Home: Monmouth County, NJ. Age: Mid-60s. Birthplace: North Jersey. Profession: Retirement planner. Organization: New Century Planning Associates, Inc. Title: Retirement Income Certified Professional. Alma mater: Rutgers University.
Recent professional development: E Money Software (Vault). Latest contribution to others: Two disaster relief trips with Samaritan’s Purse. What’s been your big (or biggest leap)? Beginning a series of non-traditional (for Financial Advisors) events with guest speakers for clients and prospective clients. Recent travel or adventure: Italy, where I was blown away by the historical/ancient sites and the beauty of Amalfi coast. Last book read: The Age Proof Brain, by Marc Milstein, PhD. Recently viewed and recommended: A Complete Unknown (movie) and Paradise (TV series). Recent unique acquisition: A supply of bottles of vanilla extract from a farm in Ecuador.
What one word would your closest friend use to describe you? Fun. How do you define a perfect friendship? Be able to be yourself. The ability to confide and share personal items, concerns, complaints, goals, victories, etc. What word or phrase do you use far too often? "It’s unbelievable". What natural talent have you neglected? Drawing, sketching, painting. What occupation, other than your own, do you most admire? Architects. What is your favorite place (or way) to spend money? Traveling to foreign countries. What is at the top of your bucket list? European river cruise with my whole family. How do you relieve stress? Gardening, listening to music.
What was your first paying job? Dishwasher at a local restaurant. What was your favorite childhood toy or game? Stratego, playing basketball. What book have you repeatedly read? To Kill a Mockingbird, by Harper Lee, The Bible. What movie have you repeatedly watched? Papillion, The Princess Bride. What modern technology innovation do you most appreciate? Wi-Fi. What is your favorite app? Rumble. What is your go-to source of news and information? TheGatewayPundit.com, Zerohedge.com. What company or organization do you most admire? Samaritan’s Purse.
What is your big idea?
Help educate, through books, videos, and podcasts, how reported history and news should not be relied upon or accepted at face value in most circumstances.
What change are you working on to effect in your profession or field? Educating people about non-traditional retirement and investment planning opportunities and strategies. What mega-trend most excites you? The ability to record, capture and share information without the interference of, or control of large media entities with agendas. What mega-trend most concerns you? The use of artificial intelligence and its effect on student's ability to really learn things.
Who would you like to spend an evening with, in heaven? My friend Mike Mangini, who was a lawyer and brilliant person. As a kid, what did you first want to be when you grew up? A pro basketball player. After your loved ones, what object would you first save from your burning home? My family picture albums, and personal cards and notes. How would you choose to spend tomorrow, if you knew it was your last day on earth? Walking through Longwood Gardens with my wife and four daughters. What advice would you give your younger self? Be more patient and focus more, don’t try to conquer too many things.
Favorite quote: “La plus ca change, la plus ca le meme chose” ("The more things change, the more they stay the same") - Writer Jean Baptiste Alphonse Karr. Desired epitaph: While alive, he lived!
