Oct 24, 2025 – During a YouTube Live discussion, Laura Redfern of Shadowridge Asset Management shares her insights on current market conditions, investor behavior, and economic trends impacting long-term financial planning. The conversation reflects Shadowridge’s disciplined, risk-aware approach and its commitment to clear, accessible financial education.

Sept 23, 2025 – Decisions around selling assets in retirement are examined in a GoBankingRates feature, where Laura Redfern of Shadowridge Asset Management shares insight on why holding certain appreciated investments may be more beneficial than liquidating them. She emphasizes weighing tax implications, legacy considerations, and long-term impact before converting assets to cash.

Sep 16, 2025 – On the MoneyLife with Chuck Jaffe podcast, Shadowridge Asset Management President and Chief Investment Officer Ryan Redfern discusses market behavior, portfolio positioning, and investing through periods of volatility. He emphasizes a disciplined, long-term approach focused on core holdings and the importance of staying with major market indexes rather than chasing short-term performance.

Aug 8, 2025 – In Kiplinger, Laura Redfern of Shadowridge Asset Management shares guidance for individuals approaching retirement under emotionally and financially challenging circumstances. She discusses how widows transitioning out of the workforce can reframe retirement as a meaningful next chapter, emphasizing thoughtful planning, supportive resources, and purposeful income strategies.

Aug 2, 2025 – A Yahoo Finance feature highlights common big-ticket purchases that can quietly erode long-term financial stability in retirement. Laura Redfern of Shadowridge Asset Management shares insight on why prioritizing flexibility and sustainability in retirement spending matters, reinforcing the value of thoughtful planning and mindful financial decisions.

May 12, 2025 – Investor mindset takes center stage during a feature on Interactive Brokers’ Chart Advisor: The Brain Game, where Ryan Redfern, President and Chief Investment Officer of Shadowridge Asset Management, shares insight on the behavioral side of technical analysis. He discusses how disciplined decision-making and emotional resilience play a critical role in navigating volatile markets, reinforcing Shadowridge’s data-driven yet human-centered approach to long-term investing.

Mar 12, 2025 – Market signals and investor behavior are the focus of a Market Misbehavior podcast conversation featuring Ryan Redfern, President and Chief Investment Officer of Shadowridge Asset Management. During the discussion, he explores indicators such as the NAAIM Exposure Index, leadership rotation themes, and the Kitchin cycle, highlighting how tactical, data-driven insights support disciplined decision-making through market volatility.

Mar 4, 2025 – Traditional retirement investing rules are examined in a U.S. News & World Report feature exploring the “100-minus-your-age” guideline for asset allocation. The coverage highlights how age-based formulas can serve as useful starting points, while emphasizing the importance of tailoring investment strategies to individual goals, risk tolerance, and long-term planning needs.

Oct 18. 2024 – Investor psychology is the focus of a feature on Interactive Brokers’ Traders’ Insight, where Ryan Redfern, CMT, ChFC, of Shadowridge Asset Management authors the article “Chart Advisor: The Brain Game.” In the piece, he explores how long-term investment success depends not only on technical analysis, but on confidence, patience, and mindset, reinforcing Shadowridge’s Integrated Financial Planning approach that blends disciplined research with behavioral awareness.

Aug 21, 2024 – Everyday spending habits come into focus in a Yahoo Finance feature examining how small “fun money” expenses can add up for retirees living on fixed income. Laura Redfern of Shadowridge Asset Management shares practical guidance on evaluating discretionary spending, highlighting how common conveniences can quietly impact long-term financial security.

Jun 11, 2024 – Rising retirement costs are the focus of a Yahoo Finance feature examining the financial pressures retirees face, from healthcare and housing to everyday essentials. Laura Redfern of Shadowridge Asset Management shares perspective on how these expenses can compound over time, emphasizing the importance of thoughtful budgeting and awareness for those living on fixed incomes.

May 28, 2024 – What fiduciary advice should truly look like is the focus of a GoBankingRates feature examining warning signs that a financial advisor may not be acting in a client’s best interests. Phil Lebkuecher of Shadowridge Asset Management shares perspective on the importance of transparency, communication, and ongoing guidance when building long-term financial security.

Mar 15, 2024 – Building financial confidence through self-advocacy is the focus of a GoBankingRates feature on salary negotiations, where Laura Redfern of Shadowridge Asset Management shares perspective on why mindset matters when asking for higher pay. Her guidance reinforces the importance of confidence and clarity as part of long-term financial planning at every stage of life..

Mar 6, 2024 – Thoughtful retirement spending choices are highlighted in a GoBankingRates feature examining how retirees align financial decisions with long-term goals. Laura Redfern of Shadowridge Asset Management shares guidance on strategies such as Roth conversions and tax-aware planning, emphasizing the importance of legacy-minded decisions that support both retirement lifestyle and heirs.

Feb 29, 2024 – Saving milestones across different life stages are the focus of a CBS News feature examining how much people should have set aside and why separating retirement savings from liquid funds matters. Laura Redfern of Shadowridge Asset Management shares guidance on building disciplined savings habits, emphasizing the importance of protecting retirement accounts from early withdrawals and aligning short-term needs with long-term goals.

Feb 7, 2024 – The Final Bar host David Keller, CMT, welcomes Ryan Redfern, ChFC, CMT of Shadowridge Asset Management and President of NAAIM. Ryan breaks down the NAAIM Exposure Index—what it is, how it’s calculated, and how it can be used to gauge investor sentiment. Together, David and Ryan explore sentiment versus breadth indicators, risk management during periods of uncertainty, and how seasonal trends can inform portfolio decisions.

Jan 10, 2024 – Retirement saving vehicles are explored in a GoBankingRates feature on the retirement accounts experts recommend considering. Laura Redfern of Shadowridge Asset Management highlights the value of Roth IRAs, explaining how their tax-free growth and distribution flexibility can help investors build control over future taxes and long-term financial flexibility.

Jan 3, 2024 – Long-term retirement habits are highlighted in a Yahoo Finance feature exploring the financial decisions that matter most over time. Laura Redfern of Shadowridge Asset Management shares insight on the role of tax-aware planning, emphasizing how strategies like Roth assets can support greater flexibility and long-term financial security in retirement.

Sept 15, 2023 – Managing income during the first year of retirement is the focus of a GoBankingRates feature examining the financial shifts retirees face. Laura Redfern of Shadowridge Asset Management shares perspective on how understanding income sources can ease stress during the transition from a paycheck to retirement income and support long-term financial confidence.

Sept 8, 2023 – Retirement planning challenges for educators are highlighted in a U.S. News & World Report feature examining how teachers prepare for retirement without Social Security coverage. Laura Redfern of Shadowridge Asset Management shares perspective on the importance of diversified income strategies and long-term planning to help educators retire with clarity, confidence, and peace of mind.

Aug 29, 2023 – Generational wealth trends are examined in a GoBankingRates feature exploring what current wealth distribution means for younger investors. Ryan Redfern, President and Chief Investment Officer of Shadowridge Asset Management, shares perspective on millennial saving patterns, emphasizing that long-term, disciplined planning plays a critical role in building future financial security.

Nov 29, 2022 – How investment strategies respond during market downturns is the focus of a U.S. News & World Report feature examining active management versus low-cost index investing. The coverage explores how different approaches can perform in declining markets, reflecting the importance of aligning portfolio strategy with risk tolerance, market conditions, and long-term goals.

Apr 29, 2022 – Sudden Money Insights host Susan K. Bradley welcomes Laura Redfern, Certified Financial Transitionist, for a candid conversation about her journey into the world of life transitions. Laura shares how her passion for supporting people through major financial and personal changes shaped her career, the insights she’s gained along the way, and why understanding life transitions is essential for meaningful financial planning. Together, they explore the emotional and practical sides of guiding clients through pivotal moments with clarity and confidence.

Sept 8, 2021 – Market timing myths are addressed in a Proactive Advisor Magazine feature examining why focusing on the “best” and “worst” trading days is not a meaningful measure of long-term investment success. The article highlights research led by Will Hepburn, Vice President of Investment Research at Shadowridge Asset Management, reinforcing the importance of disciplined planning and staying invested through periods of volatility.

Jul 2, 2020 – Heart to Heart with Michael host sits down with Laura Redfern, CFP, to explore practical financial planning strategies that matter for everyday families. Laura discusses key steps individuals and loved ones can take to better prepare for the future, clarify intentions, and reduce confusion during life transitions. The conversation offers clear, thoughtful guidance on making financial planning approachable, meaningful, and aligned with family goals.

May 5, 2020 – A Reasonably Spontaneous Conversation host Dennis Tardan leads a thoughtful discussion with Laura Redfern, CFP, CeFT, where Laura shares her expertise on navigating major financial decisions with clarity and confidence. She talks through practical strategies for planning, preparing families for life transitions, and aligning financial choices with personal values and goals. The conversation offers approachable insights to help listeners feel empowered in their financial journeys.