Interviews

Ana Maria Gonzalez Wood, JD, CFP®, CLU®, CHFC®

Written by Luke Patterson | Tuesday, July 9th, 2019

Luke Patterson visits with Ana Maria Gonzalez Wood, JD, CFP®, CLU®, CHFC® and discusses topics including estate planning, tax and investment strategies, long-term goals and achievable objectives.
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Burl B. East III, CFA

Written by Max Gains | Tuesday, June 25th, 2019

On the STA Money Hour, Max Gains spoke with special guests Burl East and Jimmy Harper about the upcoming Democratic debates and what could happen to the economy with a Democrat retaking the White House. Burl discussed the Altegris funds and the types of real estate properties they look for. They also covered the massive […]
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Investing 101 with Kids

Written by Luke Patterson | Friday, May 10th, 2019

Luke Patterson hosts a very special STA Money Hour, as we welcomed guest hosts Jacob (age 10) and Jackson (age 7) to talk about the basics of a good financial plan. Luke Patterson chatted with the boys about starting to save, and the earlier the better. Luke explained the power of compounding interest and having […]
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Mary Beth Franklin, CFP®

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, April 25th, 2019

Scott Bishop, Director of Financial Planning at STA Wealth, hosted a special edition of STA Money Hour with Guest Mary Beth Franklin, CFP®. Mary Beth is a nationally recognized financial writer who focuses on retirement issues. She is a contributing editor at Investment News, author of the “Retirement 2.0” blog, a long-time senior editor at […]
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Rolando Garcia, JD/CPA

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, February 11th, 2019

Scott Bishop, Executive Vice President of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with guest Rolando Garcia, JD/CPA. Rolando is a Tax Attorney with Doeren Mayhew that provides International Private Client Tax Services with a specialty in Cross-Border Taxation. Rolando brings more than 20 years of experience in […]
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Scott Bishop – Kenny Webster Pursuit of Happiness Radio Show

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, February 7th, 2019

Scott Bishop was on Kenny Webster’s “Pursuit of Happiness” radio show on 950AM KPRC Radio. On the show he answered Kenny’s questions about investing in this current level of market volatility. Scott also talked about both the recent Trump State of the Union and how the policies may impact the economy and markets. Scott and […]
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