Media Appearances
A selection of articles, interviews, and thought pieces
Media Interviews
NTD Evening News; SPAC Mergers and 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 [12/1/2020]
Media Features
GoBankingRates; Karine Jean-Pierre Says the Economy Is Going in the Right Direction — But Why Don’t Americans Feel It In Their Wallets? [04/102024]
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; 7 Rules Every Crypto Investor Should Follow [04/01/2024]
CNET; Gen Z Is Making Boomer Financial Trends Hot Again. Are They Really That Deep? [03/28/2024]
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]
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]