Financial Wellness

Financial Wellness

11 Seasons

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Financial Wellness
  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...