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XYPN Radio - My Interview

I was recently featured on XYPN Radio's podcast. While the podcast is a great way to learn more about my path from software development to financial planning, I will warn you that there is plenty of industry jargon and details about my company that may not be interesting to non-advisors.

Insights
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Quoted

On an average workday, I receive at least two media requests. I ignore most requests because many are just plain silly. When I do come across something of interest, I'll share some thoughts with the reporter. Here is a list of the latest places I've been quoted.

Insights Planning Investments
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IPO or IP Uh-Oh?

Over the last six months, several high-profile companies have decided to sell shares in the public stock markets. Companies like Uber, Lyft, Pinterest, Zoom Video and Levi Strauss all made the news when they “IPOed.” Let’s talk about the questions you might have about IPOs.

Investments
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Inverted!?!

It’s hard to miss the financial press’ recent headlines about the inverted yield curve, which (we are told) inevitably signals our next recession. Given the financial media’s history of blowing things out of proportion, I went to the original source of this indicator to discover what his research is really telling us.

Insights Investments
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Tooth Fairy Cuts

Delta Dental, for the last two decades, has gathered information about the generosity of the Tooth Fairy. The most recent figures show that she’s been stingier over the last two years. In fact, the price for teeth has dropped 18% over the last two years!

Insights
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Quoted

I’ve been fortunate to have built a good relationship with the media over the years. I receive anywhere from three to ten “media requests” each week from a wide variety of sources. When I do come across something of interest, I’ll email a few comments and offer my assistance; this frequently results in a short conversation with the reporter and a brief quote.

Insights Planning