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.

This week features Megan Gorman, a financial planning expert and Forbes contributor. She dives into the chaotic aftermath of a millionaire's decision to exclude two grandchildren from a trust. Megan highlights how family dynamics can complicate estate planning, emphasizing the importance of precise legal language. She also discusses the role of trust protectors in minimizing disputes and balancing control with flexibility in trust management. The conversation sheds light on how ambiguous terms can lead to prolonged legal battles and public scrutiny.

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.

Ed Price, a former British trade official and geopolitical analyst, provides sharp insights on the upcoming U.S. elections and their impact on global relations. Harmit Singh, CFO of Levi Strauss & Co., discusses the evolution of denim in a casual fashion landscape. Josh Reeves, CEO of Gusto, addresses the challenges and opportunities for small businesses in today's economy. Camilla Marcus, a chef, explores the benefits of regenerative farming and sustainable practices, while Marianne Franks highlights the complexities of free speech in modern discourse.

Megan Gorman, a financial expert and author, dives into how U.S. Presidents manage wealth, revealing insights from her book on their financial strategies. Elisabeth Staudinger discusses innovations in healthcare aimed at tackling chronic diseases in an aging population, underlining the significance of personalized medicine. Jordan Schwartz brings a global perspective, exploring economic development opportunities in Latin America, emphasizing the need for multilateral collaboration and sustainable growth post-COVID-19.

Megan Gorman, a tax attorney and wealth manager with a knack for digging into the finances of our nation’s leaders, dives deep into presidential wealth and financial woes. She explores which president was the richest and why, revealing George Washington’s impressive fortune and Abraham Lincoln's complex struggles with money. Gorman discusses the economic dilemmas faced by figures like Thomas Jefferson, who, despite his wealth, mismanaged his finances, leading to tragedy within his own community. Join this riveting financial journey through history!

Megan Gorman, founding partner of Chequers Financial Management and author of "All the Presidents' Money," dives into the financial habits of U.S. presidents. She details how FDR, despite his trust fund background, faced money challenges. Reagan's humble beginnings shaped his budgeting skills, while Thomas Jefferson's financial mismanagement raises modern affordability questions. Gorman also examines how presidents and their spouses navigated finances and how their legacies influenced their financial strategies post-term. A fascinating exploration of wealth, wisdom, and missteps in presidential history!