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Podcast Interviews
Next Gen Personal Finance Podcast- 02/04/16
Next Gen Personal Finance Podcast- 08/30/19
The Military Money Expert - 03/02/20
Money Mammals - 07/10/20
Wine and Dime- 07/17/20
On the Edge of the Truth - 01/07/21
When Will You Flip the Switch? (Retirement Wisdom)- 02/04/21
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
Print Media Interviews
How to Mentally Prepare for Retirement- 07/09/20
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
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
Webinars
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
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
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?
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"
Guest Blog Posts
403(b) Wise: Death and Your 403(b)-11/30/21
403 (b) Wise: 403(b) Plans and Age 72- 01/11/22
403(b) Wise: 403(b) and Income Taxes- 04/12/22
403(b) Wise: Fifteen 403(b) Plan Errors- 06/14/22
403(b) Wise: The 403(b) Lifecycle- 11/29/22
403(b) Wise: 403(b) Plan Foundations- 12/20/22
403(b) Wise: Where to Stash the Cash- 02/14/23
403(b) Wise: Managing a 403(b) Over Time- 03/21/23
403(b) Wise: Key 403(b) Plan Resources- 04/18/23
#21MoneyTrends2021 Reference List- December 2021
#2022 Money Trends Reference List- December 2022
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