Financial Wellness

Financial Wellness

11 Seasons

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Financial Wellness
  • 2 Min What Is Return on Investment?

    Episode 1

    Learn how to assess whether something is worth the money, from purchases to investments.

    ☑ Better Financial Analysis
    ☑ Wiser Spending Habits
    ☑ Improved Investment Decisions

    ✎ Pro Tip: ROI isn't just for stocks, use it to evaluate education, gadgets, or even subscriptions.

    *This content is inte...

  • 2 Min Financial Considerations After A Raise

    Episode 2

    Use income boosts to advance goals, and not just increase your spending.

    ☑ Better Long-Term Planning
    ☑ Improved Saving Habits
    ☑ Reduced Impulse Spending

    ✎ Pro Tip: Allocate raises with the 50-30-20 rule—50% to needs, 30% to wants, and 20% to savings or debt. This also allows you to have a set f...

  • 3 Min Beneficiary & Why It Matters

    Episode 3

    Understand the purpose of beneficiaries and how to protect your assets early.

    ☑ Future Financial Protection
    ☑ Smarter Planning Decisions
    ☑ Legal Term Awareness

    ✎ Pro Tip: Even without a will, naming a beneficiary on accounts like life insurance or retirement plans helps avoid probate.

    *This c...

  • 3 Min The Retirement Gap

    Episode 4

    Uncover why many people fall short in retirement savings, and what you can do now to avoid financial strain later.

    ☑ Stronger Retirement Planning
    ☑ Future Lifestyle Protection
    ☑ Greater Income Preparedness

    ✎ Learn The Facts: The average American aged 55–64 has only $134,000 saved for retirement...

  • 3 Min The Risk Of Being Underinsured

    Episode 5

    Explore how not having enough insurance, or the right kind, can leave you financially exposed.

    ☑ Stronger Protection Planning
    ☑ Reduced Financial Strain
    ☑ Personalized Insurance Strategy

    ✎ Learn The Facts: Nearly 1 in 4 Americans report difficulty covering an unexpected $500 expense—often due t...

  • 3 Min The Most Common Money Mistakes

    Episode 6

    Break down the financial habits and blind spots that commonly lead to debt, stress, or stalled goals.

    ☑ Smarter Money Habits
    ☑ Reduced Financial Stress
    ☑ Boosted Financial Awareness

    ✎ Pro Tip: One of the most common mistakes is ignoring small, recurring subscriptions, whenever you begin a new s...

  • 3 Min The Risk Of Illiquid Assets

    Episode 7

    Learn how tying up money in assets you can’t quickly convert to cash can pose major risks during emergencies.

    ☑ Better Liquidity Awareness
    ☑ Stronger Emergency Planning
    ☑ Balanced Asset Allocation

    ✎ Pro Tip: A well-diversified portfolio includes both liquid (cash, stocks) and illiquid (property...

  • 3 Min Protecting Your Paycheck

    Episode 8

    Understand how disability insurance, savings, and employment benefits can safeguard your income during illness, injury, or sudden job loss.

    ☑ Income Preservation
    ☑ Workplace Benefits Insight
    ☑ Emergency Preparedness

    ✎ Learn The Facts: Statistics show that over 25% of today’s 20-year-olds will e...

  • 3 Min The Risk Of Playing It Too Safe Financially

    Episode 9

    Understand how excessive financial caution can lead to stagnation or even losses.

    ☑ Balanced Risk Strategy
    ☑ Inflation-Adjusted Goals
    ☑ Smarter Financial Growth

    ✎ Learn The Facts: Keeping all savings in cash may seem safe, but with inflation averaging ~3% annually, your money loses value over t...

  • 5 Min The Hidden Cost Of Delaying-Life Insurance

    Episode 10

    Find out why waiting to get life insurance could result in higher premiums or disqualification, even when you feel healthy now.

    ☑ Secured Family Protection
    ☑ Lower Long-Term Premiums
    ☑ Proactive Risk Reduction

    ✎ Pro Tip: Locking in a life insurance policy in your 20s or 30s can cut premiums by ...

  • 2 Min Understanding Financial Risk

    Episode 11

    Explore the wide spectrum of financial risks that can affect your long-term stability.

    ☑ Broader Risk Awareness
    ☑ Improved Decision-Making
    ☑ Proactive Financial Mindset

    ✎ Learn The Facts: According to a financial study, only 35% of Americans can correctly answer four out of five basic financial...

  • 3 Min Lack Of Planning As A Financial Risk

    Episode 12

    Discover how putting off financial planning can lead to missed opportunities and unexpected setbacks.

    ☑ Reduced Oversights
    ☑ Long-Term Security
    ☑ Clearer Financial Future

    ✎ Pro Tip: Failing to plan is planning to fail. Break large financial goals into quarterly check-ins to make them more manag...

  • 3 Min Downsizing With Purpose & Intention

    Episode 13

    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...

  • 3 Min Financial Decision Fatigue

    Episode 14

    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 15

    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...

  • 2 Min What Is Generational Wealth?

    Episode 16

    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...

  • 5 Min Creating A Family Financial Plan

    Episode 17

    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...

  • 3 Min Managing Fear In Finances

    Episode 18

    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...

  • 2 Min Money & Identity

    Episode 19

    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 Emotional Triggers Behind Money Choices

    Episode 20

    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...

  • 2 Min Creating Your Financial Mission Statement

    Episode 21

    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 Scarcity Vs. Abundance Financial Mindset

    Episode 22

    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...

  • 5 Min Renting Vs. Buying A Property

    Episode 23

    Learn about the intricacies and necessities involved with both buying or renting a property.

    ☑ Enhanced Living Situation
    ☑ Informed Decision Making
    ☑ Financial Awareness

    ✎ Learn the Facts: There are both benefits and downsides to renting and owning properties. By analyzing your own financial an...

  • 5 Min How To Choose A Financial Advisor

    Episode 24

    Learn the benefits of working with a financial advisor, and choosing one who aligns with your goals.

    ☑ Improved Financial Journey
    ☑ Informed Investment Decisions
    ☑ Financial Assistance

    ✎ Learn the Facts: Selecting a financial advisor who aligns with your needs and goals can help provide you wi...