Gwen Merz-Joiner

In this engaging discussion, John Cole Scott, a closed-end fund expert, shares insights on investment strategies. Ravi Wadan reveals how DriveMatch.com simplifies pre-negotiated car leases. Nik Johnson emphasizes small daily choices for building generational wealth, while Gwen Merz-Joiner reflects on her journey from frugality to finding happiness and balance. Adam Bergman highlights the growing access to alternative assets in retirement plans, transforming investment strategies and opportunities. These insights inspire a fresh approach to personal finance.