Lessons From the Former NASDAQ Chief (with Robert Greifeld)

What lessons can you learn from an entrepreneur in technology who was hired just after the turn of the century to lead one of the biggest exchanges on earth? A ton, it turns out. We talk to Former NASDAQ CEO Robert Greifeld about making tough choices, developing leaders, listening, debating, and more. He'll also share stories about his interactions with CEOs like Bill Gates, Howard Schultz, and Jeff Bezos, and his view of the 2007-2008 financial crisis from his front row seat. You'll learn a ton from today's show whether you lead a company, department, club, or your family.

Plus, during our headline segment, wealth advisors give clients high marks for understanding some tax rules and for saving money. However, there are some glaring weaknesses they see among clients. Do you have the same weaknesses? We'll explain what worries financial advisors and how to correct course. In our second headline we'll wave the warning flag on an IRS rule that many people violate, and regret later. We'll show you HOW to avoid getting hit with penalties and help you smooth the road for your retirement at the same time.

Later we'll throw out the Haven Life Line to Mark, who not only tries to avoid giving us his tee-shirt size on air (and nearly fails), but also wonders if it's a good idea to lock much of his emergency fund in a high-interest paying but long-term CD.

...and of course, we'll save some time for Doug's trivia.