I am a passionate advocate for retirees and those nearing retirement, dedicated to providing them with the information and resources they need to navigate the complexities of their financial future. My extensive experience in the financial industry spans across various roles: • Co-founder, ...more

I am a passionate advocate for retirees and those nearing retirement, dedicated to providing them with the information and resources they need to navigate the complexities of their financial future. My extensive experience in the financial industry spans across various roles: • Co-founder, FinStream: I along with others co-founded this innovative platform, revolutionizing financial education with engaging video content and interactive tools. • Editor &Publisher, TheStreet's Retirement Daily: I spearhead this leading resource, offering insightful analysis and practical advice to help retirees make informed decisions. • Retirement columnist, MarketWatch, Investor’s Business Daily & USA TODAY: Through my columns, I reach a vast audience, sharing valuable insights on retirement planning, investment strategies, and current trends. • Editor, Retirement Management Journal: I lead the charge in ensuring this peer-reviewed journal publishes cutting-edge research and best practices in retirement income planning. • Host, Exceptional Advisor podcast: I engage in thought-provoking conversations with leading experts, dissecting critical topics impacting retirees and financial professionals. • Instructor, FPA Online Elder Planning Specialist program: I share my expertise with aspiring financial professionals, empowering them to effectively serve the needs of aging clients. • Director of Retirement Education, Sensible Money: I play a key role in developing and delivering educational programs that empower individuals to achieve financial security in retirement. • Founder, Parting Glass Productions: I am passionate about storytelling and its power to connect us. Currently, I and others are co-producing a film based on the Irish novel "Fiche Blian ag Fás," exploring themes of aging and resilience. I am driven by a deep desire to empower others and make a positive impact on their lives. I believe everyone deserves access to reliable information and guidance to navigate the challenges and opportunities of retirement. Connect with me on LinkedIn to stay informed and engaged in ongoing discussions about retirement planning and financial well-being.less