April 5, 2003: Making Financial Decisions During Wartime
Broadcast Guests
•   Harold Evensky - Certified Financial Planner and founder of Evensky, Brown & Katz. He’s currently the chair of the TIAA-CREF Institute Financial Advisor Advisory Board.
•   Michael Martin - Enrolled Agent and founder of Michael Martin and Associates.
•   Dorian Solot - Co-founder of the Alternatives to Marriage Project.
•   Eric Tyson - Personal financial counselor and author of Personal Finance for Dummies.
•   Erica Whittlinger - Sound Money’s in-house investment expert.

Web Sites
•   Evensky, Brown, & Katz - Click on "Staying Smart" to get to War: Planning for Today and Tomorrow. This is financial planner Harold Evensky’s essay on various outcomes of the war and how it will affect the markets.
•   Alternatives to Marriage Project - This organization advocates equality and fairness for unmarried people living together.
•   Internal Revenue Service - Visit the Internal Revenue Service’s site for tax preparation assistance, forms, and any instructions you need. If you’d prefer to call the IRS, their help line is 1-800-829-1040.
•   Erica's Stock Watch - See how the model portfolios chosen by popular personal finance publications performed in the first quarter.
•   Corporate Bankruptcy - If you are interested in how corporate bankruptcy affects stock and bond holders, this is a great explanation from the Securities and Exchange Commission.

Books
•   Unmarried to each other: The Essential Guide to Living Together as an Unmarried Couple, by Dorian Solot and Marshall Miller, (Marlowe & Company, 2002).
•   Personal Finance For Dummies,, by Eric Tyson (John Wiley & Sons, 1999).
•   Investing for Dummies, by Eric Tyson (John Wiley & Sons, 2000).
•   Mutual Funds for Dummies, by Eric Tyson (John Wiley & Sons, 2000).

April 12, 2003: Financial Planning for Everyone
Broadcast Guests
•   Percy Bolton - Certified Financial Planner, founder of Percy E. Bolton Associates Inc., based in Pasadena, California.
•   Lynn Brenner - Personal finance columnist for Newsday and freelance personal finance writer.
•   Bathsheba Crocker - Co-director of the Post-Conflict Reconstruction Project at the Center for Strategic and International Studies.
•   Donna LeValley - Tax attorney and specialist with J.K. Lasser, and contributing editor of J.K. Lasser's Your Income Tax 2003.
•   Erica Whittlinger - Sound Money’s in-house investment expert.

Web Sites
•   Center for Strategic and International Studies - Visit this bi-partisan group’s Web site to read their report on reconstructing Iraq titled “A Wiser Peace: An Action Strategy for a Post-Conflict Iraq.”
•   Choice Trust - Lynn Brenner recommends visiting Choice Trust’s Web site to view claims history. Or call 1-800-456-6004.
•   Internal Revenue Service - Visit the Internal Revenue Service’s site for tax preparation assistance, forms, and any instructions you need. If you’d prefer to call the IRS, their help line is 1-800-829-1040.

For more information about preferred stocks and how they rate, visit:
Fitch Ratings
Moodys.com
Standard & Poor's

•   The Financial Planning Association - This is the site of the Financial Planning Association.
•   The National Association of Personal Financial Advisors - This is another great resource for fee-only planners.
•   The Garrett Planning Network, Inc. - This is a group of financial advisors who charge by the hour. Percy Bolton is one such planner.

Books
•   J.K. Lasser's Your Income Tax 2003, by the J.K. Lasser Institute (John Wiley & Sons, 2002).

April 19, 2003: Retire On Time
Broadcast Guests
•   Jonathan Clements - Wall Street Journal columnist and author of You’ve Lost It, Now What?.
•   Robert Franek - The Princeton Review admissions expert and author of The Best 345 Colleges.
•   Allison Hemming - Founder of the Manhattan-based temp agency The Hired Guns and author of Work It! How to Get Ahead, Save Your Ass, and Land a Job in Any Economy.
•   Erica Whittlinger - Sound Money’s in-house investment expert.

Web Sites
•   Work It! - Allison Hemming’s Web site for her book Work It! is filled with valuable advice about job seeking. You can preview the book and sign up for a newsletter geared towards jobseekers.
•   Wall Street Journal - Want to read more advice from our guest Jonathan Clements? Check out his regular column “Getting Going.” You need a subscription to view most of The WSJ’s site.
•   The Princeton Review - Princeton Review has some tools to help navigate through the maze of financial aid packages and other aspects of paying for college.
•   Direct Loans - If you or your child really wants to attend a certain college, but the financial aid package isn’t enough, take a look at loans offered by the Federal Government.
•   collegeboard.com - Visit the College Board's site, then click on the "Paying for College" tab for financial aid information.
•   Sallie Mae - The Student Loan Marketing Association (Sallie Mae) is the largest student loan provider.
•   Nellie Mae - Nellie Mae provides federal loans for college.
•   NASD Investor Alert - Erica mentioned this National Association of Securities Dealers primer on principal protected funds and the risks involved in this type of investment.
•   investorwords.com - This is a great site for learning the terminology of investing. You can even sign up to receive an investing term of the day via e-mail.
•   Savingforcollege.com - Use this site to compare various 529 plans and learn about other ways to save money for college.
•   National Foundation for Credit Counseling - Turn to this organization for help locating a reputable credit counseling agency in your area.
•   Nolo - This legal publisher has great information on its site about debt and bankruptcy.

Books
•   You’ve Lost It, Now What?, by Jonathan Clements (Portfolio, March 2003).
•   Work It! How to Get Ahead, Save Your Ass, and Land a Job in Any Economy, by Allison Hemming (Simon & Schuster, January 2003).
•   The Best 345 Colleges, by Robert Franek (Random House, Inc., 2003 Edition).

Chris recommends the following books if you want to learn more about investing strategy and terminology:
•    Barron’s Dictionary of Finance and Investment Terms, by John Downes and Jordan E. Goodman (Barron’s Educational Series, Inc., 1998).
•    Investing For Dummies, by Eric Tyson (Hungry Minds, Inc., November 2002).
•    The Only Investment Guide You’ll Ever Need, by Andrew Tobias (Harcourt, December 2001).
•   Wall Street Words: An Essential A to Z Guide for Today’s Investor, by David Logan Scott (Houghton Mifflin Company, 1997).

April 26, 2003: Housing Outlook
Broadcast Guests
•   Celia Chen - Director of Housing Economics at Economy.com.
•   Robert Shiller - Yale University economist and author.
•   Eric Tyson - Personal financial counselor and author of Investing for Dummies and Personal Finance for Dummies.
•   Erica Whittlinger - Sound Money's in-house investment expert.

Web Sites
•   Economy.com - You can find many tools to evaluate the economy on this economic research firm's Web site. There is a subscription fee.
•   Department of Labor - If you have questions or concerns about how your 401(k) has been handled by your company, contact the Department of Labor to see what can be done.
•   Bankrate.com - Use this site if you want to learn more about Direct Access Notes (DANs).
•   Financial Engines - If you're trying to determine your asset allocation, this is a great site to use for information. However, there is a subscription fee.
•   Morningstar.com - If you're trying to rate mutual funds, this is a great site to use for comparison.
•   TIAA-CREF - Investment company TIAA-CREF also has great tools you can use to determine the asset allocation that is right for you.

Books
•   Irrational Exhuberance, by Robert Shiller (Broadway Books, April 2001).
•   The New Financial Order: Risk in the 21st Century, by Robert Shiller (Princeton University Press, April 2003).
•   Personal Finance For Dummies, by Eric Tyson (John Wiley & Sons, 1999).
•   Investing for Dummies, by Eric Tyson (John Wiley & Sons, 2000).
•   Mutual Funds for Dummies, by Eric Tyson (John Wiley & Sons, 2000).