
Smart Planning Sessions: Go “Work Optional” and Move Retirement Funds Penalty-Free (Plus: Your Midyear Money Check-In)
In this month’s Smart Planning segment, a financial advisor discusses how to transfer retirement funds penalty-free and how to adopt a “work optional” mindset. How can you check in on your financi...
14 Heinä 202538min

Buy Now, Pay Later Comes at a Price: Credit Score Risks You Need to Know (Plus: $124k Windfall Tips)
Understand how Buy Now, Pay Later financing options affect your credit and learn smart strategies for using a six-figure inheritance wisely. How does Buy Now, Pay Later (BNPL) affect your credit sc...
10 Heinä 202532min

Amazon Prime Day Hacks and Budgeting Tips for Emotional Shoppers
Learn how to approach Amazon Prime day without blowing your budget and hear how you can start to understand the emotions that might be driving your spending. What are the best ways to take advantage...
7 Heinä 202531min

How to Retire Early and Live Abroad: Your Guide to Making FIRE Last (Plus: 2025 Gas Prices Explained)
Learn how to navigate gas prices this summer, then hear how to make your money work after retiring early and moving abroad. What’s going on with gas prices this summer? How can early retirees turn th...
3 Heinä 202535min

Overcome Emotional Spending and Spot Job Scams That Could Cost You Thousands
Learn how to reset spending habits after emotional setbacks and protect yourself from job scams that cost real money. How do you reset your money goals after emotional setbacks? How do you avoid job ...
30 Kesä 202536min

Escape the Infinite Workday Trap (Plus: How to Grow $200/Month Into $300K)
Get tips to reclaim your time from the “infinite workday,” then learn how to build retirement savings as a stay-at-home parent. How do you reclaim your time in an always-on work culture? How can stay...
26 Kesä 202534min

Your Housing Questions Answered: Down Payments, Mortgage Recasting, and Buying in Tough Markets
Explore strategies to strengthen your finances and get smart answers to common home buying and mortgage questions. When you're looking to buy your next home, should you pay off your current mortgage ...
23 Kesä 202534min

Are You Saving Enough in 2025? What the Data Says About Falling Short (Plus: Where to Keep Conservatorship Funds)
Learn whether you’re saving enough money in 2025. Then, learn where to keep conservatorship funds to safely earn interest. What is the average American saving in 2025? Where can you keep conservators...
19 Kesä 202525min




















