Allianz Presentation
Had a great day at Allianz headquarters in Minneapolis, MN on July 10. Presented: The Evolution of a Successful Financial Planning Practice, using “S” curves demonstrating the major changes made over myRead More…
04Dec/18
POD Cast with Joe Casey
January 8, 2019 My interview with Joe is going to be about my new book and the retirement stages. Joe is an Executive Coach at PEC, Managing Partner at Retirement WisdomRead More…
04Dec/18
POD Cast with Debbie Miller
January 8, 2019 POD Cast interview with Debbie Miller, author of “Move or Improve”, housing options for boomers. Interview will be about divorce issues with focus on dealing with the maritalRead More…
13Nov/18
Silent Heart Attack Symptoms
On a beautiful fall morning in late October 2002, I was planting Iris bulbs along the waterfront of our home in Northern Neck of VA. I felt a bit more tired thanRead More…
24Apr/17
Speaking Engagement at Keystone College
On Tuesday, April 25, I’m delivering a presentation at Keystone College, located in La Plume, Pennsylvania. In my presentation, I’ll be speaking to economics students about finance, and I’ll be sharing aboutRead More…
02Mar/17
Home & Family Finance Radio Guest Appearance
Last week, I appeared on Radio America Network’s program, Home and Family Finance hosted by veteran producer, reporter, and news anchor Paul Berry. During the interview I provided insight about divorce and finance and discussedRead More…
21Feb/17
Talk Show Appearance
On Wednesday, February 22, I’ll be a guest on Radio America’s program Home & Family Finance, hosted by veteran television and radio personality, Paul Berry. I’ll be providing financial insight and answering listener calls.Read More…
24Dec/16
Featured in FINANCIAL ADVISOR IQ
I was recently quoted in the Financial Advisor IQ article titled, “How to Really Attract Women Clients.” Each woman has her particular financial situation. It’s essential that the professionals in my industry avoid lumpingRead More…
07Oct/16
Live Call-in Show, Wednesday Evening, November 2
Laurie Siebert is host of the program Your Financial Choices, airing on WDIY, a local NPR member station in Bethlehem, PA. I’ll be a guest on her live show on Wednesday, NovemberRead More…