#MyInvestingStory

#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. -- 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

#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

#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

#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

#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

#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

#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. Julius Mansa has been an operation, finance, and accounting professional for over 15 years, with sharpened financial management expertise in various industries including financial services, real estate, logistics, and the nonprofit sector. Julius’s career includes various corporate finance roles ranging from senior financial analyst to financial controller in the logistics and real estate development sectors, in addition to leading the finance function of several non-profit organizations. Within the realm of logistics, Julius has experience in supply chain finance management for regional and international third-party logistics (3PL) companies. Additionally, for over 3 years, Julius acted as a fractional Chief Financial Officer for an Indianapolis-based real estate development firm with a multi-million-dollar portfolio. After his rewarding experience doing fractional CFO consulting, in early 2020, Julius opened MaxPoint Advisors, a CFO advisory firm that focuses on medium-sized businesses that operate in fast-growing sectors and gross between 2 million and 10 million in revenue. As an emerging academic and researcher, Julius serves as a professor at two institutions of higher education in Indianapolis, Indiana, the USA where his current and past lecture areas include intermediate accounting, managerial finance, risk management, corporate valuation, portfolio management, and financial economics. In 2020, Julius was awarded a prestigious and highly competitive U.S. Department of State Fulbright Program research award in the area of financial technology. -- 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

#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. Charlene Rhinehart is a Certified Public Accountant, Founder of Wealthy Women Daily, and Author of Dividends are a Queen's Best Friend. She is on a mission to help more women build a stock portfolio that's bigger than their shoe collection and give them the tools needed to earn an extra stream of income in the stock market. Charlene was selected to feature her local newsletter, Chicago Southsider, on Facebook's new Bulletin platform. Through the Chicago Southsider, she is creating an ecosystem of resources to help more businesses and people generate more revenue on the South Side of Chicago. She's on a mission to impact more people by reaching the publication's first 10,000 subscribers at http://chicagosouthsider.com/. Subscribe here and join the journey. -- 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

#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. Warren Mickens is a native of Gary, Indiana, and a product of its public school system. He earned a BS in Mechanical Engineering from Indiana's Rose-Hulman Institute of Technology and an MBA from Harvard University. His MBA focused on Operations and Strategy, not Finance. He has enjoyed a host of challenging career experiences. Warren began his career as an engineer at Cummins Engine Company and was later the Director of the Worldwide Government Business. Warren transitioned to the telecommunications industry in the 1990s and has held several Operations and Engineering Roles since. Warren became interested in investing in the late 1980s for two reasons: 1) He was scammed by a former work acquaintance who had become a financial manager. 2) He became a father of two sons and concerns over the costs of college education and retirement seemed overwhelming. Warren's family did not have a background with financial resources. His father died unexpectedly leaving four children aged 3-16 behind when Warren was in third grade. He rolled up his sleeves and joined an investment club and decided to learn about investing. He learned a lot. It worked. Warren is active as a trustee at Rose-Hulman. He and his wife Joyce reside in Denver's Southern Suburbs. Their two adult sons are both engineers. -- 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

#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. Tamika Adams is an Educator, Entrepreneur, and Nonprofit Community Leader. Mrs. Adams holds a B.A. in Business and master's in public accounting. Her community work is focused on contextualizing the importance of equality and exposure for girls with a specific interest in black girls. Her dedication, efforts, and research are rooted within various communities throughout the United States. Her focus is to normalize the importance and benefit of early exposure and equal opportunities. Mrs. Adams's overall goal is to advocate and implement opportunities to increase youth interest in non-traditional careers and provide various cultural experiences. Having a diverse and tenured background in Corporate America, public education, and the nonprofit industry has afforded her many opportunities. The ability to directly work closely with girls and their families remains her top priority. She recognizes this as a privilege and takes great pride in her responsibility. Under her leadership with The Empress and Pearls Inc, her mentees have gained much exposure and increased experiences. She is fondly known as a Change Agent for girls! -- 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