Money Matters Episode 257 - Intergenerational Wealth w/ Chuck Self

Recent research from the University of Michigan and Strictly Financial suggests that sustained family wealth over multiple generations is the exception, not the rule. We were joined today by Charles "Chuck" Self, who believes that parents and children should work together when choosing a financial advisor.

Charles Self is known for his ability to architect an accelerated revenue topline, as well as for his government regulation expertise with financial services organizations.

Chuck's robust career that has been a blend of focused on fixed income investment processes, followed by concentration on sales, marketing and product management of alternative investment strategies. Over the years, he's been recruited by investment management organizations to grow assets under management and upgrade investment strategy and processes. Chuck has created new products for such organizations including SEC-registered and offshore mutual funds, and implemented regulatory compliance procedures.

He chairs the Investment Committee for Governmental Insurance Managers and serves on its Audit Committee. Chuck is also the First Board President of the Bright Promise Fund for Urban Christian Education.

More about Houston Money Week visit: 

www.Houstonmoneyweek.org 

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/ 

 

Financial Advisor Magazine Articles: 

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3  

 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3 

 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. 

 

You can also listen to this episode and others by podcast at: 

http://directory.libsyn.com/shows/view/id/moneymatters 

or 

www.moneymatterspodcast.com 

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