75 episodes

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Connect with us
https://www.betterinvesting.org/chapters/south-florida

http://www.thebabybillionaire.com/

#MyInvestingStory Ionnie McNeill

    • Business
    • 5.0 • 6 Ratings

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Connect with us
https://www.betterinvesting.org/chapters/south-florida

http://www.thebabybillionaire.com/

    EP: 76 - #MyInvestingStory With Eve Lewis

    EP: 76 - #MyInvestingStory With Eve Lewis

    #MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

    Eve Lewis has served on the BetterInvesting Board of Directors since 2008 where she is currently the Vice-Chair. A member of BetterInvesting for more than 30 years, Eve is an advocate for personal financial security and believes everyone can manage a successful portfolio by deploying the BetterInvesting principles. She holds B.S. and M.S. degrees in Business Education from Northern Michigan University.

    As a young working mother in the early 90s, Eve was the family money manager and curious about investing. When an article appeared in her local newspaper featuring the educational benefits of BetterInvesting, she joined. The Stock Selection Guide provided her with a methodology to make good decisions and understand what to look for in a stock’s performance which leads to a buy, hold, and sell the range.

    In 2008, Eve was widowed. Fortunately, her life could go on without worrying about how to pay the mortgage or finance the final years of college for her daughter. She attributes the knowledge she gained through her membership in BetterInvesting as the reason her family is financially secure. Eve retired in 2015 from Cengage Learning after completing a 36-year career in business publishing where she worked in sales, marketing, product development, and editorial management. She is the recipient of the Distinguished Service Award from the National Business Education Association. Eve is a member of the Evergreen Investment Club of Cincinnati where she is the co-treasurer. She enjoys playing golf and is on the Board of Trustees of O’Bannon Creek Golf Club, in Loveland, OH.

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    Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

    Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

    The hashtag for the podcast is #MyInvestingStory

    Make sure to follow us on Social Media:

    Facebook: @BetterInvestingSFL

    Instagram: @BetterInvestingSFL

    LinkedIn: @BetterInvestingSouthFlorida

    Twitter: @BI_SEFL

    • 1 hr 5 min
    EP: 75 - #MyInvestingStory With Ken Kavula

    EP: 75 - #MyInvestingStory With Ken Kavula

    #MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

    Ken Kavula is a retired educator who taught AP Calculus, Chemistry, and Physics.  He also served as a secondary principal for 21 years.  He lives near Flint, Michigan, with his wife, Natalie.  They have two grown children and five grandchildren who live nearby and keep them busy.  Natalie and Ken both give many hours to BetterInvesting, a nonprofit that supports investment clubs throughout the nation.  Ken has served as President of his BetterInvesting chapter, the Mid-Michigan Chapter. as well as teaching extensively for the chapter and the national organization.  He is a regular on BI’s Ticker Talk.  Ken also presents regular programs with Mark Robertson of Manifest Investing.  Their Bull Session programs on Tuesday afternoons draw an enthusiastic audience.  In addition, Ken cohosts a monthly program for his chapter called The Mid-Michigan/Manifest Investing Roundtable.  He is an active member of four investment clubs.   He founded and chaired the Great Lakes Coalition BetterInvesting Regional Conference, has twice served as chair of the BetterInvesting National Convention, and served as Chairman of the BetterInvesting Volunteer Advisory Board for three years.  He travels to many parts of the country throughout the year, offering programs to BetterInvesting chapters.  Ken has been honored numerous times by the Better Investing organization, most recently with the George Nicolson award for outstanding contributions to investment education.  Ken and Natalie love the theater, are avid readers and gardeners, and enjoy as much travel as they can fit into their busy schedules!

    --

    Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

    Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

    The hashtag for the podcast is #MyInvestingStory

    Make sure to follow us on Social Media:

    Facebook: @BetterInvestingSFL

    Instagram: @BetterInvestingSFL

    LinkedIn: @BetterInvestingSouthFlorida

    Twitter: @BI_SEFL

    • 1 hr 23 min
    EP: 74 - #MyInvestingStory With Charles Bright

    EP: 74 - #MyInvestingStory With Charles Bright

    #MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

    Charles Bright is a native of North Brentwood, Maryland. He is married and has 2 Daughters and 2 Grandchildren. Charles Bright began his journey learning about the importance of finances when he had a paper route at the age of 11. His Mother helped him invest by buying savings bonds and told him they would double in 5 years. But, not really understanding the importance at that young age, he cashed them in before their maturity date. In 1996, through a family member, he had the pleasure of meeting a man named Daniel Garnett who gave him a share of Diebold, Incorporated stock and asked if he was interested in learning about stocks and investing. His love for numbers told him to say yes and Mr. Garnett took him under his wing. Mr. Garnett introduced him to the NAIC (now Better Investing) principles that he still utilizes today.


    His first major project under the tutelage would be to start an investment club. As of today, he has held various positions in the Pinnacle Group Investments and has assisted in starting at least 4 other investment clubs for others. He has taught children beginning at the age of 6 – 14 during summer camps about investing and the importance of saving money. He is passionate about teaching financial literacy and knowledge about investing to people of all ages. He believes that by teaching others the importance of investing and saving, he can pay it forward in the remembrance of Mr. Garnett for all the knowledge that he so freely shared with him.

    --

    Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

    Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

    The hashtag for the podcast is #MyInvestingStory

    Make sure to follow us on Social Media:

    Facebook: @BetterInvestingSFL

    Instagram: @BetterInvestingSFL

    LinkedIn: @BetterInvestingSouthFlorida

    Twitter: @BI_SEFL

    • 1 hr 3 min
    EP: 73 - #MyInvestingStory With Branden Bufford

    EP: 73 - #MyInvestingStory With Branden Bufford

    #MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

    Branden Bufford is a 4th generation Detroit Homeowner and 3rd generation landlord. While playing monopoly in his early adult years, it clicked "not owning would have me always owing" and it made me insecure. Also, becoming a parent and having every waking moment calculated for me was stressful. I am committed to being a husband, parent, and employee but that puts me last on the priority list, and that also makes me insecure.

    Branden always knew real estate would be his ticket out the rat race and in his 30s, he's been hyper-focused on it. He learned the game through a handful of podcasts and did the most important thing: TOOK ACTION

    In addition to managing 5 houses, he owns vending machines and is a host on Turo. His goal is to "retire" by 40 and have his time back.

    --

    Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

    Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

    The hashtag for the podcast is #MyInvestingStory

    Make sure to follow us on Social Media:

    Facebook: @BetterInvestingSFL

    Instagram: @BetterInvestingSFL

    LinkedIn: @BetterInvestingSouthFlorida

    Twitter: @BI_SEFL

    • 1 hr 4 min
    EP: 72 - #MyInvestingStory With Shellie Ransom-Jackson

    EP: 72 - #MyInvestingStory With Shellie Ransom-Jackson

    #MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

    Mrs. Shellie Ransom-Jackson is the Managing Member of Benchmark Construction Consulting & Management LLC. She has over 20 years’ experience as a Florida Certified General Contractor and the distinct honor of being the first African American Woman Certified Building Official in the State of Florida. Mrs. Ransom-Jackson utilizes her practical construction knowledge enhanced by over 17 years of public administration experience to assist clients navigating the bureaucracy associated with development.

    Mrs. Ransom-Jackson is a member and past Treasurer of the NABWIC Investment Club. She has used the Better Investing principles acquired to establish her own portfolio.

    --

    Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

    Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

    The hashtag for the podcast is #MyInvestingStory

    Make sure to follow us on Social Media:

    Facebook: @BetterInvestingSFL

    Instagram: @BetterInvestingSFL

    LinkedIn: @BetterInvestingSouthFlorida

    Twitter: @BI_SEFL

    • 1 hr 3 min
    EP: 71 - #MyInvestingStory With Douglas Gerlach

    EP: 71 - #MyInvestingStory With Douglas Gerlach

    #MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

    For nearly 30 years, Doug Gerlach has taught individuals and investment clubs to make smarter decisions about investing in the stock market, through books, software tools, websites, and educational presentations across the U.S. Gerlach is the President of ICLUBcentral Inc., a subsidiary of BetterInvesting and makers of software and websites for individual investors and investment clubs. He is the author of six financial books, including The Investor's Web Guide, The Complete Idiot's Guide to Online Investing, The Armchair Millionaire, Investment Clubs for Dummies, BetterInvesting’s Guide to Computerized Investing and the Internet, and The Pocket Idiot's Guide to Direct Stock Investing. He has written articles for publications such as Individual Investor, PC World, and Computer Life, and was a Consulting Editor and columnist for Time-Life’s Mutual Funds Magazine.

    A familiar name to many BetterInvesting members, Doug has spoken at investor events from Honolulu to Berlin, for such organizations as the National Education Association, National Investor Relations Institute, the American Association of Individual Investors (AAII), Money Show, and Charles Schwab, as well as at personal finance conferences organized by Money Show, CNBC, Boston Globe, Baltimore Sun, Fort Lauderdale Sun-Sentinel, Morningstar, BetterInvesting and Oregon Public Broadcasting. He has taught at investor events in more than 80 cities across the U.S., where his skill in explaining often-complex concepts with humor, energy, and clarity helps to turn investors into better investors. His regular webinars for ICLUBcentral reach thousands of individual investors each month.

    As ICLUBcentral’s president, Doug leads product development for its suite of tools for investors and investment clubs: StockCentral.com, MyStockProspector.com, myICLUB.com, and EquityResearchService.com. He is also Editor-in-Chief of ICLUBcentral’s two investing newsletters: the long-term market-beating Investor Advisory Service and the SmallCap Informer (which he founded).



    --

    Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial

    Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age”

    The hashtag for the podcast is #MyInvestingStory

    Make sure to follow us on Social Media:

    Facebook: @BetterInvestingSFL

    Instagram: @BetterInvestingSFL

    LinkedIn: @BetterInvestingSouthFlorida

    Twitter: @BI_SEFL

    • 1 hr 23 min

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