MoneyTalk is an informative and unique show that pulls back the curtain on Wall Street. We show you the things other shows won’t. The fees and expenses, the sales charges that are hidden. They way your money can be tied up for years. We tell you what to avoid when making investment decisions, and what to look for as well.
We’ve had a very loyal audience for eight years. We give away a free book on every show to every caller, anywhere in the U.S. We give away a different book each week on a variety of investment topics. Books on long term care, index investing, stock selection methods and exchange traded funds and mutual funds. In addition to a free book for every caller we will also do a free financial plan for every caller, anywhere in the U.S.
Information you need. What Wall Street won’t tell you and why they won’t tell you. We discuss the perils of investing. What type of advisor to work with and the type you can do without as well.
Innovative and different investment strategies. Equities, mutual funds ETF’s and annuities. Life insurance, health insurance and annuities. Estate planning. Wills trusts and health care directives.
Behavioral investing. We explore the psychology behind why people invest the way they do. We delve into the who, what, when, where and how the mind works when it comes to investing. The mistakes people make, why they make them and how to correct them.
About Dan Witham:
Dan Witham is a Branch Manager and Registered Principal with LPL Financial. A graduate of Miami University, member of MENSA and the International High IQ Society, he has over 25 years experience in the securities industry. Dan is currently pursuing a Master’s degree in Finance at Harvard University.
Formerly an Associate Vice President with Morgan Stanley, Dan knows his way around wall street. He has taught classes for numerous law enforcement agencies around the country, including The Bureau of Alcohol, Tobacco and Firearms (ATF), Tulsa Police Department and Lawton Police Department. Dan has devoted the last 15 years of his free time to our city. Dan serves as a reserve deputy for the Tulsa County Sheriff’s Office. He routinely works patrol, makes traffic stops and takes calls, all to serve his community. Dan also works with the Tulsa County Criminal Justice Authority. He serves as Chairman of the Sales Tax Overview Committee. Dan and his committee oversee $26 million of taxpayers' money that is spent annually for the Tulsa County Jail (David L. Moss) operations and maintenance. In his capacity as Chairman, Dan reports directly to Fred Perry, Head County Commissioner.
About LPL Financial:
As the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL is an enabling partner to more than 14,000 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
LPL is the:
#1 independent broker-dealer for 20 consecutive years
#1 provider of third-party brokerage services to retail banks and credit unions
#5 custodian of RIA assets and one of the fastest growing
#23 in Barron's 2015 ranking of top high net worth managers in the U.S.
What helps sets LPL apart and makes us unique is the combination of our capabilities across research, technology, risk management, and practice management, which we believe together exceed any individual competitor's offering. LPL also puts its size to work for its advisors as an influential industry leader. We have the ability to influence and adapt to changes in our industry and our size allows us to constantly reinvest in our offering and to deliver value to advisors and investors, while maintaining a focus on generating shareholder returns.