🎙️ In the Press: My Favorite Features
Over the years, I’ve been lucky enough to be quoted by outlets I grew up reading — the kind of names that show up in your news feed every day: Yahoo Finance, Forbes, TIME / NextAdvisor, TheStreet, and MoneyGeek.
Each conversation hit on a theme that still defines how I think about money: clarity, behavior, and the discipline to stick with a plan when the noise gets loud.
💼 Yahoo Finance
“The best advisors don’t chase leads — they earn trust.”
— Yahoo Finance: 5 Financial Advisor Prospecting Tips to Grow in 2021
This one still holds up. Building a lasting advisory business isn’t about cold calls or gimmicks — it’s about helping real people make confident decisions with their money.
🪙 Forbes
“Panic rarely pays. Regulation eventually protects long-term investors.”
— Forbes: Is Biden Coming After Your Private Crypto Wallet?
Crypto headlines were everywhere at the time, but the message applies to every market: discipline beats drama. I’ll take calm, repeatable process over hype any day.
💰 TIME / NextAdvisor
“Your cash strategy is part of your investment strategy.”
— TIME / NextAdvisor: Why Online Savings Accounts Can Offer Higher Interest Rates
People underestimate cash. It’s not boring — it’s freedom. Having liquidity gives you flexibility, and flexibility gives you power when opportunity shows up.
🏠 TheStreet
“Real estate isn’t a wealth strategy. It’s one piece of a broader plan that starts with liquidity and lifestyle.”
— TheStreet: Will the U.S. Housing Market Crash in 2022?
Markets will do what markets do. The right financial plan makes sure your life still works even when the headlines don’t.
💡 MoneyGeek
“Automation beats motivation. Set the system, not the goal.”
— MoneyGeek: 2022 Financial Resolutions Survey
Good habits make wealth boring — and that’s a compliment. Systems compound faster than willpower ever could.
✨ These features all came from real conversations about how people actually live, invest, and adapt. The outlets may change, but the message doesn’t: stay intentional, stay diversified, and stay human about your money.