A big thanks to George Grombacher for having me as a guest on his podcast Money Savage. I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial...
On April 2, I joined Fox 2 St. Louis to talk about saving for retirement as part of Financial Literacy Month. (Click here or the image to see the replay.) Most people are ill-equipped to make good financial decisions when they become adults because basic personal...
Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below. You can also read about more about my involvement...
