Morgan graduated from the Biola University in La Mirada with a degree in Organizational Leadership. He is a licensed insurance professional and financial advisor with over 15 years of retirement planning experience. He is proud to educate and advise his clients in their retirement needs, and enjoys making it a fun process.

Morgan hosts an internet radio show and video blog where he educates and entertains his audience as he interviews guests and discusses current events with the nation's top industry professionals. Morgan provides useful tips, fun facts about money and saving for retirement. Send Morgan a question to have it answered live on the show!

Morgan is the author of "Retirement Roadmap: Using Ladders in Retirement to Hedge Against Inflation" which discusses strategies to guarantee income, reduce taxes, and maximize social security benefits in retirement.

Morgan and his wife Rya have been married since 1999 and have three children: a daughter Charlotte, and two sons Robert and Anderson. The five of them enjoy spending time together as a family, taking family vacations, and supporting each other in numerous social, school, and sporting events.