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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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show series
 
Mark and Maggie O’Connor kick off a national tour in support of their new album, Life after Life, at The Cain Center for the Arts in Cornelius, NC. Before that, they perform a few tracks for us and speak to Frank Dominguez about how the pandemic isolation allowed them to focus on songwriting, much of which forms the basis of the new release. Learn …
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Members of the Bechtler Ensemble perform a program of music by the Armenian curate Komitas, a pioneer in the field of ethnomusicology. Ensemble director Tanja Bechtler also speaks about Komitas’ efforts to preserve Armenian culture in the face of genocide. Heard on the Episode: Joe Meyer, violin 1 Tatiana Karpova, violin 2 Vasily Gorkovoy, viola Ta…
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Today’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and Eileen Freiburger, all CFP® professionals with a shared passion for providing financial planning services with the hourly model. If you’d like to watch the video version and …
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Today’s recorded interview is with Angela McCaffrey, a mortgage and liability advisor with NEO Home Loans, who is passionate about consumer education on homeownership. During our conversation, we’ll discuss what a personalized home purchase process looks like beyond mortgage qualification, plus learn the differences between a house and a home. If y…
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Today’s recorded interview is with Jenn Steliga, CFP®, CFT-I™, founder of Time Well Spent Financial Coaching, partnering with single women to help them gain confidence and competence in their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including…
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Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transiti…
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Today's educational conversation about disability insurance is with Chris Clark, president of The Dr. Team, who has been committed to serving medical residents, fellows, and practicing physicians with their financial health and well-being for over 15 years. If you enjoy our conversation, you can watch 30 additional minutes in the full video version…
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Today’s episode features a powerful conversation with Danielle Miura, CFP®, the owner of Spark Financials, who specifically serves family caregivers. If you’d like to watch 15 additional minutes of our conversation in the full video version, as well as over 30 hours worth of valuable educational content, please consider becoming an official member …
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Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life. If you enjoy our conversation, you can watch 30 additional minutes in t…
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This episode is a unique conversation with Paul McWilliams, a pastor’s kid turned financial advisor who passionately serves churches and pastors - going beyond the basics, including the administration of 403(b)s plans. If you enjoy our conversation, you can watch 15 additional minutes in the full video version and over 30 hours' worth of valuable e…
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Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process. None of this content is personalized investment, tax, or legal advice. If you'd like to watch the full …
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Today’s conversation is with Brian Willet, CEPA®, a business coach with 15 years of experience helping financial advisors and multi-business entrepreneurs align their time, energy, and resources with their core values and core vision. Although I have hired Brian as my business coach, we do not have any professional affiliations. This interview teac…
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During this episode, I share my opinion about an often overlooked part of the financial planning process – data gathering, including examples of how I go beyond the numbers when reviewing financial documents. If you want to download my data-gathering checklist, see how I review dozens of real financial documents and discover unique opportunities fo…
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During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, an…
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During this episode, I share my personal journey from being a professional musician to becoming a financial planner, including how I found my first job, launched my own financial planning firm, and learned a ton along the way – with immeasurable support from others. Learn more about official membership benefits at MeasureTwicePlanners.com.…
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During this episode, we get to learn a ton about mortgage financing and re-financing from our guest, Drew Curtis, whose unique experience through the recent Nike Swoosh of interest rates can help us have deeper conversations about home ownership and debt repayment strategies. To watch an additional 30 minutes of our conversation in the full video i…
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During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jacki…
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UPDATE: Emma's student loan calculator recommendation has since changed. She was initially using Finology, but since it has run into issues, she switched to VIN Foundation's calculator. She likes it much more, and it's free!! Learn more about federal student loan repayment options and our unique opportunities to have deeper conversations with the p…
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Tenor Dominic Armstrong and soprano Melinda Whittington star in Opera Carolina’s production of La Traviata . They enter the studio to perform stunning duets from the opera, chat about their musical journeys, and share personal insights into Verdi’s masterwork. Pictured (left to right): Emily Jarrell Urbanek (collaborative pianist), Dominic Armstron…
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Two members from the cast of Opera Carolina’s production of Gershwin’s opera “Porgy and Bess” perform a couple of selections in the John Clark Performance Studio. Tenor Victor Ryan Robertson will sing “There’s a Boat That’s Leaving Soon,” and soprano Sequina Dubose is featured in “Summertime.” Learn more about Opera Carolina's Porgy and Bess Pictur…
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Pianist Greg Knight, finalist in the Van Cliburn Piano Competition amateur division, and conductor Matthew Troy, preview the season opening concert for the Western Piedmont Symphony. Learn more about the Western Piedmont Symphony's Masterworks I program Gregory Knight, piano Matthew Troy, conductorBy WDAV Classical Public Radio
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Pianist Ethan Uslan performs selections for WDAV's 40th Birthday Party. He talks about the origins of ragtime, playing for silent films and what makes ragtime music so appealing. Learn more about Ethan Uslan and The Carolina Shout podcast Heard on this Episode: Mozart : Rondo a la Turka Fisk Jubilee Singers : Oh Them Golden Slippers Harry Carroll :…
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Pianist Cynthia Lawing and clarinetist Jessica Lindsey perform during WDAV’s 40th birthday party. The two talk about what brought them to music; the characteristics of Christmas music; and their holiday traditions. Heard on This Episode: Gerald Finzi : Carol from the Five Bagatelles Arcangelo Corelli : Concerto Grosso in g minor Op. 6, No. 8, Fatto…
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Members of Heartland Baroque join WDAV’s Rachel Stewart to perform and preview selections from their touring program, The Winged Lion and the Unremembered Sea , which is making several stops in the region. Event Details : Heartland Baroque: The Winged Lion and the Unremembered Sea This session From the John Clark Performance Studio was mixed in the…
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Martin and Melinda watch The Walking Dead (1936) a rare non-Universal horror movie starring Boris Karloff as not-Rick Grimes. Do you love walking, performed by individuals who may or may not be dead? Then do we have the movie for you! Let us know what you think. Email: frightfullyuninformed@gmail.com, Twitter: @frightpod, FB: facebook.com/frightful…
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Soprano Margaret Carpenter and organist Nicholas Haigh join WDAV’s Rachel Stewart to perform selections and speak about their new ensemble – L’Académie du Roi Soleil – its mission, and preview their upcoming performances of Couperin’s Lessons for Tennebrae . Event Details : Couperin - Leçons de Ténèbres (l-r) Soprano Margaret Carpenter and organist…
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Martin sits down with Kyle Clark from the podcast This Is Rad to ask what he loves about horror movies. Listen in and find out why Kyle Clark is such a stellar human. Find Kyle on twitter at @kyleclarkisrad and listen to his comedy album I'm a Person or on @ThisIsRadPod and the @JackieandLaurie show. Email: frightfullyuninformed@gmail.com, Twitter:…
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Martin and Melinda are joined by Nick to watch Bride of Frankenstein (1935), our first sequel. James Whale returns for the third movie in our canon and makes some very interesting choices. Will this movie be love at first sight, or more like the kind of date where you pray for food poisoning? Let us know what you think. Email: frightfullyuninformed…
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Composer Leonard Mark Lewis and tenor Brian Arreola join host Joe Brant for a preview of " Wake-Lucia: A Joycean Operatic Rite ." The performance includes original music by Lewis and dance based on the life of James Joyce and his daughter Lucia. Event Details : Winthrop University: Wake-Lucia: A Joycean operatic rite Brian Arreola, tenor Leonard Ma…
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Martin and Melinda watch The Black Cat (1934) a very little known movie starring the two biggest stars in horror at the time: Boris Karloff and Bela Lugosi. Is this a hidden jewel that bestows riches on whoever finds it, or will this movie bring heartbreak and loss to those whose path it crosses? Let us know what you think. Email: frightfullyuninfo…
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Oboist Joe Robinson '62 and mezzo-soprano Rebecca "Becky" Robinson visit the John Clark Performance Studio to chat about an upcoming Love Songs in the Afternoon recital at Davidson College Presbyterian Church (DCPC) as part of the Davidson College Reunion Weekend. The father and daughter pair will perform highlights from the concert with accompanim…
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For years, fiddler and composer Mark O’Connor has been melding folk, jazz, and classical music into a style that is distinctly his own and distinctly American. He’s one of the most successful artists who works across genres and has won three Grammy Awards for his work in both the country and classical realms. He frequently collaborates with artists…
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Members of the Bechtler Ensemble stop by the WDAV studios to preview the Charlotte Composers Forum. The forum consists of composers from Queens University, Winthrop University, UNCC and Central Piedmont Community College. In celebration of the Bechtler's latest exhibition, Celebrating Jean Tinguely and Santana, five composers have written original …
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Martin and Melinda watch King Kong (1933), a monster hit (get it?) from Not Univeral Pictures. This movie is so popular, the image of a giant ape on the Empire State Building in imprinted in people's brains at birth. But is this film an unstoppable juggernaut or have we made a giant ape out of a molehill? Let us know what you think. Email: frightfu…
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