Robert explains the two faces of a rate hold: it stings if you carry debt, but rewards savers — and he walks through scaling an emergency fund from the first $1,000 to three-to-six months of expenses. Watch the segment →
How current interest rates are impacting Coloradans’ bank accounts Read More »
Denver7 brought Robert on as the deadline approached with practical guidance for procrastinating filers — what to do first, and what not to panic about. Watch the segment →
Last-minute advice if you still haven’t filed your taxes Read More »
Robert sat down with CBS News Colorado to talk through what to do with a large refund — and how to put it to work for your future instead of letting it evaporate. Watch the segment →
Colorado financial expert shares strategies if you have a big tax refund Read More »
Robert’s standard for wary clients: a fiduciary isn’t enough — check that your adviser is a fiduciary at all times, since some put clients first only until it’s time to sell a commissioned product. Fee-for-service pricing keeps incentives clean. Read the full article →
‘All they do is get my money’: I’m afraid of financial advisers but want money help Read More »
Robert leads with the biggest mistake: not prioritizing becoming and staying debt-free. The trap he sees consistently — when millennials pay off one debt, they go looking for new debt to acquire. Read the full article →
4 Worst Mistakes Millennials Can Make With Money Read More »
Robert explains the IRS’s new wallet-by-wallet crypto tracking and Form 1099-DA: with the agency watching more closely, careful records are the best audit protection — and the new form will make tax-software imports automatic. Read the full article →
As Bitcoin surges, IRS steps up oversight Read More »
Robert closes this Rethinking65 feature on demanding clients: detail-oriented Type As act like auditors, and their professional skepticism is often misread as rudeness. He’s never fired one — he prices for the extra service time instead. Read the full article →
When Type A Clients Get Out of Hand Read More »
Robert walks through common fraud schemes and the warning signs that should make you pause before any money moves. Read the full article →
Fraud Schemes You Should Look Out For Read More »
Robert is Kiplinger’s central expert on family scam talks: AI can clone a loved one’s voice from a voicemail greeting, scammers rely on time pressure, and pausing for a second opinion is the best defense — no real emergency requires an immediate transfer. Read the full article →
Have This Conversation to Save Your Family’s Money This Holiday Season Read More »
Robert urges consumer diligence as rates pause: banks change rates at will, so watch both your borrowing and savings rates, and don’t assume you know the future. For savers, he suggests long-term CDs or a bond ladder. Read the full article →
The Fed Could Be Done Cutting Its Interest Rate For a While — What Should You Do? Read More »
