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First Step Wealth in the Media

At First Step Wealth, we’re proud to share our expertise with the broader community through various media appearances. Our founder and financial experts have been featured in leading publications, podcasts, and TV shows, offering valuable insights on financial planning, investing, retirement strategies, and personal finance. These appearances allow us to connect with individuals from all walks of life and empower them with the knowledge needed to take control of their financial futures. We’re passionate about making financial education accessible to everyone, and through our media presence, we aim to break down complex financial topics into easy-to-understand advice. Stay tuned for upcoming appearances, and feel free to browse past features to see how we’re helping individuals and families build a solid foundation for long-term financial success. We’re here to support your journey every step of the way!


Adirondack Regional Chamber of Commerce Radio Show 2026 Thumbnail

Adirondack Regional Chamber of Commerce Radio Show 2026

I was invited back as the first guest of 2026 on the "I’m In with the ARCC" radio show after appearing on the program in January 2025. In this conversation, we explored why effective retirement planning is about more than numbers. While the math matters, motives and behavior often have a greater influence on long-term confidence and fulfillment. We discussed real examples of people who had saved well but needed permission to spend intentionally on meaningful experiences. When planning aligns money with values, it becomes a tool for clarity, confidence, and living well.