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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

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

Print Media Interviews

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

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

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

Council for Economic Education: The Cost of Financial Illiteracy- 04/12/13

Military Saves: Make Your Financial Goals SMART and Your Savings Systematic- 02/25/18

OppU: Compound Interest: BFF or Worst Enemy?- 09/09/21

403(b) Wise: Million Dollar 403(b) Mistake- 10/26/21

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: Is a Health Savings Account Right for You?- 02/01/22

403(b) Wise: The Importance of Asset Allocation- 03/01/22

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

Roadcraft USA: Spending Frugally-Or Lavishly- On The Road- 05/04/22

403(b) Wise: Catch Up Strategies for Late 403(b) Plan Savers- 05/17/22

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

403(b) Wise: Who Wants to Be a 403(b) Millionaire?- 06/28/22

403(b) Wise: 403(b)s, 457(b)s, 401(k)s, IRAs, and More- 07/16/22

403(b) Wise: FINDing Financial Independence- 08/16/22

403(b) Wise: 403(b) Plans Aren't Just for Teachers-09/20/22

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

403(b) Wise: The 403(b) Lifecycle- 11/29/22

403(b) Wise: 403(b) Plan Foundations- 12/20/22

403(b) Wise: Twelve 403(b) Plan New Year's Resolutions- 01/10/23

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

403(b) Wise: Retirement Planning Tools for 403(b) Participants- 05/16/23

#21MoneyTrends2021 Reference List- December 2021

#2022 Money Trends Reference List- December 2022

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