Speaking

Presentations that change how people think about money.

I speak to organizations, associations, and universities. Every session is educational, evidence-based, and built for the audience in the room.

Adjunct Professor of Economics · University of Evansville continuing education · Published in CFA Institute's Enterprising Investor
Talk 01

Recreating Your Paycheck in Retirement

For pre-retirees and employer groups. How to turn a lifetime of savings into steady income: Social Security timing, withdrawal order, and a plan for the years the market does not cooperate. Also offered as a focused Social Security session, and through University of Evansville continuing education.

Audiences will learn:
How to turn a lifetime of savings into reliable monthly income
When to claim Social Security for the largest lifetime benefit
A withdrawal order that holds up when markets don't cooperate
Talk 02

The Advisor's Alpha: Where Real Financial Value Comes From

For professional associations, HR teams, and conferences. What the research says good advice is actually worth, and where that value shows up: planning, tax decisions, and steady guidance through hard markets, not stock picking.

Audiences will learn:
Where advice actually adds value, and where it doesn't
Why tax efficiency matters more than picking investments
A checklist for judging whether a plan captures that value
Talk 03

The Unforced Error: Why Discipline Beats Intelligence in Investing

For corporate audiences, conferences, and universities. Why smart people make avoidable mistakes with money, and the simple structures that prevent them.

Audiences will learn:
The behavioral traps that quietly destroy long-term returns
Why your reaction to the market matters more than the market
Simple structures that keep you disciplined in a crisis

Custom Sessions

Available on lifecycle portfolio design, informed by my research in CFA Institute's Enterprising Investor, plus tax-efficient withdrawals, Social Security, and making decisions in uncertain economies.

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