Megan Gorman

Megan Gorman, a wealth historian, shares her expertise on how U.S. presidents like FDR and Ulysses S. Grant approached finances. She reveals fascinating stories, such as FDR's ill-fated lobster investment and Grant's financial struggles, linking their decisions to modern financial lessons. The discussion also delves into ERISA's legacy, the political impact on investments, and travel anecdotes mixing humor with financial wisdom. Listeners get a blend of historical insights and practical advice for securing their financial futures.

Megan Gorman, a wealth manager and Forbes contributor, shares insights from her book, All the Presidents' Money. She explores how U.S. presidents navigated financial challenges much like everyday folks. Stories include Lincoln's secret paycheck stash and Ford’s post-presidency hustle. Gorman also highlights the importance of financial harmony in partnerships through the Carters and Lincolns. She details strategies for retirement and education funding, showing that even the most powerful leaders grappled with money worries.

Megan Gorman, author of 'All the Presidents’ Money,' dives deep into the financial lives of U.S. presidents. She shares surprising insights, like Thomas Jefferson's debts and JFK’s complex wealth. The discussion reveals how these figures' financial decisions shaped their policies and legacies. Gorman also highlights the contrasting backgrounds of Bill and Hillary Clinton and explores the financial ethics facing modern politicians, including Kamala Harris, emphasizing how individual finance intertwines with leadership and power.

Megan Gorman, an attorney and founder of Checkers Financial Management, discusses her book 'All the President's Money'. She analyzes the financial management styles of U.S. presidents, from Jefferson's missteps to Coolidge's frugality. The conversation reveals how personal finances shape presidential policies and public perception, contrasting figures like Trump and Roosevelt. Gorman also delves into the psychological aspects of wealth management and the importance of understanding financial history in today's context.

Megan Gorman, a tax attorney and wealth expert, discusses the critical intersection of marriage and finances. She shares insights on maintaining financial independence while navigating marital partnerships. Megan emphasizes the importance of having open financial discussions with partners and creating monthly money rituals. She addresses common pitfalls where women may lose their financial power and provides strategies to reclaim it. Listeners are encouraged to view marriage as a collaborative effort, fostering equal financial participation.