Last Week's Guest: Susan Powers,CFA®,CPA,CFP®

"Your Money" was excited to have Susan Powers,CFA®,CPA,CFP® on the show last week. Susan is an advisor listed on Kent’s network. Susan has had more than 20 years of experience in investment consulting, retirement plan consulting and personal & trust taxation. Prior to joining AssetGrade, she held a number of senior positions with Fidelity Investments. Most recently, she lead a national team of investment consultants providing services more than 2,500 clients with $1.2 trillion in assets. Catch a short clip below of Susan talking about her firm during the show. 

Kent Smetters

Kent Smetters is the Boettner Chair Professor at The Wharton School of the University of Pennsylvania, the Interim Faculty Director of the Penn Wharton Public Policy Initiative, and a Faculty Research Fellow at the NBER. He was the former Deputy Assistant Secretary of the U.S. Department of the Treasury, and he subsequently served as a member of the U.S. Congress’ bipartisan Blue Ribbon Advisory Panel on Dynamic Scoring. Kent holds bachelor degrees in Economics and Computer Science from The Ohio State University as well as an MA and PhD in Economics from Harvard University. He previously cofounded a national registered investment advisory firm that built a new technology platform, grew the firm to over 50 advisors and then sold the firm to a large, publicly-traded company. Growing up in a financially poor family, Kent donates his time to “Your Money” to help families work, save and set goals in order to achieve the most in life. Kent is often cited in major news outlets.