Vacationing With Help From Your Employer
We talk to Vacation Fund CEO, Erica Pearson, about their new employer-matched travel savings program.
Retirement Planning Is A Challenge Without Company Benefits
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.
Understanding Where The Markets Are Going
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.
The Barriers Women Face In The World Of Personal Finance
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.
Money And The Single Girl
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.
Helping Seniors Organize Personal Finance
We talk to Jill Chambers from Financial Concierge about their service specifically for seniors that helps them organize their personal finance.
