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WEALTHTRACK

Latest episodes

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Mar 15, 2019 • 18min

Building Women’s Financial Health: Award-Winning Wealth Advisor Karen Altfest

Helping women become financially secure is a primary motivation for Karen Altfest. Altfest Personal Wealth Management’s Principal Advisor shares her women-centric approach. WEALTHTRACK #1539 published on March 15, 2019. More WEALTHTRACK WOMEN
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Mar 8, 2019 • 30min

The Do-It-Yourself Retirement System Isn’t Working. Retirement Pro Teresa Ghilarducci Has Solutions

 The retirement crisis is real. 40% of older, middle-class workers and their spouses will fall into poverty or near poverty in retirement. Economist and retirement expert Teresa Ghilarducci says the U.S.’ 40-year experiment with do-it-yourself retirement is seriously flawed, but there are ways to fix it.  More info at WEALTHTRACK   WEALTHTRACK WOMEN is featuring women who are making a difference in business and finance during Women’s History Month. Join us for career advice from three successful women entrepreneurs including S’well’s Sarah Kauss. Pension expert Teresa Ghilarducci provides timely retirement solutions. Award-winning wealth advisor Karen Altfest explains her women-centric approach. More WEALTHTRACK WOMEN here. While your local public television station holds its fundraising drives on weekends, WEALTHTRACK is focusing on new topics for our podcasts to help you improve your portfolios and finances.
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Mar 1, 2019 • 51min

Three Inspiring Women Entrepreneurs Share Their Unusual Routes to Success

 WEALTHTRACK WOMEN is featuring women who are making a difference in business and finance during Women’s History Month. Join us for career advice from three successful women entrepreneurs including S’well’s Sarah Kauss. Pension expert Teresa Ghilarducci provides timely retirement solutions. Award-winning wealth advisor Karen Altfest explains her women-centric approach. More WEALTHTRACK WOMEN here: www.wealthtrack.com/women While your local public television station holds its fundraising drives on weekends, WEALTHTRACK is focusing on new topics for our podcasts to help you improve your portfolios and finances. THIS WEEK: Running your own business is the definition of a dream job for increasing numbers of Americans, particularly women. I had the opportunity to interview a panel of women business founders recently at the Women of Leadership Summit hosted by the New York affiliate of ACG, the Association for Corporate Growth. Info at: www.wealthtrack.com
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Feb 23, 2019 • 26min

Purpose Matters. Philanthropy and Social Responsibility Experts Describe the New Civic Age

 Purpose matters, particularly to younger generations. In a recent survey of millennials by Deloitte, almost 87% of them said: The success of business should be measured in terms of more than just its financial performance, and when asked what the primary purpose of businesses should be - 63% more of them said improving society than said generating profit. Younger generations are putting their money where their beliefs are. In its report  “Impact Investing: at a Tipping Point? ” independent public charity, Fidelity Charitable found in its survey of affluent philanthropic individuals that 77% of millennials and 72% of Gen-Xers have made some sort of impact investments, that means in companies deemed socially responsible. Doing good has become a global movement. Philanthropy expert Pamela Norley and Corporate Social Responsibility consultant Toby Usnik describe the new civic age. WEALTHTRACK #1536 broadcast on February 22, 2019.
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Feb 16, 2019 • 26min

Invest Where Others Fear to Tread for Income and Appreciation: Eaton Vance’s Kathleen Gaffney

 If you were to name places in the world where you wouldn’t consider investing today what comes to mind? How about Venezuela where the economy is in ruins, the president discredited and the opposition mounting? Or a specific company in this country like Pacific Gas and Electric, PG&E for short, the California utility that filed for bankruptcy and bore the physical and legal brunt of the recent devastating California wild fires? Those are fertile ground for contrarian investors, or just traditional value investors who look for opportunities where others fear to tread.   Globe-trotting Eaton Vance bond manager Kathleen Gaffney looks where others are fleeing for higher total returns. WEALTHTRACK #1535 broadcast on February 15, 2018. More at: www.wealthtrack.com
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Feb 9, 2019 • 26min

Top-Rated Research Team Members Assess the Prospect for the Economic Expansion’s Longevity

2019 could be a year for the record books. The economic expansion turns ten this summer, which would make it the longest recovery ever. The bull market reached that milestone in August of 2018 and despite serious fits and starts has continued its run. The S&P clocked in its best January performance since 1987 with an 8% gain. Economic expansion and bull market longevity outlook with Don Rissmiller and Nick Bohnsack, members of Strategas’ top-rated research team. WEALTHTRACK #1543 broadcast on February 08, 2019. More at WEALTHTRACK
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Feb 7, 2019 • 34min

The Income Strategy Difference. An Exclusive With Next Generation Investor Bill Miller IV

In a WEALTHTRACK exclusive next-generation investor, Bill Miller IV describes the income strategy edge of finding higher yielding securities at value prices. Learn more at: www.wealthtrack.com/miller-iv-income-strategy  
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Feb 2, 2019 • 26min

Running Out of Money Is the Greatest Retirement Fear. How to Avoid It With Two Retirement Experts

Running out of money is the greatest retirement fear. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it. WEALTHTRACK #1533 broadcast on February 01, 2019. More info at WEALTHTRACK
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Jan 26, 2019 • 25min

Socially responsible investing is booming with 26% of US assets under management. Experts explain

Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WEALTHTRACK # 1532 Broadcast on January 25, 2019. Details at WEALTHTRACK website.
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Jan 19, 2019 • 26min

David Giroux on Growing Secular Risks in Companies - Exclusive with Fund Manager of Year Winner

5-star manager David Giroux explains why more companies' businesses are at risk. WEALTHTRACK #1531 broadcast on January, 18, 2018. More info at www.wealthtrack.com

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