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AOA 044: The Free Lunch that Is the Roth IRA - With Guest Gene Natali

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Manage episode 310332408 series 3052524
Content provided by John Lanza. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Lanza or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What do a free lunch and a Roth IRA have in common?

My latest guest (and clear contender for The "Metaphor of the Year" Award), Gene Natali, will enthusiastically educate you. Prior to serving as the CEO and CFA of Troutwood, a financial technology company, Gene spent 17 years working with large pension funds and institutional investors. He is an award-winning author who has key-noted investment and education conferences across the country and spoken in over 500 high school and college classrooms. Gene is a Chartered Financial Analyst (CFA) and holds a bachelor's degree in Economics from Allegheny College as well as an MBA with a concentration in finance from Carnegie Mellon University. He is also a board member of CFA Society Pittsburgh, a part-time lecturer at the University of Pittsburgh and an Executive in Residence at Penn State Behrend. Gene resides in Pittsburgh with his wife, four children and (not to be forgotten!) chocolate lab.

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79 episodes

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iconShare
 
Manage episode 310332408 series 3052524
Content provided by John Lanza. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Lanza or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What do a free lunch and a Roth IRA have in common?

My latest guest (and clear contender for The "Metaphor of the Year" Award), Gene Natali, will enthusiastically educate you. Prior to serving as the CEO and CFA of Troutwood, a financial technology company, Gene spent 17 years working with large pension funds and institutional investors. He is an award-winning author who has key-noted investment and education conferences across the country and spoken in over 500 high school and college classrooms. Gene is a Chartered Financial Analyst (CFA) and holds a bachelor's degree in Economics from Allegheny College as well as an MBA with a concentration in finance from Carnegie Mellon University. He is also a board member of CFA Society Pittsburgh, a part-time lecturer at the University of Pittsburgh and an Executive in Residence at Penn State Behrend. Gene resides in Pittsburgh with his wife, four children and (not to be forgotten!) chocolate lab.

  continue reading

79 episodes

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