Welcome behind the scenes! The past few years of my entrepreneurial adventure have been a whirlwind of insightful interviews, media features, podcast chats, and energizing education sessions, all part of an ongoing journey to help you make empowered, confident choices about money and life 💡💸. Thanks for joining me and cheering me on!
To make exploring easy, I’ve gathered all my recent spotlights, conversations, and workshops in one place—think of this as your backstage pass to everything I’ve been working on 📚.
If you know someone who'd enjoy teaming up for an event, creating fun new content, or hosting a workshop together, just reach out. There’s always room for more adventure, and I’m excited to connect, collaborate, and dream up something amazing 🤝.
My Book
A Couple’s Guide to Money: Grow Closer, Dream Bigger, Thrive Together (Published 9/23/20254) Link (right click to open links in a new tab)
Recent Media Mentions
- Bloomberg News | “The Ultimate Tariff Buying Guide” by Claire Ballentine (Published 5/8/2025) Link
- Kiplinger | “What Can Accredited Investors Do?” by Kim Clark (Published 12/20/2024) Link
- Investopedia | “Why Filing Your Taxes Early Could Save You Stress and Money” by Lucy Lazarony (Published 3/14/2025) Link
- US News | “Should You Go to Cash? Read This Before You Sell” by Kate Stalter (Published 5/8/2025) Link
- Newsweek | “Gen Zers Convinced They Can Predict a Recession—It’s Not Going Well” by Melissa Afshar (Published 6/28/2025) Link
- AARP | “9 Often-overlooked Tax Breaks You Don’t Want to Miss” by Cameron Huddleston (Published 2/26/2025) Link (right click to opens in a new tab)
- Kinder Institute | “Prudence Zhu: How Life Planning Transformed My Life in Just One Year! 🚀” by Lora Woodward (Published 9/12/2024) Link
- AS CPA Magazine | “Building a Powerful LinkedIn Presence: How Three CPAs Are Connecting, Growing and Thriving Online” by Heidi Frei (Published 1/26/2025) Link
- ESI Money | “Millionaire Interview 439” (Published 2/13/2025) Link
- Bored Panda | “Woman Seeks Advice On Talking Sense Into Husband...” by Austeja Zokaitė (Published 5/7/2025) Link
Speaking, Workshop & Teaching
- Accounting Today Webinar: “How CPAs and EAs Can Make Tax Planning Click” (10/28/2025) Link (right click to opens in a new tab)
- Philippine American Chamber of Commerce of Arizona (PACCA): “Strategic Tax Planning for 2024 & 2025” (2/28/2025) Link
- 2025 Garrett Retreat: “The Early Years: Highs and Lows and Lessons Learned” (8/2/2025) Link
- HUUB Workshops: "Wrap Up 2024: Fun Year-End Tax Planning!" (12/10/2024) Link"; Beyond the Basics: Mastering P&L Magic for Small Business Success (Part 2)" (8/22/2024) Link; "Unlocking Profit Secrets: The Beginner's Guide to P&L Statements (Part 1)" (8/20/2024) Link; "Show Me the Money! Deciphering Your Business's True Market Value" (1/23/2024) Link
- Arizona State University Courses: Insurance Module of FIN 123 Financial Literacy (Recorded in Spring 2023); Fin 385 Personal Insurance Planning (Fall 2022); Financial Planning Lecture (Summer 2022, MSI&E students)
Podcast Features
- Only Feeonly Podcast: “#139 - Two kids, three master’s, and one $4 coconut water debate” Link (right click to opens in a new tab)
- New Planner Podcast: “Leaving Corporate America and Launching a Fee Only RIA” Link
- The Get Ready Money Podcast: “How Couples Can Turn Money Conflicts into Connection” Link
- Real Life Planning Podcast: “Building a Shared Life Vision” Link (right click to open links in a new tab)
- Mind Money Motion Podcast: “Build Wealth and Love Stronger | Couple’s Guide to Money” with Marie Burns Link
- Street Smart Real Estate Investing: “Financial Freedom, Energy, and Building a Life You Love - EP 24” Link
- The Get Ready Money Podcast: “Living A Life You Love” with Tony Steuer Link
- Phoenix Prosperity Podcast: “Financial and Life Planning” with Tim Fergestad Link
中文工作坊和活动
- 财务规划新视角：一生资源全景分配（Total Resource Allocation） | 一口新饭 & Superlinear Academy (5/31/2025) 链接
- 人生规划工作坊3：做身边人的导师，照亮你在的角落 | 一口新饭 (10/19/2024)
- 人生规划工作坊2：深入内心渴望，制定行动计划 | 一口新饭 (8/17/2024)
- 人生规划工作坊1：倾听和反观你内心对钱的想法 | 一口新饭 (6/8/2024)
中文播客
Let’s Collaborate!
Are you planning a conference, podcast, livestream, or educational event? Looking for an expert to discuss financial planning, behavioral finance, life planning, or cross-cultural financial communication? Let’s connect! Opportunities for co-authoring articles, social media takeovers, panel discussions, and community workshops are always welcome.
Add your comment to this article or reach out directly with your collaboration ideas. Excited to explore new possibilities together!
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