MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Eve Lewis has served on the BetterInvesting Board of Directors since 2008 where she is currently the Vice-Chair. A member of BetterInvesting for more than 30 years, Eve is an advocate for personal financial security and believes everyone can manage a successful portfolio by deploying the BetterInvesting principles. She holds B.S. and M.S. degrees in Business Education from Northern Michigan University.

As a young working mother in the early 90s, Eve was the family money manager and curious about investing. When an article appeared in her local newspaper featuring the educational benefits of BetterInvesting, she joined. The Stock Selection Guide provided her with a methodology to make good decisions and understand what to look for in a stock’s performance which leads to a buy, hold, and sell the range.

In 2008, Eve was widowed. Fortunately, her life could go on without worrying about how to pay the mortgage or finance the final years of college for her daughter. She attributes the knowledge she gained through her membership in BetterInvesting as the reason her family is financially secure. Eve retired in 2015 from Cengage Learning after completing a 36-year career in business publishing where she worked in sales, marketing, product development, and editorial management. She is the recipient of the Distinguished Service Award from the National Business Education Association. Eve is a member of the Evergreen Investment Club of Cincinnati where she is the co-treasurer. She enjoys playing golf and is on the Board of Trustees of O’Bannon Creek Golf Club, in Loveland, OH.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Ken Kavula is a retired educator who taught AP Calculus, Chemistry, and Physics. He also served as a secondary principal for 21 years. He lives near Flint, Michigan, with his wife, Natalie. They have two grown children and five grandchildren who live nearby and keep them busy. Natalie and Ken both give many hours to BetterInvesting, a nonprofit that supports investment clubs throughout the nation. Ken has served as President of his BetterInvesting chapter, the Mid-Michigan Chapter. as well as teaching extensively for the chapter and the national organization. He is a regular on BI’s Ticker Talk. Ken also presents regular programs with Mark Robertson of Manifest Investing. Their Bull Session programs on Tuesday afternoons draw an enthusiastic audience. In addition, Ken cohosts a monthly program for his chapter called The Mid-Michigan/Manifest Investing Roundtable. He is an active member of four investment clubs. He founded and chaired the Great Lakes Coalition BetterInvesting Regional Conference, has twice served as chair of the BetterInvesting National Convention, and served as Chairman of the BetterInvesting Volunteer Advisory Board for three years. He travels to many parts of the country throughout the year, offering programs to BetterInvesting chapters. Ken has been honored numerous times by the Better Investing organization, most recently with the George Nicolson award for outstanding contributions to investment education. Ken and Natalie love the theater, are avid readers and gardeners, and enjoy as much travel as they can fit into their busy schedules!

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Charles Bright is a native of North Brentwood, Maryland. He is married and has 2 Daughters and 2 Grandchildren. Charles Bright began his journey learning about the importance of finances when he had a paper route at the age of 11. His Mother helped him invest by buying savings bonds and told him they would double in 5 years. But, not really understanding the importance at that young age, he cashed them in before their maturity date. In 1996, through a family member, he had the pleasure of meeting a man named Daniel Garnett who gave him a share of Diebold, Incorporated stock and asked if he was interested in learning about stocks and investing. His love for numbers told him to say yes and Mr. Garnett took him under his wing. Mr. Garnett introduced him to the NAIC (now Better Investing) principles that he still utilizes today.

His first major project under the tutelage would be to start an investment club. As of today, he has held various positions in the Pinnacle Group Investments and has assisted in starting at least 4 other investment clubs for others. He has taught children beginning at the age of 6 – 14 during summer camps about investing and the importance of saving money. He is passionate about teaching financial literacy and knowledge about investing to people of all ages. He believes that by teaching others the importance of investing and saving, he can pay it forward in the remembrance of Mr. Garnett for all the knowledge that he so freely shared with him.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Branden Bufford is a 4th generation Detroit Homeowner and 3rd generation landlord. While playing monopoly in his early adult years, it clicked "not owning would have me always owing" and it made me insecure. Also, becoming a parent and having every waking moment calculated for me was stressful. I am committed to being a husband, parent, and employee but that puts me last on the priority list, and that also makes me insecure.

Branden always knew real estate would be his ticket out the rat race and in his 30s, he's been hyper-focused on it. He learned the game through a handful of podcasts and did the most important thing: TOOK ACTION

In addition to managing 5 houses, he owns vending machines and is a host on Turo. His goal is to "retire" by 40 and have his time back.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Mrs. Shellie Ransom-Jackson is the Managing Member of Benchmark Construction Consulting & Management LLC. She has over 20 years’ experience as a Florida Certified General Contractor and the distinct honor of being the first African American Woman Certified Building Official in the State of Florida. Mrs. Ransom-Jackson utilizes her practical construction knowledge enhanced by over 17 years of public administration experience to assist clients navigating the bureaucracy associated with development.

Mrs. Ransom-Jackson is a member and past Treasurer of the NABWIC Investment Club. She has used the Better Investing principles acquired to establish her own portfolio.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

For nearly 30 years, Doug Gerlach has taught individuals and investment clubs to make smarter decisions about investing in the stock market, through books, software tools, websites, and educational presentations across the U.S. Gerlach is the President of ICLUBcentral Inc., a subsidiary of BetterInvesting and makers of software and websites for individual investors and investment clubs. He is the author of six financial books, including The Investor's Web Guide, The Complete Idiot's Guide to Online Investing, The Armchair Millionaire, Investment Clubs for Dummies, BetterInvesting’s Guide to Computerized Investing and the Internet, and The Pocket Idiot's Guide to Direct Stock Investing. He has written articles for publications such as Individual Investor, PC World, and Computer Life, and was a Consulting Editor and columnist for Time-Life’s Mutual Funds Magazine.

A familiar name to many BetterInvesting members, Doug has spoken at investor events from Honolulu to Berlin, for such organizations as the National Education Association, National Investor Relations Institute, the American Association of Individual Investors (AAII), Money Show, and Charles Schwab, as well as at personal finance conferences organized by Money Show, CNBC, Boston Globe, Baltimore Sun, Fort Lauderdale Sun-Sentinel, Morningstar, BetterInvesting and Oregon Public Broadcasting. He has taught at investor events in more than 80 cities across the U.S., where his skill in explaining often-complex concepts with humor, energy, and clarity helps to turn investors into better investors. His regular webinars for ICLUBcentral reach thousands of individual investors each month.

As ICLUBcentral’s president, Doug leads product development for its suite of tools for investors and investment clubs: StockCentral.com, MyStockProspector.com, myICLUB.com, and EquityResearchService.com. He is also Editor-in-Chief of ICLUBcentral’s two investing newsletters: the long-term market-beating Investor Advisory Service and the SmallCap Informer(which he founded).

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Julius Mansa has been an operation, finance, and accounting professional for over 15 years, with sharpened financial management expertise in various industries including financial services, real estate, logistics, and the nonprofit sector.

Julius’s career includes various corporate finance roles ranging from senior financial analyst to financial controller in the logistics and real estate development sectors, in addition to leading the finance function of several non-profit organizations. Within the realm of logistics, Julius has experience in supply chain finance management for regional and international third-party logistics (3PL) companies. Additionally, for over 3 years, Julius acted as a fractional Chief Financial Officer for an Indianapolis-based real estate development firm with a multi-million-dollar portfolio.

After his rewarding experience doing fractional CFO consulting, in early 2020, Julius opened MaxPoint Advisors, a CFO advisory firm that focuses on medium-sized businesses that operate in fast-growing sectors and gross between 2 million and 10 million in revenue.

As an emerging academic and researcher, Julius serves as a professor at two institutions of higher education in Indianapolis, Indiana, the USA where his current and past lecture areas include intermediate accounting, managerial finance, risk management, corporate valuation, portfolio management, and financial economics. In 2020, Julius was awarded a prestigious and highly competitive U.S. Department of State Fulbright Program research award in the area of financial technology.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Charlene Rhinehart is a Certified Public Accountant, Founder of Wealthy Women Daily, and Author of Dividends are a Queen's Best Friend. She is on a mission to help more women build a stock portfolio that's bigger than their shoe collection and give them the tools needed to earn an extra stream of income in the stock market.

Charlene was selected to feature her local newsletter, Chicago Southsider, on Facebook's new Bulletin platform. Through the Chicago Southsider, she is creating an ecosystem of resources to help more businesses and people generate more revenue on the South Side of Chicago. She's on a mission to impact more people by reaching the publication's first 10,000 subscribers at http://chicagosouthsider.com/. Subscribe here and join the journey.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Warren Mickens is a native of Gary, Indiana, and a product of its public school system. He earned a BS in Mechanical Engineering from Indiana's Rose-Hulman Institute of Technology and an MBA from Harvard University. His MBA focused on Operations and Strategy, not Finance.

He has enjoyed a host of challenging career experiences. Warren began his career as an engineer at Cummins Engine Company and was later the Director of the Worldwide Government Business.

Warren transitioned to the telecommunications industry in the 1990s and has held several Operations and Engineering Roles since.

Warren became interested in investing in the late 1980s for two reasons:

1) He was scammed by a former work acquaintance who had become a financial manager.

2) He became a father of two sons and concerns over the costs of college education and retirement seemed overwhelming. Warren's family did not have a background with financial resources. His father died unexpectedly leaving four children aged 3-16 behind when Warren was in third grade. He rolled up his sleeves and joined an investment club and decided to learn about investing. He learned a lot. It worked.

Warren is active as a trustee at Rose-Hulman. He and his wife Joyce reside in

Denver's Southern Suburbs. Their two adult sons are both engineers.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Tamika Adams is an Educator, Entrepreneur, and Nonprofit Community Leader. Mrs. Adams holds a B.A. in Business and master's in public accounting. Her community work is focused on contextualizing the importance of equality and exposure for girls with a specific interest in black girls. Her dedication, efforts, and research are rooted within various communities throughout the United States. Her focus is to normalize the importance and benefit of early exposure and equal opportunities.

Mrs. Adams's overall goal is to advocate and implement opportunities to increase youth interest in non-traditional careers and provide various cultural experiences. Having a diverse and tenured background in Corporate America, public education, and the nonprofit industry has afforded her many opportunities. The ability to directly work closely with girls and their families remains her top priority. She recognizes this as a privilege and takes great pride in her responsibility. Under her leadership with The Empress and Pearls Inc, her mentees have gained much exposure and increased experiences. She is fondly known as a Change Agent for girls!

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Mark T. Hebner is the founder and president of Index Fund Advisors, Inc., (IFA), author of the highly regarded book Index Funds: The 12-Step Recovery Program for Active Investors focused on investor education. Mark’s current book and previous editions received praise from financial industry experts and academic luminaries, including John Bogle, David Booth, Burton Malkiel, and Nobel Laureates Harry Markowitz and Paul Samuelson. The book has been nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett.

Hebner is a respected speaker, frequent news contributor, and authority on investing. His life’s mission is to “change the way the world invests by replacing speculation with education.” Hebner is especially knowledgeable about index funds, portfolio construction, and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French. These indexes provide the building blocks for the prudent evidence-based investment strategies that Hebner implements for his IFA clients.

Mark is a Wealth Advisor (Series 65) and has an MBA from the University of California, Irvine, and a Bachelor’s in Nuclear Pharmacy from the University of New Mexico. He was a member of the Young Presidents' Organization for over 20 years and is currently a member of the World Presidents’ Organization and the Chief Executives Organization.

Before founding Index Fund Advisors in 1999, Mark was President, CEO, and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Robin Ware, a senior executive with the United States Postal Service with a career spanning 38 years held leadership positions in operations, engineering, customer service and sales, and training and development. In these roles, she designed, developed, and implemented many leading-edge technology solutions helping the Postal Service significantly improve its operations.

As part of a lifelong interest in finance, Robin helped co-workers, friends, and family understand personal finance options. While studying for her master's degree in 1996, she and her classmates founded a stock investment club, the Ninety-Sixers LLC, and joined the National Association of Investment Clubs, known now as BetterInvesting.

After retiring from the Postal Service, Robin completed a Certified Financial Planner course at the University of Central Florida. She then founded another investment club with a diverse group of professional women interested in learning how to invest, the Wining About Money Investment Club. She is also a volunteer and serves on the Board of Directors, BetterInvesting North Florida Chapter, and is a long-time member of the American Association of Individual Investors.

In her spare time, Robin loves to run and completed a favorite race, the 2018 New York City Marathon. She also recently completed a half marathon in her 49th state intending to complete her 50th in 2022. She has run countless races and is a member of several local running groups.

She holds a bachelor’s degree in Computer Science from New Jersey State University, MBA from George Mason University, and Senior Executive Program completion from Columbia University.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Cynthia D. Williams, a Program Management professional with 25+ years of experience managing and leading projects for the Federal Government, a nine (9) years-young Distinguished Toastmaster, that supports and leads a district of over 2,000 members within Toastmasters International and a Servant Leader where the betterment of others has always been her passion!

As a Servant Leader, Cynthia wishes to freely volunteer her skill sets gained as a Program Management professional and her leadership experience acquired while serving as a Toastmaster International District Leader.

Cynthia’s G.O.A.L.S is to Grow Others And Lead Self!

In both her professional and Toastmasters journey, she quantifies her sense of accomplishment through assisting others in reaching, achieving, and exceeding their GOALS.

Cynthia has been in District Leadership with Toastmasters International, a national 501(c)(3) nonprofit, educational organization. Like Better Investing, Toastmasters has been empowering everyday Americans for many years. Where they have helped more than 5 million people from all walks of life learn how to improve their communication and leadership skills.

Therefore, while searching on google and hungry to learn more about investment clubs; when Cynthia stubble onto the BetterInvesting.org website she immediately knew this was going to be a great fit. This newfound treasure was further solidified when she sent a message to every primary contact listed on the Maryland Chapter BI website and received a call back from the Chapter President, Ana McBayne, who share with her the core mission and values of BetterInvesting.org.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Ms. Susan Gooding-Liburd is the Chief Financial Officer for the City of Miramar, Florida. She is an executive working in the City Manager’s Office. Ms. Gooding-Liburd knows all aspects of municipal government.

Ms. Liburd is a Certified Public Accountant and a Certified Government Finance Officer. She holds a Master’s in Business Administration (MBA) and a Master’s in Accounting, as well as a bachelor’s in finance and business administration. She is also a partner of G&L Accounting Services, LLC and Government Finance Tutoring, LLC.

G&L Accounting Services, LLC and Government Finance Tutoring LLC are a husband-and-wife CPA firm that specializes in Government Finance. Both partners are Certified Public Accountants and Certified Government Finance Officers and together have over forty years of experience working in the Governmental arena.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Jennifer Felton is an author and a renowned master trainer impacting thousands of educators throughout the southeastern United States. She is focused on modern-day teaching practices, personal accountability, and cultural relevance. Ideas which she has captured in her book Teaching in the Now- Classroom Momentum Begins with You!

Before becoming a consultant, Jennifer was an award-winning educator, recognized by school districts and municipalities for her excellence in education. Her unyielding approach to demanding equitable educational experiences for all students, not just the “good ones,” is driven by a firm belief that all children want to learn.

A Miami native, mother, and self-proclaimed teacher nerd, Jennifer lives between the sunsets of Florida beaches and the hustle and bustle of Atlanta, Georgia. She can be found most Saturday mornings at auctions, estate sales, or perusing the local thrift sipping café con leche. Recently, her journey of living on Florida's west coast inspired her to partner with fellow education professionals and friends to form the Ladies Building Wealth Investment Club.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Jonathan attended the University of California @ Davis and Howard University College of Medicine. He is a radiologist residing in Maryland where he has served as Chairman of the Department of Diagnostic Imaging and also the founder and president of Medical Imaging Associates, LLC, a medical staffing service.

Jonathan has been a member of BetterInvesting for over 30 years and is currently a Director of the Maryland Chapter and founding member of the Maryland Model Investment Club. He attributes Better Investing’s methodology to his ability to take early retirement, transitioning from educating & treating individuals' personal health to educating and teaching the benefits of financial wellness.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Whitney Bingham is the CEO and Founder of Selfish Evolution a wellness business that helps guide people to healing themselves using sound bowls, yoga, and mindfulness activities. She is also a full-time mentor at Running Rebels Community Organization where they aid and guide young people in making positive choices in their lives and preparing for a bright future. She’s been a member of the C.A.S.H investment club in Milwaukee, WI for 3 years now, which led her to be a part of the team for Collective Impact Initiative Financial Education for Youth of Color and participate as an advisor for the Climb Stock Market Game for the past year. This year of 2021 she helped to start up a brand-new investment club with adults and young people for their Pipeline 2 Promise investment club. She doesn't claim to be an expert investor just yet but an expert in learning. She finds so much joy in talking about financial goals and financial freedom with young people while being able to prepare herself for the future at the same time.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Jamie D. Elder is an Army veteran and life-long entrepreneur who was born and raised in Milwaukee, Wisconsin. He started his first business when he was 21 which was the first 1-800-GOT-JUNK? franchise in the state of Wisconsin. At the age of 29, he was appointed to Governor Scott Walker’s administration to serve as the Director, Office of Urban Development for the Wisconsin Department of Children and Families. In 2016, he relocated to Washington, DC to serve as a Director of Strategic Partnership for a national venture philanthropy firm called Stand Together Foundation–serving over five hundred wealthy business leaders across the country. In 2019, he briefly worked as the Director of Urban Development for a legacy-minded private equity firm called Ambassador Enterprises in Fort Wayne, Indiana. In 2020, he partnered with W. Isaac McCoy and John K. McKiel to form an impact-minded private equity firm called I2J Group LLC resulting in their first acquisition of a small kitchen and bath remodeling company in Dallas, Texas with plans to grow a national home improvement vertical. Jamie earned him AS in Business Administration and BS in Organizational Leadership from Penn State University. He is also a proud alum of the Harvard Kennedy School Senior Executives in State and Local Government and Aspen Institute Socrates programs. Jamie also serves on the boards and committees for various organizations that focus on entrepreneurship, employment, and education. In his free time, Jamie enjoys reading, writing, basketball, soccer, and all things Green Bay Packers.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

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Linkedin: @BetterInvestingSouthFlorida

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Travis White is 38 years old and currently lives in the Philadelphia Metro Area by way of Washington DC. He attended college at the US Naval Academy and completed his undergraduate degree at Capitol College in Maryland earning a Bachelor of Science in Electrical Engineering. In 2017 he completed his Master of Business Administration with a concentration in Finance at the University of Delaware. Travis has worked in the Electric Utility Industry for the past fifteen years.

Travis is mostly a self-taught investor that has leaned on advice from mentors, information from the internet, and books to make investing decisions. Travis enjoys listening to the experience of others on all topics related to money. He is always curious about how money works especially after it’s earned. Travis is a member of "Better Investment Analysis" - an investment club that meets bi-weekly to discuss long-term investing ideas.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Faith Investors Club is a limited partnership and a member of the NAIC, now Better Investing. The club meets monthly to discuss various companies (stock options) and determine if the club should invest/buy/sell stock.

They view the investment as a part of "stewardship," as a way to make the best use of resources entrusted to them. They adopted NAIC’s philosophy of investing regularly over time in well-managed companies through dollar-cost averaging. They benefit from the philosophy of investing regularly, reinvesting earnings, investing in proven growth companies, and diversifying risk. Their first investment was McDonald's, at the time, a company with proven results. Using the NAIC stock study tools, their portfolio grew as they researched other stocks of small, medium, and large companies. Today their investment portfolio consists of 18 stocks and total securities and cash accounts are over $260,000. Their best-performing stocks include Apple, Home Depot, Norfolk Southern, Dollar Tree, McDonald's, PepsiCo, and Walmart.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Michelle Strawder is originally from Guyana, South America but has lived in the Us for over 30 years. Raised in the Bronx, NY, she attended college in update NY in the village of Geneseo, NY. She has worked in the non-profit and public education field for the last 18 years. She has worked for DC Public Schools and Hartford Public Schools. She currently works and lives in CT. She works at Goodwin University as a Senior Grants Officer and serves as a board member for Dignity Grows a non-profit in CT.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Vivian McKnight is a former civil servant who retired from the federal government in 2012 with 32 years of service. She has worked as a Scientist, an Engineer, a Computer Programmer, and a Project Manager. Her last assignment in the Federal Government was as a Safety Manager for the Federal Aviation Administration working on the integration of Unmanned Aircraft/ drones in the National Airspace System. She started her Federal career as a Physicist with the Navy. Her formal education includes a bachelor’s degree in physics and a Master of Engineering Science degree with an emphasis in Computer Science. She was born, raised, and educated in Baltimore City, Maryland completing her higher education at Morgan State University and Loyola University Maryland. In 1997 she was invited by a friend to come to a meeting to form and ultimately join 12 Karats Investment club where she became one of the founding members of the club. 12 Karats joined BetterInvesting (BI) in 1997 when it was named the NAIC and as a new club, they took advantage of the Maryland Chapter services and training throughout the years. She served as the club’s treasurer for many years, resulting in even more interest in investing, making, and saving money and later improving knowledge of tax-efficient investing. Her passion is encouraging women to invest and empowering women in the area of financial literacy and investing. She is currently a founding member of the Maryland Model Investment Club which was formed in 2015 and has been a volunteer with the Maryland Chapter of BI for many years and serves today as a Maryland Chapter Director.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Brandon Rooks is 37 years old, and resides in North Carolina, by way of Washington DC. He is an experienced IT and Cybersecurity professional who enjoys helping people build cool things "in the cloud".

Brandon first learned how to invest from his father Brian and increased his focus when he himself became a dad. Along with his mentor (Warren Mickens), he founded "Better Investment Analysis" - an investment club that meets regularly to discuss building wealth in the stock market via long-term investing principles. The club has grown to include members from across the US, with a range of experience in various industries and disciplines.

Brandon also volunteers in his community to create STEM learning opportunities for the next generation. In his free time, he enjoys sports, music, chess, traveling, and most of all spending time with his beautiful wife Kaleia and son Brandon Jr.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Pam is the founder & CEO of Wealth ramp, an SEC-registered referral service that connects people with vetted fee-only financial advisors. She is also the creator and co-host of investor education television series MoneyTrack on PBS and Friends Talk Money podcast on PBS Next Avenue. With over 25 years in the investment industry, Pam is a respected journalist and recognized consumer advocate who champions enhanced transparency and fiduciary standards in the industry. She is the recipient of two Gracie Awards for educating the public about personal investing and finding the right financial advice and received the Financial Educator of the Year Award from the Financial Literacy Institute.

Connect With Pam Krueger

Facebook

Linked-In

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Yohlaunda Battle graduated from Miami University of Ohio with a BS in Systems Analysis. She is an IT professional currently working as a business systems analyst and IT trainer at a dialysis company. She loves Jesus and serves as a women’s bible study facilitator at her church. She is a current member of Model Wheeler Investment Club (MaWDIC) and a past member of Living Room Learning Investment Club (LRL), both of which are part of Better Investing, and serves as a director with BI Northeast Ohio Chapter. She is married with no children. While she has always been pretty good at managing her money and savings, she became an investor in her 20s by investing in her company’s 401k plan as soon as she became eligible. After her first job change, she attended a financial workshop at a local church and signed up with a financial planner, Darrell Claytor whom she still works with today. In her early 40’s, she joined her first investment club and decided to take a more proactive approach by investing her savings in the stock market. Her goal is to retire early and securely. She would like to focus her time on ministry, travel, and pursuing her hobbies (skiing and biking) in retirement.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of everyday people on the path of being Successful Long-term Investors. Ann and Ionnie McNeill, are both Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining a light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your successful investing journey.

Living Room Learning (LRL) Investment Club is a group of people from various backgrounds: Attorneys / Doctors / Administrators / Bankers / Entrepreneurs / Retirees / Teachers / Etc.

You do not have to have a background in finance in order to join the club.

Their goal is to educate members on basic investment and their only purpose is to invest the assets of the partnership solely in stocks, bonds, and other securities for the education and benefit of the partners.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of everyday people on the path of being Successful Long-term Investors. Ann and Ionnie McNeill, are both Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining a light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your successful investing journey.

Sofia has a master’s degree in finance and a passion for financial and data analysis. She has spent the bulk of her career applying her skill sets to cloud systems implementation, ranging from small “mom and pop” businesses to multi-national corporations. She enjoys learning more about the SSG and helping other retail investors refine their equity analysis practices.

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of everyday people on the path of being Successful Long-term Investors. Ann and Ionnie McNeill, are both Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining a light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your successful investing journey.

Comprised of two, rock-star students - Guy DeWeever and Jacob Robinson - and their amazing coach – John Fay - the Millennial Millionaires is a team of three brought together through the Ally Invest Stock Market Game Challenge.

Before the competition, both Guy and Jacob estimated their combined investing knowledge to be an Advanced Beginner level. However, upon completion of the five-week investment simulation, both young men unequivocally stated their knowledge of the investing field and strategies grew well beyond their expectations. This growth was further exemplified, as both students were selected as MVPs of the competition. They credit their achievements to the hosted seminars throughout the challenge and to their coach, John Fay, who currently works as a Sr. Business Operations Analyst at Ally Financial. To them, he became more than just a coach for the challenge, he is a trusted resource and mentor that has extended well past the competition. Both, Guy, and Jacob continue to develop their investment knowledge and strategies while pursuing their educational aspirations.

Guy, a recent graduate of Virginia State University with his Bachelor’s in Business Marketing, is currently enrolled at John Hopkins University as a dual-degree student in pursuit of an MBA and Master of Arts in Design Thinking. And Jacob is currently enrolled at Hampton University as a 4th-year student in the Five-Year MBA Program, with a concentration in Accounting and a Minor in Leadership Studies.

Connect With Guy Deweever on Linked-In

Connect with Jacob Robinson on Liked-In

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

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MyInvestingStory showcases the Investing Story of everyday people on the path of being Successful Long-term Investors. Ann and Ionnie McNeill, are both Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining a light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your successful investing journey.

Team Infinity is composed of Emanuel, a recent graduate of Norfolk State University with a degree in Business Management Information Systems. Kyle, a senior at Virginia State University studying Agriculture, currently an Artificial Intelligence intern at the University of Illinois. Dom, a senior at Alabama Agricultural and Mechanical University studying Business Management, is currently an intern at Nike.

Connect With Emanuel Perez:

Instagram

Book Recommendations:

Richest Man in Babylon: https://www.amazon.com/Richest-Man-Babylon-George-Clason/dp/1505339111
The Almanack of Naval Ravikant: https://www.amazon.com/Almanack-Naval-Ravikant-Wealth-Happiness/dp/1544514212/ref=sr_1_1?dchild=1&keywords=The+Almanack+of+Naval+Ravikant&qid=1625698458&s=books&sr=1-1

Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

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The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Richest Man in Babylon - Original Edition

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Andrea Finley is a young professional who believes and lives the credit union philosophy of “people helping people.” As a Certified Diversity Professional, she serves as the Community Engagement Manager for the African American Credit Union Coalition (AACUC). Finley currently resides in Greenville, SC, where she also serves as a certified financial educator, counselor, and founder of Good Cents Consulting. She provides a listening ear and shows people that managing their finances does not have to be complicated. Finley was recently named 2020 Credit Union Rockstar for her financial wellness work with her local non-profit organizations.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Progressive Investors was established in 1996 with 7 initial members as a registered partnership in the state of Virginia for long-term growth investment in the stock market and providing investment-related education for its members. The club has followed NAIC guidelines by investing regularly, reinvesting earnings, investing in growth stocks, and having a diversified portfolio. The club is going strong and has been successful over the years due to having dedicated members with an eagerness to learn, being flexible, and having a good fellowship at our meeting.

They are currently at 10 members that are split into 3 teams that do the stock studies and recommend buying, selling, holding, or further studying. They use the BetterInvesting website and SSGs to make their recommendations for stock purchases. New members come from acquaintances of our current membership, and they allow visitors who are interested in becoming potential members. Today, they have 23 companies in their portfolio.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Candace Baker is currently a director and treasurer for the St. Louis Chapter of BetterInvesting. She received an O’Hara Service Award for her contributions to the chapter in 2018. She graduated from the University of California, Riverside, in 1968 with a degree in Mathematics, married a Captain in the Air force, and spent 28 years moving from one location to another while working in accounting off and on. Her last job was working in General Accounting for Navy Federal Credit Union in Vienna, Virginia.

She joined BetterInvesting in 1997 where she helped reorganize the Great Scott Investment Club in O’Fallon, IL, and has remained the club treasurer to this day. She became the educator for the club and then joined the St. Louis Chapter as a director/educator in 2002. She helped start the Model Investment Club of St. Louis and another model club for the chapter located in Illinois which lasted 5 years before disbanding in 2016. She also started a “Let’s Talk Stocks” discussion group for the Chapter and our “Classes To Go” program where she brings their classes to clubs.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Dan Harter has been a member of BetterInvesting since April 2000 and an active volunteer since January 2001. Dan started volunteering with the Inland Empire Chapter while living in Washington state and continues with the North Florida Chapter since relocating to Florida.

Dan is the VP of Education and Training for the North Florida Chapter. He has a passion for educating, which he also does with the Eckerd College Osher Lifelong Learning Institute, where he teaches technology-related subjects. Dan is also a longtime volunteer with the American Red Cross. When not volunteering, Dan provides onsite computer repair for individuals and small businesses.

After overcoming poverty, divorce, and single motherhood, Jackie still managed to retire early (in her 40s) to follow her dream of creating a financial-literate society. Jackie is a Certified Educator in Personal Finance (CEPF®), and author of the book, “Money Letters 2 my Daughter”, which was the 2013 winner of Excellence in Financial Literacy Education (EIFLE) Award for Adult’s Book of the Year, Money Management. Jackie has served on the Ohio/Kentucky/Indiana Chapter Board of Directors for the past 10 years and recently joined the National BetterInvesting Board.

Connect With Jackie

Resources Mentioned

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Connect With Jackie

Resources Mentioned

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Sheryl Patterson learned of BetterInvesting in 2007, at a time when she needed something to divert my attention during non-working hours. She attended a Stock Selection class taught by a chapter director. After three meetings, was asked to be a dues-paying member. Three months later, a majority of the club’s members decided to disband the club and my contribution turned into my first investment loss. She stayed with the chapter but didn’t join another investment club until the chapter decided to take a virtual club to the next level and become one of the early working model clubs (2008). Also attending the BetterInvesting National Conference in Schaumburg, Chicago, IL.

As she took on higher positions both within the chapter and the model club, it advanced her ability to find possible stock ideas and understanding of the Stock Selection guide tool. Making her felt confident enough to start a family portfolio and become bolder with my thrift savings retirement accounts. In 2017, she retired after 35 years with the US Navy and joined my second investment club with 3 other chapter directors. Then co-taught our spring and fall SSG classes, making club visits and initiating our chapter Go-to-Meetings and Webinars. She is working with her son to eventually take over her portfolios and hopes to get my granddaughters initiated once they get older (they are currently three and one).

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Fred Tonnies is a pharmacist who is working as the Pharmacy Coordinator for the 7 Mental Health hospitals in Missouri. He is married to Kathleen Tonnies and they had two children and four grandchildren. He first became interested in stocks when he joined a stock club in Columbia Missouri, which required him to join BetterInvesting and he was in the Kansas City Chapter Region. The KC Chapter would send members to Columbia to teach BI members and clubs on investing using the BetterInvesting methods. He then moved to the St. Louis area where he was elected President of the St. Louis Chapter. He joined two investment clubs, attended the Model Investment Club (MIC) and finding he has gained a lot of hands-on education on stock selection by being around other BetterInvesting members.

In the past he had all his IRA and Roth accounts in mutual funds and owned no individual stocks. Today he has transitioned from mutual funds to stocks and now all accounts have 100 % stocks in them. He is now self-directing his own account which he found takes a lot of personnel time. He has adjusted to this time involvement by owning some of the stocks selections that his club has purchased. This has freed up more personnel time.

The people that he has met thru his membership in the clubs has been good. They have helped him to gain information and friendship from the members to make the chapter better now and in the future.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Elizabeth (Beth) Hamm is a member of BetterInvesting and has served as a trustee of the organization. In that capacity, she served as Interim Chairman of the Board and Nominations and Succession chair. She is the daughter of the founder of NAIC/BetterInvesting, George A Nicholson Jr., who developed the organization’s principles and Stock Selection Guide. Following in her father’s footsteps, she developed and implemented the Model Investment Club format, which has been used by other chapters in the BetterInvesting community. Using this model, Beth piloted a student study/investment club, (the Traveling Investment Club) at her son’s high school.

Beth also authored a column for BetterInvesting Magazine entitled “Not For Women Only”, and has taught all aspects of the Stock Selection Guide through college programs, community education classes, and chapter seminars. She founded two BetterInvesting investment clubs, Grand Rapids Eager Earning Dames Investment Club (GREEDI Club) and the Holy Rollers Stock Club. She was a founding director of the Western Michigan Chapter, where she served as the education chair, vice president, president and program chair of the Great Lakes BetterInvesting Regional Conference (BIRC) in 2005. Currently, Beth is challenging her investment club members and friends to purchase a share of a dividend-paying stock for their children or grandchildren to teach them the benefits of investing.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

La-Vaughn Graham Starks earned a Bachelor of Science (BS) degree from Bethune Cookman University (major Business Administration, minor in Mathematics) and a Master of Business Administration (MBA) from Clark Atlanta University (major in Finance with minor in Decision Science). La-Vaughn retired from Xerox Corporation, after over 23 years of service, she held many positions, some of the last positions were “Project Manager”, and Product Technical Specialist. La-Vaughn currently lives in 2 states, Florida and Georgia, traveling to & from Atlanta, to manage her AIR BNB home and service her accounting clients. In Florida, she is a REALTOR and an ACCOUNTANT. La-Vaughn learned early in her life the importance of Generational wealth. During the 23 years of employment with Xerox Corporation, it was important to La-Vaughn to pay herself. She did this by investing 20% of her salary, participating in the Corporate match program, ensuring ALL bonuses were invested, not allocated to NEW purchases that could wait or were not necessary. La-Vaughn is humble to say, this early practice has positioned her to leave an inheritance for her children and her children’s children.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

One of the national program targets of Alpha Kappa Alpha Sorority, Inc. in 2000 was Economic Empowerment. Because many of our members were employed by companies who were transitioning from pension plans to Self-Directed 401k retirement plans, the national program target became particularly important. The Indianapolis Chapter’s program chairman at this time was an executive at a major corporation. She recognized that we, as women, needed to strengthen our investment skills in order to enhance our own retirement portfolios. I2K was launched in January 2000 with the purpose of educating ourselves to stock market investing, then share this knowledge with our families and the minority community.

Ivy Investment Klub currently has twenty-six (26) active members which include three (3) active Founders. We are members of Better Investing and each new member is required to join Better Investing and purchase the SSG software. We meet monthly year-round and members are required to attend at least 8 out of the 12 monthly meetings. At this time we are in the process of implementing our newly adopted Investment Policy Statement which allows us to more efficiently manage such a large group of members.100% participation is required.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

It was the 90s and stocks were hot, so were investing clubs. The NAIC model club on Long Island taught an investing class based on NAIC principles at Adelphi University. She attended and proceeded to do nothing. She needed to find a club to hold her accountable for her investing education. She attended the fall class in 98 and didn’t find a club that needed new members. She created a flyer and eleven interested individuals gathered to form what became the Alchemy Investment Club in December 1998. Many came and left when they realized that investing was a slow long-term gain. Being a part of a club of strangers helped her because she knew she didn’t have the luxury to be lazy. So far, things are going well and they are following through with their assignments each month.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Brad is an engineer with General Motors where simulates future vehicle concepts. Brad lives in Farmington Hills, Michigan with his wife Jenny. Bradley Kabert's investing story began when he graduated college with substantial student debt. This situation had the unintended consequence of teaching him the importance of proactively managing his money. While he experimented in the stock market, it didn't go well. As a result Brad quickly understood he needed new skills to properly manage his new budget surplus and invest it for the future.

Book Recommendations

Accounting Game

Paperback Link

How to Read Financial Report Wringing

Take Stock By Ellis Traub

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

Take Stock: A roadmap to profiting from your first walk down Wall Street.

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Carl Walker, a retiree from the tobacco industry shares: I have been acquainted with BI since the mid-to-late 1990s. I can’t recall how that association began, but I have been reading the magazine for about 25 years.

My first association with a club was forming one with fellow workers around 2000. None of us had experience and except for me no one was truly committed to the NAIC methodology, so naturally the club failed. Probably the greatest regarding investing was a suggestion by a workmate to start contributing to a job sponsored 401k However, I never lost sight of BI teachings, so I decided to join the Middle GA Investment Club. It has been a pleasure to meet with like minded investors and to start to develop better SSG skills. Make sure to share with your friends and family too!

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Robert Shaw shares, "In my investing life I have used Morningstar and their watchlist function for years to guide my mutual fund investment choices. In 2009, I attended a BetterInvesting Regional Conference in Lansing, MI, and have never looked back." There were fantastic mentors that helped me learn the BI way - people like Ken Kavula and Mark Robertson, to just name two. I joined a local model club where I continued to learn how to follow the BI principles. Currently, I am a Director for the SE Michigan Chapter, a past President, and current VP.

For several years I have co-taught three different mutual fund and stock investment classes at the Osher Lifelong Learning Institute at the University of Michigan (OLLI) with a friend who is a retired research professor. I started an investment club in Ann Arbor, MI with people from our stock classes, and we are finishing our third year of investing in February 2021. We have managed to achieve an AIRR of 28.9% since our inception, a feat I think is due primarily to following the principles of BetterInvesting – but a rising market has certainly helped.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Bobby is the CEO and founder of Clark on Money Coaching Services, a firm that he recently started that specializes in helping men who feel stuck financially find simple solutions to their frustrations while providing solid guidance toward goal achievement. He earned a CFP Certificate in Professional Education from the College for Financial Planning. He is a past Associate Director of the Georgia Chapter of BetterInvesting and has been following BetterInvesting principles for more than 40 yrs.

Bobby services his local community by volunteering as an IRS certified income tax preparer and as a lecturer for a day at Savannah State Univ. He is an active member of Band of Brothers, a Christian men ministry dedicated to strengthening and guiding men in their faith.

After, 38 years of work for a mid-size chemical company, Bobby retired in 2018.

Connect With Bobby Clark:

Instagram

Facebook

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Futurevest Investment Club of Wayne Country Michigan was established August 15,1998 by and between 15 dynamic women associated with long-term friendships and family relations. NAIC accounting and investing principles have served as our guide. Club activities have included attendance at BINC, visits from our chapter volunteers, field trips to companies with whom we invest, and participation in both local and online events. We have persevered through the ups and downs of the market, celebrated accomplishments, supported each other through losses and benefited from increased knowledge of investing and personal finances.

In 2019, we transitioned our meetings to a combination of online and in-person meetings. This has enabled us to maintain the viability of and strengthen our club through expanded membership across several states – California, New Mexico, Tennessee, and Michigan. Members include college students, recent graduates, professionals – educators, attorneys, health providers, athletes, entrepreneurs, corporate managers- those near retirement and those who have already made it there.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Jacqueline Pierce. Originally from Arkansas, has lived in South Florida for over 40 years. She retired after a career in Information Technology. She has been a member of the Sisters In The Name of Love Investment Club and BetterInvesting for over 24 years. Over the years, She has served as a President, Stock Study Teacher, Financial Partner, and is currently the Treasurer. Joining these investment clubs has provided her with enough general knowledge about stocks and the market to become comfortable buying stocks on her own.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Malik S. Lee is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management, a full-service, comprehensive wealth management firm servicing clients nationwide with offices in both Atlanta and New York. Malik graduated with a degree in Finance from Morehouse College and is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management Advisor℠.

Malik is a thought leader within the wealth management industry and often lends his expertise. He is a Subject Matter Expert, CFP® Exam Question Writer, and President of the Council of Examinations for the CFP Board, Chairman of the Financial Planning Association of Georgia, and Founding Member of Morehouse College’s Planned Giving Council. Malik is a monthly contributor for Business Insider, Better Investing Magazine, and Kiplinger. One can often find his comments featured in The Wall Street Journal, CNBC, Yahoo! Finance, CNN Money, and countless others.

Connect With Malik Lee

https://www.feltonandpeel.com/press/

Instagram

Twitter

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympic Games. While pursuing professional sports Lauryn interacted with not one but two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference in the lives of others she decided to put her Finance degree and MBA to use to fill the gap for young professionals. Eager to learn everything she then pursued the Certified Financial planning certification.Her company, Worth Winning, offers virtual services to help young professionals get the answers to the financial question that matter most to them. Whether that is creating a budget, figuring out a plan for paying off student loans, setting goals for savings or understanding your 401(k) Worth Winning is ready to help with all things personal finance.

Connect With Lauryn Williams

PODCAST: Worth Winning

Lauryn's Website

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Years ago, a women’s book group read “The Beardstown Ladies Common Sense Investing Guide” and decided they would like to duplicate their success. They were a group of 13 women, hence the name Baker’s Dozen. The club celebrated its 25th Anniversary as a BetterInvesting Investment Club in 2020.

Since then, club size has ebbed and flowed as people left and others joined the club. Happily, there are still two founding partners active in Baker’s Dozen. During the past few years, the club has opened our meetings to visitors so they may learn more about investing and investment clubs. As a result, several new partners joined the club and reinvigorate our learning and stock discussions.

Our backgrounds are varied as our members are small business owners, teachers and educators, automotive engineers, State Government Accountant, nurse, and a CEO. Some of us are still working, while others are retired. At Baker’s Dozen, we strive to learn more about investing and aim to have fun while doing so

Connect With Bakers Dozen Investment Club

Email

Eric Bonner: ericb@betterinvesting.org

Sally Mackinnon: sally_mac@msn.com

Bradley Kabert: bradley.kabert@gmail.com

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Ann Newman grew up in a middle-class family. Her Dad was an officer in the Air Force and her mom never worked. She is the Youngest of 3 kids. She remembers seeing her dad keep his detailed stock notes & she knew he made money that way, too. She was always somewhat interested but did not really know anything about it.

Her parents were frugal, but she always had everything she needed. They put her through Emory University after high school. Her first long term job was Walt Disney World in 1971-1973. She became an Army wife, had 2 kids, traveled, and got her master’s degree while stationed in the Panama Canal Zone. She also lived in Germany and began working full time again in 1987 when they returned.

She had investment advisors and listened to them, but she was developing her own philosophy, too. She heard about an investment club in 2000 when she was taking a sabbatical from teaching and joined as soon as possible. The first convention was a Computes in Atlanta in 2005. She retired from school teaching in 2011 & was asked to help put the Georgia chapter together.

She was the first board President (3 yr. term). She has stayed active on the board until this year.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

LinkedIn: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

During his high school years, Terrance began writing scripts and being involved in theater production. He leveraged his knowledge of production to build digital media content for artists during his first couple of years away from home. This led to a chance encounter to join EA Sports.

He rose through the ranks of the gaming industry over the next 15 years. From testing games, designing games, and producing games West continued to pursue his dreams even with all of the adversity he faced over the years.

His passion extends outside of gaming to professional and cultural development. He has certifications for the product owner, product management, digital leadership, business strategy as well as diversity and inclusion management.

Of his several projects, he says changing the culture is his life long project. “Our equity as a culture cannot be denied. We have inherited systemic inequality that has continued to paralyze our growth as a culture,” says West. “We have to break our generational curses. That is my goal every day.”

Connect With Terrance West

Twitter

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

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Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Every two years the Wynn family members come together for a Christmas gathering and in 1999 the idea was discussed to create a family investment club. Robert Wynn suggested the family form the club to teach the children and one day grandchildren about investing and how to build wealth. While members of the Wynn family are in different states and time zones the family investment club has sustained because of commitment and fiscal responsibility. The members meet by conference call on a monthly basis to review stocks using Better Investing tools such as the SSG. By taking the slow and steady path to investing the REHL Wynn Family Investment Club has reached the $100,000 mark and continues to climb. The club has grown since its inception with grandchildren as investment club partners. Family members find the investment club meetings an opportunity to connect each month as a family while also growing wealth.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Bobbie was born in Texas and came to Illinois as a young child with her parents. She attended Midstate College in Peoria, IL and graduated with a degree in Business Administration. She has taught high school business courses is also a retired Customer Account Manager in Hemophilia Dept for Accredo/Medco/Express Scripts.

Bobbie has been married to her high school sweetheart, Paul, for 58 years. They have two grown children – Jon (Gina) and Shelley (Bill). Shelley is a stay-at-home Mom and Bill is an Anesthesiologist . Bonnie is a grandmother to eight.

Besides investing she likes singing, church involvement, photography, gourmet cooking, gardening, traveling, genealogy, card making, and Sudoku.

Connect With Bobbie Kincaid

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Christian Posada is based in Lake Worth, Florida and graduated from the Florida Atlantic University (FAU) with a bachelor's in Accounting, and continued his education receiving a Master's Degree in Business and a Law Degree from the University of Arkansas at Little Rock (UALR). Christian Posada has many years of diverse experience in business, insurance, law and finance.

Looking to the future, Mr. Posada shows no signs of resting on his laurels as he aims to continue to learn and invest in the stock market as he enjoys learning and investing in stocks in an effort to leave a nest egg for his family especially his daughters.

Mr. Posada is a native of Florida and with his wife, Tammy Baxter Posada. Mr. Posada has two (2) young twin daughters Alexa Posada and Olivia Posada. Mr. Posada enjoys exercising and time relaxing with his family. Mr. Posada also enjoys volunteering his time as he is active in multiple organizations in the community.

Connect With Christian Posada

Facebook

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Damon A. Williams is a movement builder, organizer, hip-hop performing artist, educator, and media maker from the south side of Chicago. He is the co-director of the #LetUsBreathe Collective, an artistic activist organization birthed out of supply trips to support the Ferguson uprising in resistance to the murder of Mike Brown.

Williams and #LetUsBreathe transplanted the experiences from the front lines and continue to organize direct actions and community enrichment events throughout the streets of Chicago and in their movement-building community center "The #BreathingRoom Space", with the mission of utilizing cultural production and popular education to redistribute power and resources, eradicate systemic violence, and transform inequity.

Damon is also the cohost of AirGo, a radio show, and podcast showcasing culture workers reshaping Chicago and beyond for the more equitable and creative.

Connect With Damon Williams

Instagram

Book Recommendations

The New Jim Crow by Michelle Alexander: https://www.amazon.com/New-Jim-Crow-Incarceration-Colorblindness/dp/1595586431
1. Book Recommendation: Collective Courage: A History of African American Cooperative Economic Thought and Practice by Jessica Gordon Nembhard: Book Recommendation: Collective Courage: A History of African American Cooperative Economic Thought and Practice by Jessica Gordon Nembhard
Labor = Human Capital
Sales and Revenue - Expenses = Profit
Look at finance as part of the economy
Need to be in solidarity

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.comThe hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

The New Jim Crow: Mass Incarceration in the Age of Colorblindness

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Brooklyn New York-native Shameka Beeks, is a Licensed Master Social Worker, with 14 years of experience within the human service field as a program developer, community organizer, and outreach worker. She holds a Bachelor of Arts degree in Administration of Justice from Howard University; a Professional Studies Certificate in Communication from New York University; and a Master of Social Work Degree from Adelphi University. As a social justice advocate, Shameka understands the importance of educational and social programs, and why people need to be connected to them. Currently, she is employed at the nation’s largest victim assistance organization as a mental health therapist, specializing in treating PTSD symptoms, depression, anxiety and borderline personality disorder in men, women, and children. She is looking forward to receiving her Trauma Focused Cognitive Behavioral Therapy (TF-CBT) certification in 2021.

In September 2020, Shameka became a Better Investing member. She learned about the organization, several years ago, in a book written by Peter Lynch, the former Magellan Fund manager at Fidelity. Through curiosity, interest, and research her dream of investing in the stock market is now a reality. Shameka Beeks is a divorced mom, and her daughter is in the fourth grade. During downtime Shameka enjoys fellowshipping in the parent ministry at her church, taking naps, making soups, and watching throwback movies with her daughter.

Connect With Shameka Beeks

Instagram

Book Recommendation:

Beating The Street by Peter Lynch
The Neatest little Guide to Stock Market Investing by Jason Kelly.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida ChapterTake the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.comThe hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Chastain has had two main careers: a Communications Technician in the U.S. Navy and at The Pacific Telephone and Telegraph Company, and as an attorney with the State of California. He has been married to Vicky for 40 years and they have one daughter. He retired from the state in November 2007. Roy was raised by his depression-era dad who believed “Stocks aren’t worth the paper they’re written on.” So, he learned that a savings account was important. That changed in 1992 when 12 friends from church formed the Greenhaven Investment Club. Besides learning to do SSGs by hand, and learning from instructors with the Sacramento Area Chapter, he learned the BetterInvesting (NAIC at that time) philosophy from Ellis Traub. The most recent gurus have been Carol Theine and Doug Gerlach, along with many others. He eventually joined the Chapter Board of Directors and in 2014 joined the ICLUBcentral Board of Directors and the BetterInvesting Financial and Audit Committee. He has also performed Club Visits and made presentations to city libraries and Presbyterian Women on Financial Literacy for Women and Families, as well as being a presenter on some webinars, and now work the back room for StockUp and TickerTalk programs.

Connect With Roy Chastain

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Roach is a Certified Retirement Counselor and founder of Isaac Roach consulting. He is a proud graduate and collegiate football champion of Florida state university. Isaac learned discipline and perseverance over his tenure being a college athlete. Although his dreams of playing professionally did not come to pass, Isaac cherishes the professional football relationship that he keeps to this day. Over the last 15 years, Roach has gained knowledge by working with various publicly traded companies and clients across the nation. Roach has managed over $40 million of assets for his clients and continues to be a trusted partner for advice. Now, Isaac is taking all of his experience to help his clients implement strategies to improve financial goal setting.in addition, he has inspired many audiences in the community. Isaac has spoken at the national society with Engineers, Wales Counselling PLLC, Boys and girls clubs, and over 15 public and private schools. Isaac and his team regularly give back, by teaching financial literacy to non-profits and small businesses. Isaac seeks to coach investors in reaching their immediate and future financial goals. Isaac listens to the needs of his clients and addresses them quickly and efficiently. Isaac is a beloved advisor to many families and business owners across the USA.

Connect With Isaac Roach

www.isaacroach.com

Instagram

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

The Washington Metropolitan Investment Club or WMIC was founded in March of 1992. The club started with 10 members and has since grown to 29.

Our bylaws and operating procedures were created and limit the club to 35 total members. The club meets once a month, normally on the third Saturday. WMIC club members are residents of the states of Maryland and Virginia and the city of Washington, D.C. Many of the club members are either veterans of the military or employees of the Federal Government. Also, many of the members attend the same church. As you can tell, the club is a very close-knit group.

WMIC is currently a $1 million-plus investment club, with a current portfolio of 29 stocks and two mutual funds. For the past couple of years, our portfolio has averaged on an annual basis, $20,000 in dividends. Of course, these dividends are reinvested as part of the club’s long-term investment strategy.

WMIC has been a long-standing member of BetterInvesting and been featured in the Washington Post, NBC Business News, the Potomac News (local newspaper), and of course, BetterInvesting.

Connect With WMIC

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Maquita Perry holds a Bachelor of Arts degree in Early Childhood Education from Francis Marion University and a Master of Science in Speech Language Pathology from Nova Southeastern University. As a South Carolina native currently residing in Columbia, SC, Maquita works as a Speech-Language Pathologist at an elementary school. Investing is a new area of interest that was piqued. The idea was piqued by a posting that she saw on Facebook. As a result, she decided to sign up for the free 90-day trial with Better Investing. Maquita became a member and started listening to the webinars. After attending several webinars and listening to weekly podcasts of "My Investing Story", she became even more intrigued about investing and how it applied to her personal life and situation. Maquita has started her own portfolio, learned about various retirement accounts, read several books on the topic, and shared her newfound information with family and friends. Maquita is currently a member of the Better Investing South Florida Model Investment Club.

Connect With Maquita Perry

Facebook

Book Recommendations:

3."The Gift: The Essential Guide to Money and Investment for Women" by Mark A. Parks, Jr

2."The Automatic Millionaire" by David Bach

"Start Late, Finish Rich" by David Bach

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Matthew Green is a young investor of approximately 5 years. His investment journey began while enrolled in University in Jamaica pursuing a BSc. Of Human Resources and Psychology. A single course in Financial Management was all it took to begin his journey as a long-term investor. After learning about compound interest and bank interest rates in comparison to stock market returns, at the age of 21 his childhood savings was converted to stocks. While his journey began on the Jamaican Stock Exchange (JSE), it really evolved after immigrating to the US three years ago and joining the Agbarra Investment club in South Florida. Currently Matthew serves as the club’s assistant treasurer, and a member of the portfolio and audit committees. Aligned to his passion and interests in financial management, Matthew has since obtained his master’s in Organizational Psychology, and is currently pursuing opportunities in his field to continue to work within the Financial Sector.

Connect with Matthew Green

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Yvonne McNaughton was born in Jamaica but moved to a suburb of Chicago, Evanston, Illinois at 9 years old with her parents and 3 brothers. "She ended up in Florida after completing her bachelor's degree because her mother retired here.

She has worked in the fields of banking and accounting for her entire career." Currently, she is an auditor at the Florida Auditor General’s office where she audits the financial records of educational entities and local governments. "She really enjoys the work that she does and feesl that it contributes to the people of our state, but she also has an entrepreneurial streak.

Over the years, she has a few solo careers that has fueled her thirst for self-employment. She has been interested in investing for a very long time, and with the tools provided by Better Investing and the guidance of those who have been on this journey, she feels that her knowledge base and grasp of the concepts are advancing tremendously. She is blessed to have met Ionnie! Her love of investing is obvious, and her enthusiasm is contagious."

Yvonne McNaughton is a mom of 2 adult children and a grandmother of 3 between the ages of 8 and 12.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Kamie Zaracki recently retired as BetterInvesting Chief Executive Officer, a position she held for more than 11 years. Prior to joining BetterInvesting, she had a long corporate career and also worked for Columbia University and The Conference Board.

Kamie believes that anyone can learn to become a successful lifelong investor. She is a member of two investment clubs and continues to advocate for individuals to become better-informed investors.

Kamie regularly speaks at investor conferences and has been interviewed by The New York Times, CNBC, Fox News, and other media outlets.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Wealth Builders Investment Group is composed of multigenerational family members joined together with a two-fold cause - to assist in enhancing investment knowledge for current and future retirements and to build the skill level and knowledge of the next generation for wealth building. The club is primarily composed of parents and their offsprings, with the ongoing teaching for building education, skills and preparation for the next generation. We realize one of the key problems with family wealth building is lacking financial skills and knowledge and thinking it's something that can't be done or its too late. You're never too old, too late or too young to start building wealth.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Kamal Calloway is an Operations Manager at Exact Sciences Laboratories a company with a leading portfolio of products for earlier cancer detection and treatment guidance where he has spent the last five years in positions of increasing responsibility.

Originally from Chicago, IL., Kamal Calloway migrated to Madison, WI to pursue a healthcare administration fellowship at UW Health. He secured the fellowship by prevailing over 70 other highly qualified candidates.

A consummate leader in the fields of biotechnology, consulting, and hospital administration, Kamal brings 17 years of varied business and operations experience to bear. He is also a graduate of Temple University where he earned a Bachelor of Business Administration in Finance and George Washington University where he earned a Master of Business Administration.

Kamal was also honored as one of Madison’s 40 under 40 by In Business magazine in 2017. Additionally, he is a former Board of Director member for the Urban League of Greater Madison and YWCA Madison.

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Tracey Jackson is the Chief Financial Officer for Resource One Credit Union. She oversees all aspects of the institution's financial functions and is responsible for financial stability, planning and statements, cost analysis, budgeting, general ledger integrity, and cost control systems. Jackson worked at Atlantic Financial Federal Credit Union, where she served as Vice President of Finance for two years. Prior to her time at Atlantic Financial Federal Credit Union, Jackson worked for MECU of Baltimore, Inc. for eleven years. She worked her way up from an

Intern position to the Assistant Director and Investment Manager, a position she held for her last three years with the organization. She has a Bachelor of Science degree in Finance from Morgan State University and a Master of Science in Financial Management from the University of Maryland, University College. Jackson volunteers her time to the credit union industry and has served as a President for the Financial Managers Society Maryland Chapter, Internship Program Manager for the African American Credit Union Coalition, Board Member of the CUNA CCUFC Advisory Board, and an Advisory Board Member for the Maryland District of Columbia Credit Union Association’s Young Professional Network. She is currently serving as a Board Member for the African American Credit Union Coalition.

Connect With Tracey Jackson

Email: Tracey.Jackson@r1cu.org

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom, and resources to aid you in starting your investing journey.

Jie served on the Board of Directors of the Sacramento Area Chapter of BetterInvesting and is now serving on the Board of the BetterInvesting Online Chapter. Jie is co-founder of the International Stock Model Investment Club, which was formed in May 2016.BetterInvesting was a turning point in her investing journey and has taught her how to research and analyze quality growth stocks. When Jie followed BetterInvesting methodology and principles, she gained confidence in managing her family and personal retirement portfolios. Jie decided to be a BetterInvesting volunteer to pay it forward and motivate others, especially younger generations, to learn about investing and take charge of their finances.

Connect With Jie Eagleson

Facebook

Instagram

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Sonless D. Martin Jr. is the co-founder and Development Manager of Collaborative Consulting Group with over ten years of experience. He has broad knowledge in all phases of Government, campaigns, and policies. He prides himself on the day-to-day management of the business affairs of the firm, identifying the firm’s short-term strategies for realizing the long-term goals established by the advisory members, and communicating both internally, and externally the firms’ determination to maintain the highest possible professional standards in performing consulting work. Sonless formal education an MBA from Nova Southeastern University. Sonless was the recipient of the Jacki-Tucksfield Graduate Business Scholarship from the Miami Foundation. In addition, he starred in two global commercial advertisements for Nova’s MBA program. He also holds a Bachelor of Science in Finance from Florida Memorial University. Where one of his greatest undergraduate achievements was participating in the study abroad program in Paris, France. While attending Florida Memorial University, Sonless also participated in the Black Executive Exchange Program (BEEP). He is fluent in Creole. Sonless is the former President of the Haitian American Surrogates (HAS). HAS coordinates advocacy initiatives on the national, state, and local levels; interacts with various from the county, municipal, and school board governing bodies as well as community- based organizations. This coalition is the culmination of various leadership development pipelines that have been established over the past 2 years. The coalition includes Sant La Fellows, Haitian American Chamber of Commerce of Florida Young Professionals (YOPROS) as well as other emerging Haitian-American leaders. Sonless enjoys traveling, playing basketball, golf, and making a huge difference in the life of others. He serves as a board member for BAC Funding, former board member of Black Professionals Network, the former Co-Chair of the Haiti Ministry, Founder of BBL Gabo, and Lila Book Scholarship. Sonless is a recipient of the 2018 Difference Maker Award from the Greater Miami Chambers of Commerce, 2018 Sapoznik Insurance Public School Alumni Achievement Award, 2019 Black Men in Excellence Award. Sonless is also an active member of Alpha Phi Alpha, Fraternity Incorporated.

Connect With Sonless Martin Jr:

www.beaconforchange.org

Facebook: @Sonless Martin

Instagram: @s_martin1

Linked-In: @Sonless Martin Jr.

Twitter: @SonlessMartin

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

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MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Growing up with a father in the financial services industry, Gerald was exposed to financial literacy at a young age. Upon graduating from high school, Gerald left Miami to attend Hampton University, where he obtained his Bachelor's and Master's degrees in Business Administration.

After a brief stint in corporate America, Gerald decided to join his father’s practice, helping individuals create wealth that will last for generations.

Gerald Grant III is currently the Vice President of the G Financial Group, LLC working in alliance with Equitable Advisors, LLC.

Connect with Gerald

Email: gerald3@thegfinancialgroup.com

Website: thegfinancialgroup.com

Instagram

Linked-In

Resources Mentioned

Want a copy of "The Family Love Letter" make sure to put in the subject line (#MyInvestingStory)

Email: gerald3@thegfinancialgroup.com

Purchase his Book: powerofgenwealth.com/shop

Want your child or a youth you know to participate in the Summer Stock Market game? E-mail your interest at abetterinvesting@gmail.com

If you’re looking for a BetterInvesting Chapter near you, check out our community athttps://bit.ly/BILocalChaptersor visit us atBetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming aBetterInvesting Member and joining us at our nextEducational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom, and resources to aid you in starting your investing journey.

Na’il Diggs is a former NFL standout who was drafted by the Green Bay Packers in 2000 in the fourth round. He played linebacker for Green Bay, Carolina Panthers, St. Louis Rams, and San Diego Chargers for a total of eleven years.

After his career in athletics, Mr. Diggs involved himself in the pursuit of community and business development. Na’il Diggs has served as Asset Builders’ Director of Outreach and Community Engagement. In this capacity, he has assisted in coordinating Go4it! Youth Entrepreneurship Programs in Los Angeles and Charlotte. He also serves on the board of two other Charlotte-based organizations, Ascends Goals and Youth Meditation.

In addition to his work with these groups, Mr. Diggs is on the board of Ernster Empowerment app and he is an investor in several other business development projects. Mr. Diggs’ passion for financial education and youth development emanates from his personal experiences, some of which are poignantly articulated in his owned words in an article entitled “Life In The NFL Doesn’t Prepare You For Life After The NFL,” which was published in Sports Illustrated’s online affiliate, the Cauldron.

Connect with Na’il Diggs on LinkedIn

@Na’ilDiggs

Resources Mentioned

https://the-cauldron.com/nail-diggs-fcd48400558

Want your child or a youth you know to participate in the Summer Stock Market game? E-mail your interest at abetterinvesting@gmail.com

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom, and resources to aid you in starting your investing journey.

Dr. Mark C. Schug is Professor Emeritus at the University of Wisconsin-Milwaukee and President of Mark Schug Consulting. He is also a Senior Program Advisor at Lakeland University in Sheboygan, WI. Mark taught for over 36 years at the high school and university levels. He speaks and writes about economics and financial education. Mark has written and edited over 230 publications and over 125 articles that have appeared in national journals. He has written or co-authored over 25 books and monographs. His latest book is titled Teachers Can Be Financially Fit: Economists’ Advice for Educators. Mark has spoken to local, state, and national groups throughout the United States and in 12 other countries. He has been quoted numerous times in local, state, and national news media. He served for several years on non-profit boards including the (national) Association of Private Enterprise Education, Economics Wisconsin, Business and Economics Academy of Milwaukee, School Choice Wisconsin, University School of Milwaukee, and the Wisconsin Council for the Social Studies. Mark earned his Ph.D. from the University of Minnesota. He has received six national awards for leadership, curriculum writing (two), service, and research (two) in economic education.

Resources Mentioned

Check out Mark's new book "Teachers Can Be Financially Fit: Economists' Advice for Educators"

www.financiallyfitteachers.com

Email: mschug@uwm.edu

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Paige Radke is an investment advisor, associate, who works on the research team at Landaas & Company, LLC in Milwaukee, WI. Paige received her Bachelor of Arts in Economics and Spanish from the University of Wisconsin and a Master of Science in Financial Analysis from the University of Wisconsin-Milwaukee. While working towards her master’s degree, Paige also completed the Investment Management Certificate Program (IMCP), which is a CFA University recognized program designed to train students in all aspects of investments. Paige is very involved in local and international community service and serves on the board of the Rotaract Club of Milwaukee (VP), UW-Milwaukee Lubar School of Business Alumni Association, and the River Revitalization Foundation.

Connect With Paige Radke at

Landaas & Company, LLC, pradke@landaas.com

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Howard Johnson retired in 2010 after 34 years of employment with the Georgia Department of Human Services. He is married to Jacqueline and they have two adult sons. Howard earned a Master’s degree in Public Administration from Georgia State University. He joined BetterInvesting in the year 2000 and became a Director of the former Atlanta Chapter in 2003. When the Georgia Chapter was chartered in 2012, Howard was included as a director. Howard has only missed two national conventions since he attended his first one in 2003. He is currently a member of his family investment club which was started in 2013 and a member of the Central Georgia Model Investment Club which was started in 2019. As a director, Howard enjoys visiting clubs and assisting them with club operations and portfolio management. He currently serves as Regional Mentor for three Chapters in the South Region, as Region Chair of the South Region, as a Director on the BetterInvesting Volunteer Advisory Board, as Chair of the Club Support Committee, and as a Vice President of Club Support for the newly formed Online Chapter.

Connect with Howard Johnson

contact@Georgia.betterinvesting.net

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom, and resources to aid you in starting your investing journey.

Kamilah O’Brien is an operation and financial nonprofit professional with the proven ability to create and optimize operational systems as well as manage billion-dollar budgets. Upon graduating with her Masters of Public Administration in General Finance from NYU, Kamilah had over $65,000 of student loan debt. After realizing her salary wasn’t enough to conquer her debt, Kamilah researched and tested several strategies to help her achieve financial freedom. In just three years' time, Kamilah paid off her student loan debt. Today, Kamilah, also known as the Focused Spender to her YouTube following, is a corporate Senior Financial Manager, speaker, and consultant. She helps her followers stop living paycheck to paycheck by maximizing their savings, investments, and debt payoff. It’s her mission to help people determine and achieve their long term financial goals while reshaping their financial habits.

Resources Mentioned

Free guide - The 5 Payday Mistakes That Keep You From Growing Your Savings and Investment Accounts - https://focusedspenderpayday.lpages.co/5-payday-mistakes/

YouTube: https://www.youtube.com/user/FocusedSpender

Instagram: @focusedspender

Email: info@focusedspender.com

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom, and resources to aid you in starting your investing journey.

John C. Smith, a college sophomore from the Bahamas shares his story on what it was like losing his scholarship and being an international student studying abroad. He Discusses some important decisions he's made on his journey, the testing of his faith, and the challenging circumstances that he is overcoming. On the verge of dropping out of college due to the loss of a scholarship, he decided that he would not settle for less than he expected from his self. John has a desire to enroll in college, but he needs $10k by Monday 8/24. Seems impossible? Join us as Ann McNeill shows him step by step just how POSSIBLE this is with an entrepreneur mindset and the McNeill Factor system!

Resources Mentioned

For John's Social Media, Scheduling Services Click this Link: https://lp.constantcontactpages.com/sh/vqSWkte/OmniSocialScheduling

To offer donations: cash app $john66982 or PayPal.me/johncsmith242

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

View Details

MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Constance has worked with Bank Of Greater Milwaukee (BOGM) since 2017. This work connects consumers to safe and affordable banking products certified as meeting CFE NAS standard and with banks offering similar low or no cost accounts. This network is more than 30 partners strong and it leverages Constance’s dedication to Volunteer Income Tax Assistance (VITA) and past work with local financial institutions. She has extensive experience building and managing financial education programs in the nonprofit sector, as a credit counselor, volunteer tax preparer, and affordable mortgage lending officer. Her dedication connects underserved consumers to mainstream financial services to improve their financial capability, health, and independence. The Urban Economic Development Association of Wisconsin (UEDA) serves as the convening sponsor for BOGM. Coalition members share best practices and develop innovative ideas particularly focused on assisting youth, first-time job seekers, and families with disabilities.

Resources Mentioned

https://bankonmilwaukee.org/ https://www.betterinvesting.org/

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL

#MyInvestingStory: Recent Episodes

Ionnie McNeill