Dr. Kat Lindley & Ed Butowsky on The Freeman Report with James Freeman - 12 April 2024

GUEST 1 OVERVIEW: Dr. Kat Lindley is a Croatian-born and American-trained board-certified family physician in Texas with a direct primary care practice. She loves caring for the whole family and seeing the whole family grow. She also became interested in finding solutions to improve America’s healthcare system. She is a Fellow of the American College of Osteopathic Family Physicians and is involved with many medical organizations, including GlobalHealthProject.org, GlobalCOVIDSummit.org, and the American Association of Pharmaceutical Scientists (AAPS).

GUEST 2 OVERVIEW: Ed Butowsky, managing partner of Chapwood Investments, LLC has the unique ability to recognize and discuss how current issues in the news impacts people’s lives and investment portfolios. With his vast knowledge of current events, he is able to break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of his appearances for over two decades. His more than 30 years in the financial services industry began at Morgan Stanley, where he was a senior vice president in private wealth management. In his 18 years there, he was the firm’s top producer nationally as well as the first adviser to surpass $1 billion in assets under management. In 2005, Ed launched Chapwood Investments, LLC, a private wealth management advisory firm that focuses on providing comprehensive financial counseling and investment advice to wealthy families and individuals. Chapwood Investments was awarded the 2015 Alternative Investment Award for Excellence in Investment Wealth Management – USA. In 2019, Ed released his book, Wealth Mismanagement: A Wall Street Insider on the Dirty Secrets of Financial Advisers and How to Protect Your Portfolio, which earned a #1 ranking on Amazon for Investment Portfolio Management. In 2021, Ed released his second book, Never Go Broke: Investment Guide for Professional Athletes. He has appeared hundreds of times on FOX News Channel, Fox Business News, CNN, ABC, CBS, NBC, CNBC, Bloomberg TV and China TV. Ed is often seen on “Varney and Co,” “Closing Bell,” “Street Signs,” “Your World with Neil Cavuto,”and “Taking Stock with Pimm Fox”. Additionally, he is an op-ed contributor who has written articles relating to financial topics for National Center for Policy Analysis, FoxBusiness.com, FoxNews.com, Breitbart.com and others. Butowsky is the originator of the CHIP score, the first metric tool designed to properly and effectively evaluate and score a portfolio’s strength based on all elements that attribute to portfolio performance: rate of return, risk, inflation, taxes, management fees and investment fees. Butowsky was also featured in “Broke,” the critically acclaimed ESPN “30 for 30” documentary that chronicles professional athletes and their financial experiences, and in the most popular Sports Illustrated article ever: “How (and Why) Athletes Go Broke.”