-
03:40Episode 1
3 Min Financial Decision Fatigue
Episode 1
Recognize the signs of burnout from overwhelming financial choices and learn how to simplify money-related tasks to support your mental health.
☑ Reduced Financial Stress
☑ Smarter Daily Decisions
☑ Strengthened Mental Clarity✎ Learn the Facts: Gaining confidence in daily financial decisions c...
-
3 Min Family Conversations About Finances
Episode 2
Learn how to initiate open, age-appropriate conversations about money with loved ones—whether it’s about spending, saving, or planning ahead.
☑ Reduced Tension
☑ Increased Monetary Transparency
☑ Improved Financial Literacy✎ Learn the Facts: Research shows 44% of parents are reluctant to discu...
-
04:42Episode 3
5 Min Creating A Family Financial Plan
Episode 3
Establish a financial roadmap tailored to your family’s values, goals, and future needs.
☑ Unified Financial Vision
☑ Clearer Budgeting Goals
☑ Strengthened Family Support✎ Learn the Facts: Studies show families who set financial goals together are more likely to build lasting wealth and reduc...
-
02:11Episode 4
2 Min What Is Generational Wealth?
Episode 4
Learn how families build and pass on financial success, values, and opportunities across generations.
☑ Long-Term Legacy Planning
☑ Broader Wealth Awareness
☑ Strengthened Financial Education✎ Learn The Facts: Families who communicate and plan effectively are far more likely to preserve wealth...
-
3 Min Downsizing With Purpose & Intention
Episode 5
Explore how scaling down your space or lifestyle can reduce stress, boost savings, and help you focus on what really matters.
☑ Clearer Financial Priorities
☑ Increased Financial Freedom
☑ Intentional Living Support✎ Learn The Facts: Studies have found that 60% of Americans over 50 who downsiz...
-
01:44Episode 6
2 Min Money & Identity
Episode 6
Explore how culture, family, and self-image influence your financial identity, and how to rewrite limiting beliefs.
☑ Stronger Financial Self-Esteem
☑ Identity-Aligned Money Choices
☑ Increased Confidence Around Finances✎ Learn the Facts: Psychologists find that people’s sense of identity dire...
-
03:16Episode 7
3 Min Managing Fear In Finances
Episode 7
Learn how to cope with financial fear and uncertainty through emotional regulation and practical planning tools.
☑ Reduced Financial Anxiety
☑ Resilient Money Mindset
☑ Improved Decision-Making✎ Learn the Facts: Reports show that nearly 65% of adults say money is a significant source of stress...
-
3 Min Scarcity Vs. Abundance Financial Mindset
Episode 8
Discover how your mindset shapes your financial confidence, behaviors, and ability to plan for the future.
☑ Improved Financial Awareness
☑ Empowered Money Mindset
☑ Healthier Financial Habits✎ Learn the Facts: Research shows that people with an abundance mindset are more likely to take strate...
-
2 Min Creating Your Financial Mission Statement
Episode 9
Develop a personal mission statement to align your financial decisions with your values and long-term aspirations.
☑ Clear Financial Direction
☑ Values-Based Spending
☑ Increased Financial Motivation✎ Learn the Facts: A written financial mission helps clarify priorities and boosts follow-throu...
-
3 Min Emotional Triggers Behind Money Choices
Episode 10
Understand how past experiences and emotional triggers influence your money habits, and how to build healthier patterns.
☑ Greater Emotional Awareness
☑ Healthier Spending Habits
☑ Improved Financial Control✎ Learn the Facts: Studies show emotional decision-making can lead to impulse buying an...
-
05:22Episode 11
5 Min Navigating Business Loans
Episode 11
Understand how business loans work, what lenders look for, and how to choose financing that fits your business goals!
☑ Enhanced Funding Readiness
☑ Informed Loan Selection
☑ Stronger Financial Positioning✎ Learn The Facts: A U.S. Bank study found that 82% of small business failures are due to...
-
05:00Episode 12
5 Min Cash Flow Management
Episode 12
Learn how to predict, track, and manage cash flow to keep your business running smoothly—even during slower seasons.
☑ Smarter Cash Planning
☑ Reduced Financial Risk
☑ Increased Business Stability✎ Learn The Facts: A CB Insights report shows that 38% of startups fail because they run out of ca...
-
05:08Episode 13
5 Min Bookkeeping Basics
Episode 13
Learn the core principles of bookkeeping to help you maintain accurate records, track expenses, and reduce costly errors.
☑ Improved Financial Accuracy
☑ Stronger Record Keeping
☑ Increased Audit Preparedness✎ Learn The Facts: According to Intuit, only 27% of small business owners use bookkeep...
-
05:24Episode 14
5 Min Business Bank Accounts & Separation
Episode 14
Learn how and why to separate personal and business finances to stay legally compliant and financially organized.
☑ Better Financial Boundaries
☑ Simplified Tax Preparation
☑ Clearer Expense Tracking✎ Learn The Facts: The IRS recommends maintaining separate business accounts to reduce audit ri...
-
05:07Episode 15
5 Min Understanding Financial Statements
Episode 15
Learn how to read and interpret financial statements to guide smart decisions and track your business’s financial health.
☑ Informed Financial Analysis
☑ Improved Business Insight
☑ Smarter Financial Planning✎ Learn The Facts: A QuickBooks survey found that 40% of small business owners feel un...
-
5 Min Understanding Money & How To Manage It
Episode 16
Learn the basics of budgeting, spending, and saving, and gain the tools to make everyday money decisions with confidence and clarity.
☑ Boosted Investing Knowledge
☑ Future Investing Skills
☑ Improved Saving Habits✎ Learn The Facts : A 2022 survey found that only 23% of teens say they feel “ve...
-
5 Min Understanding Money's History & Origin
Episode 17
Explore how money was created, how it's changed over time, and why understanding its history helps you use it wisely today.
☑ Financial History Knowledge
☑ Increased Economic Awareness
☑ Boosted Financial Habits✎ Learn The Facts: According to a Pew Research Center study, 41% of Gen Z report u...
-
5 Min Sharing, Borrowing, & Lending Money Respectfully
Episode 18
Learn how to handle money in relationships—whether it’s with friends, family, or peers—by setting boundaries and showing mutual respect.
☑ Financial Lending Boundaries
☑ Healthy Finances In Relationships
☑ Boosted Communication Skills✎ Learn The Facts: A study shows that 60% of young adults sa...
-
05:16Episode 19
5 Min Philanthropy & The Power Of Giving
Episode 19
Discover how generosity goes beyond donations and explore how giving back helps to support your values, build communities, and make the world a better place.
☑ Greater Philanthropic Impact
☑ Boosted Empathy & Impact
☑ Improved Charitable Methods✎ Pro Tip: If you feel overwhelmed with wanting t...
-
5 Min Growing Your Money As A Young Investor
Episode 20
Understand why starting early matters and how simple investing habits now can lead to long-term growth and financial independence.
☑ Boosted Financial Responsibility
☑ Increased Financial Confidence
☑ Healthy Saving Habits✎ Learn The Facts : Studies show that individuals who start investing in...
-
05:00Episode 21
5 Min What Is Identity Theft?
Episode 21
Understand the basics of identity theft, how personal information is stolen, and the risks it poses to your financial and digital security.
☑ Increased Fraud Awareness
☑ Stronger Data Protection Habits
☑ Financial Risk Prevention✎ Learn The Facts: Research shows that children are increasingly ...
-
5 Min Recognizing & Preventing Credit Card Theft
Episode 22
Learn how to spot suspicious activity, avoid common scams, and take proactive steps to secure your credit card information.
☑ Better Scam Detection
☑ Safer Online Purchases
☑ Reduced Risk Of Theft✎ Pro Tip: Credit card fraud is the most common form of identity theft.
*The program is intended...
-
5 Min How To Respond After Discovering Financial Fraud
Episode 23
Gain guidance on what to do if your financial information has been compromised, from reporting to recovery.
☑ Faster Fraud Recovery
☑ Boosted Fraud Response Plan
☑ Reduced Financial Damage✎ Pro Tip: Victims who report fraud within 48 hours are significantly more likely to recover stolen funds ...
-
3 Min Longevity Planning For Financial Stability
Episode 24
Explore tips to secure your finances for a long, healthy future & ensure stability within retirement.
☑ Improved Goal Setting
☑ Long-Term Investment Focus
☑ Empowered Financial Planning✎ Pro Tip: Regularly review and adjust your financial plan to account for changing needs as you age.
*The pr...