Megan Gorman - All the Presidents’ Money

from Standard Deviations with Dr. Daniel Crosby · host Megan Gorman, Dr. Daniel Crosby

Tune in to hear: What was Megan’s favorite finding in the deep research she did for this book? Learn about Truman’s financial anxiety and how this impacted him. Why is it harder to pivot and recover from financial pitfalls than it used to be? What advice did Calvin Coolidge get from his stock broker? How did George Washington make his money and what differentiated him from his peers? Why does Megan find Hoover’s money story so captivating? Learn more about Jimmy Carter’s financial story. Which president was the best money manager and which was the worst and what can we learn from their examples? How much should a candidate’s personal finance skills impact our vote, if at all? Links Megan Gorman on LinkedIn Chequers Financial Management All the Presidents’ Money Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here. Compliance Code: 2008-OAS-8/8/2024

Episode metadata supplied by the publisher feed · Published Sep 19, 2024

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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman. Megan is the founding partner of Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families in San Francisco, California. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Megan heads the firm's family office services practice. Megan is a Senior Contributor for Forbes in personal finance and tax. She is also quoted regularly in the press as a tax and financial planning expert including such publications as The Wall Street Journal, The Washington Post and CNBC among others. She regularly blogs at www.thewealthintersection.com and has appeared on numerous podcasts and is a regular weekly commentator on The Money Tree Podcast.

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Megan Gorman - All the Presidents’ Money

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