PODCAST

PODCAST “Charged Up” about The Financial Rules book

By The Banker | Audio Posts, Blog Posts, Book Reviews, How Not To Invest, Investing, Personal Finance, Wall Street

Editor’s note: This podcast recorded last month features an interview between “Charged Up” host Jenny Hoff and me, regarding my book The Financial Rules For New College Graduates: Invest Before Paying Off Debt And Other Tips Your Professors Didn’t Teach You. You can listen to the audio post here: You’ve graduated college and you’re ready […]

Mom’s Money Lessons

By The Banker | Blog Posts, Investing, Personal Finance, Texas

When it comes to moms, I won the birth lottery, in many ways. For developing financial savvy in particular, I benefitted from my Mom’s lessons. Lessons like keeping costs in check, the meaning of finance words, and how to build up a healthy retirement account. We’ve known, at least since the 1966 Coleman Report that […]

Nearly Conned Out Of Everything

By The Banker | Blog Posts, How Not To Invest, Investing, Texas, Wall Street

In January 2007 I was in the midst of building an investment fund with a growing roster of investors eager for me manage more of their money. The main thing limiting my fund’s growth was finding the diamond-in-the-rough investments that fit my picky criteria within a very niche market. I felt so excited about the […]

My Book: The Financial Rules For New College Graduates

By The Banker | Blog Posts, Book Reviews

This is the graduation present you’ll want to buy the smart graduate in your life. Spend tens to hundreds of thousands of dollars on an education, and you probably should drop $37 bucks on The Financial Rules For New College Graduates: Invest Before Paying Off Debt and Other Tips Your Professors Didn’t Teach You. I’ve […]

Charitable Deductions and New Tax Law

Charitable Deductions and New Tax Law

By The Banker | Blog Posts, Inequality, Investing, Taxes, Texas

Happy Final Tax Filing Day everyone. How charitable do you feel right now? My accountant filed for an extension for me, so I’ll let you know in mid-October how I’m feeling, thanks for asking. Anyway, one of the potential big changes resulting from the 2017 Tax Reform is the treatment of household charitable contributions, starting […]