media

meet your advisor

awards

Yale School of Management Diploma

Gradute Studies Completed | Yale School of Management

3/31/2023

The Wall Street Journal Reprint

9/28/2022

The Texas Monthly Reprint

8/01/2022

2022 Five Star Wealth Manager Award Recipient

Look for me in the WSJ, Fortune and Texas Monthly this summer. Thank you to all those who helped make this happen.

#WSJ #Fortune #TexasMonthly #FiveStarProfessional

media releases

Partnership with National Non-Profit, F4FI

8/01/2022

events

NASDAQ

Celebrating the opening bell with Bank of America and Athene at Nasdaq.

tv features

September 27, 2021

Five money moves you should consider this fall. #investmentadvice #money

September 6, 2021

Working remotely? Learn the financial pros and cons of working from home. #workfromhome #remotework #investmentadvice

June 28, 2021

Inflation and taxes have already had an impact on our finances this year. I joined FOX 26 to share three midyear money moves you can make. #money #investmentadvice #inflation #taxes

May 14, 2021

Inflation concerns are picking up as the post-pandemic economy recovers. I joined FOX 26 to share tips on how to help you prepare your wallet for #inflation #retirementplanning

April 26, 2021

April is Financial Literacy Month! I joined FOX26 to share some valuable money lessons we can carry into the future. #financialliteracy #retirementplanning

April 7, 2021

Scammers are looking for ways to get their hands on your Social Security checks. I joined FOX 26 to share ways people can protect themselves from scams. #socialsecurity #retirementplanning

February 3, 2021

Millions of Americans received at least one stimulus payment in 2020. I joined FOX 26 to share how this money impacts our taxes and what to keep in mind as you file.

January 25, 2021

President Biden’s first 100 days in office are set to include policies that could impact your family’s finances. I joined FOX 26 to share his proposed plan for taxes, Social Security and COVID-19 relief.

January 15, 2021

Today is the deadline to receive your second stimulus payment. I joined FOX 26 to share why some people are still waiting on their check and how you can use it to improve your financial situation.

December 30, 2020

The new year is a perfect time to write down your financial bucket list. I joined FOX 26 to share four items to consider adding to your bucket list.

December 4, 2020

As we wait and watch for Congress to pass another stimulus package, I joined FOX 26 with my tips for those struggling to make ends meet this giving season.

November 17, 2020

This week, the stock market has shown it likes the promise of a COVID-19 vaccine. I joined FOX 26 to share what the latest treatment news means for Wall Street and your money.

November 3, 2020

Elections have a history of causing turbulence on Wall Street. I joined FOX 26 to share why I’m cautiously optimistic about the markets no matter who wins the presidential race.

October 5, 2020

People are keeping a close eye on their finances. I joined FOX 26 to share my fall money moves to consider as we prepare for the end of the year.

September 11, 2020

Unemployment and COVID-19 have sent older workers into retirement earlier than expected. I sat down with FOX 26 to explain what those getting ready to retire need to look at before punching out one last time.

August 18, 2020

A second stimulus package is potentially in the works and it could mean another check for some Americans. I spoke with FOX 26 about the latest news on the importance of saving and budgeting right now.

Contact Richard Becker, your trusted financial representative at Texas Retirement Planners, for guidance towards securing your financial future.

Reach out to us today to schedule a consultation and discover personalized strategies tailored to your retirement goals. Let us help you make informed decisions and pave the way to a prosperous retirement.

Phone

(832) 374-0141

address

2717 Commercial Center Blvd. STE E200
Katy, TX 77494

Let’s Chat

11 + 15 =