Where Patrick shares what he's learned.
Patrick Yaghoobians, CFP®, is regularly invited onto podcasts and quoted in national publications on investing, retirement planning, and building long-term financial clarity.
Everything below is a place he's gone on record — in his own words.
Podcasts
Long-form conversations on leaving the wirehouse model, building money habits early, and what younger clients actually want from an advisor.
Ep #128: Transitioning from a Wirehouse to an RIA with Patrick Yaghoobians
Keep It Simple
How to Master Money Before 30
The Financial Reality of Gambling Addiction (And How to Recover)
Personal Finance
Commentary for national consumer publications on spending, saving, and the money questions people actually search for.
5 Types of People Struggling to Pay Bills Right Now — Are You One of Them?
Is 'Income Stacking' a Good Way to Build Wealth?
Could rescheduling make marijuana investments viable?
How Much Total Wealth Does Gen Z Have? The Answer May Surprise You
Rent, debt, and groceries: How Americans are spending their tax refunds
Financial Literacy Quiz: How Much Do You Know About Money?
How Much Can You Contribute To Your Trump Account?
Professional Articles
Industry press where Patrick weighs in on how the profession itself should operate.
Humility alone won't win next-gen clients. Here's what else will
A McKinsey look-ahead found younger investors are losing trust in advisors. Patrick was interviewed on why fee transparency — not credentials — is what actually earns it back.
Read the ArticleThe average consumer already doesn't trust someone whose title is a 'financial advisor.'Patrick Yaghoobians, CFP®
quoted in Financial Planning · February 2026