Give Where It’s Impactful
We talk to author Phil Buchanan about his new book, Giving Done Right: Effective Philanthropy and Making Every Dollar Count.
Reward Cards, Are They Really Beneficial
We talk to Christopher Elliott, found of Elliott Advocacy, about why you should cut your rewards cards into tiny pieces.
Vacationing With Help From Your Employer
We talk to Vacation Fund CEO, Erica Pearson, about their new employer-matched travel savings program.
Bon Voyage: An Employer Matched Travel Savings Program
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.
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.
Financial Concierge: Helping Seniors Manage Their Money
A service specifically for seniors that helps them organize their personal finances. Jill Chambers from Financial Concierge is here to tell us how it works. And, Bank on Yourself: Why every woman should plan financially to be single even if she is not with authors Leslie McCormick and Ardelle Harrison. Then, a new study from Echelon Wealth Partners that explores the barriers women face when it comes to controlling their finances. And, a new retirement system that considers today’s rapidly changing workforce. Plus, a look at five years of data from the Advocis Financial Advisors Index.
