Press
Podcast appearances
Speaking engagements
Presentation library
Financial Foundations
- 3 questions that will change your relationship with money (slides)
- The 5 pillars of financial literacy (slides)
- How to improve your relationship with money
- Master your cash flow
- How to automate your cash flow without losing control
- How much cash should you really keep on hand?
- Where to stash money you’ll need soon
Benefits, Compensation & Career Milestones
- How to maximize employee benefits
- What changes when you hit Director, VP, or SVP?
- Executive compensation 101
- How to read and evaluate your executive compensation
- RSUs demystified: How vesting, taxes and selling really work
- What to do with a giant bonus check (before you blow it)
Saving, Investing & Building Wealth
- Saving & investing strategies
- Forgotten 401(k)s: What to do with your old retirement accounts
- How to build generational wealth using the 529 to Roth IRA transfer rule
- How to have a side hustle that doesn’t derail your dreams
Tax & Risk Planning
Estate & Legacy Planning
Career & Life Transitions
- Prepare for major life events
- Going solo: Business formation for music executives (slides)
- What to do before and after a layoff
- Your child’s financial life: What most parents miss
- Financial planning for parents: What to prioritize and what can wait (slides)
In the media
- CNBC – The No. 1 factor behind Americans’ most successful investments – and their worst
- USA Today – $1.5m is a retirement ‘magic number.’ Here’s how long it lasts in every state.
- Nerdwallet – 7 Things Financial Experts Wish They Knew in High School
- USA Today – Are you a ‘hidden millionaire’? Here are 6 money mistakes to avoid.
- USA Today – What’s the right way to ask your parents for money?
- FinancialPlanning – What advisors (and their clients) can learn from celebrity estate debacles
- MarketWatch – Experts now recommend a 12-month emergency fund. Here’s how to quickly save thousands in cash.
- MarketWatch – Your cash emergency fund probably isn’t going to cut it in this economy
- MarketWatch – How much of your net worth should be tied up in your house, as wildfires and other disasters make owning a home riskier?
- USA Today – A simple, forehead-slapping mistake on your IRA could be costing you thousands
- Reuters – Open enrollment tips: Don’t overlook these three key benefits
- MarketWatch – Does TikTok give good financial advice? How to screen ‘finfluencer’ tips without putting your money at risk.
- USA Today – Am I too old to open a Roth IRA? Don’t count yourself out just yet
- CBS News – Which CD term is best with inflation rising?
- Reuters – Three tips to maximize benefits during open enrollment
- Investopedia – Buying A Home Is Getting Harder But Some Creative Thinking May Help
- Bloomberg – Top Mistakes Freelancers Make When Filing Their Taxes
- Bloomberg – How much is too much to pay each month for a car loan?
- Kiplinger – Your Guide to Planning a Long Vacation
- New Castle News – Lightening The Burden: Leveraging The Tax Benefits of Home Ownership
- ThinkAdvisor – 7 Client Portfolio Nightmares, Resolved: Advisors’ Advice
- SavvyMoney – Should I Set Up a Will?