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 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. 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, 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 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 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 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, 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 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

Mary Beth Franklin is a contributing editor for InvestmentNews and is a nationally recognized expert in Social Security claiming strategies.  Formerly a Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance, Mary Beth has been working in the finance industry for years.  She frequently speaks and writes about current research on retirement … Read more

Jamie Hopkins, Esq., CFP®, RICP®, is a professor at The American College and Director of the New York Life Center for Retirement Income. Hopkins is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, Rewirement: Rewiring The Way You Think About Retirement, details the behavioral finance issues that hold … Read more

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 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’s, The New … Read more