September 19, 2024 • 52 mins
Tune in to hear:
- What was Megan’s favorite finding in the deep research she did for this book?
- Learn about Truman’s financial anxiety and how this impacted him.
- Why is it harder to pivot and recover from financial pitfalls than it used to be?
- What advice did Calvin Coolidge get from his stock broker?
- How did George Washington make his money and what differentiated him from his peers?
- Why does Megan find Hoover’s money story so captivating?
- Learn more about Jimmy Carter’s financial story.
- Which president was the best money manager and which was the worst and what can we learn from their examples?
- How much should a candidate’s personal finance skills impact our vote, if at all?
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The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.
Compliance Code: 2008-OAS-8/8/2024
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