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Fox Business: The Best Way to Spend (or Not) Your Tax Refund



After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!


March 21, 2013 at 11:18 am


I got together with Donna Fuscaldo of Fox Business to discuss the best ways to not spend your tax refund. Maybe that doesn’t sound like the most popular idea when you are looking bright eyed at that new flat screen television/handbag/down payment on a fancy car – but there is a balance you can achieve – spend a little, and with compound interest, save a lot for your future.

Check out the rest of the story and let me know what you think! You can also join the conversation on Twitter with me, #Coolest401kGuy!