I teach economics and retirement planning at the university level because I believe education creates better outcomes than salesmanship ever could.
I teach economics and retirement planning at the university level, showing students how to think critically about markets, incentives, and financial decisions. The classroom keeps me sharp, and it keeps my advice grounded in fundamentals, not fads.
"The best financial education doesn't tell people what to think. It teaches them how to think: about risk, about trade-offs, about the difference between noise and signal."
I develop educational sessions for firms and professional groups on financial literacy, retirement readiness, equity compensation, and data-driven planning. These workshops are designed to educate, not sell.
Most financial education is thinly disguised product marketing. Mine isn't. I teach the same frameworks in the boardroom that I teach in the classroom, because the principles don't change based on your net worth.
Financial-wellness and planning sessions for firms, associations, and universities.