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24 MMP 14-24: Lubetkin Media Companies, LLC

Money Matters TV Posted on June 27, 2014 by Tim MillawayJune 27, 2014
Steve Lubertkin

Hosts: Dave Ebner of Merrill Lynch & Patricia T. Dunn of Merrill Lynch Guests: Steve Lubetkin of Lubetkin Media Companies, LLC     Contact Steve: Website: Lubetkin.net 708 Crestbrook Avenue Cherry Hill, NJ 08003 +1.856.751.5491 studio +1.267.295.1112 fax [email protected] email … Continue reading →

Posted in Podcast, Small Business | Tagged Dave Ebner, Lubertkin Media Companies, Merrill Lynch, Patricia T. Dunn, Podcasting, Steve Lubertkin

23 MMP 14-23: Lucinda Duncalfe of Real Food Works

Money Matters TV Posted on June 19, 2014 by Tim MillawayJune 19, 2014
Lucinda Duncalfe

Hosts: Pat Welde of Merrill Lynch & Jane Scaccetti of Drucker & Scaccetti Guests: Lucinda Duncalfe of Real Food Works Lucinda recently founded a new company, Real Food Works. Michael Pollan says: “Eat food. Not too much. Mostly plants.” Real Food … Continue reading →

Posted in Health, Podcast | Tagged Jane Scaccetti, Merrill Lynch, Pat Welde, Real Food Works

22 MMP 14-22 Russell Maulitz, MD of Starship Health

Money Matters TV Posted on June 18, 2014 by Tim MillawayJune 18, 2014
Russell Maulitz

Hosts: Kimon Hatza, Esq. of MillCrest Law, LLP & Charlie Huntington of Bio Strategy Partners Guests: Russell Maulitz, MD, Ph. D. Chief Medical Officer of Starship Health Starship is a R & D firm in the health care information technology … Continue reading →

Posted in Biotechnology, Podcast | Tagged Charlie Huntington, Kimon Hatza, Russell Maulitz

21 MMP 14-21 Chuck Steege of SFG Advisors

Money Matters TV Posted on June 13, 2014 by Tim MillawayJune 13, 2014
Chuck Steege

Hosts: Paul Sloate of Green Drake Partners & Patricia Dunn of Merrill Lynch Guests: Chuck Steege, CFP, CEP of SFG Advisors Chuck is not only a Certified Financial Planner, but is also a Certified Equity Professional (the designation of choice for those advising … Continue reading →

Posted in Investments, Podcast

20 MMP 14-20 Joseph J. Dunn Author of “After 100 Years”

Money Matters TV Posted on June 2, 2014 by Tim MillawayJune 2, 2014
Joseph Dunn

Hosts: Dave Ebner of Merrill Lynch & Charlie Shields of Wells Fargo Advisors, LLC Guests: Joseph J. Dunn Author of “After 100 Years”.             Purchase Joseph’s Book: After One Hundred Years: Corporate Profits, Wealth and … Continue reading →

Posted in Investments, Podcast | Tagged After One Hundred Years, Charlie Shields, David Ebner, Joseph J. Dunn

19 MMP 14-19 John C. Bogle, Founder of The Vanguard Group

Money Matters TV Posted on May 26, 2014 by Tim MillawayMay 26, 2014
John C. Bogle

Hosts: Pat Welde of Merrill Lynch & Richard Sichel of Phila. Trust Co. Guests: John C. Bogle, Founder, of The Vanguard Group Listen to Show

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18 MMP 14-18: Peg Calvario of Empowerment Partner

Money Matters TV Posted on May 26, 2014 by Tim MillawayMay 26, 2014

Hosts: Jim Butler of Videre Wealth Management & Dave De Witt of De Witt Capital Management Guests: Peg Calvario of Empowerment Partner Contact Peg Calvario: Professional Certified Coach p.610.310.5433 email: [email protected] web: pegcalvario.com Listen to Show  

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17 MMP 14-17: Cheryl Pegus, MD. of Caluent

Money Matters TV Posted on May 26, 2014 by Tim MillawayMay 26, 2014
Cheryl Pegus

Hosts: Charles Huntington of BioStrategy Partners & Kimon Hatza,Esq. of MillCrest Law, LLP Guests: Cheryl Pegus, MD. of Caluent Connect with Cheryl: Website Show Notes: How Cheryl’s passion for helping medium- sized healthcare companies encouraged growth. Why are investors interested … Continue reading →

Posted in Podcast

16 MMP 14-16: Scott Messer of Sales Evolution

Money Matters TV Posted on April 22, 2014 by Tim MillawayApril 22, 2014
Scott Messer

Hosts: Dave Ebner of Merrill Lynch & Brian Kohute of HJ Wealth Management Guests: Scott Messer of Sales Evolution Connect with Scott: Phone: 610-353-8686 Email: [email protected] Website Linkedin       Question of the Week: Ralph Yellen , Wayne, “What … Continue reading →

Posted in Podcast, Sales Training | Tagged Brian Kohute, David Ebner, Sales Evolutions, Scottt Messer

15 MMP 14-15: The shift to Goals Based Wealth Management and the positive impact this holds for investors. Patricia Dunn

Money Matters TV Posted on April 18, 2014 by Tim MillawayApril 18, 2014
Patricia Dunn

Hosts:   Paul Sloate of Green Drake Partners & Charlie Shields of Wells Fargo Advisors, LLC Guests:   Patricia T. Dunn, CAP The Dunn Group Senior Vice President- Wealth Management Wealth Management Advisor PIA Program Portfolio Manager       Connect with … Continue reading →

Posted in Podcast | Tagged Charlie Shields, Patricia T. Dunn, Paul Sloate, The Dunn Group

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