© 2020 Buckingham Wealth Partners. 
Buckingham Strategic Wealth, LLC, & Buckingham Strategic Partners, LLC (Collectively, Buckingham Wealth Partners)

This information and commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice. Past performance of any market results is no assurance of future performance. While reasonable care has been taken to ensure that the information contained herein is factually correct, there are no representations or guarantees as to its accuracy or completeness. Investing involves risk, including loss of principle and no strategy assures success or protects against loss.

Our hope is that in giving you straight answers to some questions weighing on your mind, you’ll be able to apply that knowledge in pursuit of good decision-making. If there is a topic you’d like us to address in a future video, share your idea with us!

Tim Maurer is the Director of Advisor Development at Buckingham Wealth Partners. Tim designs and implements focused professional and personal development programs for our advisors around the country. His goal is to prepare them to provide an outstanding experience to each and every client through skillful comprehensive financial planning.

Previously, Tim served as a wealth advisor and director of personal finance at Buckingham. He is a CERTIFIED FINANCIAL PLANNERTM professional and a graduate of Towson University, where he taught financial planning for seven years. Tim’s most recent book, “Simple Money: A No-Nonsense Guide to Personal Finance,” was published in 2016. He is a CNBC contributor and also writes for Forbes.com.

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Meet your guests.

TOM BODIN
Practice Integration Officer

As a Practice Integration Officer at Buckingham, Tom Bodin provides fractional CFO services to align wealth creation strategies for owners of legal, dental, and medical offices including tax, pension and retirement planning.

AARON GREY
Director of Planning Integration

As the director of planning integration at BuckinghamAaron helps advisors develop, implement, monitor and update wealth management strategies in pursuit of their clients’ financial goals.  

MEIR STATMAN, PhD
Research Advisor

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on how investors and money managers make financial decisions and how these decisions are reflected in financial markets. 

JONATHAN SCHEID, CFA, AIF
Managing Director, Solutions

With over 20 years of experience working with advisors and their clients, Jonathan enjoys sharing interesting perspectives on a wide range of investment and economic topics.

LARRY SWEDROE
Chief Research Officer

As Chief Research Officer, Larry Swedroe has authored or co-authored 16 financial books and devotes all of his time to research and education in the areas of investing, financial planning and behavioral finance.  

If the rate at which the news, the markets and life as we know it are changing these days has left you with more questions than answers, you’re not alone.  This video podcast series is designed to provide simple answers to your most pressing questions. No stage, no sound bites—just short, straight answers from the experienced thought leaders that guide Buckingham’s research, education, investment and financial planning efforts. From our homes to yours, we hope these conversations provide a source of comfort and clarity in the days ahead. 

Why Does The Pain of Market Loss Feel So Much Stronger Than The Joy of Market Gains?

Posted: Mar 23, 2020

It Looks Like Things Could Get Worse Before They Get Better. How Should We Prepare Ourselves?

Posted: Mar 23, 2020

Posted: Mar 23, 2020

Can The Market Bounce Back?

Posted: Mar 23, 2020

If The Market Is Going To Get Worse Before It Gets Better, Shouldn’t I Sell Now?

Posted: Mar 20, 2020

How is this different than previous financial crises?

Posted: Mar 20, 2020

What economic stimulus measures have been taken to tackle the Coronavirus crisis and will they work?

Posted: Mar 20, 2020

Why are markets so volatile and why have they reacted so negatively to COVID-19?

Posted: Mar 20, 2020

What the heck is going on?   

The Stock Market Seems To Be Getting All The Attention. What Else In My Financial Plan Should I Be Thinking About Right Now?

Posted: Mar 25, 2020

How Are You Finding Clarity In Life Beyond The Financial Plan?

Posted: Mar 25, 2020

Should I Stay The Course If I’m Near Retirement?

Posted: Mar 25, 2020

I’m A New Investor. What Should I Do?

Posted: Mar 25, 2020

What Are The Tax Relief Measures Being Taken And Do I Qualify?

Posted: Mar 27, 2020

Are 'The Economy' And 'The Market' Synonymous?

Posted: Mar 27, 2020

The Economic Data Like Unemployment and Productivity Is Looking Bleak. How Bad Will It Get?

Posted: Mar 27, 2020

What Role Does Perspective Play In Our Ability To Stay The Course?

Posted: Mar 27, 2020

SUSAN STRASBAUGH
Wealth Advisor

As part of a firm of fiduciary, fee-only wealth advisors, Susan takes a total-care approach to identifying, organizing, planning, implementing and coordinating clients' most important financial goals.

How Are The Bond Markets Responding To The Recent Market Volatility?

Posted: Mar 30, 2020

What If I've Over Estimated My Tolerance For Risk?

Posted: Mar 30, 2020

Why Should I Buy Conservative Fixed Income When Rates Are So Low?

Posted: Mar 31, 2020

So What If I'm Afraid To Rebalance?

Posted: Mar 31, 2020

What Steps Should My Financial Advisor Be Taking Day-To-Day When Markets Are This Volatile?

Posted: April 1, 2020

What Considerations Should Small-Business Owners Make During This Time?

Posted: April 1, 2020

Crashes, Corrections, Recessions and More. Can You Define The Market Terms We Hear Everyday?

Posted: April 1, 2020

What Roles Do Hope And Fear Play In Times Of Financial Crisis?

Posted: April 1, 2020

KEVIN GROGAN
Managing Director, Investment Strategy

Guided by academic research, Kevin Grogan, Director of Investment Strategy, oversees our overall strategy and helps clients and advisors alike distill complex investing topics. 

JEFFREY LEVINE
Director of Advanced Planning

As Director of Advanced Planning, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies.  

CARES Act Unpacked - What's The Scoop On RMDs For Retirees?

Posted: April 3, 2020

CARES Act Unpacked - What Do I Need To Know About The Unemployment Provisions?

Posted: April 3, 2020

CARES Act Unpacked - Will I Get A Rebate Check?

Posted: April 3, 2020

How Does The Emotion Of Regret Play Into Our Investing Decisions?

Posted: April 3, 2020