AOA 044: The Free Lunch that Is the Roth IRA - With Guest Gene Natali

What do a free lunch and a Roth IRA have in common?

My latest guest (and clear contender for The "Metaphor of the Year" Award), Gene Natali, will enthusiastically educate you. Prior to serving as the CEO and CFA of Troutwood, a financial technology company, Gene spent 17 years working with large pension funds and institutional investors. He is an award-winning author who has key-noted investment and education conferences across the country and spoken in over 500 high school and college classrooms. Gene is a Chartered Financial Analyst (CFA) and holds a bachelor's degree in Economics from Allegheny College as well as an MBA with a concentration in finance from Carnegie Mellon University. He is also a board member of CFA Society Pittsburgh, a part-time lecturer at the University of Pittsburgh and an Executive in Residence at Penn State Behrend. Gene resides in Pittsburgh with his wife, four children and (not to be forgotten!) chocolate lab.