November 2 - November 9 - November 16 - November 23 - November 30
November 2, 2002: The Price of Parenting
Broadcast Guests
Richard Dodson - Career consultant with 15 years of experience. He’s also the director of Design and Customization at Ridge Associates, a communication skills training company.
Peter Finch - Editor at Smart Money Magazine and co-author of How to Raise Kids Without Going Broke: The Complete Financial Guide for Parents.
Jay Mueller - Economist at Strong Capital Management. Jay manages the Strong Money Market, Investors Money, and Heritage Money Funds.
Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
AARP Working site - The AARP has a number of resources and articles available about older workers. You can also download Staying Ahead of the Curve: The AARP Work and Career Study.
U.S. Department of Labor Employment & Training Administration - Learn about unemployment benefits in your state.
http://www.usda.gov/cnpp/using2.htm - Here are the Department of Agriculture figures on spending per child since 1995.
Treasury Direct - Visit this site to buy bonds, T-bills, and savings bonds from the U.S. Treasury Web site. Visit Savingsbonds.gov for more.
www.nfcc.org/ - If you’re like Carolyn and need some help, visit the National Federation for Credit Counseling for information on finding reputable credit counseling agencies in your area. You may also want to call your state’s better business bureau to check for complaints about services you’re considering.
www.morningstar.com - Use this site to analyze the performance of bond and other mutual funds.
www.wilshire.com/Indexes/ - Learn more about the Wilshire 5000 Total Market Index.
Books
How to Raise Kids Without Going Broke: The Complete Financial Guide for Parents, by Peter Finch and Delia Marshall (Avon Books, 1999).
How to Turn Your Money Life Around: The Money Book for Women, by Ruth Hayden (Health Communications, Ltd., 1992).
November 9, 2002: The Price of Divorce
Broadcast Guests
Diane Swonk - Chief economist and a senior vice president at the Bank One Corporation in Chicago. She is also chief economist for the Milken Institute and a professor at DePaul University.
Roman Weil - Professor of accounting at the University of Chicago. He has also served on the Financial Accounting Standards Board's advisory committee.
Erica Whittlinger - Sound Money's in-house investment expert.
Carol Ann Wilson - Certified financial planner who founded The College For Divorce Specialists to help financial planners, attorneys, and accountants deal with money and divorce.
Web Sites
www.fasb.org - The Financial Accounting Standards Board site.
www.sec.gov - The Securities and Exchange Commission’s site.
www.cdscollege.com - The College for Divorce Specialists has resources on how to specialize in divorce financial planning. There is also a comprehensive list of resources available at the site that are helpful for individuals as well as financial planners.
www.divorcedirectory.com - This Web site has information for divorce for both men and women.
www.divorcenet.com - Visit this site for legal forms and forums about divorce.
www.divorcesource.com - Visit this site for divorce laws by state and other resources.
www.treasurydirect.gov - Visit this site to buy treasury bills, notes, and bonds.
Books
The Financial Guide to Divorce Settlement, by Carol Ann Wilson (Traders' Library, 2000).
November 16, 2002: Jobs and the Economy
Broadcast Guests
Gary Alpert - CEO of Wet Feet Inc.
Gary Schatsky - Financial planner based in New York City and chairman emeritus of National Association of Personal Financial Advisors.
Erica Whittlinger - Sound Money's in-house investment expert.
Lauren Young - Senior writer for Smart Money Magazine.
Web Sites
www.wetfeet.com - Wet feet is a recruitment solution company that helps companies and job hunters find each other in the marketplace. Visit their site for industry guides, company reports, and tips for finding a job.
www.staffordloan.com - Visit this site for information about the Stafford Loan and other resources about financial aid.
www.salliemae.com - The Student Loan Marketing Association (Sallie Mae) is the largest student loan provider.
www.bankrate.com - Visit this site for loan rates.
www.objectiveadvice.com/ - Visit financial planner Gary Schatsky’s Web site.
www.pinksheets.com - Visit this site to learn more about the over-the-counter (OTC) securities markets. You can also buy and sell stocks listed on the pink sheets on this site.
www.nasd.com - Visit this site to find out more about this financial regulator.
www.sec.gov - This is the Securities and Exchange Commission's site.
Books
Who's Afraid of Adam Smith: How the Market Got Its Soul!, Peter Dougherty (Wiley, 2002).
November 23, 2002: Philanthropy Forecast
Broadcast Guests
Evelyn Capassakis - Estate planning expert and co-author of the new book PricewaterhouseCoopers’ Guide to Charitable Giving.
Stacy Palmer - Editor of The Chronicle on Philanthropy.
Larry Puglia - T. Rowe Price Blue Chip Growth Fund Manager.
Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
www.charitychoices.org - This is an organization that reviews charities based on ten accountability standards.
www.charitynavigator.org - This site provides free analysis of the financial help of 1700 large charities.
www.charitywatch.org - This American Institute of Philanthropy site is another watchdog group with info about how charities spend their donations.
www.guidestar.org - This is a national database of non-profits.
www.irs.gov - Learn more about the IRS guidelines for deducting charitable contributions.
philanthropy.com - The Chronicle of Philanthropy site.
Need to find a financial planner? Visit the following sites for more information:
www.fpanet.org - This is the site of the Financial Planning Association.
www.napfa.org - The National Association of Personal Financial Advisors can help you find a fee-only financial planner.
www.viatical.org - This is the industry site for The Viatical and Life Settlement Association of America. Learn more about the viatical industry, which profits from the sale of a life insurance policy to a third party by a terminally ill individual.
Books
PricewaterhouseCoopers' Guide to Charitable Giving, by Michael B. Kennedy, Evelyn Capassakis, Richard Wagman (John Wiley & Sons, 2002).
November 30, 2002: Enron: After the Collapse
Broadcast Guests
John Bogle - Founder and former chairman of the mutual fund company The Vanguard Group.
Robert Bryce - Reporter and author of Pipe Dreams: Greed, Ego, and the Death of Enron.
John Steele Gordon - Author and business historian.
Nell Minow - Newsletter editor for The Corporate Library.
Lynn Turner - Professor of accounting in the College of Business and director of the Center for Quality Financial Reporting at Colorado State University. Mr. Turner also served as chief accountant of the Securities and Exchange Commission from 1998 to 2001.
Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
www.thecorporatelibrary.com - This site has research and articles that focus on corporate governance and the relationships among companies' managers, their boards, and their shareholders.
flagship.vanguard.com - Learn about mutual funds and more on this site.
www.biz.colostate.edu - Visit this site to learn more about Professor Lynn Turner.
www.iasc.org.uk - Use the International Accounting Standards Board site to learn about accounting methods used around the world.
www.fasb.org - The Financial Accounting Standards Board has information on financial reporting standards plus the latest news. They even have "Understanding the Issues" articles that teach the basics of financial accounting.
www.sec.gov - Learn the latest news involving the Securities and Exchange Commission at this site. You can also use EDGAR to look up corporations’ annual reports and other filings.
www.wsj.com - Erica Whittlinger suggests you keep up with corporations' health by reading newspapers like The Wall Street Journal.
Books
Character Counts, by John Bogle (McGraw-Hill, 2002).
John Bogle on Investing: The First 50 Years, by John Bogle and Paul Volker (McGraw-Hill Professional, 2000).
Pipe Dreams: Greed, Ego, and the Death of Enron, by Robert Bryce (Public Affairs, 2002).
The Business of America, by John Steele Gordon (Walker and Company, 2002).
A Thread Across the Ocean, by John Steele Gordon (Walker and Company, 2002).
The Great Game: The Emergence of Wall Street as a World Power 1653-2000, by John Steele Gordon (Simon & Schuster, 2000).
Corporate Governance, edited by Robert Monks and Nell Minow (Blackwell Publishers, 2001).