He's known around here as the Money Doctor, and in reality he is a doctor, a Ph.D., and his name is W. Neil Gallagher.
And the picture to the left is of Doc and Steve (the engineer) and me doing the weekly hour long radio show on KAAM-AM Legends 77 here in the Dallas Ft. Worth Metroplex.
Doc's group, Gallagher Financial, manages some $500 million for his clients, and has provided the financial education for some 12,000 clients over the past twenty-two years.
About four times a month, he has free dinner parties at nice restaurants in the Dallas- Ft. Worth area. And he does his much differently than the others do theirs. All you have to do is make a reservation with his office. Before you even meet or see Doc, you've been served your dinner.
Just as everyone is finishing, he comes in and greets everyone. Then he says that there is going to be a stretch break. Those who just came for dinner are free to leave. His associate, Ron Coleman, CLU, CSA, CRFA, then gives the blessing, and then it's the intermission-stretch break. Those who are interested in his thirty minute presentation will want to be back in ten minutes.
His thirty minute presentation should be titled, "What Your Stock Broker, Banker and Insurance Salesman Don't Want You to Know." And everyone who is concerned about their future after retirement - whether they are going to retire or are already retired - needs to consider what Doc teaches.
Doc has me there to answer questions about real estate, and there are always a bunch of them.
While Doc Gallagher has about six books and booklets that he's written and that discuss the various facets of getting older and addressing personal and financial health issues, there is one that should be in everyone's library.
The
Money Doctor's Guide to Taking Care of Yourself When No One Else Will.
Realtors should have it as a ready reference for assisting their senior citizen clients. It's available at Barnes and Noble or from Doc's office at http://www.docgallagher.com/. I think it's less than twenty bucks.
And if you're in the Dallas area, we'd love to see you at one of Doc's dinner parties. Again, they really are absolutely free, and you'll like this former Texas Christian University ethics professor.
When Doc finishes his presentation, he has the waiters bring in dessert and coffee for everyone, he then bids everyone good night and he leaves for home. Like I said, there isn't any pressure here. Nevertheless, Ron and I stay awhile to answer questions.
So. What % of the people come back for the session after the 'stretch-break'?!?!?!