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Financial Poise Radio


Episode 92 with Adam Hirsch

December 30, 2016

Frauds! Fakes! Ponzis!  In Episode 92, Chris Cahill and Adam Hirsch, of Robinson, Curley & Clayton speak of these fascinating things, along with RICO! Restitution! and Receivers!  Adam draws upon his experience litigating business fraud cases to illustrate recoveries and defenses. See also Adam’s column — (Alleged) Frauds, Fakes and Ponzis — on www.financialpoise.com. Be […]


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Episode 91 with Jeff Pomerantz

November 25, 2016

In Episode 91, Chris Cahill and Jeff Pomerantz, President of the American Bankruptcy Institute and member of Pachulski Stang Ziehl & Jones LLP, discuss why retail is under stress, how Chapter 11 bankruptcy theoretically promotes operational and financial reorganization, and how developments in financing, capital structures, and supplier strategies continue to shape retailers’ fortunes in bankruptcy. You can learn more about Jeff […]


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Episode 90 with Jeff Kelley & John Drachman

October 29, 2016

The Bells of Retirement toll for thee, heh, heh. So plan. With whose help? The Department of Labor weighed in on that question with its “fiduciary rule,” which has sent brokers and advisors scurrying to comply — and which has consequences for investors. In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of […]


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Episode 89 with Albert Periu

October 14, 2016

Fintech!  Episode 89 brings us Albert Periu, co-head of Capital Markets at Funding Circle, which provides secured loans to small businesses that Banks do not typically serve, while offering speed and transparency fostered by digital technology. The show looks at the borrower and the investor (in effect, the lender) perspective. You can find out more […]


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Episode 88 with David Jarczyk

September 24, 2016

In Episode 88, we ask David Jarczyk, founder and CEO of KtMINE about secrets, specifically the intellectual property capabilities and strategies of business entities. Anyone sloshing through tech start-up fever swamps should harken. Jarczyk explains how he selects and analyzes IP data to get beyond company filings and management pronouncements, to say nothing of journalistic hype. You can learn more about David […]


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Episode 87 with Larry Swedroe

September 9, 2016

To listen to Part 1 of this interview, click here. In Episode 87, Chris Cahill and Larry Swedroe, Director of Research Buckingham Asset Management and BAM Advisor Services discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic […]


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Episode 86 with Larry Swedroe

August 19, 2016

In Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, […]


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Episode 85 with Todd Ryden

August 5, 2016

In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing online alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds. You can learn more about Todd Ryden and FNEX here. Or you can find them here: […]


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Episode 84 with Jason Stevens

July 22, 2016

In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality “Real Asset” agricultural, mining, or energy companies with host, Chris Cahill.  That’s right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of […]


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Episode 83 with David Drake

July 15, 2016

In Episode 83, David Drake takes a break from a world tour on behalf of Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016,  to the extent that some platforms will switch from equity offerings to debt offerings.  David gets […]


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Episode 82 with Phil DeMuth

July 1, 2016

In Episode 82, Chris Cahill speaks with Phil DeMuth, author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog. The author is as engaging and enthused as his frequent co-author Ben Stein affects not to be.  Listen and learn about the benefits of taking a “lifetime perspective on your taxes.” You can […]


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Episode 81 with Ethan Knight

June 24, 2016

Gap Year: using a year between high school and college in particular ways in order to maximize the value of college. In Episode 81, Chris Cahill talks Gap Year with Ethan Knight, co-founder of the American Gap Association. The AGA serves as a comprehensive resource for those interested in the programmatic Gap Year’s instructional, experiential, and adventuresome […]


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Episode 80 with Carrie Rosenbloom

June 10, 2016

In Episode 80, marriage and family therapist Carrie Rosenbloom discusses how to cultivate thoughtfulness and discernment in those relationships which constitute the why of our achievements, both professionally and financially. You can find out more about Carrie and The Family Mediation Group here. Or you can find her here: Twitter:  @mommyontherocks Facebook LinkedIn: Carrie Rosenbloom; The […]


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Episode 79 with Daniel Rossen

May 28, 2016

In Episode 79, Financial Poise Radio sits with Daniel Rossen, Senior Broker of CRC Insurance, to speak of insurance.  No, wait!  Don’t run!  There are coverages that can help businesses grow!  There are coverage choices that are meaningful at different stages of an enterprise’s expansion.  For a lucid, nay pellucid explanation, Mr. Rossen’s your man. You […]


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Episode 78 with Michelle Gershfeld

May 20, 2016

How are those financial abs?  Are you financially fit?  Michelle Gershfeld of Get Financially Fit is your financial trainer, and our guest for Episode 78 of Financial Poise Radio.  Find out what Michelle means by the tenet “Pay yourself first!”  Learn how our attitudes need to be adjusted to improve our relationship with money.  And […]


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