F
ft2
Media

In the News

Our team regularly contributes financial insights to leading publications and media outlets.

50+
Media Features
15+
Podcast Appearances
200+
Published Articles

Featured Coverage

Financial Times

"Why Flat-Fee Financial Planning Is the Future for Middle-Class Families"

An in-depth feature exploring how fee-only advisory models are democratizing access to quality financial advice.

March 2025

Bloomberg

"5 Retirement Planning Mistakes That Could Cost You Thousands"

Our lead advisor shares the most common retirement planning errors and simple strategies to avoid them.

February 2025

CNBC

"How to Build a Budget That Actually Works for Your Family"

TV segment featuring our budgeting framework used by over 2,500 families to take control of their cash flow.

January 2025

Forbes

"The Case for Index Fund Investing: A Financial Planner's Perspective"

Contributing article explaining why low-cost index funds outperform actively managed funds for most investors.

December 2024

NPR Marketplace

"Navigating Student Loan Repayment: Expert Tips for New Graduates"

Radio interview discussing optimal student loan repayment strategies and when refinancing makes sense.

November 2024

Wall Street Journal

"Tax-Loss Harvesting: The Strategy More Investors Should Use"

Guest opinion piece on how tax-loss harvesting can save investors thousands annually while maintaining diversification.

October 2024

Media Inquiries

Our team is available for interviews, expert commentary, and guest contributions on topics related to personal finance, investing, retirement planning, and financial literacy.

Contact for Media Inquiries