I have a lot to say

If there's anything that my 20+ years of experience in the personal finance industry has taught me it's that people are hungry to learn more about money. And I LOVE to talk about money, whether it's presenting live, recording a podcast, writing a freelance article or ghost-writing content for industry providers.

I've logged thousands of hours presenting on every financial topic from the basics of budgeting to the complexities of advanced retirement planning strategies and I'm eager to keep doing so. I've also written more blog posts and articles than I can keep track of, but I've curated a few that are most current below.

If you're interested in booking me to speak at your event, please complete the form linked below, including your budget and travel reimbursement policy (if the event is in-person) and I will get back to you as soon as possible. (you can download my speaker flyer here)

For writing or press inquiries, please complete my contact form and I'll respond as appropriate.

Examples of my work

Please see below for a selection of podcasts, articles and webcasts I've created on all things HSA, retirement and financial wellness related.


Medicare’s tricky rules on HSAs after age 65

I wrote this article for the Journal of Accountancy to address the fact that enrolling in Medicare automatically disallows any further HSA contributions, even for people who continue to work that are enrolled in HSA-eligible insurance plans. It's even trickier for people who defer enrollment past age 65, while continuing to contribute to their HSA. To read more on the rules and how to navigate them, click here to read the article.


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