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Podcast Guest 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

AFCPE Podcast Interview with Dr. O'Neill- 07/20/21

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

Teach and Retire Rich- 01/05/24

Teach and Retire Rich- 01/03/25

Teach and Retire Rich-02/07/25

Teach and Retire Rich- 04/18/25

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

AFCPE 2024: Money After 70

AFCPE 2024: Spring Cleaning Your Personal Finances

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 Archive: 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

403bwise: Just Do Ten Things Right- 10/31/24

403bwise: Year-End Tax-Planning Tips-12/03/24

403bwise: The Social Security Fairness Act: A Holiday Season Miracle- 01/11/25

403bwise: 403(b) Plans and Income Taxes- 03/08/25

403bwise: Spring Cleaning Your 403(b) Plan and Personal Finances- 04/08/25

403bwise: Windfalls and Pay Increases for 403(b) Participants -05/17/25

Personal Finance Year in Review Reference Citation 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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