In the News
NATIONAL & LOCAL PRESS
Recent Coverage & Announcements
A running record of media mentions, firm milestones, and commentary from the members of our Branning Wealth Management team.
HuffPost: ‘Too Good To Be True’: Many Parents Are Wary Of Opening A Trump Account. Here’s Why Financial Experts Say They Should.
July 2026
Johnson Rhett, CFP®, ChFC®
Financial Experts Network: Modern Retirement Theory (MRT) - Retirement Planning Through 4 Prioritized Funds
January 29, 2026
Jason Branning, CFP®, RICP® & M. Ray Grubbs, Ph.D.
Northside Sun: Stewarding Money, Energy, Time: Balancing Acts Across Life Stages Planning
August 7, 2025
Jason Branning, CFP®, ChFC®
XY Planning Network: Good Financial Reads: Put Your Money to Work
May 23, 2025
Johnson Rhett, CFP®, ChFC®
ThinkAdvisor: 15 Portfolio Spring Cleaning Tips
April 8, 2024
Johnson Rhett, CFP®, ChFC®
Investments & Wealth Monitor: November/December 2023 Publication
December 2023
Jason Branning, CFP®, RICP®
Pension Policy International: Contingency Fund Individual Retiree Risk Management
September 1, 2023
Jason Branning, CFP®, RICP® & Ray Grubbs
Northside Sun: Resolutions - Branning Wealth Management
January 13, 2023
Johnson Rhett, CFP®, ChFC®
FPA Journal: Contingency Fund Individual Retiree Risk Management
December 2022
Jason Branning, CFP®, RICP® & M. Ray Grubbs
FA Mag: When Annuities Came to 401(k)s
November 1, 2022
Quotes - Jason Branning, CFP®, RICP®
Advisor Perspectives: The Markowitz Conundrum (Part II)
April 27, 2020
Jason Branning, CFP®, RICP® & M. Ray Grubbs, Ph.D
RTS: A Calling for All Christians
March 2020
Kelly Jennings CFP®, Branning Wealth Management
Retirement Researcher: Two Philosophies for Retirement Income Planning - Safety-First School
December 20, 2019
Excerpt from Wade Pfau's book
Advisor Perspectives: The Markowitz Conundrum (Part I)
May 28, 2019
Jason Branning, CFP®, RICP® & M. Ray Grubbs
Advisor Perspectives: Why Advisors Should Distinguish Base and Discretionary Expenses in Retirement
January 11, 2019
Jason Branning, CFP®, RICP® & M. Ray Grubbs
Pear Orchard Presbyterian Church: Stewardship and Retirement to the Glory of God - An Interview with Jason Branning
February 28, 2017
Jason Branning, CFP®, RICP®
Forbes: Modern Retirement Income Planning Techniques
April 28, 2016
References Jason Branning, CFP®, RICP® & M. Ray Grubbs; written by Wade Pfau
Forbes: What is a Safety-First Retirement Plan?
April 26, 2016
Features Jason Branning, CFP®, RICP® & M. Ray Grubbs; written by Wade Pfau
ThinkAdvisor: MPT or MRT: Contrasting Retirement Income Models
March 9, 2015
References Jason Branning, CFP®, RICP®'s Modern Retirement Theory; written by Ed McCarthy
WCBI: Jason Branning Named to College Savings Miss Board
April 2, 2014
Jason Branning, CFP
PlannerSearch: Liability-Driven Individual Retirement Planning
February 6, 2012
Jason Branning, CFP® & M. Ray Grubbs, Ph.D.