Our guests are what makes Your Money, Your Wealth® truly unique. We cover a wide range of topics, including retirement planning, tax reform, cash flow analysis, charitable giving, real estate, how to set investment goals and more! Real financial topics, from real financial experts.
Founder and Principal, "Preston Estate Planning"
Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.
Host, Big Picture Retirement podcast
Host, Paychecks & Balances Podcast
Work & Money Director at Refinery29
Editor-In-Chief and Vice President of Content at Value Penguin
Financial Coach and Educator at FinancialMentor.com
Park Avenue Partners Founder
Director of Communications for "Heroes at Home"
Founder and President of "Heroes at Home"
Chief Global Strategist & Head of the Global Market Insights Strategy Team for J.P. Morgan
Head of Behavioral Science at Morningstar
Financial Editor of NBC’s TODAY Show
Sales Director, Medicare and Retirement, UnitedHealthcare
Director of Advisor Education for Kitces.com
Watch Previous Episodes
We like to bring different perspectives to Your Money, Your Wealth® by inviting guests with a wide breadth of financial and retirement planning knowledge.
Listen to Our Podcast
Whether its an expert on Medicare who has been in the space for decades or a retirement blogger with progressive ideas, we provide you with a variety of valuable information to take control of your financial decisions. From Sales Directors, Side Hustlers, and CEOs, to Bloggers, Entrepreneurs, and Behavioral Scientists – our goal is to bring the most value to your financial situation!
Lunch n’ Learn
Join us for a one-hour lunch n’ learn with a well-versed financial planner as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets. You can expect to feel confident in your long-term goals and retirement plans after attending a lunch n’ learn and your financial planning questions will be answered.