Jordan Rosenfeld

Consumer Experts: We’re identifying Costco purchases that can meaningfully reduce monthly expenses for retirees, focusing on value, bulk savings and long-term cost efficiency. Looking for specific product categories and realistic savings examples. Interview questions or provide your own commentary: 1. What types of Costco purchases offer the most value for retirees on a fixed income? 2. Which bulk items actually save money versus lead to waste? 3. How can retirees evaluate whether a membership is worth it? 4. Are there specific categories—groceries, pharmacy, household goods—that provide the biggest savings? 5. How can retirees avoid overspending when shopping in bulk? 6. What are examples of items that consistently cost less at Costco than elsewhere? 7. How can buying in bulk help smooth out monthly expenses? 8. Are there hidden costs or downsides retirees should watch for? 9. Can you share a real-world example of monthly savings from smart Costco shopping? 10. Do you have anything more to add?

Finance Experts: We’re comparing what retirement actually looks like at two different monthly budgets to show how lifestyle, flexibility and risk change. Looking for concrete examples of tradeoffs in housing, healthcare and daily spending. Interview questions or provide your own commentary: 1. What kind of lifestyle does a $2,500 monthly retirement budget realistically support? 2. How does life change at a $4,000 monthly budget? 3. What are the biggest tradeoffs retirees face at lower budget levels? 4. How do housing costs differ between these two scenarios? 5. What role does healthcare spending play in each budget level? 6. How much flexibility exists for travel, dining or discretionary spending? 7. Are there geographic differences that make one budget more viable than another? 8. What risks are higher for retirees on tighter budgets? 9. How can someone close the gap if they’re tracking toward the lower end? 10. Do you have anything more to add?

We’re looking at why retirees still outlive their savings even with Social Security income—and what planning gaps tend to cause it. Seeking clear, practical explanations and prevention strategies. Interview questions or provide your own commentary: 1. Why do some retirees run out of money despite receiving Social Security? 2. How does underestimating expenses contribute to this problem? 3. What role does inflation play over a 20–30 year retirement? 4. How do withdrawal strategies impact how long savings last? 5. Are there common behavioral spending mistakes retirees make? 6. How do healthcare and long-term care costs factor in? 7. What’s the impact of claiming Social Security too early? 8. What are warning signs that someone may be overspending in retirement? 9. What strategies can help retirees extend their savings? 10. Do you have anything more to add?

Insurance Experts: I’m working on a MoneyLion article about how to tell if you’re overpaying for car insurance in 2026 and the fastest ways to lower your premium. I’m looking for clear warning signs, real-world context and actionable strategies readers can use right away to cut costs without putting themselves at risk. Interview questions or provide your own commentary: 1. What are the biggest signs someone is paying too much for car insurance in 2026? 2. How have recent trends—like rising repair costs or inflation—changed what drivers should expect to pay? 3. How can someone quickly tell if their current premium is out of line with what they should be paying? 4. What are the most common mistakes that lead people to overpay for car insurance? 5. How often should drivers shop around or revisit their policy, and why? 6. What are the fastest ways someone can lower their premium without sacrificing essential coverage? 7. Which discounts, programs or policy adjustments tend to offer the biggest savings that people often overlook? 8. When does it make sense to raise a deductible or adjust coverage levels? 9. What’s one immediate step a driver could take this week to potentially reduce their insurance bill? 10. Do you have anything more to add?