by Bruce Sellery | Apr 16, 2019 | Podcasts
A employer-matched travel savings program that helps employees turn their dream vacation into a reality. Vacation Fund’s Co-founder and CEO Erica Pearson is here to tell us how it works. And, consumer advocate Christopher Elliott on why you should consider cutting your rewards cards into tiny pieces. Then, Phil Buchanan tell us about his new book Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Plus, a new digital bank on the scene called motusbank. And the results from the 2019 Household Debt Survey.
by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments
We talk to Common Wealth’s Alex Mazer about portable non-employer retirement benefits when you don’t have access to company benefits or a defined contribution plan.
by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments
We talk to Western University Chuck Grace and Advocis president Greg Pollock about the Advocis Financial Advisors Index they developed and what it can tell us about the markets and the future.
by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments
We talk to Debbie McGrath from Echelon Wealth Partners about their white paper, Why Not Now. Which is about the many barriers women face in the world of personal finance.
by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments
We talk to authors Ardelle Harrison and Leslie McCormick about their book Bank On Yourself: Why Every Woman Should Plan Financially To Be Single, Even If She Is Not and the need to plan differently.
