SOME of the EXPERTS TEACHING at Bellevue Retiremeet
Don has been an educator and advocate for individual investors since 1988. He hosted a popular national radio show on Business Radio Network for over 20 years and published the Don McDonald Moneyletter. He and his friend and partner, Tom Cock, founded the fee-only investment advisory firm, Vestory in 2009. Don also co-hosts Talking Real Money on KOMO Newsradio and publishes real investing journal, the only magazine in the country devoted to nothing but real investing.
Paul is the retired founder of Merriman Wealth Management and now President of The Merriman Financial Education Foundation. He is the author of seven books including Financial Fitness Forever and a regular columnist in the Retirement section of MarketWatch.com, a Wall Street Journal web site. He produces videos, a weekly podcast and provides recommended Vanguard, Fidelity, Schwab and TD Ameritrade mutual fund and commission free ETF portfolios for do-it-yourself investors.
Through his firm, GREGOREK and ASSOCIATES, PLLC, Rick which offers a full line of legal to individuals, families, and closely held businesses. Rick is licensed to practice law in Washington and Oregon. He is a member of the American, Washington and Oregon Bar Associations and belongs to the Sections on Real Property, Probate & Trusts, Business Law, Guardianship and Elder Law. He earned his JD from Seattle University. He currently co-hosts Your Partner In Law on Seattle’s KIRO 97.3 FM and KTTH AM 770 every Sunday morning at 8:00. Rick is a frequent speaker and lecturer.
Herb Weisbaum “The Consumerman” is one of America’s top consumer experts helping people save money and avoid scams for more than 35 years. His Emmy award-winning reports have exposed everything from bogus investments to identity theft. Herb is a regular contributor to NBCNews.com. He also anchors the Midday News from 1-3pm on KOMO radio.
Tom has been in financial media for 30 years. For several years he was the host of the popular PBS television program, Serious Money. Tom helped build Merriman Capital into one of the premier fee-only invesment advisors in the country. In 2009, he founded the education-focused fee-only investment advisory, Vestory along with his long-time friend and associate, Don McDonald. In addition to his role of CEO at Vestory, Tom teaches numerous investing and retirementclasses and co-hosts Talking Real Money every Saturday at noon on KOMO Newsradio.
Harlan has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career. He is now the Reverse Mortgage Director for Fairway Independent Mortgage Corporation.