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.
Author and Head of Education at Magnetar Capital
Author of WORK OPTIONAL and creator of Our Next Life financial independence blog
Psychologist, behavioral finance expert and author of The Behavioral Investor
Nationally recognized authority on mutual funds, index investing and asset allocation
Contributing editor for InvestmentNews, nationally recognized Social Security expert
Author of Financial Freedom and the creator of MillennialMoney.com
Author and Director of Research at Buckingham Asset Management
Author, Everyday Millionaires
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
Founder and President of "Heroes at Home"
Director of Communications for "Heroes at Home"
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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.