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Teach and Retire Rich- 09/22/21

Retirement Roundtable (Retirement Wisdom panel)- 11/03/21

Retirement Revealed Podcast- 12/08/21
Teach and Retire Rich- 01/27/23
Teach and Retire Rich- 01/05/24

 Print Media Interviews and Mentions

How to Mentally Prepare for Retirement- 07/09/20

With Remote Work Flexibility, Some People Opt to Relocate Ahead of Their Retirement- 09/21/20

Flipping a Switch Author Interview- AFCPE Newsletter, Q1, 2021-03/21

Flipping a Switch Q&A- (Retire Guide)- 07/01/21
How to Have a Retirement Worth Saving For- AP Article by Liz Weston- 07/26/21
How to Make Extra Income if You're Already Retired But Worried... (CNBC)- 11/10/21

Test Drive New Community Before Relocating (AARP)- 04/12/22)

15 Tips While Inflation Affects Prices (NorthJersey.com)- 08/8/22
How Working Past 65 Can Affect Your Medicare, SS, HSA, & Taxes (Marketwatch)- 09/24/22
Should You Plan for Retirement As a Couple or as Individuals? (Go Banking Rates)- 04/21/23
Ways to Recover from a Financial Shock (NerdWallet)- 10/23/23
Expert Opinion: CDs (Wallet Hub)- 10/27/23
Retiring Wasn't Easy.... by Liz Weston (NerdWallet)- 01/25/24
Worst Money Moves People Make After 70 (GOBanking Rates)- 05/13/24
How Much Should Boomers Have in Checking Accounts (GOBanking Rates)- 05/29/24
8 Reasons Boomers Should Downsize in Retirement (GOBanking Rates)- 05/30/24
If You Have $1 Million in Retirement Savings (GOBanking Rates)- 08/23/24
Can You Retire If You Still Have a Mortgage? (GOBankingRates)- 09/15/24
Top Challenges for New Retirees (ComparisonAdviser.com)- 09/23/24
You Have Savings Bonds From the 90s (Marketplace)- 10/11/24

Webinars

Flipping a Switch (University of Arkansas)- 04/22/20

Navigating the Two Financial Faces of COVID-19 (Rutgers Cooperative Extension)- 08/31/20

Flipping a Switch: Navigating Later Life Transitions and COVID-19  (NJCFE)- 10/28/20

COVID-19 and Your Finances (eXtension)- 02/24/21

25 Financial Planning Strategies for Older Adults (NY Public Library)- 06/29/21
Inflation-Fighting Hacks for Older Adults (Rutgers Cooperative Extension)- 06/07/22
Give Yourself a Financial Check-Up (Rutgers Cooperative Extension)- 11/02/22
Digital Wellness: How to Inventory & Protect Digital Assets (Rutgers Coop. Extension)- 04/12/23
Inflation Causes, Impacts, Mitigation Strategies, and Benefits (AFCPE)- 05/11/23
ChatGPT, AI, and Prompt Engineering, Oh My! A Basic Introduction (AFCPE)- 06/06/23
Small Steps to Financial Wellness (Rutgers Cooperative Extension)- 07/19/23
35 Useful Personal Finance Websites (Rutgers Cooperative Extension)- 07/31/24

Recorded Professional Conference Presentations

AFCPE 2020: Build Your Brand and Connect, Empower, and Impact with Twitter
AFCPE 2020: Action Steps for 20 Later Life Transitions
AFCPE 2020: So You Want to Write a Personal Finance Book? (with Axton Betz-Hamilton)
AAFCS 2021: Tax-Smart Ways to Donate to Charities
AAFCS 2021: How to Create Attractive Graphics for Documents and Social Media
FinCon 2021: Flip a Switch: Walk in the “Financial Shoes” of an Older Adult
AFCPE 2021: Money Smart Students (panel)
AFCPE 2021: Seventeen Success Strategies for Solopreneurs
AFCPE 2022: Beyond Legal Documents: 12 Planning Strategies for a "Good Ending"
AFCPE 2023: The ABCs of RMDs
AFCPE 2023: Digital Assets Presentation
Guest Blog Posts
Military Saves: Make Your Financial Goals SMART and Your Savings Systematic- 02/25/18
OppU: Compound Interest: BFF or Worst Enemy?- 09/09/21
403bwise: Million Dollar 403(b) Mistake- 10/26/21 
403bwise: Death and Your 403(b)- 11/30/21
403bwise: 403(b) Plans and Age 72- 01/11/22
403bwise: Is a Health Savings Account Right for You?- 02/01/22

403bwise: The Importance of Asset Allocation- 03/01/22

403bwise: 403(b) and Income Taxes- 04/12/22

Roadcraft USA: Spending Frugally-Or Lavishly- On The Road- 05/04/22
403bwise: Catch Up Strategies for Late 403(b) Plan Savers- 05/17/22

403bwise: Fifteen 403(b) Plan Errors- 06/14/22

403bwise: Who Wants to Be a 403(b) Millionaire?- 06/28/22
403bwise: 403(b)s, 457(b)s, 401(k)s, IRAs, and More- 07/16/22
403bwise: FINDing Financial Independence- 08/16/22
403bwise: 403(b) Plans Aren't Just for Teachers- 09/20/22

403bwise: Getting Money Out of a 403(b)- 10/18/22

403bwise: The 403(b) Lifecycle- 11/29/22
403bwise: 403(b) Plan Foundations- 12/20/22
403bwise: Twelve 403(b) Plan New Year's Resolutions- 01/10/23
403bwise: Where to Stash the Cash- 02/14/23
403bwise: Managing a 403(b) Over Time- 03/21/23
403bwise: Key 403(b) Plan Resources- 04/18/23
403bwise: Retirement Planning Tools for 403(b) Participants- 05/16/23
403bwise: 403(b) Plans and Pensions- 06/13/23
403bwise: 403(b) Plans and Social Security- 07/18/23
403bwise: When to Say No to a 403(b) Plan- 08/15/23
403bwise: 403(b) Savings and Concurrent Financial Goals- 09/12/23
403bwise: How to Use Aspire Non-Advisor 403(b) Option- 10/10/23
403bwise: 2024 Changes Affecting 403(b) Participants- 11/7/23
403bwise: Green + Vendors: Fidelity and Vanguard- 12/12/23
403bwise: Spotlight on CalSTRS Pension 2- 01/16/24
403bwise: 8th and 9th Inning 403(b) Strategies- 02/13/24
403bwise: Give Yourself a 403(b) Plan Checkup- 03/12/24
403bwise: ABCs of ESG in 403(b)s- 04/09/24
403bwise: InvestMyself (R): A 403(b) Plan Vendor to Consider-05/14/24
403bwise: Target-Date Funds in 403(b) Plans- 06/11/24
403bwise: Mutual Funds in 403(b) Plans- 07/09/24
403bwise: Financial Certifications and Resources- 08/20/24
403bwise: Retirement Savings "Enough" Metrics- 09/10/24
Reference Lists
#2021MoneyTrends Reference List- December 2021
#2022MoneyTrends Reference List- December 2022
#2023MoneyTrends Reference List- December 2023
#2024MoneyTrends Reference List- December 2024
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