Media Appearances

A selection of articles, interviews, and thought pieces

Media Interviews

Assets and Orthopedics Podcast; Do physicians need a financial planner? [10/14/2023]

ABC News Houston, TX; Discussing home insurance and personal finance [02/12/2021]

Fox Business, Mornings With Maria Show; Reviewing home and auto insurance [01/04/2021]

American Viewpoints; Necessity of reviewing insurance policy documents [12/1/2020]

Media Features

Yahoo Finance; Not Sure How You’ll Retire in 10 Years? I’m a Financial Planner: Here’s My Advice [02/07/2024]

Refi.com; Using an Annuity to Pay Your Mortgage in Retirement [01/31/2024]

Refi.com; Using Home Equity to Fund Your Retirement Account [01/31/2024]

US News; If I Buy a $750K Annuity, What Will It Pay Annually?  [01/24/2024]

GoBankingRates; What Will Retirement Look Like in 2050? [08/23/2023]

Yahoo Finance; 5 Baby Boomer Money Mistakes That Millennials Are Repeating — and How To Fix Them [07/28/2023]

USA Today; HSA contribution limits for 2023 and 2024 [05/31/2023]

The Signal; The Multi-Portfolio Strategy for Managing Your Wealth Responsibly [05/23/2022]

CNBC; Wrecks, DUIs, and low credit scores [04/01/2021]

Annuity.org & RetireGuide.com

Contributing Writer

Annuity.org; Where To Put Money After Retirement [11/13/2023]

Annuity.org; Life Insurance as an Investment [11/07/2023]

Annuity.org; How Do Annuities Affect Social Security Retirement Benefits? [10/30/2023]

Annuity.org; Contingent Deferred Annuities (CDAs) [10/23/2023]

Annuity.org; How To Find an Old Annuity [09/112023]

Annuity.org; Common Retirement Mistakes and How To Avoid Them [09/06/2023]

Annuity.org; Life Insurance vs. Disability Insurance [08/15/2023]

Annuity.org; Qualifying for Life Insurance With a Disability [06/05/2023]

RetireGuide.com; TRICARE For Life and Medicare [05/08/2023]

Annuity.org; Insurer Insolvency [02/06/2023]

Featured

Annuity.org; Mental Health and Finances in Underserved Communities [11/14/2023]

Annuity.org; Estate Planning for Parents of Disabled Children [11/07/2023]

Annuity.org; The Best CD Rates in New York [11/02/2023]

Annuity.org; Trust-Owned Annuities [10/30/2023]

RetireGuide.com; Period Certain Annuity [09/27/2023]

Annuity.org; How Much Life Insurance Do I Need? [07/24/2023]

Annuity.org; Buying an Annuity for Children [06/30/2023]

RetireGuide.com; Understanding Dividend Yield for Retirees [05/23/2023]

RetireGuide.com; Retirement Bucket List [05/22/2023]

Bankrate.com

Contributing Writer

Ask Bankrate; Social Security benefits [11/13/2020] 

Ask Bankrate; Online bank security [10/23/2020] 

Ask Bankrate; Immediate annuities [09/25/2020] 

Ask Bankrate; Dividend stocks [08/21/2020] 

Ask Bankrate; SIPC insurance [08/14/2020] 

Ask Bankrate; Stocks vs precious metals [08/07/2020] 

Ask Bankrate; Retirement withdrawals [07/31/2020] 

Ask Bankrate; Investing and purchasing property in retirement [07/17/2020] 

Ask Bankrate; Personal loans and required retirement distributions [06/26/2020] 

Ask Bankrate; Extra cash, Low-risk investing, Bank failures, and Investment diversification [05/29/2020] 

Ask Bankrate; Stimulus checks, Social Security, and Annuities [05/22/2020] 

Ask Bankrate; APY vs APR [05/01/2020] 

Ask Bankrate; Reversing a required distribution from an inherited IRA [04/24/2020]