Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Eleanor Blayney, CFP
The fourth of four girls, Eleanor grew up in a “very traditional” New England family. After graduating from Mount Holyoke, the nation’s first college for women, she earned degrees from Cambridge University and the University of Chicago. But her first real job as a government consultant in Washington, D.C., left her dissatisfied: “My clients were government agencies, and the possibility of making a real impact was slim. I wanted to work with real people.”
She set up informational interviews with DC financial planners, listened and learned, and earned CFP certification in 1990. The firm she co-founded, Sullivan, Bruyette, Speros and Blayney, became a success. “I’ve always enjoyed the intersection between numbers, technical information, finance, and the language that we need to explain this to our clients, to people who need to understand,” Eleanor says. “Financial planning was a perfect way to bring right-brain thinking—literature, language—to the more practical areas of knowledge like numbers.” She is now the CFP Board’s Consumer Advocate.
The Lange Money Hour episodes with this guest:
Episode 63 – October 19, 2011
Financial Advice for Women with guest Eleanor Blayney, CFP
Listen to MP3
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.