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Where I've shown up this year.
A rolling sample. The complete archive of press mentions, quotes, and personally written contributed articles live on Muck Rack and Qwoted (linked below).
Most people make this retirement mistake. You might still have time to fix it.
Morningstar · Nearly 60% of retirees left the workforce earlier than planned. Financial planners and researchers explain the steps workers can take now to prepare for an earlier-than-expected retirement.
Read on MorningstarWith Inflation On Rise, I Bonds Are Luring Investors Again
FA Mag · These bonds move with the rate of inflation, which has been pushed to unexpected highs.
Read on FA MagInflation Is Spiking: Is It Time to Buy I-Bonds Again?
Bloomberg · Investors won't get eye-popping 9.62% returns, but today's I bonds lock in steady, inflation-adjusted returns
Read on BloombergOur New Health Plan Offers an HSA. Is the Triple Tax Benefit Worth the Hassle of Saving Decades of Receipts?
Kiplinger · Should we sign up for a Health Savings Account (HSA) and embrace even more healthcare paperwork?
Read on KiplingerHow you can still save thousands of dollars on college tuition
NBC News · Even after accepting an offer from a college, families still have opportunities to cut tuition bills, appeal for better aid packages and apply for scholarships.
Read on NBC NewsI'm a Retirement Planner: 3 Categories Wealthy Retirees Spend the Most on During Year One
Yahoo Finance · Here's what wealthy retirees spend the most on during year one — and how to get ahead of these costs, according to retirement planning experts.
Read on Yahoo FinanceManual vs. automated budgeting: Which one actually works best?
USA Today · Choosing a budgeting method depends on your habits and goals. Learn the pros and cons of manual vs. automated systems.
Read on USA TodayI'm 63 with $1M in stock. I pay my adviser 1% – but I'm only getting a 7% return. Is it time to find a new adviser?
MarketWatch · Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Read on MarketWatchWhy Incorporate In Delaware? Benefits And Considerations
Forbes · Learn why businesses incorporate in Delaware, the key benefits, potential drawbacks and whether Delaware is the right choice for your company.
Read on ForbesCould Trump's $1K Retirement Accounts for Babies Replace Social Security? What the Experts Say
US News & World Report · Some advocates argue that Trump Accounts could pave the way for private Social Security funds.
Read on US News & World ReportA $100K Social Security Cap Proposal: What to Know and How to Protect Your Retirement
US News & World Report · The six-figure limit could help restore Social Security solvency, according to one paper.
Read on US News & World ReportThe Great Wealth Transfer: Strategies To Retain Next-Gen and Female Clients
Advisorpedia · And whether you've acknowledged it yet or not, you're also starting to build the thing that will one day be your own legacy.
Read on AdvisorpediaWhy 2026 Is the Year to Rethink Your College Savings Strategy
NerdWallet · Should you still be putting everything into 529s? Maybe not. Here's how to build a flexible college savings plan.
Read on NerdWallet'Is that enough?' I have $1M in a Roth and a $600K home. I'd like to give it to a single heir, but will that be enough to provide financial security?
MarketWatch · Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Read on MarketWatchHow to buy silver coins or bars: A step-by-step guide
USA Today · Learn how to buy silver coins or bars safely, including where to buy, how pricing works and how to choose the right option for your goals.
Read on USA TodayThese 7 Investment Behaviors Hurt Retirees the Most, But It's Not Too Late to Change Your Ways
Kiplinger · From holding too much cash to failing to factor in taxes, these investment behaviors can hurt more in retirement, when you've less time to recover from mistakes.
Read on KiplingerCrypto Is Now Mainstream. Investors of All Ages Are Diving In.
Mint Markets · Charles Schwab's recent announcement that it will allow investors to trade crypto directly on its platform is the latest sign it has become a mainstream investment.
Read on Mint MarketsCrypto Is Now Mainstream. Investors of All Ages Are Diving In.
Barron's · Charles Schwab's recent announcement that it will allow investors to trade crypto directly on its platform is the latest sign it has become a mainstream investment.
Read on Barron'sHow FAs Can Help Downsizing Clients Face Rising Home Repair Costs
Financial Times · Advisors with clients looking to downsize their houses in retirement may have to help them navigate unexpected repair costs often associated with aging homes.
Read on Financial TimesHow FAs Can Help Downsizing Clients Face Rising Home Repair Costs
Financial Advisor IQ · Advisors with clients looking to downsize their houses in retirement may have to help them navigate unexpected repair costs often associated with aging homes.
Read on Financial Advisor IQBusiness Credit Card or Business Loan: How to Know Which One Your Business Actually Needs
Best Money · Not sure whether your business needs a credit card or a loan? Here's how to tell the difference and choose the right financing option for your needs.
Read on Best MoneyParents Are Reporting Over $300 In Surprise Charges From Kids—Here's How To Stop It
Forbes · Parents are seeing surprise charges from kids add up to $170 on average. Here's how parent-managed checking accounts for kids and teens can help.
Read on ForbesYour Old Pokémon Cards Could Actually Be a Lucrative Investment
Reader's Digest · Everyone always says you should diversify your portfolio, and in 2026, Pokémon cards might be in the mix!
Read on Reader's Digest'Don't over-improve.' When it comes to home renovations, advisers say to budget this much per year … or consider moving
MarketWatch · And the most valuable upgrades and renovations to do to your home — and how to pay for them
Read on MarketWatchWhy one job no longer cuts it for millennials, Gen Z
Reuters · After an income drop and mounting living costs, a Los Angeles cake decorator tells us why he took on a second job to survive.
Read on ReutersAI for Advisors: Stop Treating It Like a Threat and Start Using It Like a Tool
ThinkAdvisor · The strongest use cases are the tasks advisors already do manually and imperfectly, under time pressure.
Read on ThinkAdvisorMastering Succession: How Mid-Career Advisors Can Secure Their Legacy
Advisorpedia · In practice: an enormous transfer of client relationships, recurring revenue, and institutional knowledge that the industry isn't ready for.
Read on AdvisorpediaHow Advisors Can Start Treating AI Like a Tool, Not a Threat
CFP Board · A 2025 survey by CFP Board found that adoption of AI-assisted planning tools among CFP® professionals rose more than 40% year over year.
Read on CFP BoardWorkers Want Help Managing Their Money. Should Employers Step In?
Money · School never taught you about money. Does that mean your job should? Financial education is an increasingly popular work benefit.
Read on Money35% of Gen Z homebuyers are single women, research shows. Here's why they need an estate plan
CNBC · Despite purchasing what might now be their biggest asset, women are less likely than men to have any estate planning documents in place.
Read on CNBCNine in ten older US workers say inflation is reshaping their retirement plans
Investment News · With three-quarters of surveyed workers over 50 delaying retirement and nearly two-thirds tapping their savings early, advisors say the window for course correction is narrowing fast.
Read on Investment News7 Best Investments During a Recession
US News & World Report · From gold to Dividend Aristocrats™, these assets often hold up when markets get rough.
Read on US News & World Report7 Assets to Leave Out of Your Roth IRA, From a Financial Planner
Kiplinger · Instead of treating your Roth IRA as "the best account" for everything, consider keeping these seven assets in accounts with better tax benefits or flexibility.
Read on KiplingerWhen business equity becomes a liability, not an asset
BBJ · The strategies that build business value work against personal diversification. A local financial expert offers some tips for diversification.
Read on BBJ5 Smart Strategies to Create Your Retirement Paycheck Without the Stress, From a Financial Planner
Kiplinger · The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure cash flow and long-term flexibility.
Read on KiplingerI'm a Financial Planner: This Layered Approach for Your Retirement Money Can Help Lower Your Stress
Kiplinger · To be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process.
Read on Kiplinger7 Tax Blunders to Avoid in Your First Year of Retirement
Kiplinger · A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
Read on KiplingerBusiness owners should hit these milestones before looking to sell
BBJ · Business owners starting exit planning 10 years early secure higher valuations and better terms, say financial planning experts.
Read on BBJWhat I'll talk about on the record.
Honestly, I'll talk about almost anything inside personal finance, retirement, or planning. The list at right is just where I'm fastest, sharpest, and have the strongest opinions, useful if you need a quick pitch angle.
If your show or story sits at the intersection of taxes, behavior, and family money, that's where my best work lives. I'm comfortable being the technical guest who can also speak in plain English, and I'm comfortable being the contrarian if the format calls for one.
Don't see your angle here? Ask anyway. Half the topics I've enjoyed most started as off-list pitches from a producer who needed a steady voice on a tight deadline.
- Roth conversion windows in the early-retirement years.
- Tax-aware withdrawal sequencing in retirement.
- RMDs and the planning damage done in your fifties.
- Sequence-of-returns risk, in English.
- The pre-sale planning window for business owners.
- Equity comp & RSU strategy for tech and biotech employees.
- Planning around divorce, inheritance, widowhood.
- Estate planning vs. estate avoidance, what most plans miss.
- The 60-second plan test & what it reveals about your advisor.
- Why "fee-only" is a slogan, not a virtue.
- The lifestyle-creep trap and how to actually stop it.
- Insurance as a planning tool, not a product, when it actually helps.
Tell me what you're working on.
Three lanes, one inbox. Pick the one that fits, fill in the form, and I'll reply within two business days. Fastest if you include the angle and the deadline.
What you can count on from me.
- ✓A real reply from a real person, not a CRM auto-responder.
- ✓A clean yes or a clean pass, never a slow ghost.
- ✓Plain English on the record. No jargon, no hedging.
- ✓Pre-call notes if it helps your show or story land.