Media Mentions
Below is a sampling of WELLth’s quotes and contributions to various published articles and publications. Be sure to also follow us on Instagram for regular tips and tricks on personal finance, investments and more!
October 21, 2025 – How to Keep Clients From Supporting Their Children Indefinitely
October 20, 2025 – The Government Presses the Gas With Fiscal & Monetary Stimulus
October 17, 2025 – How Much You Need to Retire At 40 – and How to Get There
September 24, 2025 – Half of Advisors Hold Crypto; Client Exposure Remains Low
July 22, 2025 – More Millenials Fear A Financial Crisis Than Retirement Itself
July 17, 2025 – Private Equity & Debt In My 401k Plan. Should You Invest?
May 15, 2025 – 7 Streaming Services Compared. Are You Paying Too Much?
May 5, 2025 – How to Retire When You Own a Business
May 15, 2025 – 7 Streaming Services Compared. Are You Paying Too Much?
May 5, 2025 – How to Retire When You Own a Business
April 28, 2025 – What No One Tells You About Retiring Alone
April 24, 2025 – How Much is the Average Inheritance? It’s More Than You Think.
January 8, 2025 – 4 Things Gen Xers Should Sell Now To Boost Their Retirement Savings
December 13, 2024 – Direct Investor Platforms Grow as Wirehouses Shrink
December 5, 2024 – What to Do When Budget Mistakes Force You to Downsize
December 4, 2024 – How Long Does Life Insurance Take to Pay Out?
December 4, 2024 – Finding the Best Life Insurance for Seniors
Nov. 18, 2024 – How to Get a Personal Loan With Bad Credit
November 8, 2024 – What the Fed’s Interest Rate Cuts Mean for Your Money
August 28, 2024 – Is Life Insurance Tax Deductible?
August 28, 2024 – Expert Advice on the Best Life Insurance for 50-Year Olds
March 1, 2024 – Bitcoin will soon be “halved” — what this means for price
February 15, 2024 – Here’s how much money you’d have if you invested $1,000 in bitcoin 10 years ago
September 21, 2023 – 6 Money Moves to Make When You Save Your First $1M
July 29, 2023 – How High Will CD Rates Go In 2023?
June 14, 2023 – Could CD Rates Hit 6% After Today’s Fed Meeting?
March 15, 2023 – How To Protect Your Money With Banks Facing Turmoil
March 2, 2023 – Is it Fair For A Financial Advisor to Charge 1.6%?
February 8, 2023 – Suze Orman Says This Mistake Can Cost You Tens of Thousands of Dollars
February 2, 2023 – I Bond Sales Topped 4.2 Billion for Best January on Record
December 21, 2022 – Year-end Financial Moves to Make the 2023 Tax Season Easier
November 18, 2022 – Reselling Talyor Swift Tickets? You’re Going to Have to Pay Taxes
October 27, 2022 – Does This GDP Report Mean We Avoided a Recession?
September 26, 2022 – Four Ways to Save Money on Car Insurance as Rates Rise
July 20, 2022 – Inflation or Recession: Which Should You Fear More?
May 10, 2022 – It Doesn’t Make Sense to Pay Student Loan Debt Now
April 18, 2022 – Mortgage Rate Spike Changes House-Hunting Strategies
April 12, 2022 – Does a 19-Year Old Really Need A Financial Advisor?
March 16, 2022 – Is Gamification of Investing Hurting Investors?
January 25, 2022 – To Counter Inflation, You’ll Need to Do More Than Switch Brands
January 12, 2022 – Should you be worried about interest rates going up? It’s complicated
November 19, 2021 – How to Replace the 60/40 Portfolio (or Not): Advisors’ Advice
October 13, 2021 – How to make a financial plan for one & avoid the ‘single penalty’
September 29, 2021 – These new homebuying startups help you outbid all-cash offers
September 14, 2021 – What to Tell Young Clients on FIRE to Retire: Advisors’ Advice
August 27, 2021 – Tired of being on camera? You’re not alone
July 26,2021 – How to be Good at Collectibles
October 20, 2025 – Half of Advisors Hold Crypto; Client Exposure Remains Low