Megan Gorman is a tax attorney and owner of an estate planning advisory servicing ultra high net worth clients. She is an estate planning expert, speaker/lecturer, board member, senior Forbes columnist and frequent podcast guest.
Phoenix, AZ -- (SBWIRE) -- 10/22/2019 -- Phoenix, AZ -- (SBWIRE) – 10/18/2019 – All of us have a relationship to money that was developed in our childhood. How did we learn about money and what drives our behavior? How do we relate to risk and what attributes create entrepreneurs, leaders and industry disruptors?
Each week Megan will take you on a journey to hear the inspiring stories of dynamic individuals who pushed boundaries and imagined new possibilities, all of which were shaped in their childhood and is reflected in how they relate to money and wealth accumulation while pursuing their passions.
In this week's episode, Megan's guest is Larry Namer, founder of the E! Entertainment Channel. Larry shares his story of starting out in the cable business in New York City in the 1970's and how his decision to take a risk turned a $2.5 million investment into a successful television network. Larry's vision and ability to understand that risk is part of being an entrepreneur lead him to pioneer television in Russia, China and now Eastern Europe.
You can listen to "The Wealth Intersection: Your Money * Story *Life" with Megan Gorman live every Monday 1:00 p.m. PST; 4 p.m. EST. or download the podcast on iTunes, Stitcher, or wherever you get your podcasts. If you're looking for additional information on financial topics, you can read Gorman's column in Forbes which covers wealth management and estate topics.
About Megan Gorman
Megan Gorman's expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money. As the Founding Partner of Chequers Financial Management, she's a woman owner of a business in an industry that doesn't typically see many women in the top leadership role. Add to that the fact that Chequers is a boutique high net worth tax and financial planning firm – firmly committed to ensuring that tax strategy serves as the cornerstone of the financial planning process (also unusual in the industry.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. She spent 11 years as a Vice-President of Financial Counseling at a division of Goldman Sachs, working with senior executives' clients on tax planning, estate planning and executive compensation planning. In 2012, Megan joined BNY Mellon Wealth Management where she worked provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts. Recognized for her expertise in a variety of areas, she speaks regularly on taxes, retirement, LGBT planning and other topics.