STANDARD DEVIATIONS PODCAST: Megan Gorman – All the Presidents’ Money

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DWN Staff
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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman.

Megan is the founding partner of Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families in San Francisco, California. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Megan heads the firm’s family office services practice. Megan is a Senior Contributor for Forbes in personal finance and tax. She is also quoted regularly in the press as a tax and financial planning expert including such publications as The Wall Street Journal, The Washington Post and CNBC among others. She regularly blogs at www.thewealthintersection.com and has appeared on numerous podcasts and is a regular weekly commentator on The Money Tree Podcast.
Tune in to hear:
  • What was Megan’s favorite finding in the deep research she did for this book?
  • Learn about Truman’s financial anxiety and how this impacted him.
  • Why is it harder to pivot and recover from financial pitfalls than it used to be?
  • What advice did Calvin Coolidge get from his stock broker?
  • How did George Washington make his money and what differentiated him from his peers?
  • Why does Megan find Hoover’s money story so captivating?
  • Learn more about Jimmy Carter’s financial story.
  • Which president was the best money manager and which was the worst and what can we learn from their examples?
  • How much should a candidate’s personal finance skills impact our vote, if at all?

Compliance Code: 2008-OAS-8/8/2024

ABOUT STANDARD DEVIATIONS PODCAST:

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby, the personality behind STANDARD DEVIATIONS podcast, is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.

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