Hosts Jeff Benjamin and Bruce Kelly delve into the story behind Josh Brown’s latest book, 'How I Invest My Money,' a collection of essays by leading financial professionals on how they manage their own money. The renowned Reformed Broker talks about how he got to where he is and why he is no longer a fan of Twitter.
1:40 - Where "How I Invest My Money" comes from
4:00 - The exceptions advisers make in their own investing
7:00 - The importance of roots in how we think about money
11:00 - The editing process
13:20 - Lessons learned from the book and the recruiting process
16:30 - Revisiting Josh's first book and the Jamba Juice pitch
20:30 - The Social Media Adviser opportunity
23:30 - Josh's Twitter silence and focus on YouTube
29:30 - Hope for Twitter, or does the problem run to its roots?
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
