A few of our favorite media appearances

Find Flow in the Media

articles

ThinkAdvisor

- May 28, 2025

‘A Mortgage for Your 401(k)’: Advisors See Peril, and Promise, in New Offering

Investopedia

- March 10, 2025

6 Proven Strategies to Boost Your Tax Refund

Connect360 Newsletter

- October 26, 2023

Financial planning: Advisors are doing more with less

Forbes

- August 7, 2022

The Power Of Perspective In Financial Planning

Forbes

- July 19, 2022

Rollercoaster Ride: 6 Tips For Stock Options And RSUs In Volatility And Down Markets

Investor's Business Daily

- November 19, 2021

When Clients Hit A Career Crossroads, Advisors Offer Wise Counsel

The Wall Street Journal

- May 29, 2021

SUDDENLY WEALTHY FROM MARKETS, SOME MILLENNIALS ARE STRESSED (PAYWALL)

Podcasts

Financial Advisor Success Podcast

- May 23, 2023

Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt

Bogleheads® Live

- November 7, 2022

Meg Bartelt on RSUs, ISO, and IPOs

You Can't Take It With You Podcast

- March 11, 2022

You got company stock! Now what?

Java Wealth - Personal Finance for Tech Employees

- February 18, 2022

Charitable Giving w/ Meg Bartelt, CFP®: Donating Money, Stock, & Energy (VIDEO)

Retirement Planning Demystified

- February 17, 2022

Understanding Equity Compensation with Meg Bartelt (VIDEO)

Morton Financial Advice

- August 3, 2021

Taking advantage of tech-company employee benefits

Morningstar

- March 3, 2021

Working with women in tech

XY Planning Network Blog

- April 29, 2020

Authentic communication with clients