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.

Brian Portnoy
Brian Portnoy

Author and Head of Education at Magnetar Capital

Tanja Hester
Tanja Hester

Author of WORK OPTIONAL and creator of Our Next Life financial independence blog

dr. daniel crosby
Daniel Crosby

Psychologist, behavioral finance expert and author of The Behavioral Investor

Paul Merriman
Paul Merriman

Nationally recognized authority on mutual funds, index investing and asset allocation

mary beth franklin
Mary Beth Franklin

Contributing editor for InvestmentNews, nationally recognized Social Security expert

Grant Sabatier
Grant Sabatier

Author of Financial Freedom and the creator of MillennialMoney.com

Larry Swedroe
Larry Swedroe

Author and Director of Research at Buckingham Asset Management

Chris Hogan

Author, Everyday Millionaires

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

Ellie Kay

Founder and President of "Heroes at Home"

Bethany Bayless

Director of Communications for "Heroes at Home"

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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!