Bethany Bayless

Bethany Bayless is the Director of Communications for the non-profit, Heroes at Home.” The organization offers a free event to help provide United States Armed Forces families with financial education. The event helps teach families how to pay off debt, create savings, and other financial strategies.

Bethany is co-host of The Money Millhouse,” a podcast offering … Read more

Ellie Kay

Ellie Kay is the Founder and President of the non-profit, Heroes at Home.” The organization offers a free event to help provide United States Armed Forces families with financial education. The event helps teach families how to pay off debt, create savings, and other financial strategies.

Ellie Kay is America’s Family Financial Expert®, a best-selling author, who has … Read more

Dr. David Kelly

David Kelly

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Throughout his 20 years of experience, Dr. Kelly has created ways to simply explain economic and market issues, while providing both investors and advisors insight and perspective into the economy and markets. Dr. Kelly has also focused

Read more
Dr. Stephen Wendel, Morningstar

Steve Wendel

Dr. Stephen Wendel is a behavioral scientist who studies financial behavior and how digital products can help individuals manage their money more effectively.  He serves as Head of Behavioral Science at Morningstar, where he leads a team of behavioral scientists and practitioners to conduct original research on saving and investment behavior.  Stephen has authored two books on applied behavioral science, … Read more

Jean Chatzky

Jean Chatzky

Jean Chatzky, the financial editor of NBC’s TODAY show and AARP’s personal finance ambassador, is an award-winning personal finance journalist and founder and CEO of HerMoney, a multimedia company changing the relationships women have with money — inspired by her weekly podcast, HerMoney with Jean Chatzky.

Jean is also a best-selling author. Her latest book, AgeProof: Living Longer Without Read more

Larry Swedroe

Larry Swedroe

Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms.

Swedroe’s mission is to educate people on the what he believes … Read more

Diane Gaswirth

Diane Gaswirth has over twenty years of experience specific to the Medicare insurance field.  She gained her first exposure to the Medicare arena during an internship while earning her Masters of Science degree in Health Services Administration.  Diane traveled throughout California, conducting a speaker’s series educating beneficiaries on Medicare and long-term care.

She joined PacifiCare Health System in 1990 to … Read more

Cubert, AbandonedCubicle.com

Cubert

Cubert works a full-time job in IT management and has a side gig operating five rental houses, one of which is an Airbnb condo. His family lives below their means with two paid-off cars in the garage and a cozy 1,400 square foot home.

Cubert blogs on www.abandonedcubicle.com, writing about his journey towards early retirement. He’ll be 46 when … Read more

Jeffrey Levine

Jeffrey Levine

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in … Read more

Jonathan Clements

Jonathan Clements

Jonathan Clements is the founder of HumbleDollar.com and author of nine personal finance books, including his latest, From Here to Financial Happiness: Enrich Your Life in Just 77 Days. Born in England and educated at Cambridge University, Jonathan spent almost two decades at The Wall Street Journal in New York, where he was the newspaper’s personal finance columnist. He … Read more

Morgan Housel

Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal.

He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected … Read more

Meb Faber

Meb Faber

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’sThe New Read more