Sept. 11, 2001 is a day most Americans can’t forget, when Al-Qaida coordinated four terrorist attacks against the United States, including on the Twin Towers in downtown Manhattan. But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father. Chloe was a junior in high …
Every FINRA-registered rep is required to publicly disclose on their BrokerCheck profile certain events, such as regulatory actions, client complaints, and terminations. But the regulator also requires reps to disclose certain personal financial events, such as tax liens. Advisor Justin Reckers has always been transparent on his U4 about his troubles, which included a short …
Growing up the son of a firefighter, Brian Walsh Jr. was taught to give back to the community and help others, and that led him to pursue one of the most difficult jobs in the U.S. military as a Navy SEAL (Sea, Air, Land), the country’s special operations team. But, just days before he was …
Douglas Duerr was having medical issues for three years, including various skin problems and swollen lymph nodes. During that time, he was misdiagnosed and blown off by doctors, many of whom said he was a perfectly healthy man. His bloodwork kept coming back normal. But Doug knew his body, and it was telling him something …
One incident can change everything. Everything you once believed in, and worked towards can be turned upside down. In this installment, guest host David Lenok, senior wealth planning editor at wealthmanagement.com, sits down with Craig Hersch, estate attorney and CPA. Craig shares his story of suddenly discovering he had a life-threatening cardiac problem, and how …
Shortly after Jonathan’s parents noticed his struggle to crawl as a baby, he was diagnosed with spinal muscular atrophy (SMA), a genetic disease affecting the central nervous system, peripheral nervous system and voluntary muscle movement. He has been in a wheelchair ever since and now aspires to become financially independent, no longer having to navigate …
Growing up in the 1970s in the bay area of California, Tim Brisson never had alcoholism in his family. But he was raised with the notion that “children were to be seen and not heard,” so he grew up not knowing how to deal with his emotions, feelings and disappointments in life. So later in …
About six years ago, when financial advisor Esther Szabo and her then-husband David boarded a cruise ship headed for Russia, she never expected their grand vacation would end with him on a stretcher in a medevac. Many of us are faced with feelings of uncertainty and hopelessness, whether it’s due to COVID-19, the volatile markets, …
Dyslexia is the most common of all neurocognitive disorders, but contrary to what many may believe, some of the most innovative people in the country have dyslexia, including Charles Schwab and Bill Gates, to name a few. There are so many benefits and gifts that come with dyslexia, if only our society embraced people with …
As a Certified Divorce Financial Analyst, and, perhaps, the preeminent divorce advisor in the industry, Michelle Smith has helped hundreds of women through the financial maze of divorce. But she’s even more qualified to advise on divorce because she’s gone through it herself—and with a child with special needs no less. In this episode, Diana …