My free weekly newsletter Advance\Decline is built for investors of all skill levels to improve their investing strategies and stay informed. Every week I highlight the relevant information investors need to know to stay on top of the current market and economic trends.
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ABC News Live, Jun 10, 2026
Fox Chicago, May 15, 2026
ABC News Live, May 12, 2026
FINTECHTV, Jan 20, 2026
ABC News Live, Mar 30, 2026
ABC News Live, Mar 27, 2026
FOX Chicago, Jan 9, 2026
NBC Providence, Apr 7, 2025
NTD News, Apr 29, 2026
FOX Chicago, Apr 27, 2026
CBN News, Dec 10, 2025
CBS New York, Dec 9, 2025
ABC News Live, Apr 16, 2026
FOX Chicago, Feb 12, 2026
CBN News, Jan 29, 2026
ABC News Live, Oct 15, 2025
Additional Media Interviews ⤵
Cheddar News; Rate Cut Reaction: Inside the Fed's 25-Point Move and What Comes Next [11/03/2025]
EWTN News; Inflation Rises to 3%: What's Driving the Increase? [10/24/2025]
ABC News; Sticker shock! Average car price hits new high of $50K [10/15/2025]
NBC - Boston; Is your money safe? Do you need a lot to get started? Busting top savings myths [10/14/2025]
ABC News; Fed in 'tricky position' ahead of expected interest rate cut [09/17/2025]
CBS News New York; Progress on financial goals is stalling, according to new Bankrate survey [08/21/2025]
Your Money Matters (KOTV); Oklahoma Homeowners See 430% Growth in Home Equity [08/19/2025]
Scripps News; Forgoing college: Young adults shift to vocational schools, redefining success and wealth [08/05/2025]
CBN News; On the Eve of Trump's Tariff Deadline, Analysts say 'Tariffs Work their Way into Prices' [07/31/2025]
NYSE TV; Stephen Kates, Financial Analyst, Bankrate Joins NYSE TV [07/22/2025]
EWTN News; Wholesale Inflation Cools, Pushing Markets Toward Record Highs [07/16/2025]
Schwab Network; Housing Market Uptick Masks Underlying Weaknesses [06/23/2025]
ABC News; Investing in crypto with IRA ‘has some benefits’: Analyst [05/28/2025]
CBS News New York; Results of April's CPI report shows inflation cooling [05/14/2025]
ABC News; Inflation eased after Trump's 'Liberation Day' tariffs, defying fears [05/13/2025]
Yahoo Finance; What to know about buying a CD [04/23/2025]
Reuters; Mass 'relief' as Wall St soars after tariff pause, says analyst [04/11/2025]
ABC News; Trump team’s mixed messaging on tariffs is ‘crushing’ the markets: Analyst [04/09/2025]
ABC News; China tariffs on US will make it ‘difficult’ for consumers [04/04/2025]
ABC News; The Market is still digesting quite a lot of information [04/03/2025]
ABC News; Trump tariffs will be ‘very challenging’ for consumers [04/02/2025]
The Priority of Retirement Podcast (Apple Podcasts / YouTube); Annuities, Risk, and the Art of Managing Wealth [09/17/2024]
NTD Evening News; SPAC Mergers, Trump Media and Technology [03/22/2024]
WPVI-ABC News; Economic uncertainty has consumers worried [03/11/2025]
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 [12/01/2020]
Bankrate; Transferring a 401(k) shouldn’t be this hard [11/05/2025]
Bankrate; The average annual Social Security raise in 2026 [10/27/2025]
Bankrate; Clients struggle to talk about these 4 money anxieties [7/08/2025]
Bankrate; Risky business: 3 measures of risk that affect your portfolio [5/22/2025]
Annuity.org; One Month After the Rate Cut: Where Are Annuity and Other Interest Rates Now? [10/23/2024]
Kiplinger's Advisor Collective; It's Time to Make a Plan for Your Cash [10/08/2024]
Advisorpedia; When Writing Next, Try Saying Less [09/18/2024]
Advisorpedia; Nudging Clients Out of Their Cash Comfort Zone [09/16/2024]
Kiplinger's Advisor Collective; What Is the Sahm Rule, and What Does It Mean? [08/30/2024]
Advisorpedia; Investing Time in the Relationship Review [08/28/2024]
RetireGuide.com; Annuity Rules & Regulations [08/13/2024]
Annuity.org; How To Save for Retirement: A Guide for Each Decade [07/30/2024]
Annuity.org; Common Retirement Mistakes and How To Avoid Them [09/06/2023]
Additional Writing Credits ⤵
RetireGuide.com; What Is the Primary Reason for Buying an Annuity? [08/14/2024]
Annuity.org; 50+ Essential Retirement Statistics for 2024 [07/30/2024]
Annuity.org; Hybrid Annuities - How They Work [07/25/2024]
Annuity.org; Preparing for Financial Health in Your Golden Years: Navigating Cognitive Decline [12/11/2023]
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]
RetireGuide.com; Roth IRA vs. Traditional IRA [10/04/2023]
RetireGuide.com; How to Open a Roth IRA [10/03/2023]
RetireGuide.com; Is a Roth IRA Conversion Right For You? [10/03/2023]
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]
Realtor.com; Older Parents May Be Missing Out on a Social Security Benefit That Could Keep Their Mortgage Manageable [11/06/2025]
PBS News; How does a Federal Reserve rate cut affect your finances? 4 things to know [10/31/2025]
Reuters; What the latest Fed rate cut means for your money — even if the next one is not certain [10/30/2025]
CBS News; Federal Reserve cuts interest rates by 0.25 percentage points amid weaker labor market [10/29/2025]
Business Insider (archive link); The Fed is expected to cut rates this week — even while the government is shut down [10/28/2025]
New York Times; Pay Attention to Your Savings Now, Just Before the Fed Considers a Rate Cut [10/24/2025]
Newsweek; Delayed Inflation Data Paints a Complicated Picture for Trump [10/24/2025]
Axios Markets; Banks offer aid to furloughed workers [10/22/2025]
Fox Business; Americans underprepared for longer lifespans and extended retirement years, study finds [10/17/2025]
Vanity Fair; On Wall Street, the Mood Is, Shutdown? What Shutdown? [10/09/2025]
Newsweek; Millennials Most Likely To Give Up On Homeownership [09/30/2025]
CNBC; Fed cuts will ‘take a bite out of savings,’ CFP says. But there’s still time to lock in higher rates [09/22/2025]
Washington Post (archive link); What the Fed rate cut means for your home, car, credit cards [09/17/2025]
Seeking Alpha; Consumer inflation speeds up in August; core CPI holds steady [09/11/2025]
Marketwatch; The Fed is likely to cut rates next week, CME predicts: 8 pros on what you need to do now to prepare [09/11/2025]
Axios (archive link); Grocery inflation highest since 2022 as Trump tariffs pile up [09/11/2025]
Bloomberg (archive link); S&P 500 Hits Record as Bonds Fall Before Inflation [09/08/2025]
Marketplace; Some home prices are finally dropping, but vary heavily by region [08/26/2025]
The Daily Upside; Advisors Weigh In on the Best States to Retire [08/19/2025]
Mortgage Bankers Association; Home Equity Growth Varies Across the U.S., Bankrate Reports [08/18/2025]
USA Today; Should I invest in ETFs or mutual funds? Here's how to choose. [07/22/2025]
NPR: Up First; Senate set to debate cuts to NPR today. And, the effects of tariffs on inflation [07/16/2025]
Additional Media Features ⤵
Bankrate; The Fed makes a second interest rate cut. Here’s what will — and won’t — change for your money [10/29/2025]
Detroit Free Press; Inflation climbs again. What it means for Fed rate cuts, Social Security, and your wallet [10/24/2025]
CBS News; More Americans are falling behind on their auto loan payments. Here's why. [10/20/2025]
NBC - Boston; Is your money safe? Do you need a lot to get started? Busting top savings myths [10/14/2025]
Bankrate; One in six aspiring homeowners has given up in the last five years [09/29/2025]
Business Insider; What the Fed's interest-rate cut means for your wallet [09/17/2025]
Newsweek; What A Fed Rate Cut Could Mean for Your Wallet [09/16/2025]
MortgagePoint; New Fed Governor Stephen Miran Joins Board Ahead of Key Interest Rate Decision [09/16/2025]
CBS News; Inflation is creeping higher, with some Americans saying they're squeezed: "It's really challenging" [09/10/2025]
CNBC; One of the year’s ‘most consequential’ price reports drops tomorrow—what it could mean for your wallet [09/10/2025]
Bankrate; Home equity loan rates inch higher, HELOCs fall back to 3-month lows [09/10/2025]
CBS News; ATM fees are at a record high, a new survey finds. Here's why [09/10/2025]
Bankrate; 5 ways to get on the path to lifetime income [08/26/2025]
CNBC; Americans’ No. 1 financial regret—and how to avoid it [08/20/2025]
Bankrate; July Fed Meeting Recap: FOMC keeps rates steady, while Powell says a September cut is uncertain [07/30/2025]
Marketplace; Credit card issuers focus on cards with higher fees [07/28/2025]
Bankrate; Did you inherit an annuity? Beware of the 5-year rule [07/28/2025]
CNBC; The 10 worst U.S. states to retire—6 are in the South [07/26/2025]
401K Specialist; New England State Rises to Top in 2025 Best States for Retirement List [07/25/2025]
Business Insider; The 10 best states for retirees aren't what you'd expect [07/24/2025]
Houston Chronicle; Texas was just named one of the worst states for retirement. Here's why. [07/22/2025]
Bankrate; Are home equity loans now a better deal than HELOCs? [07/14/2025]
Bankrate; 5 ways financial advisors make estate planning easier [07/10/2025]
Bankrate; Tax law might not spell instant relief for homebuyers [07/09/2025]
Bankrate; Bankrate’s 2025 Annual Emergency Savings Report [06/26/2025]
Bankrate; Navigating Now: How parents can shield their families from tariff-driven inflation [06/17/2025]
Bankrate; Navigating Now: How to save for the future when you don’t make enough today [06/17/2025]
Marketwatch (archive link); Americans are ‘revenge saving’ after years of splurging: ‘Savings are a great way to have some certainty.’ [05/30/2025]
CNBC; Many Americans are struggling with food price inflation. Here’s how to save on groceries [05/13/2025]
Business Insider; If you want to save money, move to Tennessee. Here's how the other 49 states match up. [05/07/2025]
Quartz; The 5 easiest states in America for people to save money — and the 5 hardest [04/23/2025]
CNBC; Consumers are already making financial changes in response to tariffs. Here’s what experts say to prioritize [04/22/2025]
Bankrate; Trump tariffs latest updates: China lobs 125% tariff on U.S. products [04/11/2025]
USA Today; Trump tariffs appear aimed at closing the trade deficit. Experts are skeptical it'll work [04/08/2025]
Axios; Don't panic about your 401(k) [04/08/2025]
USA Today; Stocks plunge in response to reciprocal tariffs. Is it a good or bad time to invest? [04/03/2025]
News Nation; Is it a good time to rebalance your retirement portfolio? [03/26/2025]
Kiplinger; Annuity Payouts: How Much Can You Get Each Month? [01/23/2025]
Investopedia; The Unexpected Ways Your Health Influences Happiness in Retirement [11/22/2024]
GoBankingRates; The First Thing You Should Do With Your Paycheck To Build Wealth [11/11/2024]
Newsweek; Next President's Social Security Dilemma [11/04/2024]
Comparison Adviser; Healthcare Planning for Retirees: What to Know [11/01/2024]
Kiplinger's Advisor Collective; Six Ways High-Income Earners Can Optimize Their Tax Strategy [11/01/2024]
Comparison Adviser; Why Homeowners Should Hire a Financial Advisor [10/28/2024]
Newsweek; Social Security Is About To Reach Next Generation. Incoming Recipients Are Worried [10/25/2024]
Reader's Digest; These Are the Ways You Can Lose Your Social Security Benefits [10/24/2024]
Reader's Digest; Social Security Just Announced a Cost-of-Living Increase—Here’s How Much You’ll Get [10/18/2024]
GoBankingRates; I’m a Millennial: My Biggest Fear About Retirement [10/11/2024]
GoBankingRates; I’m Gen X: Here’s My Biggest Fear About Retirement [10/09/2024]
GoBankingRates; Reasons Harris’ Opportunity Economy Would Help the Middle Class [10/01/2024]
Kiplinger's Advisor Collective; Eight Signs You Might Be Ready to Start Investing in Real Estate [09/30/2024]
MarketWatch; How Are Annuities Taxed? [09/27/2024]
Business Insider: 4 smart steps to take with your money after the Fed cut interest rates [09/22/2024]
GoBankingRates; 4 Reasons Harris’ Proposed Tax on Unrealized Capital Gains Could Hurt Your Investments [09/20/2024]
GoBankingRates; 5 Potential Problems With Kamala Harris’ Housing Proposal [09/20/2024]
The Hill; Fed Rate Cut on Collision Course with 2024 Election Politics [09/18/2024]
Newsweek; Kamala Harris, Homeowners Brace for Interest Rate Decision [09/18/2024]
Kiplinger's Advisor Collective; 12 Steps to Protect Your Retirement Savings From Market Volatility [09/13/2024]
USA Today; CD rates forecast for 2025 [08/30/2024]
Yahoo Finance; Here’s How Much Cash Retirees Should Have on Hand, According To Experts [08/24/2024]
CBS News; How to make money with a CD this fall [08/23/2024]
Annuity.org; Immediate Annuities vs. Coupon Bonds [08/16/2024]
GoBankingRates; Social Security Benefits: What You Need To Know for Retirement [08/14/2024]
US News; Will the Stock Market Crash in 2024? 4 Risk Factors [08/11/2024]
US News; Reverse Mortgage vs. Home Equity Loan vs. HELOC: What You Should Know [08/07/2024]
Annuity.org; Purchasing an Annuity To Delay Social Security [08/07/2024]
MarketWatch; Best High-Yield Savings Accounts [07/31/2024]
MarketWatch; Average 401(k) Balance By Age [07/23/2024]
CBS News; The best ways to use home equity to fund retirement, according to experts [06/26/2024]
Comparison Adviser; Tax Cuts and Jobs Act Expirations: Changes That May Impact You [06/20/2024]
Rethinking 65; This Is Not Your Father's Annuity Industry [06/19/2024]
Advisorpedia; The Essential Role of Financial Advisors in Senior Transitions [06/18/2024]
Newsweek; Social Security Warning Amid US Population Shift [06/15/2024]
GoBankingRates; 7 Best Money Moves To Make While Navigating a Divorce [06/10/2024]
GoBankingRates; 3 Smart Ways for Millennials To Save for Retirement and Pay Off Student Loan Debt [06/07/2024]
CBS News; Savings account interest rate forecast for summer 2024: Everything experts predict [06/05/2024]
US News; What Is a Home Storage Gold IRA? [06/03/2024]
GoBankingRates; Some Experts Think Biden’s Retirement Security Rule Will Hurt Your Wallet [05/31/2024]
CBS News; Should you borrow from home equity during retirement? What experts say [05/29/2024]
US News; 7 Top-Rated ETFs to Buy Now [05/28/2024]
GoBankingRates; 10 Red Flags I Look For Before Investing In a Stock [05/23/2024]
GoBankingRates; Young Americans Rely on Credit Cards: Why This Is an Economic Red Flag [05/20/2024]
GoBankingRates; Financial Planners: All the Things That Happen When You Fail To Save for Retirement [05/19/2024]
GoBankingRates; Dave Ramsey Says Don’t Buy a New Car Unless You Have a $1M Net Worth — Do Experts Agree? [05/18/2024]
US News; 9 Ways to Grow Your Assets in 2024 [05/17/2024]
GoBankingRates; Pay Off Student Loans or Save for a Home Down Payment? Here’s What Experts Say [05/17/2024]
Comparison Adviser; Retirement Security Rule: What It Means for Investors and Advisors [05/17/2024]
GoBankingRates; Retirement 2024: 10 Things To Check Mid-Year on Your Retirement Plan [05/17/2024]
GoBankingRates; Is Dave Ramsey Wrong About Credit? Here’s What 3 Experts Say [05/16/2024]
SmartAsset; How to Create a Valuable Elevator Pitch as a Financial Advisor [05/15/2024]
GoBankingRates; Can You Retire Off One ETF? [05/14/2024]
NerdWallet; S&P 500 Companies: Full List and Performance [05/14/2024]
GoBankingRates; 3 Genius Things People Do With Their Investment Portfolios After Retiring [05/07/2024]
GoBankingRates; I’m a Retirement Planner: Here’s How To Calculate Your FIRE Number [05/04/2024]
GoBankingRates; Here’s How Many Years Retirees Should Be Financially Prepared To Live [05/04/2024]
Yahoo Finance; Retired but Still Making Passive Income? 6 Ways To Build Generational Wealth [05/02/2024]
GoBankingRates; Cutting Expenses in Retirement: 8 Ways To Say No to Financial Requests [05/01/2024]
US News; Pros and Cons of Using a Fee-Only Financial Planner [04/29/2024]
Newsweek; Young Americans Face Bleak Tax Future [04/28/2024]
GoBankingRates; I’m a Financial Planner: Here’s What I’d Do with My Money if I Won the Lottery [04/27/2024]
CBS News; 3 things to do if interest rate cuts are delayed, according to experts [04/25/2024]
International Business Times; Bitcoin And Crypto Price Review - Another Myth Gets Busted? [04/24/2024]
GoBankingRates; Indebted Millennials Will Soon Inherit a Gold Rush of Wealth: 7 Ways They Can Manage It [04/22/2024]
GoBankingRates; What Happens to an Annuity When You Die? [04/22/2024]
US News; Is the 60/30/10 Budget Rule Replacing the 50/30/20? Experts Hope Not [04/19/2024]
Comparison Adviser; Cash and Cash Equivalents: What to Know [04/19/2024]
NASDAQ; If You’re a Millennial, Here Are 4 Signs You Can’t Afford To Retire Early [04/18/2024]
GoBankingRates; More Americans Are Worried About Running Out of Retirement Funds Than Dying, Survey Reveals [04/16/2024]
CBS News; What are the cheapest ways to get out of debt? Here's what experts say [04/12/2024]
CNN; 6 strategies for building wealth in your 30s [04/12/2024]
GoBankingRates; Karine Jean-Pierre Says the Economy Is Going in the Right Direction — But Why Don’t Americans Feel It In Their Wallets? [04/10/2024]
Yahoo Finance; Americans Want Pensions To Make a Comeback. Will They? [04/09/2024]
Newsweek; America's Social Security Timebomb [04/09/2024]
GoBankingRates; How Much Crypto Should Be a Part of Your Retirement Portfolio? [04/09/2024]
Consumer Affairs; If the Economy Isn’t Bad, Why Does It Feel Like It Is? [04/08/2024]
GoBankingRates; Experts Say This Magic Number Is the Key to Any Successful Investment Portfolio [04/05/2024]
GoBankingRates; Experts Explain: Should You Ever Borrow From Your 401(k) To Pay Bills? [04/03/2024]
GoBankingRates; 7 Rules Every Crypto Investor Should Follow [04/01/2024]
US News; Should You Consult a CFP or CPA to Plan for Retirement? [03/28/2024]
CNET; Gen Z Is Making Boomer Financial Trends Hot Again. Are They Really That Deep? [03/28/2024]
Cryptonews.com; 4 Reasons Why A Smart Bitcoin Investment Makes Sense for Your Child’s Future [03/22/2024]
Newsweek; Millennial Mom Compares Her Life to Boomer Parents': 'Math Ain't Mathin'' [03/15/2024]
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]
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]
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]
Annuity.org; How Much Life Insurance Do I Need? [07/24/2023]
Annuity.org; Buying an Annuity for Children [06/30/2023]
USA Today; HSA contribution limits for 2023 and 2024 [05/31/2023]
RetireGuide.com; Understanding Dividend Yield for Retirees [05/23/2023]
RetireGuide.com; Retirement Bucket List [05/22/2023]
RetireGuide.com; Retirement Financial Advisors: Your Key to a Confident Retirement [03/23/2023]
The Signal; The Multi-Portfolio Strategy for Managing Your Wealth Responsibly [05/23/2022]
CNBC; Wrecks, DUIs, and low credit scores [04/01/2021]
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]