Ever since its founding in 1986, Briaud Financial Advisors has focused on educating families to help them make informed investment and retirement choices. Because of this philosophy, journalists and podcasters often seek comments from Briaud’s teams, including The New York Times, CNBC and Kiplinger.
Managing Partner Natalie Pine discusses what can happen if the surviving spouse were to receive too much money upon the death of a loved one.
Lead Advisor Peggy Sherman talks about changes in withdrawing funds from an inherited 401(k) or IRA in this CNBC article.
Lead Advisor Peggy Sherman shares insights on claiming spousal benefits and the impact it will have if you claim early in this CNBC article.
Matthew McKay, an investment analyst with Briaud, talks about the bond market and inflation in this Money.com article.
Managing Partner Natalie Pine weighs in on whether a person can take money out of an IRA to fund a Roth IRA. (Requires a subscription.)
Lead Advisor Peggy Sherman discusses Social Security's spousal benefits in this CNBC article.
Investment Analyst Matthew McKay shares insights into the rapid rise of GameStop's stock
Lead Advisor Peggy Sherman discusses Social Security benefits in this CNBC article.
Managing Partner Natalie Pine shares thoughts on investing in CDs in this Bankrate article.
Managing Partner Natalie Pine shares insights into teaching children the right “money message”
Managing Partner Natalie Pine speaks about when a Roth IRA makes sense
Matthew McKay, an Investment Analyst at Briaud, talks about how to guard against inflation
Founder and Chief Investment Officer Janet Briaud talks about how spending impacts retirement
Financial Planner John Bohnsack talks about why 2020 is a good year for Roth conversions
Investment Analyst Matthew McKay shares insights in this MarketWatch article.
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Managing Partner Natalie Pine is featured in TheStreet.com’s Ask Bob column.
Managing Partner Natalie Pine offers an alternative to paying for a child’s tuition in this DollarSprout.com article.
Founder Janet Briaud shares some ideas in this US News & World Report piece.
Founder Janet Briaud is featured in this piece that appears in Yahoo!Finance.
Lead Advisor Peggy Sherman talks about HSAs in this CNBC piece.
ohn Bohnsack talks about a strategy his father used to minimize the tax liability of his RMD in this Kiplinger article.
Managing Partner Natalie Pine is featured in LendingTree’s Magnify Money blog.
Founder Janet Briaud speaks to Investment News.
Our John Bohnsack is quoted in this Kipglinger Personal Finance piece posted by Yahoo! Finance.
and Briaud’s Natalie Pine is tapped as a 2019 Women of Distinction Rising Star in this piece from The Eagle
Lead Advisor Peggy Sherman discusses how creditors might be able to tap into your Social Security benefits in this CNBC story
Founder and Chief Investment Officer Janet Briaud weighs in on the issue in this piece from Investment News
Managing Partner Natalie Pine shares some insights in Investment News
John Bohnsack is featured in this Reuters story.
Listen to Natalie Pine speak about “Debt, Bankruptcy and Student Loans” (she starts around the 30-minute mark)
Interviews are always welcome
Briaud Financial Advisors has been featured in The New York Times, Wall Street Journal, CNBC, The Eagle and more.
For interview requests, general information and company logos, please contact us at firstname.lastname@example.org.