PT Money Featured on Fox Business’ Willis Report

A couple of weeks ago I was asked to be on Fox Business’ Willis Report. Gerri (the host) wanted to interview me for a live segment about not saving enough for retirement. Her producer had stumbled upon one of my US News “On Retirement” articles.

PT Visits Fox Business Affiliate in Dallas

Visiting Fox Business

At first, I thought “no way am I going to do this. I will totally embarrass myself.” But, thanks to some encouragement from Mrs. PT, I decided to go for it. I replied to the producer and learned that I would be doing a 5 to 6 minute segment towards the end of Gerri’s show the following week. While I was relieved I had some time to prepare, I knew I wouldn’t get much sleep for a week.

I spent the next few days preparing like crazy. I researched clips of Gerri’s show, TV interview tips, and I even contacted Liz Weston who shared some excellent advice for being in front of the camera. I prepared for my segment by breaking down my 5 points into “talking points”, 30 to 45 second snippets of information.

PT Money Behind the Scenes at Fox Business' Willis Report

Final Preparations On the Set

I also spent the next few days preparing blog posts on each of my talking points. That way I could expand my knowledge of each of the points and be prepared for any follow up questions. This is why I wrote on social security, inflation, retirement estimates, and college expenses the last 2 weeks. In addition to this, I recorded a podcast about retirement savings with my friend Austin of Foreigner’s Finances.

I also searched through Gerri Willis’ 5 Tips articles from back in her CNN/Money days. I stumbled upon a piece she wrote on retirement, and absorbed it to gauge her thoughts on the subject.

Finally, to borrow a sports term, I practiced like I was going to play. I spent a lot of time giving my talking points to the camera, the blank wall, Mrs. PT, and just about anyone who would listen. Going into the segment, I felt confident and prepared.

PT Money and Gerri Willis on the Willis Report

Chatting it Up with Gerri

On the day of the show, I arrived at the Fox Business Network affiliate location here in Dallas. I sat through 40 minutes of the show and then was asked to step into the camera room. By the way, if you’re doing one of these remote live segments, you don’t get to see who you’re talking to. I stared at a camera and listened to Gerri in my ear piece. Made it pretty difficult. But I survived. Here’s the final product (excuse the poor quality, as it’s merely a bootleg from the TV):

Video Link: PT on the Willis Report

After the show, I received a couple of emails with questions about retirement. One, concerning finding a local CFP, I’d like to possibly share here on the blog. Hopefully my segment hit home with a couple more viewers and they’re able to take some nugget away from my talking points and save more for retirement. That’s what I kept telling myself throughout this whole process. If I could just help a few people, give them something they didn’t know before, then, regardless of the “um’s and ah’s” or misteps, I could walk away from the experience knowing I didn’t fail.

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About Philip Taylor, CPA

Philip Taylor, aka "PT", is a CPA, blogger, podcaster, husband, and father of three. PT is also the founder and CEO of the personal finance industry conference and trade show, FinCon. He created this website back in 2007 to share his advice on money, hold himself accountable (while paying off over $75k in debt), and to meet others passionate about moving toward financial independence. He uses Personal Capital to track his wealth. All the content on this blog is original and created or edited by PT.


  1. @Sam – Thanks! Not a big jump that I could tell. Got a couple of emails.
    @Investor – Thanks!

  2. Investor Junkie says


  3. Great stuff PT! I hope you get to do more of these type of spots.

    This is definitely a benefit of people not anonymous! Did you see an increase in visits to this site?

  4. @Aaron – Thanks so much! You know, I can’t say I’m jumping at the chance to do a live, remote spot like that again. But I’d definitely jump at the chance to do a taped segment or a face to face live deal.

  5. Phil!! You did a great job!! Awesome! So … will you do it again, if asked??

  6. the Success Ladder says

    Amazing post. I have bookmarked your site. I am looking forward to reading more

  7. Mrs. Money says

    Wow, awesome! I am so proud of you! You did a great job.

  8. Awesome job! Interesting comment on the camera / ear piece juggling.

  9. Saidah @ says

    Congratulations Phil,

    You did an awesome job hitting the key retirement points. My 16 year old was watching with me and was appalled that you would say that saving for retirement takes priority over saving for you kids college. I agree completely 🙂 We always encourage the children to excel in school and hope for a full ride for college.
    We are also not banking on an social security benefits. We are savings as if social security doesn’t even exist.
    Thanks for sharing your experience with us.

  10. @Sydney – I was terrified myself. It was a pretty intense experience. Everyone should have to go through it once though. Once is good enough for me. 🙂

  11. Sydney Lagier says


    Wow, I’m so impressed! You did an awesome job in that interview–that would terrify me to no end and I don’t think I would even be able to articulate answers in the careful and thoughtful manner you did. Good for you!


  12. Great job!

  13. Can I say I knew you back when? lol

    Congrats that really is a cool acomplishment

  14. great job for your first time on tv

  15. Thanks, Paul. Very nice of you to say, man.

  16. Paul Williams says

    Hey Phil,

    I just wanted to stop in and say congratulations! I saw this in my feed reader, and I can just imagine how excited you are about this. I thought you did a fine job, and I’m sure you’ll feel more confident as more of these opportunities come along. You do some great work on PT Money, and I’m sure you’ll continue to help many people. Blessings to you!