TV/Radio

Families struggling to make ends meet might think it seems like a good source of emergency funding to turn to early withdrawals from a 401K. If you find yourself in that situation, here are a few things to keep in mind.

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 […]

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.

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.

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.

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.

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.

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.

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

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!