Our Guests
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.
John Preston
Founder and Principal, "Preston Estate Planning"
Liz Ann Sonders
Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.
Devin Carroll
Host, Big Picture Retirement podcast
Marcus Garrett
Host, Paychecks & Balances Podcast
Lindsey Stanberry
Work & Money Director at Refinery29
Julia Wang
Editor-In-Chief and Vice President of Content at Value Penguin
Todd Tresidder
Financial Coach and Educator at FinancialMentor.com
Jefferson Lilly
Park Avenue Partners Founder
Bethany Bayless
Director of Communications for "Heroes at Home"
Ellie Kay
Founder and President of "Heroes at Home"
David Kelly
Chief Global Strategist & Head of the Global Market Insights Strategy Team for J.P. Morgan
Steve Wendel
Head of Behavioral Science at Morningstar
Jean Chatzky
Financial Editor of NBC’s TODAY Show
Diane Gaswirth
Sales Director, Medicare and Retirement, UnitedHealthcare
Cubert
Financial Blogger
Jeffrey Levine
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!
