On today's episode Seth and Kevin Speaks to J. Michael Scarborough , President and CEO of Oak Wealth Partners, Inc , about how they manage monies for individuals in qualified plans.
Mike earned his MBA in finance from Baldwin-Wallace College and his Bachelor of Science degree in finance from Salisbury State University. In 2005 Mike was awarded an Honorary Doctorate for Public Service from Salisbury State University. He has taught personal finance and economics courses at Johns Hopkins University and Salisbury State University.
Mike has appeared on several television networks and has been featured in print media and national publications such as Kiplinger's Personal Finance Magazine, Money Magazine, Pensions & Investments, USA Today and the Wall Street Journal. Mike has written two books available on Amazon.com - The Scarborough Plan: Maximizing the Power of Your 401(k) and 401(k)nowledge: Practical Advice for Retiring on Your Own Terms. These books provide easy to understand recommendations on strategies to improve the performance of hard earned savings.
In addition to Oak Wealth Partners Inc., Mike is also owner of Retirement Management Systems, where he works as the Chief Compliance Officer and Investment Advisor Representative.
Mike's other business activities include owning Running Hare Vineyard, Calvert Brewing Company and Chesapeake Watershed (a distributor of ultra premium bloody mary mixes).
Learn more about Mike here,
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