Kathleen Burns Kingsbury, founder of KBK Wealth Connection and host of the Breaking Money Silence podcast, is an internationally published author and speaker. An expert on financial psychology, Kathleen has appeared on television and her work has been featured in The New York Times, The Wall Street Journal, "PBS NewsHour," Money magazine, Today Money, Forbes and CNBC. Kathleen served as an adjunct faculty member at the McCallum Graduate School at Bentley University from 2009 to 2019 and currently teaches at Champlain College.
→ Read articles reviewed by Kathleen.
→ Contact her via LinkedIn and Twitter.
Meet NerdWallet's Expert Reviewers
We ask subject matter experts to check our work, so you know you can rely on our content while navigating life's complex financial decisions.
Banking
Kathleen Burns Kingsbury
Homebuying
Michelle Blackford
Michelle Blackford spent 30 years working in the mortgage and banking industries, starting her career as a part-time bank teller and working her way up to becoming a mortgage loan processor and underwriter. She has worked with conventional and government-backed mortgages. Michelle currently works in quality assurance for Innovation Refunds, a company that provides tax assistance to small businesses.
→ Read articles reviewed by Michelle.
→ Contact her via LinkedIn.
→ Read articles reviewed by Michelle.
→ Contact her via LinkedIn.
Michael Soon Lee
Michael Soon Lee, Ph.D., has been an award-winning real estate broker since 1980, was licensed to practice taxation before the Internal Revenue Service and is a former certified financial planner who taught taxation for the College for Financial Planning. His articles have appeared in The Wall Street Journal, the San Francisco Chronicle, the Los Angeles Times and Consumer Reports. He was dean of the School of Management at John F. Kennedy University and served as an adjunct faculty member for Golden Gate University for over 20 years.
→ Read articles reviewed by Michael.
→ Contact him via email.
→ Read articles reviewed by Michael.
→ Contact him via email.
Insurance
Brenda J. Cude
Brenda J. Cude, Ph.D., is Professor Emeritus in the Department of Financial Planning, Housing and Consumer Economics at the University of Georgia. She has served in various consumer-focused roles for the National Association of Insurance Commissioners since 1994. She has also been a member of the Advisory Council for the Center for Insurance Policy and Research; a Board Member of the Coalition Against Insurance Fraud; a member of the Federal Advisory Committee on Insurance; and a Board Member for the Insurance Marketplace Standards Association.
→ Read articles reviewed by Brenda.
→ Contact her via LinkedIn.
→ Read articles reviewed by Brenda.
→ Contact her via LinkedIn.
Tony Steuer
Tony Steuer is a financial wellness advocate, podcaster and speaker, and the author of "Questions and Answers on Life Insurance." His advice has been featured in media outlets including The New York Times, The Washington Post, Fast Company, Forbes and CNBC. He has a bachelor of science degree in finance from California State University and holds the following designations: Chartered Life Underwriter (CLU), Life and Disability Insurance Analyst (LA) and Certified Personal and Family Finance Educator (CPFFE).
→ Read articles reviewed by Tony.
→ Contact him via LinkedIn and Twitter.
→ Read articles reviewed by Tony.
→ Contact him via LinkedIn and Twitter.
Investing
Jody D'Agostini
Jody D’Agostini is a financial advisor with Equitable Advisors specializing in comprehensive financial planning, wealth management, retirement and estate planning. She holds a certificate in retirement planning from the Wharton School at the University of Pennsylvania. Jody has been working with family law attorneys and mediators for over 15 years to provide insight into the financial issues surrounding divorce, assist individuals in achieving fair and equitable settlements, and empower clients to make decisions that are aligned with their life goals.
→ Read articles reviewed by Jody.
→ Contact her via email.
→ Read articles reviewed by Jody.
→ Contact her via email.
Tiffany Kent
Tiffany Kent, CFP, is the founding partner of Wealth Engagement LLC, a registered investment advisory firm that specializes in helping women become more knowledgeable and proactive in growing and protecting their wealth. Kent is a former financial advisor at Bernstein Private Wealth Management. Previously, Tiffany has also constructed client portfolios and worked as an analyst, portfolio manager and partner at several investment management firms. She started her career in investment banking at Goldman Sachs.
→ Read articles reviewed by Tiffany.
→ Read articles reviewed by Tiffany.
Michael Randall
Michael Randall, CFP, EA, is a senior wealth advisor at Myers Financial Group, a fee-only fiduciary wealth management firm in San Diego, California. He also holds a certified financial planner designation, and is registered as an enrolled agent with the IRS. Previously, Michael earned an undergraduate degree in economics at the University of California, Berkeley, and worked as a financial advisor at a $4 billion wealth management firm. He is passionate about investment advice, wealth management, and tax planning.
→ Read articles reviewed by Michael.
→ Contact him via LinkedIn.
→ Read articles reviewed by Michael.
→ Contact him via LinkedIn.
Raquel Tennant
Raquel Tennant, CFP, is a financial guide at Fruitful, a financial wellness platform providing members with unlimited financial advice and access to financial planning to the masses at a low cost. She began her career in the fee-only RIA firm space, serving ultra high-net worth clients and is now proud to align her passion for helping younger, diverse and underserved clients. Raquel is one of the first 12 inaugural graduates of Towson University's CFP board-registered financial planning major. She has been featured by the 2050 TrailBlazer podcast, the CFP Board and Towson’s College of Business & Economics. She is also a CFP Board professional mentor.
→ Read articles reviewed by Raquel.
→ Contact her via email and LinkedIn.
→ Read articles reviewed by Raquel.
→ Contact her via email and LinkedIn.
Medicare
Marcia Mantell
Marcia Mantell is a 30-year retirement industry leader, author, blogger and presenter. Her expertise spans from retirement savings to retirement income, including deep knowledge of Social Security and Medicare. She writes about retirement for The Street and ThinkAdvisor. In 2021, she was named a ThinkAdvisor IA25 honoree — a list of advisors, experts and leaders in financial services who are advancing the industry. She holds the Retirement Management Advisor (RMA®) and National Social Security Advisor designations.
→ Read articles reviewed by Marcia.
→ Contact her via LinkedIn and Twitter.
→ Read articles reviewed by Marcia.
→ Contact her via LinkedIn and Twitter.
Debra Nuckols
Debra Nuckols, a Health Plan Services Consultant at BluePeak Advisors, a Gallagher Benefit Services Inc. division, has been in the managed care industry for 20 years. She specializes in Medicare compliance, corporate compliance, auditing and monitoring, and new-to-Medicare health plan startups. Debra previously worked for several national managed care organizations as a Medicare compliance officer, serving as an expert on the matter. In addition to her extensive health plan experience, Debra worked at the Centers for Medicare & Medicaid Services, or CMS, in the Seattle area, where she oversaw national and local Medicare Advantage plans.
→ Read articles reviewed by Debra.
→ Read articles reviewed by Debra.
Taxes
Lei Han
Lei Han, Ph.D., is an associate professor of accounting at Niagara University in Western New York and a New York state-licensed certified public accountant. She obtained her Ph.D. in accounting with a minor in finance from the University of Texas at Arlington. Her teaching expertise is advanced accounting and governmental and nonprofit accounting. She is a member of the American Accounting Association and New York State Society of Certified Public Accountants.
→ Read articles reviewed by Lei.
→ Read articles reviewed by Lei.
What shapes our coverage?
As we work to provide clarity for all of life’s financial decisions, our team is committed to editorial independence. We've outlined the principles and practices that guide our sourcing, reporting, writing and editing.
