Creator | Role | |
---|---|---|
Lindsey Bell is a Chief Investment Strategist of Ally. | Guest | |
Samantha Russell is the chief marketing & business development officer at Twenty Over Ten. | Guest | |
Jean-Michel Pailhon is Vice-president of Ledger. | Guest | |
Guest | ||
Chau Lai is a financial consultant & advisor. | Guest | |
Greg Zuckerman is a special writer at The Wall Street Journal and a non-fiction author. | Guest | |
Joleen Mainz is a financial advisor at Park Avenue Securities. | Guest | |
Morgan Housel is a foremost leader on all things money & human nature, writer, and author of the book The Psychology of Money. | Guest | |
Ron Carson is a registered investment advisor, entrepreneur, NYT best-selling author, and CEO & chairman of Carson Wealth. | Guest | |
Eric Clarke is a CEO at Orion Advisor Services. | Guest | |
Brian Portnoy is an expert at simplifying the complex world of money and investor, educator, writer, entrepreneur, and founder of Shaping Wealth. | Guest | |
Hoda Mehr is the co-founder and CEO of Stock Card. | Guest | |
Emily Binder is an entrepreneur and marketer. She specializes in voice assistant technology for brands. | Guest | |
Ashvin Chheda is a managing director and president of Opes One Advisors | Guest | |
Nathan Astle is the founder of Relational Money. | Guest | |
James Patrick O'Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC. | Guest | |
Tim Holland is the Chief Investment Officer at Orion Advisor Solutions. | Guest | |
Lisa Brenneman is the behaviour finance & innovation strategy at TD. | Guest | |
Roger Whitney is a writer and author of the book Rock Retirement. | Guest | |
Jess Von Bank is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. | Guest |
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