Embedded Files
A selection of articles, interviews, and thought pieces
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Media Interviews
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]
WPVI-ABC News; Economic uncertainty has consumers worried about financial investments [03/11/2025]
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]
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]
Contributing Writer
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]
Media Features
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]
Axios; Don't panic about your 401(k) [04/08/2025]
USA Today; Trump tariffs appear aimed at closing the trade deficit. Experts are skeptical it'll work [04/08/2025]
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]
Newsweek; Next President's Social Security Dilemma [11/04/2024]
Reader's Digest; Social Security Just Announced a Cost-of-Living Increase—Here’s How Much You’ll Get [10/18/2024]
Business Insider; 4 smart steps to take with your money after the Fed cut interest rates [09/22/2024]
The Hill; Fed Rate Cut on Collision Course with 2024 Election Politics [09/18/2024]
USA Today; CD rates forecast for 2025 [08/30/2024]
US News; Will the Stock Market Crash in 2024? [08/08/2024]
Newsweek; Social Security Warning Amid US Population Shift [06/15/2024]
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]
CBS News; Should you borrow from home equity during retirement? What experts say [05/29/2024]
CNN; 6 strategies for building wealth in your 30s [04/12/2024]
CNET; Gen Z Is Making Boomer Financial Trends Hot Again. Are They Really That Deep? [03/28/2024]
Additional Media Features ⤵
USA Today; Stocks plunge in response to reciprocal tariffs. Is it a good or bad time to invest? [04/03/2025]
GoBankingRates; The First Thing You Should Do With Your Paycheck To Build Wealth [11/11/2024]
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]
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]
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]
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]
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? 7 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]
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]
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]
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]
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]
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