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Shrinking economy raises 401(K) concerns

I had a chance to speak with Mark Roper of WMAR-2 Baltimore about the impact of inflation on 401(k)s and retirement planning — watch the video below to learn more. Key Points Your retirement usually is a long-term plan, and this is a short-term fluctuation in rates. Don’t make a knee-jerk reaction. If you have […]

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Financial Advisor Best Practices: What’s Working (and What’s Not)

I joined Bill Cates of the Top Advisor podcast to discuss the top challenges facing financial professionals today and best practices to get their business firing on all cylinders.

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Money Saving Tips To Start Now

Not sure how best to set yourself up for financial success? I recently shared some tips with CBS 12 in Jacksonville, Mississippi. My top five? 1: Carry large bills. 2: Use credit cards that give you rewards. 3: Buy discounted gift cards. 4: Buy marked down clothes in January. 5: Check your credit report.

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Budgeting for the Holidays

Budgeting is one of the simplest steps available for your financial planning success. Here are some ideas I shared for balancing your holiday gift shopping with a budget.

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Financial Planning for Aging Parents

How can you help manage financial planning for your aging parents? When should you start having those conversations? I joined FOX 5 Las Vegas to share some tips dealing with this sensitive subject.

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Money Management for College Students

How should cash-strapped college students prepare for their financial futures? Is it too early to begin thinking about saving for retirement? I joined FOX 5 Las Vegas to share some tips on money management for college students.

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Here’s How to Save Money, Even Through Uncertain Economic Times

During hard economic times, such as when you’re out of work or are forced to adjust your budget, it can be hard to stay in a savings mindset. I shared some tips with NBC 6 South Florida on how to start or keep a savings plan even when your finances are uncertain.

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Cracking the Cash Flow Podcast

I joined Josh Patrick on his podcast, Cracking the Cash Flow, to discuss the art of delegation, as well as other management topics.

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The Frustrated CEO Podcast

I joined the hosts of The Frustrated CEO podcast to discuss leading during COVID, returning to the office, being guided by the voice of the customer, integrating core values and much more!

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The Remarkable Leadership Podcast: Lead, Don’t Manage

I joined Kevin Eikenberry on his Remarkable Leadership podcast to discuss my book, my experiences as a leader and the value of professional relationships and alliances.

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