how private jet travel can be an overall economic indicator, and what demand is like this year.

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Signs Your Spouse May Be Looking to Divorce

Wed, 01 Feb 2017 05:00:56 -0000

Michelle Smith, CEO of Source Financial Advisors, talks about the signs that may indicate your spouse is looking for a divorce, and how to use your instincts to navigate through the potential red flags.

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How to Know If You're a Financial Enabler

Mon, 30 Jan 2017 05:00:00 -0000

Kimberly Foss, president and founder of Empyrion Wealth Management, discusses the issue of financially supporting a loved one repeatedly, and how to break the vicious cycle of financial enabling.

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What Shifts in Brokerage Industry Mean For You

Fri, 27 Jan 2017 05:00:16 -0000

The Wall Street Journal's Michael Wursthorn talks the latest shifts going on the brokerage industry, and what they mean for your bottom line.

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How to Make Up Your Own (Investing) Mind

Wed, 25 Jan 2017 05:00:51 -0000

The Wall Street Journal's Jason Zweig discusses new research which shows how the confidence of others can influence our decisions, and how to avoid acting on the assertions of our peers when investing. Plus, a look at what Dow 20000 means in the long run for investors.

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Home-Buying in 2017? Here's Where to Begin

Mon, 23 Jan 2017 05:00:00 -0000

Looking to buy a home? Ray Rodriguez, Regional Mortgage Sales Manager at TD Bank, provides key tips to consumers gearing up for home-buying in 2017.

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How to Get Motivated to Save for Retirement

Fri, 20 Jan 2017 10:00:00 -0000

The Wall Street Journal's Anne Tergesen talks about why it's so easy to put off saving for retirement, and explains how prioritizing expenses can help with getting motivated.

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Multi-State Taxpayer? How to Avoid Getting Audited

Wed, 18 Jan 2017 05:00:29 -0000

Jonathan Mariner, former MLB CFO and founder of TaxDay, talks about why it's so attractive for some states to go after mulit-state taxpayers and outlines what you can do to avoid getting audited.

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Your Guide to Seasonal Real Estate Discounts

Mon, 16 Jan 2017 05:00:04 -0000

Atlas Real Estate Group's Ryan Boykin talks how economics play into season real estate discounts and offers tips on how to take advantage of them.

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How To Succeed at Your Financial Resolutions

Wed, 11 Jan 2017 05:00:47 -0000

Yvette Butler, President of Capital One Investing, discusses the most common financial resolutions people make every year, and offers key advice on how to stick to them.

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How to Transition Into the Gig Economy

Thu, 05 Jan 2017 13:55:07 -0000

Bone Fide Wealth's Douglas Boneparth explains why working various jobs has become so appealing to millennials and how to best transition into the gig economy from a full time job.

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Financial Steps to Take Before Getting Divorced

Wed, 04 Jan 2017 05:05:58 -0000

Raymond James' Shelly Church discusses what you should learn about your marriage before getting a divorce and the financial steps you need to take to ensure it goes smoothly.

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Why Families Keep Money Secrets

Thu, 29 Dec 2016 05:00:30 -0000

Carolyn Mazzenga, Partner in Charge, Long Island Office, Marcum LLP, discusses the common money secrets families keep from each other and offers tips on how to better communicate about wealth.

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Why the Wealthy Are Eyeing Alternative Investments

Wed, 28 Dec 2016 05:00:24 -0000

Looking for a new way to invest? Pagnato Karp's Paul Pagnato breaks down some recession resilient real estate options currently being eyed by wealthy investors.

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How Joy-Based Spending Can Lower Credit Card Bills

Thu, 22 Dec 2016 05:00:11 -0000

TIAA's Cindy Wilson explains why it's so hard to cut back on expenses and lays out how joy-based spending can ensure the majority of our money goes to fueling our dreams and goals.

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Owning a Sports Team: What You Need to Know

Wed, 21 Dec 2016 05:00:59 -0000

Ever fantasize about what it would be like to own a professional sports team? EisnerAmper's Michael Breit talks what it takes and how to get there.

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Holiday Decorating Tips (That Are Pet-Friendly)

Tue, 20 Dec 2016 15:45:51 -0000

Higgins Design Studio's Heather Higgins talks how to create a warm and festive retreat for the holidays -- while keeping your pets in mind.

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The Keys to Success From Keith Reinhard

Thu, 15 Dec 2016 13:25:15 -0000

Keith Reinhard, co-founder of the Omnicom Group, joins Veronica Dagher to discuss his path from struggling copywriter to one of the most influential figures in advertising history.

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What Does Dow 20000 Mean For Investors?

Wed, 14 Dec 2016 05:00:39 -0000

As the market continues to rise to new levels, the Wall Street Journal's Anne Tergesen joins Veronica Dagher to break down the many questions on shareholders' minds, and what the Dow Jones Industrial Average at 20000 ultimately means for investors.

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Your Guide to Luxury Car Buying for the Holidays

Thu, 08 Dec 2016 05:00:00 -0000

Kelley Blue Book's Jack Nerad joins Veronica Dagher with expert tips on how to purchase a luxury car and the best buys in store this holiday season.

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How to Be a Philanthropist This Holiday Season

Wed, 07 Dec 2016 05:00:57 -0000

Lee Miller, Managing Director for Glenmede, discusses what it means to truly be a philanthropist and what you need to know about giving this holiday season.

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Money Tips for Veterans

Fri, 02 Dec 2016 04:01:00 -0000

Join Veronica Dagher for a conversation about veterans and money with Douglas McCormick. He's a former active duty Army officer and the author of Family Inc.: Using Business Principles to Maximize Your Family's Wealth.

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Why You Need a Letter of Wishes

Thu, 01 Dec 2016 04:00:00 -0000

What's so important about a letter of wishes? How does it work with a will? Joanne Johnson is the head of JP Morgan Private Bank Wealth Advisory Group and she joins us with the details.

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How to Be More Strategic With Charitable Giving

Tue, 29 Nov 2016 05:00:00 -0000

Ellen Israelson, Vice President of Philanthropic Services and CMO for the Jewish Communal Fund, discusses how to map out the best strategy for charitable giving with advice on the best ways to do our research and how to prioritize our values.

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Year-End Tax Tips for Wealthy Millennials

Thu, 24 Nov 2016 05:00:21 -0000

With year end fast approaching, Brittney Saks, Personal Financial Services Leader for PwC, talks how millennials can get the most bang for their buck and save on their 2016 taxes.

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How to Close the Gender Pay Gap

Wed, 23 Nov 2016 05:00:53 -0000

The Wall Street Journal's Joann Lublin joins Veronica Dagher to discuss her new book, Earning It, examining the common threads making up the gender pay gap, and what women can do to overcome them.

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Why Parents Are Delaying Their Kids' Trust Funds

Thu, 17 Nov 2016 05:25:22 -0000

Mary Deatherage of Morgan Stanley's Private Wealth Management joins Veronica Dagher to discuss why parents are starting to delay the first release of inheritance money to their kids and the new structuring taking shape for the millennial generation.

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How to Be Your Favorite Charity's Favorite Donor

Wed, 16 Nov 2016 05:00:52 -0000

Chris Addy of the Philanthropy Practice at The Bridgespan Group joins Veronica Dagher to discuss what you should consider before joining a non profit, and how to become your charity's favored donor.

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What Trump's Victory Means for Financial Advisors

Thu, 10 Nov 2016 04:01:08 -0000

The Wall Street Journal's Daisy Maxey joins Veronica Dagher to discuss how financial advisors are handling their shocked clients in the wake of Donald Trump's presidential victory.

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What Trump's Victory Means for Investors

Wed, 09 Nov 2016 19:20:08 -0000

David Donabedian, Chief Investment Officer at Atlantic Trust, joins Veronica Dagher to break down how Donald Trump's election could impact investors and how long we can expect the resulting market volatility to last.

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How Not to Become a Bag Lady

Thu, 03 Nov 2016 12:25:35 -0000

Bernstein Global Wealth Management's Lisa Stone joins Veronica Dagher to discuss the fear woman face about losing wealth or becoming poor in their older years and the important steps they can take to avoid financial uncertainty later in life.

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How Having Confidence Can Boost Your Bottom Line

Wed, 02 Nov 2016 04:00:22 -0000

Karol Ward, psychotherapist and confidence expert, joins Veronica Dagher to discuss how exuding confidence and visibility can translate into having more wealth.

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Election 2016: The Candidates on Paid Family Leave

Thu, 27 Oct 2016 14:15:12 -0000

Michelle Chapin, attorney with Paley Rothman, joins Veronica Dagher to talk the current state of Paid Family Leave and where the presidential candidates stand should they be elected.

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Travel Safety Tips for the Wealthy

Wed, 26 Oct 2016 05:00:02 -0000

Global Security Group's David Katz is a security expert who's provided services to CEOs, celebrities and corporate executives. He joins Veronica Dagher to discuss the important steps the wealthy should consider taking before travelling.

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Best (and Worst) Cities for Building Wealth

Mon, 24 Oct 2016 10:01:07 -0000

Bankrate.com's Claes Bell joins Veronica Dagher to discuss a new study ranking the best metro areas for building wealth and making money.

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Why Investors Are Favoring a Passive Approach

Thu, 20 Oct 2016 13:55:23 -0000

As more investors look for non-traditional investment opportunities, the Wall Street Journal's Lisa Beilfuss joins Veronica Dagher to discuss what it means to be a passive investor and why it's becoming a popular strategy on Wall Street.

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What You Need to Consider Before Investing in Gold

Wed, 19 Oct 2016 05:00:01 -0000

3EDGE Asset Management's Stephen Cucchiaro joins Veronica Dagher to discuss why investors are so passionate about gold and what you need to know if you're thinking about joining them.

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Tips for the Wealthy Woman Travelling Alone

Thu, 13 Oct 2016 13:23:42 -0000

Nota Bene co-founder Elaine Lassman joins Veronica Dagher with important tips for the wealthy single woman travelling alone.

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What Do Women Want From Their Financial Advisors?

Wed, 12 Oct 2016 05:00:31 -0000

United Capital's Joe Duran joins Veronica Dagher to discuss what women really want from their financial advisors and why the majority of wealth is now in their hands.

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5 Financial Steps to Take Before Year End

Thu, 06 Oct 2016 13:30:14 -0000

From funding retirement plans to charitable giving, Edelman Financial Services' Ric Edelman discusses the financial steps you should consider before the end of the year.

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Election 2016: The Candidates and Student Debt

Wed, 05 Oct 2016 05:00:53 -0000

Cappex's Mark Kantrowitz joins Veronica Dagher to discuss where each candidate stands on student debt in the 2016 election, and what it means for you.

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The Trump and Clinton Estate Tax Plans Explained

Fri, 30 Sep 2016 04:01:30 -0000

Veronica Dagher is joined by McDermott Will & Emery's Carlyn McCaffrey to discuss the estate and gift tax plans of a Donald Trump or Hillary Clinton presidency -- and what it means for planning your estate.

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Social Security and the Election: What's at Stake?

Wed, 28 Sep 2016 04:01:24 -0000

Watching Your Wealth's Election Special: The next four years could bring growth, shrinkage or potentially no change at all to Social Security. Ed Slott & Co's Jeff Levine talks what its future holds under a Donald Trump or Hillary Clinton presidency.

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What the Trump and Clinton Tax Plans Mean For You

Mon, 26 Sep 2016 04:01:05 -0000

Watching Your Wealth's Election Special: Veronica Dagher is joined by Wilmington Trust's Carol Kroch to breakdown the deductions, brackets, tax breaks and increases that could be seen in the income tax plans of a Donald Trump or Hillary Clinton presidency.

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What to Do When She Makes More

Thu, 22 Sep 2016 05:00:21 -0000

Mary Deatherage, managing director at Morgan Stanley Private Wealth Management, talks the financial issues and shifting dynamics couples face when a wife makes or inherits more than her husband.

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Estate Planning Tips for Blended Families

Wed, 21 Sep 2016 05:00:25 -0000

Northern Trust's Hugh Magill discusses the generational trends on the rise and how they impact estate planning for stepchildren and blended families.

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Investing in Restaurant? Here's What to Consider

Thu, 15 Sep 2016 05:00:31 -0000

Thinking of investing in restaurant? David Steele, founder of One Wealth Advisors and the Ne Timeas Restaurant Group, talks the important steps you should consider before taking the plunge.

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Networking 101: Building a Relationship Portfolio

Wed, 14 Sep 2016 05:00:00 -0000

Optima Careers president Marianne Ruggiero joins Veronica Dagher to discuss how to navigate the professional networking scene and remain relevant after introductions are made.

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What Happens to Your Vacation Home When You Die

Thu, 08 Sep 2016 05:00:00 -0000

Who inherits the summer cottage can be a touchy subject. Watching Your Wealth's Veronica Dagher talks with Lee Miller of Glenmede Trust, who says family members need to have an honest discussion on how a vacation home passes from one generation to the next.

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New College Financial Aid Rules

Wed, 07 Sep 2016 05:00:00 -0000

Matt Sommer, VP of Janus Capital Group, tells the Wall Street Journal's Veronica Dagher about new rules affecting college financial aid.

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What Wise Widows Know About Wealth Management

Thu, 01 Sep 2016 05:00:00 -0000

Dr. Karen Caplan Altfest of Altfest Personal Wealth Management is a leading expert on financial planning for recent widows. She joins Veronica Dagher with tips for managing wealth after losing a spouse.

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What Are the Rich Investing In?

Wed, 31 Aug 2016 05:00:00 -0000

The rich are selling stocks. What are they buying? Celebrity money manager Todd Morgan, CEO of Bel Air Investment Advisors, joins Veronica Dagher to discuss what the rich are investing in and take our quiz.

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How Much Should You Give to Charity?

Thu, 25 Aug 2016 13:30:21 -0000

Kim Laughton, president of Schwab Charitable, joins Veronica Dagher with the key considerations for wealthy donors when deciding how much to give to charity.

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How to Understand Mutual Fund Fees

Wed, 24 Aug 2016 05:00:33 -0000

The Wall Street Journal's Daisy Maxey joins Veronica Dagher with a crash course in mutual fund fees, and how to better understand what they mean.

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Are Millennials Ready For Their Financial Futures?

Thu, 18 Aug 2016 13:40:26 -0000

Northwestern Mutual's Chantel Bonneau discusses new findings on how millennials think about and manage money, and whether or not they're feeling optimistic about their financial futures.

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How Should Olympians Handle Their Sudden Wealth?

Wed, 17 Aug 2016 09:00:51 -0000

Merrill Lynch's Kent Pearce, whose former clients include star Olympians, discusses the sudden challenges Olympic athletes face as they come to terms with new found wealth and big endorsement deals.

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Should We Believe Online Retirement Calculators?

Thu, 11 Aug 2016 13:21:56 -0000

The Numbers columnist for The Wall Street Journal, Jo Craven McGinty discusses whether or not you should take those online retirement calculators to heart.

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Being Stay-At-Home Parent Vs. Staying in Workforce

Wed, 10 Aug 2016 09:00:11 -0000

Equity Concepts' Canon Hickman walks us through the one of the most personal and emotional decision working folks often face -- quitting their jobs to be full-time parents.

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How to Build a Proper Wine Cellar With Curt Dahl

Thu, 04 Aug 2016 05:00:51 -0000

Curtis Dahl, of Joseph & Curtis Custom Wine Cellars, manages wine cellars for wealthy clients and celebrities. He joins Veronica Dagher with everything you need to know about creating the perfect wine cellar.

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How Millennials Can Retire as Millionaires

Wed, 03 Aug 2016 10:15:13 -0000

Amy Knight, senior vice president at Stephens Inc., discusses how creating a budget within the right means can help recent college grads become millionaires by the time they retire.

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What You Need For Your Foundation's Grant Making

Thu, 28 Jul 2016 13:20:22 -0000

Have a small foundation? Exponent Philanthropy's Henry Berman explains why you may want to consider an investment policy statement for its grant making.

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What Do the Ultra-Wealthy Want When They Travel?

Wed, 27 Jul 2016 05:00:37 -0000

Nota Bene Global Travel's Anthony Lassman joins Veronica Dagher with an inside look on luxurious travel, and why the wealthy want less brand loyalty and more experiences.

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How to Get the Next Generation Into Philanthropy

Thu, 21 Jul 2016 09:15:25 -0000

Foundation Source's Page Snow talks to Veronica Dagher about how to teach kids about philanthropy. Plus, how to protect your parent from a financial scam.

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Investopedia's David Siegel on How to Lease Luxury

Wed, 20 Jul 2016 05:00:27 -0000

While owning always has its benefits, sometimes it makes more sense to lease. Investopedia's David Siegel discusses the best ways to lease luxury.

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The Top Tips for Entrepreneurs

Thu, 14 Jul 2016 13:24:56 -0000

Summit Trail Advisors' Peter Lee joins Veronica Dagher for a lesson in how to become an entrepreneur -- the smart way.

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How Retirees Can Give Back ... While Kicking Back

Wed, 13 Jul 2016 09:15:37 -0000

Bank of America Merrill Lynch's Cyndi Hutchins discusses a new trend among retirees in which baby boomers are volunteering when they're on vacation.

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What You Need for Your Foundation's Grant Making

Fri, 08 Jul 2016 17:13:13 -0000

Have a small foundation? You might want to consider an investment policy statement for grant making. Exponent Philanthropy's Henry Berman breaks it down.

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Your Road Map to Reinvesting Your RMD

Thu, 07 Jul 2016 05:00:40 -0000

Retirement expert Ed Slott lays out the best game plan to reinvest the required minimum distribution from our IRAs. Plus, one thing to consider before purchasing a second home.

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How Wall Street (Really) Invests

Wed, 06 Jul 2016 05:00:45 -0000

Spencer Jakab, deputy editor of the Wall Street Journal's Heard on the Street, discusses the bad habits of ineffective investors, and his new book, "Heads I Win, Tails I Win" -- a deep dive into exactly how investing really works.

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The Mutual Fund Mistakes You Need to Avoid

Thu, 30 Jun 2016 09:00:09 -0000

The Wall Street Journal's Daisy Maxey discusses the most common mistakes mutual fund investors make and what you can to do avoid them.

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Downsizing? Create a New Start in a Fresh Space

Wed, 29 Jun 2016 09:00:34 -0000

Heather Higgins of Higgins Design Studio discusses how to downsize your home -- without feeling bad about it.

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Travelling with the Whole Family? Here's How

Thu, 23 Jun 2016 09:00:41 -0000

Misty Belles of luxury travel network, Virtuoso, discusses the growing trend of multi-generational travel and the best ways to vacation with the whole family.

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Lose Money in the Stock Market? Don't Panic.

Wed, 22 Jun 2016 10:00:00 -0000

Psychologist and behavioral finance expert, Dr. Daniel Crosby of Brinker Capital, explains how to avoid getting too emotional when the stock market plunges. Then, what to do if you're the victim of a financial scam.

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Do You Have What it Takes to Be Wealthy?

Thu, 16 Jun 2016 10:00:26 -0000

Chris Heilmann, managing director of Bank of America, zeroes in on the the top traits among the wealthy, and explains what it takes to get there.

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Cheddar's Jon Steinberg Talks Wealthy Millennials

Wed, 15 Jun 2016 10:00:34 -0000

Jon Steinberg, former president of BuzzFeed, discusses how the next generation relates to wealth and why his new media company, Cheddar, is the perfect fit for business-minded millennials.

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How to Teach Your Kids About Their Trust Fund

Thu, 09 Jun 2016 10:00:00 -0000

Watching Your Wealth's Veronica Dagher talks with Lisa Osofsky, a financial advisor who counsels wealthy families on how to talk to children about their trusts.

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How To Invest In Wine

Wed, 08 Jun 2016 10:00:00 -0000

Watching Your Wealth's Veronica Dagher talks with Tracy Byrnes, former Fox Business Network anchor, and founder of Wine on the Street, which helps people learn and talk about wine.

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Millennials: Here's Your Guide to Social Security

Thu, 02 Jun 2016 10:00:00 -0000

Watching Your Wealth's Veronica Dagher talks with Mary Beth Franklin, contributing editor at Investment News, about five things Millennials need to know about Social Security.

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Tips on Impact Investing and Philanthropy

Wed, 01 Jun 2016 19:06:00 -0000

Acumen's Jacqueline Novogratz walks Veronica Dagher through impact investing and explains why why its one of the biggest trends in philanthropy these days.

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Should You Take a Lump Sum Buyout or a Pension?

Thu, 26 May 2016 10:30:18 -0000

Exencial Wealth Advisors' Neil Krishnaswamy discusses the pros and cons of receiving a pension versus a lump sum buyout. Plus, why you should think twice before cosigning a student loan.

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The Top Investing Mistakes Families Are Making

Wed, 25 May 2016 10:15:19 -0000

Global Financial Private Capital's Mike Sorrentino discusses the most common investing mistakes families are making and how to avoid them.

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Need to Promote Your Small Business? Here's How

Thu, 19 May 2016 10:00:20 -0000

Jennefer Witter, author of the "Little Book of Big PR," joins Veronica Dagher for a discussion about the best ways to promote small business and develop your brand.

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Sallie Krawcheck Talks Closing the Gender Pay Gap

Wed, 18 May 2016 10:13:32 -0000

Sallie Krawcheck, CEO and co-founder of Ellevest, discusses how women can take a more active role in their finances and close the gender pay gap.

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Want to Retire in a Year? Here's How

Thu, 12 May 2016 10:30:42 -0000

Wall Street Journal reporter Anne Tergesen lays out all the tips you should consider if you're thinking of retiring within a year. Plus, what you need to know about how to protect your parents from financial fraud.

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Advice for Millennial Philanthropists

Tue, 10 May 2016 10:00:04 -0000

SEI Private Wealth Management's Michael Farrell shares a lesson in philanthropy and discusses how millennials can stay on the right track to giving back by following t

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What Wealthy Women Need to Know About Divorce

Thu, 05 May 2016 10:00:23 -0000

Francis Financial's Stacy Francis discusses how wealthy women can better look at their entire financial picture and discusses the mistakes women need to avoid during a divorce.

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Getting Married? Consider These Financial Tips

Wed, 04 May 2016 10:00:43 -0000

John Voltaggio, managing director of Wealth Management at Northern Trust, discusses the financial talks couples should consider before tying the knot.

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What Prince's Death Teaches About Estate Planning

Thu, 28 Apr 2016 10:00:28 -0000

When Prince died without a will, it raised a lot of questions about his estate. Meltzer Lippe's Avi Kestenbaum discusses why people put off estate planning and what the death of Prince can teach us about how to prepare for the future.

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The 'Y.O.Y.O.' Economy: When 'You're on Your Own'

Wed, 27 Apr 2016 10:00:38 -0000

Sometimes, it's easy to feel like you're on your own in the financial world. Financial expert Ed Slott reveals what you need to know about the "Y.O.Y.O." economy, and the steps you can take to survive in it.

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The Talk: How to Speak to Your Heirs About Money

Thu, 21 Apr 2016 10:00:42 -0000

Abbot Downing's Arne Boudewyn talks about the best time begin to a conversation with heirs about money, and how to go about discussing the delicate subject of wealth and inheritance.

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The Top Concerns Among the Ultra Wealthy

Wed, 20 Apr 2016 10:00:24 -0000

Wealth-X president David Friedman reveals the various succession and inheritance issues that wealthy people are concerned about. Plus, one important tip to consider before taking out a PLUS Loan.

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Own a Family Business? Time to Plan Your Estate

Thu, 14 Apr 2016 10:00:36 -0000

Many business owners don't factor estate planning into their overall game plan. Adrienne Penta, executive director of the Center for Women & Wealth at Brown Brothers Harriman, offers tips on how to get started. Plus, an important tip for filing a tax extension.

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Jean Case on Why The Wealthy Should Give Back

Wed, 13 Apr 2016 10:00:36 -0000

Jean Case, philanthropist and CEO of the Case Foundation, talks the importance of the wealthy giving back, working with Melinda and Bill Gates through "The Giving Pledge," and the best lessons she's learned about philanthropy.

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How Labor Dept's New Rules Impact Your Retirement

Fri, 08 Apr 2016 13:53:00 -0000

The Wall Street Journal's Anne Tergesen discusses how new retirement rules from the Labor Department will impact the way you save for retirement, and whether it will ultimately safe investors money.

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WealthTrack's Consuelo Mack's Top Investing Tips

Thu, 07 Apr 2016 13:02:56 -0000

WealthTrack's Consuelo Mack talks investing, how to make Uncle Sam work for you, and the best financial advice she's ever heard. Plus, one retirement mistake millennials should be careful of making.

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Your Guide to Retiring Abroad

Wed, 06 Apr 2016 10:00:00 -0000

Thinking of retiring abroad? Investopedia's CEO David Siegel breaks down everything you need to consider before your retirement overseas.

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How to Make Your Home Feel More Tranquil

Fri, 01 Apr 2016 10:00:00 -0000

Heather Higgins, princpal and founder of Higgins Design Studio, discusses how to create a sense of stress-free tranquility in your home. Plus, one last minute tax tip to consider before filing.

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How to Pick the Perfect Financial Adviser

Thu, 24 Mar 2016 09:00:55 -0000

MarketCounsel's Brian Hamburger breaks down the questions you need to ask before hiring a financial adviser and how to hone in on how they fit your monetary needs.

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What the Wealthy Need to Know About Roth IRAs

Wed, 23 Mar 2016 09:00:30 -0000

The wealthy often make too much money to qualify to use a Roth IRA, but some may benefit from the "back-door method." Dan Yu, managing principal of EisnerAmper Wealth Advisors, breaks it down.

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The Financial Challenges Facing Pro-Athletes

Thu, 17 Mar 2016 09:00:52 -0000

While feeling bad for pro-athletes may be challenging, it's nothing compared to the financial challenges many sports professionals are dealing with. Wealth adviser at Cornerstone Financial Partners, Charles Robinson, talks the financial games pro-athletes are forced to play.

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How to Protect Your Money From Alzheimer's Disease

Wed, 16 Mar 2016 09:28:13 -0000

Alzheimer's disease poses a major risk to finances as people age. Lee Miller, managing director at Glenmede, discusses the steps we can take to protect our money now, should the disease become a reality later in life.

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Cohabitating Couples: How to Avoid Legal Disputes

Thu, 10 Mar 2016 10:00:26 -0000

Joslin Davis of the American Academy of Matrimonial Lawyers discusses the legal disputes between couples who cohabitate, and what you can do to avoid them. Plus, how to protect yourself when filing your taxes online.

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Silicon Valley: How the Newly Rich Look at Wealth

Wed, 09 Mar 2016 10:00:00 -0000

Aspiriant's Lorraine Fox discusses how a newly minted generation of wealthy folks in Silicon Valley manage their money -- and how they differ from those who made it big during the dot com bubble.

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Debunking Millennial Myths About Investing

Thu, 03 Mar 2016 10:00:00 -0000

Fredrik Axsater of State Street Global Advisors debunks the top myths about millennials and investing. Plus, the important question you need to ask before hiring a financial adviser.

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The Top Financial Trends Among the Wealthy

Wed, 02 Mar 2016 10:00:00 -0000

Financial adviser Winnie Sun, co-founder of Sun Group Wealth Partners, lays out some of the top financial trends among the wealthy -- and reveals why some folks aren't feeling so wealthy these days.

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Clearing Up Common Myths About College Savings

Thu, 25 Feb 2016 10:00:14 -0000

Michael Conrath, executive director at J.P. Morgan Asset Management, dispels the common myths wealthy folks have about 529 college savings plans, and lays out the best options for investing in a college education.

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Your Three Year Game Plan for Retirement

Wed, 24 Feb 2016 10:00:31 -0000

WSJ's Anne Tergesen maps out your game plan with the steps you need to take if you want to retire in three years. Plus, a tax scam to look out for this season.

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How to Resolve Money Conflicts With Your Spouse

Thu, 18 Feb 2016 10:00:36 -0000

Fighting with your spouse about money? Michael Liersch of Merrill Lynch Wealth Management discusses the money issues couples argue about the most and how to communicate towards a resolution. Plus, some tips on what to do with your bonus this year.

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How to Cheer Up When the Market Goes Down

Wed, 17 Feb 2016 10:00:36 -0000

Duncan Rolph, managing partner at Miracle Mile Advisors, talks the concept of loss aversion and how it can play a role in how we psychologically cope with losing money.

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Love and Finances: When Couples Keep Money Secrets

Fri, 12 Feb 2016 18:45:50 -0000

Just in time for Valentine's Day, psychotherapist Karol Ward returns with tips on how to talk freely about finances with your significant other. Plus, a look at how and why couples keep money secrets from each other.

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The Prenup: How to Bring Up a Delicate Subject

Fri, 12 Feb 2016 10:00:00 -0000

Private wealth manager Jeff Ladouceur of SEI talks with Veronica Dagher about how engaged couples should bring up the subject of a prenup. Also, what to do if your spouse is spending too much.

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Why Money and Celebrities Frequently Don't Mix

Wed, 10 Feb 2016 10:00:00 -0000

Veronica Dagher talks with financial expert Jeff Fishman, who advises celebrities on how to manage their money and avoid financial calamity.

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How to Become a Successful Investor

Wed, 03 Feb 2016 09:00:39 -0000

JoLynn Free, senior vice president at Stephens Private Wealth Management, reveals the keys to becoming successful as an investor. Plus, one important reason you need to ignore the stock market volatility.

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Do You Have Enough Money to Retire?

Tue, 02 Feb 2016 10:00:00 -0000

Capital Management Group's Tom Mingone maps out whether you have enough money to finance a long retirement, and breaks down the steps you need to take to get there.

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Want to Retire in Five Years? Here's How

Fri, 29 Jan 2016 10:00:28 -0000

WSJ's Anne Tergesen helps map out your retirement game plan and talks the necessary steps you need to take to get it done in five years.

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Financial Aid: What Wealthy Students Should Know

Wed, 27 Jan 2016 08:45:36 -0000

Mark Kantrowitz, financial-aid expert and publisher at Cappex.com reveals what wealthy students should know about applying for financial aid, and how to qualify for need-based assistance.

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Financial Therapy: Wealthy Families and Addiction

Wed, 20 Jan 2016 07:55:12 -0000

Arden O'Connor, CEO of the O'Connor Professional Group, explains why some wealthy families struggle with addiction issues, and outlines the financial steps folks can take to seek help. Then, a look at the growing field of financial therapy.

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The Financial Challenges Facing Millennials

Tue, 19 Jan 2016 16:39:42 -0000

Shannon Schuyler, Corporate Responsibility Leader at PwC, talks about the money struggles that millennials are facing, and how a new generation must take on the financial world.

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The Top Retirement Mistakes People Make

Fri, 15 Jan 2016 08:00:00 -0000

Ken Weber of Weber Asset Management talks the most common retirement missteps people make, and what you can do to make your money last longer. Plus, why you should apply for financial aid for your child even if you're wealthy.

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What is Your Financial Adviser Not Telling You?

Wed, 13 Jan 2016 07:50:42 -0000

Not all financial advisers are created equal. Financial Finesse's Liz Davidson reveals what your adviser may not be telling you, and the important questions you should be asking.

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Retirement Planning Tips for Singles

Fri, 08 Jan 2016 07:45:28 -0000

Single people need to rely on themselves to save for retirement. John Voltaggio, managing director at Northern Trust, outlines the planning tips all single folks should know about.

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Learning How You Can Trust Your Financial Advisor

Wed, 06 Jan 2016 08:00:00 -0000

WSJ columnist Norb Vonnegut discusses ways to determine whether your financial adviser can be trusted.

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How to Keep Your New Year's Financial Resolutions

Fri, 01 Jan 2016 07:59:00 -0000

Veronica Dagher is joined by Lauren Brouhard of Retirement Solutions at Fidelity Investments, who breaks down how to make and keep your New Year's financial resolutions. Plus, an important tip for reducing your debt in 2016.

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How To Speak to Your Parents About the Estate Plan

Wed, 30 Dec 2015 10:00:47 -0000

Meltzer Lippe's Avi Kestenbaum has everything you need to know about how to talk with your parents about their estate plan.

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How To Instill Gratitude in Our Kids This Holiday

Thu, 24 Dec 2015 13:30:00 -0000

It's the season of plenty for many wealthy families. Nathan Dungan, founder of Share Save Spend, explains how we can instill gratitude in our children.

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How to Invest in Your Child's Business

Wed, 23 Dec 2015 09:15:07 -0000

Does your child have their own business? Spence Whitman, Managing Director at Stephens Private Client Group, reveals the best ways for parents to invest. Plus, the one important question you should ask your financial advisor.

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How to Ask for a Raise; Joining a Non Profit Board

Fri, 18 Dec 2015 10:00:00 -0000

Career coach Brad Agry explains everything you need to know about how to ask for a raise. Then, what to consider before you join a non-profit board.

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This Holiday Season's Top Luxury Gifting Trends

Wed, 16 Dec 2015 12:00:00 -0000

Veronica Dagher is joined by Camilla Papale, luxury branding and marketing consultant, who talks all about the top luxury gifting trends among the wealthy this holiday season.

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The Top Financial Blunders of the Wealthy

Fri, 11 Dec 2015 09:30:00 -0000

Olivier Cornet, managing director at JSF Financial, reveals some of the most common financial blunders the wealthy make with their money -- and how you can avoid making the same mistakes.

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The Best Move for Your Mutual Fund Distributions

Wed, 09 Dec 2015 10:00:00 -0000

Mutual fund distributions may be bigger than usual this year. T. Rowe Price's senior financial planner, Stuart Ritter, has the advice all investors should know about. Plus, the one mistake to avoid with donor advised funds.

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Charitable Giving Tips; Talking Money with Family

Fri, 04 Dec 2015 10:00:00 -0000

Wilmington Trust's Carol Kroch discusses the mistakes the wealthy need to avoid when giving to charity. Plus, how to talk money with your family during the holidays.

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Just in Case: Preparing Financially for a Layoff

Wed, 02 Dec 2015 10:00:00 -0000

Worried about losing your job? Financial expert Kimberly Foss has all tips you need to know about how you can prepare financially.

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How to Avoid Overspending This Holiday Season

Fri, 27 Nov 2015 10:00:00 -0000

Veronica Dagher is joined by psychotherapist Karol Ward for a look at why we tend to spend so much money during the holidays and how you can kick the habit this season. Plus, the financial move you should make before the end of the year.

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Should You Ever Invest in a Friend's Business?

Wed, 25 Nov 2015 10:00:00 -0000

Veronica Dagher sits down with business lawyer Nina Kaufman, who explains why you should think twice before investing in your family member's or friend's business.

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Financial Lingo Tips; Talking Money With Your Kids

Wed, 18 Nov 2015 10:00:00 -0000

WSJ's Jason Zweig sorts out all those confusing financial terms and breaks down what they really mean. Then, Fidelity's Chris McDermott explains how to talk money with your adult children -- without the nerves.

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