Appears On
Episode Appearances
Rich Habits Podcast · Jul 16, 2026
Q&A: $30K Tax Refund, Real Estate vs. Stock Market & Rebuilding Credit
“Featured in July 10 webinar workshop on AI agents integration with Public.com investing platform; recording available”
Credit Score Recovery and Goodwill Letters529 Account Strategy and Roth IRA RolloversTax Refund Allocation and Debt Payoff Prioritization
View AnalysisRich Habits Podcast · May 14, 2026
Q&A: $1.3M IRA, Aging Parents & SpaceX's IPO
“Broke down crypto agents functionality on X/Twitter; credited for explaining Public's AI agent crypto integration”
Emergency Fund Strategy and High-Yield Savings AccountsRoth IRA Conversions and Tax Bracket ManagementRequired Minimum Distributions (RMDs) and Retirement Planning
View Analysis