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.


All things HSA (& Super HSA!) with Kelley Long 

This was a super fun conversation with Steven Jarvis, host of the Retirement Tax Services Podcast. This podcast is geared toward my fellow financial planning comrades, but anyone interested in learning more about making the most of their HSA will find some nuggets!

Click here to listen.


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