When is the right time to engage a financial professional? Major life moments… retirement, windfalls, or navigating 401(k)s. Watch our video to learn when professional guidance can give you the confidence to tackle your financial goals: hubs.ly/Q031tVPF0 #MoneyHacks

Everyone has an opinion on money, but not all advice is good advice. Kim and I break down some of the worst financial tips we’ve ever heard (and what you should do instead): youtu.be/SplA0qj29_M #MoneyHacks #SmartMoneyMoves #FinancialFreedom

A morning coffee here, a lunch out there, a few subscriptions in the background… look, we want you to enjoy your life! But, many of these small costs can add-up. With more people heading back to the office, these “minimal” expenses are creeping back in: youtu.be/8SzOkaTIIBo

Emergencies don’t wait. Do you have a financial safety net? An emergency fund covers more than job loss—it helps with unexpected car repairs, medical bills, and more. Start small. Build the habit. Even $20 a week adds up: hubs.ly/Q036qvmL0 #AmericaSavesWeek

The stock market is down nearly 10%. Your investments might be looking rough & if you’re feeling stressed, you’re not alone. But here’s the truth: a 10% drop is normal, your retirement isn’t ruined & making emotional decisions now could be a big mistake: youtu.be/3KpADndw_Rk

Most investors focus on what to invest in, but not how their investments are taxed. That could cost you in retirement. In this Money Hacks video, we talk about pre-tax vs. Roth 401(k), how brokerage accounts are taxed & why tax diversification matters: youtu.be/k-6AQ8XKB6Q?si…

Last week at the 2025 #NAPA401kSummit, I had the privilege of joining a powerful panel on “Growing Forward.” We explored how intentionality drives real performance in our field: napa-net.org/news/2025/4/in…… #GrowthMindset #RetirementAdvisors

The future of retirement engagement isn’t just about more tech. It’s about smarter strategy. Here are 3 big ideas shaking up the 401(k) world: youtu.be/M5BE8zbybZk #401k #RetirementReady #MoneyHacks

During my 2nd session at the #NAPA401kSummit, I joined Jean Duffy & Kevin Eknaian, moderated by Daniella Moiseyev, for “What You Don’t Know About Participant Trends (But Should!).” We discussed evolving participant behavior, engagement gaps & actionable solutions for companies.

Layoff. Divorce. Rent spike. Life happens. In this Money Hacks, we explore how one small shift, like setting up a separate emergency savings account, can give you breathing room when the unexpected hits: youtu.be/y3Qwme82SVU #FinancialWellness #EmergencyFund #MoneyHacks

Remembering & honoring all those who have served and given the ultimate sacrifice for our country and our freedom. #MemorialDay

Excited to partner with the American Retirement Association and PSCA to offer complimentary access to the CPSP® program in 2025. Fully online, CE credit eligible, and weekly webinars. Register by June 9.

The DOL now allows employers to self-correct late contributions or loan errors under VFCP if losses are under $1K and fixed within 180 days. Read more: groom.com/resources/dol-… #PlanCompliance #DOLUpdate #FiduciaryDuty

Student loan matches got the spotlight in SECURE 2.0, but adoption is dropping. Only 2.6% of employers offer it in 2025. But why? #SecureAct #BenefitsInnovation asppa-net.org/news/2025/1/de…

Asked ChatGPT for money-saving tips, here are the results: youtu.be/Llanl6YpgWM #FinancialWellness #MoneyHacks #AI MoneyNav

Most people don’t feel ready for retirement, so they ignore it & don’t stay informed on how to prepare. I talk through four steps you can take right now to feel more confident about your plan. It’s not about being perfect, it's about simple moves: youtu.be/md3ZvnbwtQo

Just because it's trending doesn't mean it's true. In this video, I break down two popular money myths we’ve seen all over social media and explain why they don’t hold up. You deserve advice that’s built on facts, not fear. #MoneyHacks #FinancialPlanning

On vacation with a special guest: my son George – and he’s showcase his video skills… We talk budgeting, lemonade stand strategy, and a $15 Amazon movie decision. The earlier kids learn about money, the better. Start with real conversations: youtu.be/81yCqCfa9DQ.