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An Investor Survival Guide - More Than Money - NHPTV

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With the recent upheavals in our nation’s economy, it’s more important than ever to be financially literate. Host and founding financial editor of CNN Myron Kandel talks with experts about managing money during difficult times, and NH Outlook host Beth Carroll interviews Granite Staters who have learned how to be more financially savvy.

MORE THAN MONEY: AN INVESTOR SURVIVAL GUIDE focuses on three key topics: investing in turbulent times, building and preserving a nest egg, and avoiding being taken in by a financial scam.

PART 1 – PERSONAL FINANCE - Watch Online

Traditional pensions – which guarantee retirement income—are becoming a benefit of the past. Today, most of us are covered by a 401k or 403b market-based plans, which puts the responsibility of investing for retirement on workers’ shoulders. Meet an Amherst man who took charge of his personal finances when his pension plan was eliminated.

Certified Financial Planner Dee Lee lets us know if he’s on the right track to make her retirement dream a reality.


Personal FinancePERSONAL INVESTING
Discussions of personal finance with Mark Malnati and Dee Lee.
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Personal FinanceINVESTING IN A GLOBAL MARKET
Myron Kandel talks with Sam Stovall of Standard and Poor's Equity Services.
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Personal FinanceINVESTMENT PITFALLS
Myron Kandel talks with Chuck Jaffe, personal finance columnist for marketwatch.com.
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RESOURCES
www.deelee.net Certified Financial Planner Dee Lee, author, radio commentator
www.quicken.com Personal and small business finance management software; products to make finance graphs
www.valueline.com One sheet on companies and track records.

PART 2 – BUILDING A NEST EGG FOR RETIREMENT - Watch Online

When it comes to retirement, most of us have saved less than $50,000, according to recent studies. Given their near-empty nest eggs, an increasing number of boomers are working beyond the traditional retirement age. A 65-year-old woman from Nottingham talks about rebuilding her retirement fund after it was devastated by medical bills. Experts say it’s never too late to build your nest egg.

Certified Financial Planner Dee Lee has advice on how to play catch up with your retirement savings when you get off to a late start.


It's Never to Late to Invest in Your FutureIT’S NEVER TOO LATE TO PLAN FOR RETIREMENT
Beth Carroll talks to certified financial planner Dee Lee about investing in your retirement.
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What to Look for in an Investment AdvisorCHOOSING AN INVESTMENT ADVISOR
Myron Kandel talks to Chuck Jaffee about what to look for in a financial advisor.
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Sticking with Your Financial PlanINVESTING IN TURBULENT TIMES
Myron Kandel talks to Dennis Tsakiris about whether or not to stick with your plan in turbulent markets.
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RESOURCES
www.deelee.net Certified Financial Planner Dee Lee, author, radio commentator
www.retireonyourterms.org National Retirement Planning Coalition
www.aarp.org Retirement planning calculator and retirement statistics
advocacy.nase.org/research.asp Info on retirement & health care costs
www.choosetosave.org/calculators/ Retirement calculator

PART 3 – INVESTOR FRAUD - Watch Online

Thousands fall victim to investor fraud or con games every year – and the majority of investor complaints come from those over 50. Con artists go where the money is, and those nearing retirement or in retirement have often amassed a large amount of assets. We’ll review some of the investment schemes to beware of – and give you some advice on how NOT to get taken.

And counter to what you might think, fraud victims are more likely to be male and college-educated. A Manchester man who put his trust in a commodities salesman and had his savings wiped out shares his story.


It's Never to Late to Invest in Your FutureANATOMY OF A SCAM
Beth Carroll shows us how easy it is to be lured by investment schemes.
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What to Look for in an Investment AdvisorSENIOR INVESTMENT RISKS
Beth Carroll looks at why seniors are more at risk along with how to avoid investment fraud.
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Sticking with Your Financial PlanINVESTMENT REGULATION
A discussion with Mark Connolly, Director of the NH Bureau of Securities Regulation.
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RESOURCES
www.sec.gov/about/commissioner/casey.htm SEC Commissioner Kathleen Casey
www.sos.nh.gov/securities Mark Connolly, Director, NH Bureau of Securities Regulation
www.investorprotection.org/ partner on “Lure of Money” series
www.aarp.org/money/wise_consumer/investment_fraud/the_lure_of_money.html Lure of Money series: The Campaign for Wise and Safe Investing
www.sos.nh.gov/securities Jeff Spill, Deputy Director, NH Bureau of Securities Regulation
www.nfa.futures.org National Futures Association
www.finra.org/index.htm The Financial Industry Regulatory Authority


MORE THAN MONEY host Myron Kandel is the president of the NH-based organization, The Initiative for Corporate Responsibility and Investor Protection. It is a non-partisan organization whose mission is to promote the highest nationwide standards of corporate responsibility and investor protection. The Initiative was created in the aftermath of the corporate and Wall Street scandals as a result of a settlement negotiated by the New Hampshire Bureau of Securities Regulation.  www.theinitiative.net

MORE THAN MONEY: AN INVESTOR SURVIVAL GUIDE is made possible by a grant from The Investor Protection Trust (www.investorprotection.org) and in association with the New Hampshire Bureau of Securities Regulation (www.sos.nh.gov/securities) and the Center for Public Responsibility and Corporate Citizenship
Myron Kandel


Support for More Than Money: An Investor Survival Guide is provided by:
Northeast Credit Union