Featured in the Media

Josh Gallogly, CFP®, EA has been quoted in leading national outlets, offering expert financial insights.

Josh Gallogly, CFP®, EA, Managing Member and Founder of Milestones Financial, is regularly quoted in respected national media outlets. His insights on retirement planning, investing, and consumer financial behavior are sought after for their clarity and real-world practicality.

Below are recent articles where Josh has contributed his perspective.

“I’m 81 with $240k in mutual funds, no debt and living in a condo I’ve fully paid for. But am I ready for a major financial downturn?”

Josh Gallogly shares insight on the role of using your financial plan to help guide investing decisions.

“This is exactly how much Trump’s tariffs might cost you, new report finds. We hear there’s a 2-pronged way for consumers to deal”

Josh Gallogly discusses consumer shopping behavior to save more money.

“’All they do is get my money.’ I’m afraid of financial advisers, but want money help. Now what?”

Josh Gallogly provides eye-opening insight on how to find an objective financial advisor. 

“How to make money with a CD this fall”

Josh Gallogly shares thoughts on effective cash management strategies.

“I’m 75 with $1.5 million invested. A big financial firm says they’ll charge me no advisory fees. On paper, it could save me $150,000 over 10 years. What gives?”

Josh Gallogly discusses the client value of fee transparency and ethics through fee-only financial advising.

About Josh Gallogly, CFP®, EA

Josh Gallogly, Managing Member and Founder of Milestones Financial, LLC

Josh Gallogly is a fee-only CERTIFIED FINANCIAL PLANNER® professional and the Managing Member and Founder of Milestones Financial, a flat-fee and hourly financial planning firm based in Columbus, Ohio.

Josh has been featured in national outlets for his insights on retirement income, investment behavior, consumer behavior, and more.

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Media inquiries welcome

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Josh Gallogly is open to providing expert commentary for journalists covering topics as:

  • Investment decision-making
  • Tax-smart financial strategies
  • Fee-only financial planning
  • Retirement income strategies

If you’re a member of the media looking for timely, client-focused insight, please reach out.