Featured Financial Experts

Meet the FinStream Experts: Your Source for Financial Intelligence

Welcome to the FinStream.tv Expert Hub. In an era of “fin-fluencers” and viral trends, we believe in the power of Experience, Expertise, and Authority.

Our featured experts are more than just commentators; they are CFPs, CPAs, attorneys, and industry authors dedicated to providing objective, data-driven strategies. Whether you are navigating a volatile market, planning for a 30-year retirement, or tackling student debt, our contributors offer the “Financial Intelligence” you need to move forward with confidence.

Retirement & Social Security Specialists

Master your “second act” with insights from the nation’s leading retirement authorities.

Robert Powell, CFP® (Mr. Retirement): As the host of FinStream’s flagship series, Robert brings decades of expertise to the table, interviewing the world’s top economists and retirement planners.

Watch for: Medicare updates, Social Security optimization, and sustainable withdrawal rates.

Jeffrey Levine, CPA/PFS, CFP®: The mind behind “Ask the Hammer,” Jeffrey breaks down complex tax codes and retirement regulations into actionable advice.

Watch for: Tax-efficient distribution strategies and legislative changes.

Marcia Mantell, RMA®, NSSA®: An author and expert in women’s retirement planning, Marcia specializes in the nuances of Social Security and longevity.

Watch for: Retirement planning for women and Social Security secrets.

Investment Strategy & Market Analysis

Stay ahead of the curve with deep-dive technical and fundamental analysis.

Lee Baker, CFP®: Founder of Claris Financial Advisors and a frequent CNBC contributor, Lee provides a grounded perspective on portfolio construction for long-term growth.

Watch for: Asset allocation and diversified wealth-building.

Jae Oh, CFP®: Author of Maximize Your Medicare, Jae connects the dots between healthcare costs and investment planning.

Watch for: The intersection of health insurance and wealth management.

Debt, Education & Career Financials

Strategies for building a foundation and managing life’s biggest expenses.

Becca Craig, CSLP®: A Certified Student Loan Professional, Becca navigates the shifting landscape of education debt and repayment plans.

Watch for: Student loan forgiveness and college savings strategies.

David Kimmelman: Host of the Working podcast, David explores the financial side of career transitions and the modern labor market.

Watch for: Salary negotiation and career-driven wealth growth.

Legacy & Wealth Protection

Ensure your assets and family are protected through every stage of life.

Allison Lee: Director Trusts & Estate Content for FreeWill, a mission-based public benefit corporation that provides a free self-help platform to create wills and other estate planning documents.

Harry Margolis: Estate planning attorney and author of Get Your Ducks in a Row.

Why Trust FinStream Experts?

Every video on FinStream.tv is designed to meet the highest standards of E-E-A-T (Experience, Expertise, Authoritativeness, and Trustworthiness).

Verified Credentials: Our experts hold industry-standard designations (CFP, CFA, CPA).

Objective Advice: We prioritize financial education over product sales.

Multimodal Learning: Access insights through high-fidelity video, live streams, and our AI Wealth Planner.

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Links to other featured financial experts appearing on FinStream:

Dana Anspach

Haley Ellis

Annalee Kruger

CJ Miller