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03:16Episode 1
3 Min Managing Fear In Finances
Episode 1
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...
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3 Min Scarcity Vs. Abundance Financial Mindset
Episode 2
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...
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2 Min Creating Your Financial Mission Statement
Episode 3
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...
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3 Min Emotional Triggers Behind Money Choices
Episode 4
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...
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05:22Episode 5
5 Min Navigating Business Loans
Episode 5
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...
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05:00Episode 6
5 Min Cash Flow Management
Episode 6
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...
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05:08Episode 7
5 Min Bookkeeping Basics
Episode 7
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...
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5 Min Business Bank Accounts & Separation
Episode 8
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...
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5 Min Understanding Financial Statements
Episode 9
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...
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5 Min Understanding Money & How To Manage It
Episode 10
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...
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5 Min Understanding Money's History & Origin
Episode 11
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...
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5 Min Sharing, Borrowing, & Lending Money Respectfully
Episode 12
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...
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05:16Episode 13
5 Min Philanthropy & The Power Of Giving
Episode 13
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...
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5 Min Growing Your Money As A Young Investor
Episode 14
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...
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05:00Episode 15
5 Min What Is Identity Theft?
Episode 15
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 ...
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5 Min Recognizing & Preventing Credit Card Theft
Episode 16
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...
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5 Min How To Respond After Discovering Financial Fraud
Episode 17
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 ...
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3 Min Longevity Planning For Financial Stability
Episode 18
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...
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03:19Episode 19
3 Min The Role Of Annuities In Retirement
Episode 19
Explore how annuities can provide an income stream & reduce financial uncertainty during retirement.
☑ Increased Income Security
☑ Enhanced Inflation Protection
☑ Boosted Tax-Deferred Growth✎ Learn The Facts: Defined benefit pensions and Social Security are two examples of lifetime guaranteed ...
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03:42Episode 20
3 Min Emergency Funds In Retirement
Episode 20
Explore strategies to build and maintain an emergency fund tailored for retirement needs.
☑ Increased Financial Security
☑ Enhanced Peace Of Mind
☑ Maintained Long Term Investments✎ Pro Tip: Saving for your emergency fund can be challenging, as it requires you to cut back on many typical purch...
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3 Min Managing Debt Before & During Retirement
Episode 21
Explore approaches to manage and reduce debt both before and during retirement for a secure future.
☑ Reduced Financial Stress
☑ Financial Goal Setting
☑ Enhanced Retirement Savings✎ Pro Tip: Focus on paying off high-interest debt early and develop a structured plan to minimize liabilities as ...
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3 Min Financial Considerations For Delaying Retirement
Episode 22
Explore financial and personal factors to consider when delaying retirement.
☑ Personal Retirement Planning
☑ Improved Retirement Readiness
☑ Extended Earning Period✎ Learn The Facts: If you're eligible for Social Security benefits, delaying your claim can increase your monthly payments. Benef...
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03:25Episode 23
3 Min Estate Planning For Blended Families
Episode 23
Explore essential estate planning strategies that address the dynamics of your unique situation.
☑ Personalized Asset Distribution
☑ Estate Planning Awareness
☑ Reduced Family Conflicts✎ Learn The Facts: A common challenge that may present is when one partner in the marriage is not a citizen o...
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02:13Episode 24
3 Min Money & Relationships
Episode 24
Our finances can directly impact our closest relationships, as all people have different budgets and financial goals. Learn how to overcome financial barriers and have a conversation with your loved ones to ensure that your relationship and finances can meet at a compromise.
☑ Improved Relations...