Financial Wellness

Financial Wellness

12 Seasons

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Financial Wellness
  • 5 Min Navigating Finances During Divorce

    Episode 1

    Guidance on managing financial affairs and assets amidst the complexities of divorce proceedings.

    ☑ Increased Financial Security
    ☑ Improved Negotiation Skills
    ☑ Enhanced Financial Independence

    ✎ Learn The Facts: The distribution of assets and liabilities can significantly impact individuals' fi...

  • 3 Min Inflation & Consumer Price Index

    Episode 2

    Gain a comprehensive understanding of inflation and CPI, exploring their significance in measuring changes in the cost of living and their implications for economic impact and financial decision-making.

    ☑ Enhanced Financial Literacy
    ☑ Inflation Awareness
    ☑ Improved Risk Management

    ✎ Learn The F...

  • 3 Min Understanding Employment Data

    Episode 3

    Explore the three distinct types of employment data and their impact on labor markets and the overall economy.

    ☑ Enhanced Financial Literacy
    ☑ Economic Awareness
    ☑ Informed Employment & Investment Choices

    ✎ Learn The Facts: The job market often undergoes fluctuations influenced by various facto...

  • 3 Min What Is Gross Domestic Product?

    Episode 4

    Define GDP and learn about its implications for your investment decisions.

    ☑ Understand GDP Calculations & Definitions
    ☑ Enhanced Financial Literacy
    ☑ Boosted Investment Decisions

    ✎ Learn The Facts: Gross Domestic Product (GDP) directly impacts individuals by influencing job availability, incom...

  • 5 Min Understanding Common Types Of Insurance

    Episode 5

    Decode insurance complexities and safeguard your finances by understanding common insurance types.

    ☑ Increased Insurance Knowledge
    ☑ Boosted Decision-Making
    ☑ Secured Future

    ✎ Learn The Facts: Insurance serves as a crucial financial safety net, providing protection against unexpected events and...

  • 3 Min Understanding Credit

    Episode 6

    Gain comprehensive insights into the world of credit and learn how to manage it responsibly for a financially secure future.

    ☑ Improved Understanding of Credit
    ☑ Enhanced Borrowing Power
    ☑ Increased Credit Score

    ☾☼ Best used when you are on a financial wellness journey, or anytime you have 3 m...

  • 3 Min Smart Shopping

    Episode 7

    Master the art of smart shopping, where you'll learn valuable techniques to find great deals, make informed purchasing decisions, and maximize your savings.

    ☑ Improved Conscious Spending
    ☑ Enhanced Savings
    ☑ Increased Intuitive Purchasing

    ☾☼ Best used when you are on a financial wellness journ...

  • 3 Min Mindful Spending

    Episode 8

    Learn how to align your spending with your values and long-term goals, make informed financial decisions, and discover the joy of living within your means.

    ☑ Improved Conscious Spending
    ☑ Better Impulse Spending Control
    ☑ Increased Intuitive Purchasing

    ☾☼ Best used when you struggle with impuls...

  • 3 Min Managing Financial Stress & Building Resilience

    Episode 9

    Equip yourself with effective techniques to manage financial stress and build resilience for a secure financial future.

    ☑ Decreased Financial Stress
    ☑ Increased Resilience
    ☑ Improved Fiscal Mindset

    ☾☼ Best used when you’re feeling financial strain, or anytime you have a 3 min break.

    ✎ Pro Tip...

  • 3 Min Debt- The Good, The Bad & The Ugly

    Episode 10

    Debt is nothing to be ashamed of, and many people will incur some debt throughout their lives. Being proactive and learning how to make a timeline to pay off mortgages, credit cards, and loans is important to help you become debt free.

    ☑ Better Budgeting
    ☑ Balanced Income Ratio
    ☑ Improved Finan...

  • 3 Min Budgeting Is Your Friend

    Episode 11

    Learn how to allocate your money and create a budget for your spending and savings to always keep track of where your money is going.

    *The program is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional financial advice bas...

  • 3 Min Saving- Foundation For Your Future

    Episode 12

    Savings is one of the most important financial assets to have in the event of an emergency or to plan for the future. Learn how to set aside your money wisely to be more financially secure in the future.

    ☑ Better Budgeting
    ☑ Balanced Savings Portfolio
    ☑ Improved Financial Freedom

    ☾ ☼ Best used...

  • 5 Min Tax Deductions Vs. Tax Credits

    Episode 13

    Learn about tax deductions to reduce your taxable income and maximize your financial resources.

    ☑ Effective Tax Management
    ☑ Tax Law Understanding
    ☑ Increased Savings

    ✎ Learn The Facts: There are many types of tax deductions that meet certain circumstances, some of these include gambling losses...

  • 3 Min Keep Your Receipts For Your Taxes

    Episode 14

    Learn the benefits of saving receipts and financial records to improve your tax records.

    ☑ Improved Financial Organization
    ☑ Boosted Tax Deduction
    ☑ Increased Savings

    ✎ Learn The Facts: While it is important to save receipts for 3-7 years to have an accurate financial record, when dealing with ...

  • 5 Min Important Tax Deadlines

    Episode 15

    Gain awareness of key dates and deadlines when making your tax payments.

    ☑ Key Deadline Awareness
    ☑ Tax System Awareness
    ☑ Minimized Tax Penalty

    ✎ Fun Fact: Filing your taxes early, before the April 15th deadline, can help to prevent identity theft. If someone tries to file a return in your nam...

  • 5 Min Understanding The Self-Employment Tax

    Episode 16

    Gain knowledge on how to file taxes when you are self-employed.

    ☑ Financial Stability
    ☑ Improved Tax Planning
    ☑ Accurate Tax Calculations

    ✎ Learn The Facts: There are a variety of deductions that can apply to some self employed individuals depending on your work location and needs. These can in...

  • 5 Min Tax Filing Status

    Episode 17

    Learn about a variety of tax filing statuses and which ones can help meet your unique needs.

    ☑ Filing Status Options
    ☑ Tax System Understanding
    ☑ Improved Tax Outcome

    ✎ Fun Fact: The IRS considers your marital status as of the last day of the tax year. This means if you get married on December ...

  • 5 Min Basic Tax Forms

    Episode 18

    Learn about the various types of tax forms and which ones will suit your needs.

    ☑ Tax Form Awareness
    ☑ Tax System Understanding
    ☑ Tax Season Support

    ✎ Learn The Facts: There are around 15-20 common tax forms for individuals. However, the exact number can depend on each individual's unique finan...

  • 5 Min Standard Deduction Vs. Itemized Deductions

    Episode 19

    Learn about types of tax deductions and how they can impact your tax returns.

    ☑ Tax Deduction Fundamentals
    ☑ Improved Tax Filing
    ☑ Tax System Awareness

    ✎ Learn The Facts: Some common situations in which itemizing can be more beneficial include: if you have experienced both significant gambling ...

  • 5 Min Taxable Income Vs. Nontaxable Income

    Episode 20

    Gain an understanding of various types of income, and whether or not they are taxable.

    ☑ Boosted Financial Planning
    ☑ Accurate Tax Filing
    ☑ Improved Tax Savings

    ✎ Fun Fact: Taxes on gifts are typically the responsibility of the giver, not the recipient. If someone gives a financial gift that is...

  • 5 Min Tax Preparation Platforms

    Episode 21

    Feel more confident filing your taxes by learning about various tax platforms and methods.

    ☑ Tax Filing Methods
    ☑ Increased Financial Confidence
    ☑ Tax Platform Awareness

    ✎ Learn The Facts: There are various platforms that can assist with your tax planning needs. For example, over the phone the...

  • 5 Min Withholding Tax

    Episode 22

    Gain an understanding of what tax withholdings are in order to prepare for tax season.

    ☑ Informed Financial Decisions
    ☑ Corrected Tax Withholding
    ☑ Improved Tax Calculations

    ✎ Learn The Facts: Going through life changes such as marriage, parenthood, or becoming a homeowner can have an impact on...