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Resources for February 2002 Programs
February 2 - February 9 - February 16 - February 23

February 2, 2002: Insurance
Broadcast Guests
•   Lynn Brenner - is a Newsday personal-finance columnist and freelance personal finance writer.
•   Scott Gislason - is a financial advisor representing The North Star Resource Group.
•   Steve Kalin - holds the professional Chartered Life Underwriter designation and works mainly through Northwestern Mutual Life Insurance Company.
•   Eric Tyson - is an author and syndicated columnist.
•   Erica Whittlinger - is the president of Whittlinger Capital Management.

Extra
Andrew Tobias, investor and author of The Only Investment Guide You'll Ever Need shared an investment example involving a case of Bordeaux on the Jan. 26 program. He explains the example here, "Earning 177 Percent on Bordeaux."

Web Sites
•   www.valueline.com - This site provides comprehensive source of information and advice to help individual investors make decisions about their portfolio.
•   www.socialinvest.org - find information on socially responsible investing on this site.

Books
•   Personal Finance for Dummies, by Eric Tyson (IDG Books, 1994)
•   Smart Questions to Ask about Financial Advisors, by Lynn Brenner (Bloomberg Press, 1997)


February 9, 2002: Kids and Money
Broadcast Guests
•   Janet Bodnar - Executive editor, Kiplinger's Personal Finance.
•   Ross Levin - President of Accredited Investors Inc.
•   Heather McElhatton - Bohemian capitalist
•   Maya MacGuineas - Economist and fellow at the New America Foundation
•   Erica Whittlinger - President of Whittlinger Capital Management.

Web Sites
•   www.accredited.com - Web site of Ross Levin's company, Accredited Investors.
•   Manageing: Kids and Money - Kiplinger Magazine’s section featuring information on kids and money. On the site you can read Janet Bodnar’s many articles about money smart kids.
•   www.ssa.gov - The Social Security Administration’s Web site has a comprehensive list of frequently asked questions plus a section where you can e-mail questions to an expert.
•   www.newamerica.net - Web site for the New America Foundation. Their mission is "to bring exceptionally promising new voices and new ideas to the fore of our nation's public discourse."

Books
•   Dollars and Sense for Kids: What They Need to Know about Money—and how to Tell Them, by Janet Bodnar (Kiplinger Books & Tapes, 1999)
•   Mom, Can I Have That?: Dr. Tightwad Answers Your Kids' Questions about Money, by Janet Bodnar (Kiplinger Books & Tapes, May 1996)
•   Dr. Tightwad's Money-Smart Kids: Teach Your Kids Sound Values for Wiser Saving, Earning, Spending, and Investing: A Kiplinger Book, by Janet Bodnar (Kiplinger Books & Tapes, 1997)
•   Kiplinger's Mom, Can I Have That, vol. 2, by Janet Bodnar (NewStar Media Inc., 1996)
•   Kiplinger's Money-Smart Kids: And Parents, Too!, by Janet Bodnar (Kiplinger Books & Tapes, 1993)
•   Kiplinger's Money-Smart Kids: How to Teach Kids about Saving, Earning, and Spending, by Janet Bodnar (Kiplinger Books & Tapes, 1993)
•   Personal Finance for Dummies, by Eric Tyson (IDG Books, 1994)


February 16, 2002: Investment Clubs
Broadcast Guests
•   Greg Anderson - professor of mathematics at the University of Minnesota.
•   Dan Johnson - visiting fellow at the Center for International Development at Harvard University and assistant economics professor at Wellesley College in Massachusetts
•   Angele McQuade - co-author of Investment Clubs for Dummies
•   Terrance Odean - business professor at University of California, Berkeley's Haas School of Business
•   Erica Whittlinger - President of Whittlinger Capital Management.

Web Sites
•   www.better-investing.org - the official site of National Association of Inevestment Clubs (NAIC), a national non-profit investment education organization
•   www.ICLUBcentral.com - online and software accounting resources for investment clubs as well as educational articles and tools
•   www.investment-clubs.com - this site is full of educational resources and information for starting and running a successful club. Site was created by Doug Gerlach, co-author of Investment Clubs for Dummies.
•   www.insweb.com - check and compare insurance rates and visit their education center to learn more about your insurance options.

Book
•   Investment Clubs for Dummies, by Douglas Gerlach and Angele McQuade (Hungry Minds, Inc., 2001).

Extra
"Earning 177 Percent on Bordeaux" - Guests are still asking about Andrew Tobias' wine example from the Jan. 26 program.


February 23, 2002: Employment
Broadcast Guests
•   John Challenger - CEO of Challenger, Gray, & Christmas, an international outplacement company.
•   Steve Rhode - President and co-founder of www.myvesta.org.
•   Eric Schurenberg - Deputy business editor at Business 2.0 magazine.
•   Pri Shah - Associate professor of strategic management at the University of Minnesota's Carlson School of Management.
•   Erica Whittlinger - President of Whittlinger Capital Management.

Web Sites
•   www.sharebuilder.com - A low fee site for purchasing stocks online.
•   http://lsb.scu.edu/finance/faculty/Statman/Default.htm - Meir Statman is a professor of finance at Santa Clara University. Chris Farrell likes the research he's done on the performance of socially responsible investments.
•   www.socialinvest.org - The Social Investment Forum site offers comprehensive information, contacts and resources on socially responsible investing.
•   www.myvesta.org - A non-profit, financial-crisis center offering personal finance and consumer education and services.
•   www.business2.com - This is the Web version of Business 2.0, a publication that covers the changing business landscape and the marketplace.
•   https://www.truecredit.com - This is the consolidated credit report myvesta.org recommends. You can also contact one of the three major credit bureaus: www.equifax.com, www.experian.com, or www.transunion.com

Books
•   401(K) Take Charge of Your Future, by Eric Schurenberg (AOL Time Warner Book Group, 1999).
•   Get out of Debt: Smart Solutions to Your Money Problems, by Steve Rhode and Mike Kidwell (Myvesta.org, 1999).

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