TV Appearances

Drake YouTubeWe are proud to share news articles and television segments featuring Tony Drake, CFP® and the Drake & Associates team. Please explore the videos below.  If you have questions or if you would like to discuss them further give us a call today at 414.409.7226.

If you would like to see additional appearances please visit our YouTube Channel by clicking on the logo.


Christmas in July

If you put off your holiday shopping until November or December, it will likely cost you more money, time and stress! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about why it’s time to embrace Christmas in July! He shares 4 tips to get started:


Credit Score Changes

There are big changes coming to the way our credit scores are calculated. Financial professional Brad Allen talked with WTMJ about how these changes will impact all of us and offered tips to boost your credit score.


Saving for College

Can’t afford the fancy college of your child’s dreams? When it happens in the comedy The House, parents Will Ferrell and Amy Poehler start an underground casino in their basement. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about options for parents finding themselves in this all-too-real situation:


Handling Money in a Marriage

If you’re not careful, how you deal with your dollars could determine whether you get divorced. Drake & Associates financial professional, Luke Eskau, joins FOX6 Real Milwaukee with tips for managing money in a marriage.


Mid-Year Financial Review

Mid-year is a great time to look over your finances. Staying on track can be tough. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 on about how to get your finances in order. He has five tips to get you ahead of the financial game before the end of the year!


New DOL Fiduciary Rule

The Fiduciary Rule impacts anyone saving for retirement, and that should be all of us! Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about what this new rule means for investors.


Summer Scams

Be careful when you book your summer fun! From fake vacation deals to bogus concert tickets, scammers are out in full force. Financial professional Brad Allen shares some tips with Milwaukee’s WTMJ-4 to help people protect their hard earned money from scammers.


New Grad Money Mistakes

Millions of college students will graduate this spring! It’s the debt that keeps on growing – student loan debt now tops $1.4 trillion! New numbers show here in Wisconsin, 70% of college students graduate with debt, and the average is $29,460. But getting a tassel doesn’t have to be a financial hassle. Financial advisor Nick Foulks talks with Milwaukee’s FOX-6 about the money mistakes the Class of 2017 should avoid:


Financially Prepare for Disaster

The tornado in western Wisconsin illustrates the importance of being prepared for disasters. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about the 5 things to do now to make sure you are financially prepared for the worst.


Home Ownership Costs

The busy spring home buying season is here and it is off to the strongest start in more than a decade! As potential home buyers get ready for another competitive season, Brad Allen talks with Milwaukee’s WTMJ-4 about a few steps to take now, in order to save big bucks down the road.


Secure Your ID Day

Secure Your ID Day is May 6th! Identity theft is everywhere – and it’s become big business for fraudsters. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about ways to protect yourself.


Trump Tax Reform

President Trump is promising one of the biggest tax cuts in American history, and his administration just released new details. What does it mean for your money? Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about the plan for individual tax reform.


Managing the Expenses of Having Kids

From childcare to college to cellphone bills — parents pay a steep price for their kids. And with Mother’s Day approaching, what better time to break down the price of a parent’s love? Financial advisor, Nick Foulks, joins Real Milwaukee on FOX-6 with some advice on cutting down some of the biggest costs related to kids.


Going Green, to Save Green in Your Wallet

On Earth Day, we all try to do our part to save the environment. Going Green can help save you some green. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about what you can do to save the world and your wallet. Click here for ideas and inspiration on Upcycling.


Common Mistakes When Filing Your Taxes

Tax day is here! Tony Drake, CFP® talked with Milwaukee’s WTMJ channel 4 news about last minute tax tips and mistakes.


Common Tax Mistakes

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 about some common tax mistakes to help procrastinators.


The Cost of Prom: Creating a money lesson for teens

The average cost of prom is inching closer to $1,000! With parents footing most of the bill, prom night is the perfect opportunity to teach teens money lessons. Financial advisor Nick Foulks stops by Milwaukee’s FOX-6 to share tips for Mom and Dad to prepare their teen for a lifetime of responsible financial decisions.


Financial Literacy Month

You’re never too old or too young to learn something new, and that includes brushing up on money matters! April is Financial Literacy month, dedicated to helping Americans focus on finance. Tony Drake, CFP® talks on Milwaukee’s WTMJ-4 with a crash course in financial literacy.


Spring Cleaning Your Finances

Spring only comes once a year, but a deep cleaning can help your home stay organized and uncluttered all year round. The same can be said for your finances! Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 about 5 tips to spring clean your financial household:


Spring Break Vacation Spending

Spring break is a treasured time for family getaways. However, more than two-thirds of vacationers say they overspend on a trip, which can lead to a back-at-home hangover. Don’t let your spring vacation bust your budget! Financial advisor Nick Foulks talks with Real Milwaukee FOX-6 about ways to keep down the costs of travel.

Financial Luck

St. Patrick’s Day traditions say you can find good luck from a four leaf clover or kissing the Blarney Stone. When it comes to our finances anyone can be lucky! It comes down to smart planning. Financial advisor Mike Williams talked to Milwaukee’s WTMJ-4 about 5 tips on how to create your own good fortune.


Costly Clutter

Americans spend trillions of dollars every year on wants, needs, knick knacks and everything in between. But your home and life can start to feel cluttered. That clutter is costing you cash, and financial professional Nick Foulks talked with Milwaukee’s FOX-6 about how to take your trash and make it into treasure!


March Bracket Battle

March NCAA basketball is upon us! While your co-workers are busy building their brackets and cheering on their teams, you can use this time to “up” your financial game. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about the top 4 money lessons that the season can teach us:


Last Minute Tax Tips

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial professional Brad Allen talked with Milwaukee’s WTMJ-4 about some last minute tax tips to help procrastinators.


America Saves Week: Trick Yourself Into Saving

Our wallets are feeling a tighter pinch this year! From health insurance to grocery bills, a number of things are costing us more in 2017. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 ways to start saving.


Furry Friend Finances: Can You Afford a Pet?

Owning a pet is more than just puppy love – it’s a pricey commitment! It is estimated that Americans will spend almost $63 billion dollars on their pets this year. In the first year alone you can spend anywhere from $1,300 – $1,800 on your pet. Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 about how you can save so money when it comes to your furry friends!


Valentine’s Day Budget

Gone are the days of cheap flowers and a box of chocolates. Valentine’s Day spending is hitting a new record! Financial advisor Nick Foulks visits with Milwaukee’s FOX-6 to share some simple ideas to show our loved ones how much we care without breaking the bank.


New Dating Criteria: All About the Credit Score

Good credit is the new sexy! One of the latest trends in dating is all about your credit score. That three digit number is becoming more and more valuable. In fact, nearly 40% of singles want to know a potential mate’s credit score before heading out on a date! Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about five ways to boost your credit score.


Groundhog Day Money Mistakes

Ever feel like you’re living in your own version of the movie “Groundhog Day” — stuck in a financial rut and making the same money mistakes over and over again? Breaking free from the cycle is as easy as fixing a few common mistakes. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about the money blunders you should avoid and ways to burrow out of your financial rut.


What is Your Money Personality?

Bad with money and making lousy financial choices? Researchers say our money beliefs are usually established in childhood. However, don’t blame everything on your mom and dad. It may not be your upbringing driving your financial habits. Instead, it could be your personality! Financial advisor Nick Foulks joins FOX6 Real Milwaukee to talk about how your personality can affect your decisions when it comes to money.


Filing Taxes Early

Why wait? Tax season begins on January 23rd. Even though it might seem like we have plenty of time to file, there are good reasons to get your taxes done before the last minute. Financial professional Brad Allen talks with Milwaukee’s WTM-4 to give us the details.


Ways to Save in 2017

Are you expecting a pay raise in 2017? According to a recent survey, employers say they’re not planning raises and bonuses for 2017. So how do we begin to save? Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 about ways you can stash away money to help you stay on task!


Kids and Gift Cards

Financial advisor Nick Foulks talks with Milwaukee’s FOX-6 about 5 tips for helping kids spend those gift cards and learn lifelong money lessons. Get a guide with tips for talking to kids about money from ages 3 to 18 here.


Cleaning Up Your Holiday Debt

The holidays are in the rear-view mirror, but the credit card bills are front and center! Many households will be paying off their debt through the winter and even into spring. Brad Allen talks with Milwaukee’s WTMJ-4 about tips on how to pay off those bills and reduce your holiday hangover.


Gifting Yourself for the Holidays

There is a lot of gift giving in the holiday season, but don’t you ever just want to give yourself something? Brad Allen talks with Milwaukee’s WTMJ-4 about six different ways you can gift yourself this holiday season!


Year-End Finance Tips

The end of the year is just around the corner, but there’s still plenty of time to reduce your tax bill or boost your refund! Financial professional Brad Allen talks with CBOE’s Business First about taking advantage of every deduction you can before December 31st.


Online Shopping

Shopping online is growing in popularity, especially around the holidays. Financial advisor Mike Williams talks to WTMJ-4 about how to save money when buying online. He also shared advice to keep your online shopping safe from hackers.


Giving Back on a Budget

Charitable giving is at an all-time high! Americans gave $373 billion dollars to charities in 2015. Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 NBC about 5 ways you can give back on a budget:


Raising Thankful Kids

In the season of giving how do we teach our kids it’s not all about what you get? Gratitude can be one of the toughest lessons to instill in our children. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 money lessons to raise thankful kids.


Holiday Shopping

The holiday season should be filled with family, friends, food and eggnog … NOT debt and despair. Bank accounts and credit card bills can cause a lot of stress and anxiety this time of year. Financial professional Nick Foulks talks with FOX6 about ways we can save both time and money this holiday season.


Trump and Your Wallet

As the dust settles on a historic election, many are trying to predict what the next four years will bring and what President-elect Donald Trump’s first term will mean for our wallets. In the video below, Mike Williams talks with Milwaukee’s WTMJ-4 about 5 changes you’ll likely see in your own finances during the next four years.


Health Care Open Enrollment and HSA

It’s the time of year to be talking about doctors and deductibles, and Americans are not excited! Choosing a healthcare plan can be time-consuming and overwhelming. Nearly half of workers say they’d prefer to talk to their ex-spouse or walk across hot coals rather than choose their health insurance plan. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about Health Savings Accounts and how workers can use them to their full potential.


Pets and Finances

We know dogs are man’s best friend but could they be your wallet’s best friend too? Besides adorable, pets can be pricey – average dog owners spend $8000 over the animal’s lifetime. But have you ever considered how pets can save you money? Financial advisor Nick Foulks talked with Milwaukee’s FOX-6 about 5 ways owning a pet is a treat for your budget:


60 Minutes To Save

Daylight Saving Time gives us an extra hour to do whatever we want. Will you sleep in or will you use this time to save some money? Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 things you can do in 60 minutes or less that will save you big time down the road.


Major League Money Mistakes

This current World Series has everyone buzzing about baseball. Many fans will be root, root, rooting for their favorite team, but what they don’t realize is that we can take tips from our favorite players on the field and apply them to our finances. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 to give us the play by play on how to dodge major league money mistakes and hit a grand slam with our finances.


Savings Tricks

Here is something to spook you this Halloween. Most Americans have less than $1,000 in their savings accounts and the number of people with more credit card debt than savings is growing. That’s dangerous territory when the next expensive car or home repair or unexpected medical bill could be right around the corner. Financial advisor Nick Foulks talks to Milwaukee’s FOX-6 to share some new technology, competitions and other tricks that can help you start saving without much thought.


The Future of Social Security

The future of Social Security is weighing on the minds of many. People are beginning to worry the government program won’t be around when they retire. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about the strategies you need to plan for retirement.


Savings Tricks

Here is something to spook you this Halloween. Most Americans have less than $1,000 in their savings accounts and the number of people with more credit card debt than savings is growing. That’s dangerous territory when the next expensive car or home repair or unexpected medical bill could be right around the corner. Financial advisor Nick Foulks talks to Milwaukee’s FOX-6 to share some new technology, competitions and other tricks that can help you start saving without much thought.


Negotiating Your Salary

The gender pay gap really does exist! A new study shows women are 25% more likely than men to be turned down for a raise when they ask for one. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about some common mistakes women make when asking for a pay raise.


Early Holiday Shopping

Seems like holiday displays creep up earlier and earlier every year. Forget about waiting until after Thanksgiving – wreaths, stockings and ornaments are sharing the shelves with Halloween displays in stores across the country! Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about making the most of holiday shopping before Halloween.


Federal Student Aid Changes

New changes are coming to Federal Student Aid (FAFSA) in 2016. For the first time ever, families can apply for federal student aid beginning October 1. That’s three months earlier than ever before. In the past, early applications had been accepted starting in January. Financial professional Brad Allen talks with Milwaukee’s NBC WTMJ-4 about the changes and why parents should pay attention.


Fantasy Football Finances

More than 75 million Americans are now playing fantasy football. While many of us obsess about drafting the right players and making the right moves, Tony Drake, CFP talked to Milwaukee’s WTMJ-4 about how fantasy football can teach us some lessons about better managing our money and the stars that make up his financial fantasy team.


Cost of Raising Teens

Financial advisor Nick Foulks talks with Milwaukee’s FOX-6 about 5 surprising ways your teens are costing you money and how to save a some cash along the way!


Wedding Guest Costs

Weddings are expensive – and not just for the bride and groom! Wedding guests expect to spend more than $700 per wedding on everything from new clothes to gifts to travel expenses. Certified Financial Planner Tony Drake talks with Milwaukee’s WTMJ-4 about ways to save during wedding season.


Retirement Planning Then vs. Now

Mom and Dad’s advice on planning for your future might not be the best. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 ways retirement planning has changed over the years and has tips to prepare for those changes.


Job Costs

You know how much your paycheck is worth, but did you ever think about how much your job is costing you? Turns out, the average American spends more than $3,000 each year just to go to work! Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 about the biggest everyday expenses and how workers can bring down the costs.


Baby Money Mistakes

August is one of the most popular months of the year for births. A new bundle of joy brings love and excitement — and a whole new set of money worries. Having a baby is financially overwhelming. How will you afford diapers and daycare? Soccer and swim lessons? And finally college? Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 money mistakes new parents make.


Back to School Shopping

Parents are busy during back-to-school season, stocking up on backpacks, pencils and other supplies. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about 5 tips on how to shake things up and keep costs down this year.


Millionaire Mindset: Money Habits of the Rich

All millionaires had to start somewhere. Some are born into money and some are self-made. But they all share similar money habits, and we could take some notes. Financial advisor Nick Foulks talks with FOX-6 Milwaukee to share money habits of rich people.


Medaling in Money

Professional athletes can teach us some valuable lessons about money. Financial professional Ryan O’Leary talks with Milwaukee’s WTMJ-4 to share the characteristics needed to become a great athlete that are pretty similar to those needed to become wealthy.


Kids & Allowance

Parents, you may think giving the kids a few dollars a week is a good idea, but are you sending the right messages about money? How do you know if you’re really getting through to them or just becoming a “human ATM”? Financial advisor Nick Foulks talks with FOX-6 Milwaukee about the 5 mistakes parents make when giving kids an allowance.


401(k) Mistakes

Are you making mistakes with your 401(k)? The scary reality is that 75% of American workers believe they’ll outlive their savings, according to a study. But it doesn’t have to be that way. Many of us are making some basic mistakes with our 401(k)s that could end up costing us a bundle by the time we reach retirement. In the video below, financial advisor Ryan O’Leary talks with Milwaukee’s WTMJ-4 about ways to avoid those mistakes and how we can make our money work harder and last longer.


Car Industry Recession

Is the auto industry facing its own recession? First it was the housing crisis, then student loans and now many Americans are facing another monster debt — car loans. Car buyers are in debt to the tune of $1 trillion dollars. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about how to make your car driving dreams a reality without veering off deeper into debt.


Debt Free Life

Financial freedom means different things to different people. For some, it’s having enough money to live comfortably. For others, it’s never having to work again. No matter your definition, there’s one thing everyone can agree on – it starts with getting out of debt. Certified Financial Planner® Tony Drake talks with Milwaukee’s WTMJ-4 about the 5 habits of debt-free people that will get you on the path to financial freedom!


Black Friday in July

When you’re caught up in the summer daze of suntans and barbecues, the holidays seem forever away. But with Amazon’s Prime Day on July 12th, many retailers are bringing out the Black Friday deals in the heat of July! Certified Financial Planner Tony Drake talks with Milwaukee’s WTMJ-4 about Black Friday in July and how shopping now could get you some of the year’s best deals.


Summerfest on a Budget

Summerfest is in full swing! While the popular 11 days of fun can put you back a few bucks – there are ways to enjoy the world’s largest music festival on a budget. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 with tips to help save some money.


Saving for Summer

It’s easy to let spending get out of control in the summer. The kids are out of school, patio parties are a hit, and the air conditioning is running 24/7. In fact, a study found more than half of Americans spend more money in the summer than any other season. Financial professional Nick Foulks talks with FOX-6 Milwaukee about 5 ways to cool off summer spending:


Blended Families, Blended Finances

Re-marriages are on the rise! In fact, 40% of all new marriages in the U.S. are re-marriages for one, or both, of the partners. Financial professional, Brad Allen talks to Milwaukee’s WTMJ-4 about what money steps couples should take before walking down the aisle and blending their families.


Tipping Tips

From servers to stylists… baristas to bellhops – we hand over $40 billion dollars in tips each year! But tipping can be tricky. Financial professional Nick Foulks talks with FOX-6 Milwaukee about how much you should tip in every situation.


Dads & Debt

Parents may not realize it, but their debt is impacting their kids’ behavior and well-being. But, not all debt is created equal! In the video below, financial advisor, Ryan O’Leary, talks with Milwaukee’s WTMJ-4 about 4 steps to pay off debt:


Equal Pay for Women

House of Cards star, Robin Wright, and the US Women’s Soccer team are making headlines for asking to be paid as much as their male counterparts. Financial advisor, Mike Williams, talks with Milwaukee’s WTMJ-4 about how women can level out the financial playing field.


Teens & Summer Jobs

Teens can take home more than a paycheck from their jobs this summer. They can also learn life-long money lessons. Financial Advisor, Nick Foulks, from Drake & Associates joined the FOX Studio A team to talk about how to make it happen.


Living at Home

Home is where the heart is. It’s also where the young people are! More young adults are living with Mom and Dad than anyone else. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about how to keep the peace when the whole family is under one roof.


Veterans Scams

Financial scams targeting veterans and members of the military are on the rise. This Memorial Day, Financial Advisor, Mike Williams, talks with Milwaukee’s WTMJ-4 about the 5 most common scams.


Saving for Summer

Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 ways to cool off summer spending.


Friends & Finances

Kids aren’t the only ones who deal with peer pressure! The financial habits of friends could be rubbing off on you. Financial Professional, Nick Foulks, talks with FOX-6 Milwaukee about the types of money traits we see in friends and how to handle each one.


Price of Graduation

Graduation season means it is time to make some serious student loan decisions. Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about advice for both high school and college grads.


Price of a Perfect Life

Moms would do anything for their kids, but there’s one thing they shouldn’t do: go into debt! Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 with tips for parents before they pay the price of a perfect life!


5 Financial Mistakes

Bad money habits can happen to best of us, and they can cost us big-time. They can also be extremely hard to break! Financial professional Nick Foulks talked with Milwaukee’s FOX-6 about 5 ways to break your bad money habits.


Pets and Finances

We know dogs are man’s best friend, but could they be your wallet’s best friend too? Financial Advisor, Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about 5 ways owning a pet can save you money.


Go Green, Save Green

Earth Day (April 22nd) is the perfect time to think about reducing our environmental footprint. What if the steps we took to go green, could also save us green?! Financial professional Mike Williams talks to Milwaukee’s WTMJ-4 about five things we can do to help our world and our wallet.


Prom Season is Here

The average cost of prom nationwide is $913. The big dance is the perfect opportunity for parents to work with teens on creating a budget and a setting saving goal to help cover part of the cost. Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 on Thursday at 4:00 PM with tips to help teens get started saving for prom.


Secure Your Identity

Identity theft is everywhere – and it’s become big business for fraudsters. April 16 is National Secure Your ID Day – a day to take steps to protect yourself from identity theft and get your finances in order. Financial advisor, Nick Foulks talks with Milwaukee’s FOX6 about ways to protect yourself.


Last Minute Tax Tips

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about some last minute tax tips to help procrastinators.


Millennials: Retiring at 75

Sorry, Class of 2016. You will likely be at least 75 before you can retire. That’s more than a decade later than today’s average retirement age of 62. If today’s college grads want to retire earlier, they will need to make some tough financial decisions in their 20s. Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about what’s pushing millennials to work until the ripe age of 75 and what decisions they need to make now to set them up for a lifetime of success!


Social Security Changes

Time is running out for some valuable Social Security strategies that could boost seniors’ income by thousands of dollars. Seniors who qualify need to file before April 29th. 2016. Financial Advisor, Mike Williams, talks with Milwaukee’s WTMJ-4 in the video below about those key strategies and how seniors can take advantage before it’s too late.

*Not associated with or endorsed by the Social Security Administration or any other government agency.


Giving to Charities in 2016

Charitable giving is at an all-time high. Americans gave more than $350 billion dollars in 2015. But, amid recent scandals involving several popular charities, how can we be sure our donation is being put to good use? In the video below, financial professional, Mike Williams, talks with Milwaukee’s WTMJ-4 about ways to make sure your money is going where you think it is.


Financial Luck

Managing your money can be overwhelming, but it doesn’t have to be! Financial professional Nick Foulks talked with WTMJ about staying on top of your bills and ways to save thousands each year.


Negotiating Bills

It doesn’t hurt to ask; a little haggling could add up to big savings. Financial professional, Nick Foulks, talks with Milwaukee’s FOX-6 about 5 bills you may not know you should negotiate.


Spring Break Spending

Planning a vacation for spring break? You may think your budget only matters when it comes to booking flights and hotel rooms, but many of us spend way too much while we’re actually on vacation! Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about ways to avoid letting your “getaway” get the best of your finances.


Retirement Savings Goals

Are you on track for a secure retirement or in danger of falling short? It’s a tough question to answer when you’re still decades away from retiring. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about new guidelines that are designed to help savers stay on track throughout their careers.


Money & Relationships

Don’t let money cause problems in your relationship! It may not seem romantic, but avoiding it could cost you – money issues is one of the leading causes of divorce! Financial professional, Nick Foulks, talks with Milwaukee’s FOX 6 about the 5 secrets of a financially happy relationship.


Divorce Dollars & Cents

Divorce can be one of the most difficult and stressful times in a person’s life, and it’s easy to make major money mistakes. Nick Foulks talks with Milwaukee’s WTMJ-4 about how couples can avoid the biggest financial “gotchas” involved in a break up and how to make sure their assets get divided equally.


Red Weddings

More than one-third of couples are starting married life on the wrong financial foot by racking up debt to pay for their big day. The average wedding now tops $31,000. That’s more than half of what most people make in a year! Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 with tips for happy couples on their wedding day and beyond.


Home Buying Mistakes

Believe it or not, the busy spring housing season unofficially kicks off the beginning of February. Local financial professional, Mike Williams, talks with Milwaukee’s WTMJ-4 about some of the most common hidden costs homebuyers overlook. Click here for a mortgage calculator and other finance tools.


Gender-Based Consumerism – Avoiding the Pink Tax
From baby clothes to shampoo, women pay more than men for hundreds of products they use every day. The only difference is the packaging! So how can women avoid paying the “pink tax”? Financial Professional, Nick Foulks, shared some ideas with FOX6 Milwaukee.


Biggest Money Mistakes for Millennials
Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about how 20-somethings can spend wisely and save money. Watch the video below!


The Pink Tax
From baby clothes to shampoo, women pay more than men for hundreds of products they use every day. The only difference is the packaging! So how can women avoid paying the “pink tax”?


Financial Windfall
Everyone is talking about the big Powerball jackpot of $1.4 billion this week! Winners will face some big decisions after hitting the jackpot!


New Year Resolution Fails
Is your New Year’s resolution to be better with your money? For so many of us, our resolutions about budgeting, spending and saving turn into epic fails year after year.


Holiday Hangover
The holiday season is leaving many shoppers with holiday debt! In the video below, financial professional Nick Foulks talks with Milwaukee’s FOX 6 about 5 steps to reduce and pay-off the holiday hangover.


Online Shopping Tips
Online shopping is growing in popularity. In the video below, financial professional Mike Williams talks to Milwaukee’s WTMJ about 5 tips to save you money when buying online.


Gift Card Tips
The gift card is the top item on everyone’s Christmas wish list this year — Americans will spend nearly $32 billion! Financial Professional, Nick Foulks, talks with Milwaukee’s WTMJ-4 about how to avoid fees, fakes and fraud.


Charitable Giving
Charitable giving is at an all-time high! Americans gave $358 billion dollars to charities in 2014. Financial professional Nick Foulks talks with Milwaukee’s FOX6 about 5 steps to make the most out of holiday donations.


Holiday Budget Busters
We have a tendency to over-do it at the holidays — too much eggnog, sweet treats and shopping. A new survey found 62% of parents admit to overspending at the holidays. That may not be surprising, but the way they are funding their fun should be. Many are dipping into emergency funds or raiding retirement accounts! Certified Financial Planner, Tony Drake, talks with Milwaukee’s WTMJ-4 about holiday budget busters.


Black Friday Checklist
After the turkey is carved and the pecan pie is all gone, 140 million Americans will take part in another Thanksgiving weekend tradition – shopping. Financial professional Nick Foulks talks with Milwaukee’s FOX6 about 5 steps to prepare.


Talking Finances After Turkey
Parents need to discuss family finances with their adult children. Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about how to start that conversation and what topics should be covered.


Phantom Debt Scam
What’s worse than things that go bump in the night? Phones that ring at dinner time! Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about a new financial fright, called “phantom debt” and what to do if you are contacted.


Changes to Social Security
This week in Washington brings huge budget changes and greatly impacts millions of Americans and their finances – more specifically, those planning to take Social Security benefits. Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about the changes.


New Baby Financial Fights
Why do couples fight? Most often, it’s about money. Financial professional Nick Foulks talks with Milwaukee’s FOX6 about the most common arguments for parents and expecting couples.


Scary Money Mistakes
Ever wonder where your extra cash is going? Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about scary money mistakes many of us are making.


Save for Retirement Week
October 18-24 is National Save for Retirement Week, and financial professional Mike Williams talks with Milwaukee’s WTMJ about four ways to take inventory and get on the right track.


Money Questions for Couples
There’s a disconnect when it comes to couples and their finances! Even though the majority of couples think they’re doing a good job of communicating, many don’t know the basics of their finances. Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 about the topics all couples should discuss.


Stock Market Drop
To call Wall Street “turbulent” would be an understatement. After dropping more than 1,000 points at the start of trading Monday, the Dow ended the day with a loss of nearly 600 points. That’s on top of last week’s losses, which were the worst in four years. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about what’s behind the drop-off and what it means for our 401(k)s.


Happy birthday to Social Security!
The government’s largest benefits program just turned 80. Most Americans don’t know the basics when it comes to Social Security. The majority of people failed a recent quiz on the topic. And what they don’t know, could cost them. Certified Financial Planner, Tony Drake, talks with Milwaukee’s WTMJ in the video below about areas where people were confused:


Wisconsin State Fair Tips
Celebrate Wisconsin! It’s loads of fun, but once you factor in tickets, food and rides, the State Fair can be expensive. However, there are ways to enjoy the fair on a budget. Nick Foulks shares 5 money saving tips for fair-goers with Milwaukee’s WTMJ-4.


Back to School Shopping
Back-to-school shopping is getting more and more expensive! The average family plans to spend $630 this year. In the video below, financial professional Nick Foulks talked with Milwaukee’s WTMJ-4 about 5 ways parents can use back-to-school shopping as a teaching tool.


Finances stuck in the 90s?
Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 in the video below about why these signs don’t just mean you’re behind the times – you could also be putting your financial future in jeopardy.


Christmas in July
It may be hard to think about mistletoe and garland while it’s hot and sunny, but summer really is the time to start planning for the holidays.


College Debt Relief
Relief is on the horizon for college students and their families. Interest rates on federal student loans will go down on July 1st. Certified Financial Planner Tony Drake talks with Milwaukee’s WTMJ-4 at 4pm on Thursday about 4 things borrowers should consider before taking out loans.


Joy – Sadness – Fear – Anger
From overspending to not saving enough, these emotions can make – or break – your finances. Certified Financial Planner Tony Drake talked with WTMJ about the emotional decisions that lead cause us to make some bad money choices, and how to fix them.


Tips to Avoid Overspending
National Splurge Day is a day dedicated to treating yourself. But some spenders just don’t know when to stop. Tony Drake, CFP® talks with WTMJ about ways to prevent a shopping hangover.


Financial Planning by the Decade
Whether you’re in your 20s or your 70s, it’s important to plan for your financial future. In the video below, Certified Financial Planner, Tony Drake, talks to Milwaukee’s WTMJ-4 about what to consider at every age bracket.


Cool Off Summer Spending
As the temperature goes up in the summer, personal spending follows closely behind. Financial professional Nick Foulks talks with WTMJ in the video below about the ways to cool off your spending so your budget doesn’t overheat this summer. For the vacation budget calculator, click here.


Family Feuds Over Finances
Why do couples fight? Most often, it’s about money. In the video below, financial professional Nick Foulks talks with WTMJ about the four most common fights for parents and expecting couples. Click here for a baby cost calculator.


Congratulations to the Class of 2015!
CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with WTMJ about practical tips for college grads. Click here for help getting started on a budget.


Home Ownership Tips
A house is the single biggest purchase most of us will make in our lifetimes, so it’s important to do our homework! But there are a few steps homebuyers sometimes forget. Tony Drake, CFP® talks with Today’s WTMJ-4 in the video below:


Trying to figure out how to afford a vacation this summer?
According to a new study, many Americans are willing to delay or skip paying monthly bills, even their mortgage or rent, to take the vacation of their dreams instead of the one they can afford. Certified Financial Planner, Tony Drake estimates what a trip might cost below. Click here for our handy travel budget calculator.


Kids & Allowance
In an effort to teach our kids financial responsibility, should we give them an allowance? Nick Foulks talks with WTMJ about some ways to talk to our kids about money now to help them build financial success down the road. Get a guide with tips for talking to kids about money from ages 3 to 18 here.


Last Minute Tax Tips
With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Tony Drake, CFP® talked with WTMJ about some last minute tax tips to help procrastinators. Download an extension form here.
Track your return here!


Minimize Money Stress
A new study found the number one stressor for Americans is finances. Those concerns are having negative impacts on relationships and causing many people to put their health at risk. Tony Drake, CFP® talked with WTMJ about ways to get our finances in order and minimize stress. Click here for a budget worksheet.


Final Four of Finances
March isn’t just for basketball. There are some lessons from the court we can apply to our financial lives. Tony Drake, CFP® talks with Milwaukee’s WTMJ about how to the win at the game of Finances. Click here for a retirement calculator that will help you get started.


Money & Happiness
The old saying goes, money can’t buy you happiness. But new research shows that is not exactly the case. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with WTMJ about spending tips to improve your mood. Click here for our debt worksheet.


Fight Off Financial Bad Luck
When we think about St. Patrick’s Day, many of us think leprechauns, a pot of gold and the luck of the Irish. Whether you are Irish or not, you shouldn’t bank on good luck to build your financial future. Financial professional Nick Foulks talks to Milwaukee’s WTMJ-4 about 5 tips to fight off financial bad luck. Click here for our debt worksheet.


Money Habits from the World’s Wealthiest
Forbes just published the 2015 Richest People on the Planet list. We may never be billionaires, but there are some lessons we can learn from these wealthy people. Nick Foulks talked with Milwaukee’s WTMJ-4 about 5 money habits of the rich we can all be doing.  Click here for our debt worksheet.


Ways to Save
Only 38% of Americans say they have enough in savings to cover an emergency! Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about the America Saves initiative and 5 ways to help you start saving.  Click here for a budget worksheet.


Student Loan Debt
Need to turn your student loan debt around? Drake financial professional Michael Williams talks with Milwaukee’s WTMJ-TV about student loan debt and the financial risks of not paying.


Taxes & Identity Theft: Four reasons to file early
Identity theft is a big concern during tax time. The IRS paid more than $5 billion to ID thieves posing as real taxpayers in 2013. Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about the reasons to file your taxes early.

Click here to report a suspicious email to the IRS
Click here if you believe you are a victim of Tax ID Theft


Financial Couples Therapy
You’ve probably heard it before, and there’s research to back it up- couples argue more about money than anything else. Financial professional Nick Foulks talked with WTMJ about what couples should be talking about at every age and stage of their relationship.  Click here for a financial compatibility quiz to get the conversation started.


Financial Flubs
Ever feel like you’re living in your own version of the movie “Groundhog Day” — making the same money mistakes again… and again… and again? Well, breaking the cycle may be easier than you think!


Financial Literacy Lessons
Social Security and smart investments are some of the top concerns when planning for retirement – but 80% of seniors got a failing grade when quizzed on these key financial topics. Tony Drake spoke with WTMJ on some important money lessons for all of us.


Start 2015 Off Right
75% of people say getting their finances in order is their top priority in 2015. But how many will take the time to keep their New Year’s resolution? Tony Drake spoke with WTMJ on some ideas on how to get 2015 started off right.


Gratitude: Financial Lessons to Teach Children
It’s one of the toughest lessons to teach our kids, but one of the most important. How do we show our kids the true spirit of the season? Tony Drake talked with WTMJ4 about 4 money lessons for raising thankful kids.


Money Fears with Nick Foulks
Nick Foulks of Drake & Associates talked with WTMJ about common money fears and 5 steps you can take to avoid them.


The Right Ways To Save For College
CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ4 about saving for college.