Wealth Management & Financial Planning
Media requests, podcast opportunities, and conference CFPs in wealth management & financial planning.
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Request AccessMedicare and retirement insurance planning
A reporter from Kiplinger is seeking a financial planner or advisor to discuss Medicare vs private insurance and coverage options for couples nearing retirement. To submit: https://t.co/7iLXt4SEah #Journorequest #Retirement #Medicare #Finance
For couples, the decision between Medicare and employer-sponsored coverage at retirement hinges on spousal age differences and employment timelines—a 62-year-old retiring before their 65-year-old spouse faces distinct coordination-of-benefits challenges that require mapping Social Security claiming strategy against coverage elections.
View detailsRetirement savings and planning
#journorequest Are you worried you're not saving enough for retirement or want to know if you have enough to retire? We're looking for people for our Pension Crisis Coach column, where we help ease people’s retirement concerns with expert guidance from a financial adviser...
Retirement adequacy varies significantly by income cohort and career trajectory—a case study approach in your column could illustrate how mid-career professionals with irregular savings patterns differ from those with consistent contributions, addressing the specific behavioral patterns readers encounter.
View detailsFinancial literacy for children
A reporter from @ForbesAdvisor is seeking a Certified Financial Planner (CFP) to discuss teaching kids smart spending habits and safe financial tools. To submit: https://t.co/5PBmvJ2Pl8 #Journorequest #Finance #Parenting #Money
Age-appropriate account structures—such as custodial savings accounts or UTMA/UGMA vehicles—provide practical frameworks for demonstrating compound interest and delayed gratification, with measurable outcomes that parents can review alongside their children quarterly.
View detailsFinance research and practice
📢 5th DC Finance Conference Call for Papers 📍 American University, Washington, DC 🗓 June 6, 2026 Submission deadline: April 15, 2026 • Limited presentations, highly interactive • Dedicated discussants • No submission/registration fees Submit/RT: https://t.co/yt6mn6MHO7 http
The interactive format with dedicated discussants creates an opportunity to test empirical findings against practitioner feedback in real-time, allowing researchers to identify gaps between academic models and institutional implementation before publication.
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The Diamond Podcast for Financial Advisors: A $2B UBS Breakaway Story Family Office Partners' Ben Domingue details his move from UBS PWM to independence, why control became essential and how building his own firm reshaped how he serves entrepreneurial clients.
The operational infrastructure decision: what specific systems, compliance frameworks, and vendor relationships required renegotiation when transitioning from a large institutional platform to an independent model, and how that affected service delivery timelines for existing clients
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401(k) Real Talk Episode 189: April 22, 2026 Open, honest and candid discussion about EBSA priorities, AI in wealth management, flaws in the DC system, alts in 401(k)s opportunities for advisors and more.
EBSA's 2026 enforcement priorities around alternative asset disclosures in DC plans—specifically how plan sponsors can document fiduciary diligence on illiquid holdings while maintaining participant communication standards that EBSA is scrutinizing more closely this year
View detailsFinancial strategy and business growth
The Podcast Diary of a CFO is looking for guests who are experienced #finance #leaders, founders, investors, and operators who can speak to real-world financial strategy and business growth. Submit yourself if qualified. #BeaGuest https://t.co/srQoUCGpqd https://t.co/jAHeikni8s
Capital allocation decisions during volatile interest rate environments: How to balance shareholder returns, debt management, and growth investments when central bank policy creates planning uncertainty
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401(k) Real Talk Episode 190: April 29, 2026 Open, honest and candid discussion about what plans want from their advisor, how AI is shaping the DC industry, private credit woes and more.
Plan sponsors are increasingly asking advisors to quantify the ROI of AI-driven plan management tools—specifically around participant engagement lift and recordkeeper cost negotiation leverage, rather than adopting AI as a general efficiency play.
View detailsGovernment contracting wealth building
The GovCon Millionaire Playbook Podcast is LIVE. 🎙️ Real conversations about building wealth through government contracting. No fluff, just the actual playbook. Listen and Subscribe: https://t.co/YILvVkaMpS Apply to guest: https://t.co/J0gudaCT7L https://t.co/bYN0anaWP8
Government contracting revenue presents distinct tax planning opportunities compared to commercial contracts—including cost accounting standards implications, progress billing treatment, and federal acquisition regulation compliance costs that directly impact net wealth accumulation for firm owners.
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A Proposed Billionaire Tax Exposes the Dual-Share Racket For several of California’s most prominent tech billionaires, the 5% wealth tax might be far higher.
The California wealth tax proposal's interaction with dual-class share structures highlights a broader valuation challenge: how tax authorities assess unrealized gains in non-liquid, voting-controlled positions where market comparables may not reflect actual economic value or liquidity constraints
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NAPFA Spring 2026 National Conference
The evolving regulatory landscape is reshaping how independent advisors structure their practices, with particular attention to fiduciary standards and custody arrangements that affect both operational efficiency and client outcomes.
View detailsReal estate investing and wealth building
The Podcast Our Family Invests is looking for guests who have experience in #entrepreneurship, real estate #investing, wealth building, relationship dynamics, mindset, or intentional living. Submit yourself if qualified. #BeaGuest https://t.co/URhoiMbmVU https://t.co/KAqIfz5Kb8
Real estate as a relationship stress test: how couples navigate portfolio decisions, leverage disagreements, and align wealth-building timelines without compromising partnership dynamics
View detailsCollege student retirement investing
A reporter from @nytimes is seeking CFAs or financial planners who can connect them with college students interested in investing for retirement. To submit: https://t.co/8t7tp2biRU #Journorequest #Finance #Investing #Students
The compounding advantage for college-age investors: A 40-year investment horizon means even modest monthly contributions during undergraduate years can substantially outpace catch-up contributions made in mid-career, making this demographic uniquely positioned to benefit from long-term market exposure.
View detailsPersonal financial debt management
Hello 👋 Looking to speak to men in Ireland about financial debt please. Whether you're struggling with debt now or have come out the other side. My DMs are open or you can email me at jen.hogan@irishtimes.com Any RTs, as always, would be much appreciated #JournoRequest
The structural factors driving personal debt accumulation in Ireland, including housing affordability pressures, wage growth dynamics, and consumer credit availability
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Using Life Insurance to Solve Estate Liquidity Gaps Amid Rising Private Market Allocations Help UHNW families navigate a growing estate-planning vulnerability.
As ultra-high-net-worth families allocate greater percentages of portfolios to illiquid private investments—private equity, real estate, and infrastructure funds—traditional liquidity sources diminish, creating estate tax and succession pressures that life insurance can efficiently address without forced asset sales.
View detailsUK business and finance
📰 #JournoRequest Alert: Help Shape the Next Big Story! 📰 We've just shared a media request from Viral Press; looking for UK business and finance experts for a Podcast feature. Click the link to get involved and help shape the story! https://t.co/IV8bO2Xd1T
UK business sentiment has diverged sharply between sectors post-2023, with manufacturing and professional services responding differently to interest rate cycles—a podcast format allows for nuanced discussion of these sector-specific dynamics rather than headline generalizations
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