
Fraud During Tax Season
During tax season, you may be susceptible to higher instances of attempted fraud. While it is important to be aware of fraud all year long, here are some helpful tips you should review to help protec...
31 Jan 202323min

2023 Market Outlook
With the new year comes new financial challenges. In 2023, experts are predicting an uncertain market, and warn of the continued emergence of a financial crisis/recession. In this podcast, we will be ...
19 Jan 202324min

Making Your Credit Card Work for You
For some, using a credit card can be seen as something to avoid altogether. However, a credit card can be a great resource for your financial health and offers users benefits that go far beyond a way ...
21 Nov 202225min

Avoiding Fraud This Holiday Season
With the holiday season fast approaching, it's important to remember that this time of year comes along with an unfortunate increase in the number of fraudsters and scammers aiming to take advantage o...
17 Nov 202227min

The Psychology of Financial Planning
The way you feel about money has a significant impact on how you manage it. Typically, those with a financial plan feel more financially secure than those without. In this podcast, we will discuss the...
14 Nov 202240min

How Young Adults Can Stand Out in a Competitive Job Market
Your career is one of the biggest decisions that will affect your happiness, earning potential, and lifestyle. It’s difficult to think about such a heavy conversation as a young adult, but understand...
26 Aug 202228min

Funding Your College
Your student has worked hard to choose a school right for them and obtain any financial assistance possible, from scholarships to financial aid. Even after taking advantage of the resources, families ...
3 Juni 202234min

Competing in the Competitive Housing Market
Bidding wars, lack of inventory, and rising interest rates all contribute to a harsh market for current home buyers. In this episode, Jackie Reed, Manager, Brand & Outbound Sales is joined by Jane Cop...
21 Apr 202225min



















