Megan Gorman, Author and Wealth Management Executive

Megan Gorman, Author and Wealth Management Executive

From Southern Americana by OneSouthernMedia

October 8, 2025 · 1h 4m · Season 5 · Episode 5

About this episode

Megan Gorman discusses her book on presidential financial management and her extensive experience in wealth management.

Megan Gorman, an attorney and managing partner at Chequers Financial Management, is the author of All the Presidents' Money , an in-depth and engaging examination of how our presidents have managed their financial resources. For the first twelve years of her career, Megan worked for Ayco, a Goldman Sachs company. She also served as Vice President at BNY Mellon Wealth Management before launching her own wealth management firm. As a senior contributor at Forbes, she is a member of the Board of Trustees for the National Endowment for Financial Education. Megan explores the financial acumen of our nation's leaders, and her revelations may surprise you. Her extensive knowledge of financial matters, along with years of research into nearly 250 years of personal financial successes and failures of our presidents, will both entertain and educate you. https://www.instagram.com/allthepresidentsmoney/?hl=en https://x.com/megan_e_gorman

People in this episode

Guest: Megan Gorman

Topics covered

  • wealth management
  • financial education
  • presidential finance
  • interviews
  • personal finance

Keywords

  • Megan Gorman
  • wealth management
  • financial education
  • presidents
  • personal finance
  • Forbes
  • financial resources

Mentioned in this episode

Organizations: Chequers Financial Management, Ayco, Goldman Sachs, BNY Mellon Wealth Management, Forbes, National Endowment for Financial Education

Books & works: All the Presidents' Money

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