My guest in this episode is Doug McCormick. Doug has a lifetime of experiences that provide the foundation for the framework, principles and tools in Family Inc. As a professional investor, he has spent two decades creating value for institutional investors by partnering with families and entrepreneurs to build and grow their businesses to create sustainable long-term value. The lessons in Family Inc. reflect his own journey to achieving financial independence which began at the age of seven, when his Dad helped him purchase AT&T stock. During his professional career, he has been an active duty Army officer, a Harvard Business School student, an investment banker, a private equity investor and finally entrepreneur as co-founder of HCI Equity Partners.
His writings and recommendations about financial literacy and veteran causes have been cited or featured by major media outlets to include The NY Times, Wall Street Journal, USA Today, CNBC, TIME, PBS, NPR, Investor’s Business Daily, Fast Company, American Association of Individual Investors, The Larry Kudlow Show, Stars & Stripes, Home and Family Finance Radio, Military.com and The Motley Fool.
754: Eugene Shatsman: The 5 Pillars Of Growth In A Recession
My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group. Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of…
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…