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Stop Living by One-Size-Fits-All Budgets — and Paying for One-Size-Fits-All Financial Advice

Stop Living by One-Size-Fits-All Budgets — and Paying for One-Size-Fits-All Financial Advice



Understand how to assess when financial advisor fees are worth it and how to rethink personal finance rules that don’t serve you.

What are the different financial advisor fees, and how can you decide…


Published on 1 month ago

Here’s What Tariffs Could Cost You (Plus: Downgrade or Ditch Your Premium Card?)

Here’s What Tariffs Could Cost You (Plus: Downgrade or Ditch Your Premium Card?)



Understand how new tariffs may hit your wallet and whether premium credit card fees are still worth it.

What do new U.S. tariffs mean for prices on everyday goods and cars? What should you consider w…


Published on 1 month, 1 week ago

More Money, More Priorities: Don’t Let a Bigger Paycheck Go to Waste

More Money, More Priorities: Don’t Let a Bigger Paycheck Go to Waste



New job, more income — now what? Hear how one listener is managing his Roth IRA, health savings account, high-yield savings, and more.

Is it smart to use a Roth IRA like a savings account? How should…


Published on 1 month, 1 week ago

Does Medical Debt Impact Your Credit Score? And How Much Do You Really Need To Save for a Home

Does Medical Debt Impact Your Credit Score? And How Much Do You Really Need To Save for a Home



How to protect your credit from medical debt and choose the right way to save for a home down payment.

How does medical debt affect your credit score? What accounts can you use to save for a house do…


Published on 1 month, 2 weeks ago

The Right Way to Dodge Scams, Plus Learn How Robo-Investing Works

The Right Way to Dodge Scams, Plus Learn How Robo-Investing Works



Learn how to dodge scams to protect your money, then understand how to compare robo vs. traditional investment risks.

What should you do if your credit card is compromised in a scam? Are robo-advisor…


Published on 1 month, 2 weeks ago

Housing Market in Flux: Should You Buy Now Before Prices Shift? (Plus: How Teens Can Build Credit)

Housing Market in Flux: Should You Buy Now Before Prices Shift? (Plus: How Teens Can Build Credit)



Find out where the housing market's headed and how to help your teen build smart credit habits early.

Is now a smart time to buy a home or should you wait for mortgage rates to drop? What’s the best …


Published on 1 month, 3 weeks ago

Savings Bonds Explained: When to Buy, When to Cash In, and If They’re Still Worth It

Savings Bonds Explained: When to Buy, When to Cash In, and If They’re Still Worth It



Budget better for group trips and explore if savings bonds still deserve a spot in your long-term investment plan.


How do you plan a trip with friends without blowing your budget — or your relations…


Published on 1 month, 3 weeks ago

SALT Cap Raised, Clean Energy Credits Ending: Adapt Your Finances to the “Big, Beautiful Bill”

SALT Cap Raised, Clean Energy Credits Ending: Adapt Your Finances to the “Big, Beautiful Bill”



Learn what the One Big Beautiful Bill Act means for your taxes, benefits, and financial planning. Then, understand how to adapt to living on disability insurance.

What tax changes are coming from the…


Published on 1 month, 4 weeks ago

Smart Planning Sessions: Go “Work Optional” and Move Retirement Funds Penalty-Free (Plus: Your Midyear Money Check-In)

Smart Planning Sessions: Go “Work Optional” and Move Retirement Funds Penalty-Free (Plus: Your Midyear Money Check-In)



In this month’s Smart Planning segment, a financial advisor discusses how to transfer retirement funds penalty-free and how to adopt a “work optional” mindset. 


How can you check in on your financia…


Published on 2 months ago

Buy Now, Pay Later Comes at a Price: Credit Score Risks You Need to Know (Plus: $124k Windfall Tips)

Buy Now, Pay Later Comes at a Price: Credit Score Risks You Need to Know (Plus: $124k Windfall Tips)



Understand how Buy Now, Pay Later financing options affect your credit and learn smart strategies for using a six-figure inheritance wisely.


How does Buy Now, Pay Later (BNPL) affect your credit sco…


Published on 2 months ago





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