
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 Juni 202525min

Smart Planning Sessions: Digging Out of $36K in Debt — Without Derailing Retirement
In this month’s Smart Planning segment, a financial advisor discusses how to build a smarter debt payoff plan without sacrificing long-term financial goals. What’s the smartest way to make progress...
16 Juni 202535min

Will AI Take Your Job — or Just Your Time? Plus, Rebuilding Credit After Debt Consolidation
Learn how to use AI to boost your career and finances — plus, what to do when debt consolidation tanks your credit score. How can you use AI to stay competitive in your career and manage your money...
12 Juni 202531min

How to Negotiate a Raise in a Tough Economy (w/ Brown Ambition’s Mandi Money)
Learn how to negotiate higher pay and choose between Roth vs. traditional retirement accounts with confidence. How can you negotiate for a raise in an uncertain economy? Should you invest in a Roth o...
9 Juni 202537min

Economic Chaos and Car Costs: How to Weigh Risks in Uncertain Times
Learn how to keep calm and carry on with smart money moves and car buying plans amid tariffs, market swings, and rising prices. Should you buy a car now or wait — even if prices are expected to ris...
5 Juni 202533min

Recover from Vacation Overspending and Avoid Costly Rental Property Management Mistakes
Reset your vacation budget and learn about the real work it takes to manage a rental property as a new or aspiring landlord. How can you get back on budget after overspending on vacation? What shou...
2 Juni 202538min

What to Do When the U.S. Gets Downgraded and Your Travel Credit Card Stops Paying Off
Learn what a U.S. credit downgrade means for your portfolio, plus find out when it might be time to cancel your travel credit card. What does the U.S. credit rating downgrade mean for your investme...
29 Maj 202528min

Should You Keep Your Old Home? The Financial Case for Selling vs. Renting
Planning a big move? Learn how to decide whether you should sell or rent your home and fund your next down payment. Should you sell or rent out your home when you move? What’s the best way to fund a ...
26 Maj 202523min




















