Podcasts about financial wellness

68% of US adults feel financial trauma. Money problems are a root cause of shame, and shame thrives in secrecy.To build a healthier relationship with money requires verbalizing money problems...talking through it with someone. Of course, there's still a problem between income and outgo, but the the emotional impact of money trauma can be reduced when we no longer feel alone in the situation.Maura Attardi, Director of Sports Education and former Director of Financial Wellness at Money Management International, explores the emotional and psychological impact of money trauma on individuals.The discussion emphasizes the need for compassion and support in navigating financial challenges and offers practical advice for building a healthier relationship with money.Key moments:(00:00) Money Trauma, the Enemy of Healthy Money Habits(02:49) Defining Money Trauma(06:20) Money, Happiness, and Financial Components(09:08) Why Financial Literacy Fails(14:02) Identifying Patterns of Money Trauma(18:12) Financial Shame and Debt(20:23) Overcoming Trauma: Maura's Personal Story

Nedbank Executive for Financial Wellness and Advisory Dr Frank Magwegwe reports an overall improvement in working South Africans' financial health for a third consecutive year.

On this episode, Katie highlights financial wellness.  Financial wellness isn't just about how much money you make; it's about how you manage, think about, and feel about your finances. It's the key to reducing money-related stress and creating a stable financial future. Achieving financial wellness means you have a clear understanding of your financial situation and a solid plan to manage it effectively.  On this episode, Katie is joined by Dr. Erika Rasure, the Chief Financial Wellness Advisor at Beyond Finances. Katie and Dr. Erika will discuss the difference between financial wellness and financial stability, the habits that contribute to financial well-being, how to create a financial plan, and much more.  Follow Navicore on Social Media: X: @NavicorePR Instagram: @navicoresolutions Facebook: NavicoreSolutionsPR More questions for Katie? E-mail us: olm@navicoresolutions.org About Navicore Solutions: We are a national nonprofit provider of financial education and compassionate personal finance counseling. We can help you gain control of your finances. A debt-free future is possible. Learn more about us here: http://navicoresolutions.org/  

Dr. Erika Rasure — a former financial advisor and university professor turned financial therapist — has helped thousands of people approach their finances in more intentional, healthy ways. She serves as Chief Financial Wellness Advisor at Beyond Finance, where she meets weekly with hundreds of clients working their way out of debt and towards financial freedom.In addition to her work at Beyond Finance, Dr. Erika serves as Chair of the Research Board for the Financial Therapy Clinical Institute. She is a member of the Financial Review Boards for Investopedia, The Balance, VeryWell Family and VeryWell Parents. Her insight and interviews have been featured in prestigious national outlets, such as Barron's, CNN, Forbes, Fox Business, Marketwatch, NBC News Now, USA Today and Yahoo. Erika holds a doctorate in Personal Financial Planning from Kansas State University and is a Certified Deep Transformational Coach — an accreditation that surrounds changing patterns in actions and behaviors. She addresses holistic wellness in her treatment, incorporating the practice of yoga (she's also a registered yoga teacher) into her comprehensive approach to financial therapy.In this episode, we discuss:• Financial wellness and the best way to achieve it• The mental health connection: how credit card debt impacts wellbeing• How to manage (and avoid) excessive credit card debtLearn more:https://www.beyondfinance.com/https://www.linkedin.com/company/beyond-finance/https://www.facebook.com/MoveBeyondDebt/https://www.instagram.com/beyondfinancedebtrelief/https://www.youtube.com/@beyondfinance5099

Internal medicine physician, academic hospitalist, and financial coach Dr. Brittne Halford shares how she built a career rooted in purpose, representation, and financial empowerment. After completing residency, Dr. Halford paid off her six‑figure student loan debt in under three years — a milestone that sparked her passion for helping others transform their financial lives.Alongside her academic work, she nurtured a lifelong entrepreneurial drive that eventually led her to launch More Joy, More Wealth, a financial coaching company dedicated to helping healthcare professionals build confidence, clarity, and long‑term stability in their money decisions.In this episode, Dr. Halford breaks down the mindset shifts, practical strategies, and joy‑based spending philosophy that helped her reshape her own finances — and now guide women in healthcare toward debt freedom, investing literacy, and healthier financial relationships.Whether you're navigating student loans, exploring side gigs, or looking to build more confidence in your financial life, Dr. Halford's story offers both inspiration and actionable insight.Learn more about Dr. Halford's work here: Website: morejoymorewealth.comInstagram: @brittnehalford

Are you stuck in hustle culture or burnout from chasing success the hard way? This week, we're joined by Scarlett Stanhope, aka The Biz Hippie, who helps coaches and entrepreneurs break free from the workaholic grind to create true abundance financially, spiritually, and emotionally. Scarlett shares her journey from overworked career chaser to aligned abundance coach. She breaks down how your money mindset, self-worth, and energy directly shape your success and what it really takes to build a life supported by the work you love.

Medical students face unique financial challenges that most other professionals don't encounter. With average debt loads of $150,000 (and access to lines of credit up to $400,000), delayed earning years, and the complexities of running fee-for-service practices as sole proprietors, physicians need specialized financial education. Dr. Stephanie Zhou developed a groundbreaking financial literacy curriculum for medical students at the University of Toronto to address these exact issues. In this segment, she discusses the importance of understanding debt management, business fundamentals, and financial planning for those in the medical profession. If you're a medical student, physician, or simply interested in professional-specific financial education, this conversation offers valuable insights. Find out more at physiciansficonference.com and connect on Instagram,| LinkedIn and YouTube.

This week on Monday Matters, Will Parker and Jen Schwanke take some time to talk about financial wellness for educators. They talk about the importance of making sure that your financial house is in order in the event that a new or different job opportunity comes up. Finances can either be an anchor that is […] The post MONDAY MATTERS with Jen Schwanke and Will Parker – Financial Wellness appeared first on Principal Matters.

Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee.This series explores the critical collaboration between wealth advisers and legal professionals in safeguarding your family's future. Joined by lawyers Cynthia Tang of Tang Thomas and Soo Chye from OAKS Legal, each episode shares real-life stories showing how thoughtful planning can protect your family and make a meaningful difference, offering practical insights for your own legacy journey.In this first episode, we welcome Cynthia for an insightful conversation on why legacy planning works best when a lawyer and a trusted wealth adviser work hand in hand. They explore why a clear Schedule of Assets is essential, how co-owned properties and insurance nominations can complicate distribution, and why a will is only one piece of a much bigger legacy puzzle.In managing over S$1.7 billion of our clients' hard-earned assets, Providend believes legacy planning goes beyond wealth plans or legal documents. It starts with clarity over your non-negotiable ikigai goals, assets, family circumstances, and long-term intentions. Without this full picture, even a well-drafted will can leave gaps or place unnecessary strain on those you care about most.If you have ever wondered whether a will alone is enough, this conversation is a bite-sized place to begin.Music courtesy of ItsWatR.The host of this episode, Loh Yong Cheng, is the Deputy Head of Advisory at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Get Our Money Wisdom II Book Today!Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

Ask the Experts Episode #41 features a behind-the-scenes review of the Savology Financial Wellness Platform. In this episode, Sharon Pivirotto speaks with Brock Klementson about how advisors are using Savology to deliver financial wellness at scale, support middle-market clients, and add value to retirement plan relationships without adding more work to their practice.

On this episode of the podcast, Alex Becerra welcomes the newest member of SAFE Credit Union's Community Relations & Financial Education team, Eli Lopez! Together they discuss the importance of embracing a growth mindset, setting intentional goals, strengthening discipline, and practicing ownership & accountability. Throughout their conversation Eli also shares insightful analogies and helpful tips to illustrate the powerful impact of maintaining strong, clear, focus and following through on your commitments to achieve lifelong self-improvement. Tune in today, because staying committed to your goals, overcoming obstacles, and navigating challenges when things get tough… just makes Perfect Cents! To check out the resources highlighted in this episode visit the links below. To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To contact the podcast team, email Podcast@safecu.org

Two moms, two marketers, and a topic that affects your career before you even say hello. In this episode of A Penny or Two for Your Thoughts, Chantel Windeshausen and Liz Malmberg talk personal branding and what it really means beyond clothes.They're joined by former Centris teammate Katie Braga, now a personal stylist and certified color consultant, to unpack how your presence, body language, consistency, and even what you wear can shape trust, credibility, and opportunity. You'll get practical ways to define how you want to be perceived, show up stronger on Zoom, and build confidence that feels authentic instead of forced.00:00 A Penny or Two for Your Thoughts kicks off: “man colds,” moms, and real-life chaos04:03 Meet Katie Braga: former Centris teammate turned personal stylist + color consultant10:43 What is personal branding? How you're perceived at work (beyond outfits)12:45 Misconceptions about personal brand: it's not just for executives14:18 Confidence before you speak: body language, presence, and credibility cues15:26 Imposter syndrome + standing out: stop shrinking to “fit in”20:43 Personal brand on Zoom: camera-on trust, communication, and virtual presence28:24 Leadership + growth: clarity builds trust, trust creates opportunity (key takeaway + shoutout)– About A Penny or Two for Your Thoughts – When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success. Visit us at our website: https://www.centrisfcu.org/a-penny-or... Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY... Apple Podcasts: https://podcasts.apple.com/us/podcast... *Follow Centris on Social Media:*https://www.facebook.com/CentrisFCU https://www.instagram.com/centrisfcu/ https://twitter.com/CentrisFCU https://www.linkedin.com/company/centris-federal-credit-union/ This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In this episode, Zweli is feeling a bit down about their bank account, but they're taking a hard look at their spending habits. They're talking about how they're guilty of ordering food delivery almost every day, and how it's adding up. They're also sharing how they're not alone in this struggle, and how many people are guilty of overspending on things like clothes, coffee, and takeaways. It's a relatable conversation about the things that might be holding us back from reaching our financial goals. Spend weekday afternoons with Zweli. He keeps you in the loop with everything from music and movies to sport and pop culture. Hear what the Word on the Street is, test your skills with the high-pressure 6 Out of 6, and get ready to be entertained. Thank you for listening to an Afternoons with Zweli podcast Listen live on Primedia+ weekdays from 12:00 to 15:00 (SA Time) toAfternoons with Zweli broadcast on 947 https://www.primediaplus.com/station/947 For more from the show go to https://buff.ly/FeeL6wYor find all the catch-up podcasts here https://buff.ly/pRBikjo Subscribe to the 947 Weekly Newsletter herehttps://buff.ly/hf9IuR9 Follow us on social media 947 on Facebook: https://www.facebook.com/947Joburg/ 947 on TikTok: https://www.tiktok.com/@947joburg 947 on Instagram: https://www.instagram.com/947joburg 947 on X https://x.com/947 947 on YouTube: https://www.youtube.com/@947JoburgSee omnystudio.com/listener for privacy information.

As the cost of living rises, employee financial wellness has become a growing concern for workers and a complex challenge for employers. Tyler Horn, Head of Planning at Origin and a Certified Financial Planner, joins host Monique Akanbi, SHRM-CP, to discuss how HR can approach financial wellness as an employee experience strategy while balancing organizational sustainability.  Subscribe to Honest HR to get the latest episodes, expert insights, and additional resources delivered straight to your inbox: https://shrm.co/voegyz   ---  Explore SHRM's all-new flagships. Content curated by experts. Created for you weekly. Each content journey features engaging podcasts, video, articles, and groundbreaking newsletters tailored to meet your unique needs in your organization and career. Learn More: https://shrm.co/coy63r 

Financial wellness isn't only about numbers, it's about peace of mind. In the latest episode of Wallet Watch, we explore the human side of money and why finances can feel so overwhelming for so many people. Host Jessica Rubio is joined by Jessica Willis, CEO and Founder of Pocketnest, for an honest conversation about mindset, emotions and the small yet intentional habits that can make a meaningful difference. Together they unpack what financial wellness really means, including the sleep at night factor, why avoidance and comparison culture are so common, and how grace can help you move forward with confidence.

Does the thought of looking at your books give you a headache? Let's change that. Finances can feel heavy, especially when you're running a heart-centered business and trying to balance passion with profit. In this episode, Kelly Marshall joins us to share how she helps conscious entrepreneurs get clarity and confidence with their finances.Kelly brings a refreshing, holistic perspective to bookkeeping. With a background that blends corporate financial expertise and energy work, she meets her clients with empathy, strategy, and a belief that good people can change the world when they feel empowered about money.In this Episode:How Sacred Money Archetypes reveal your financial habits and empower your decisions.The biggest mistakes small business owners make with bookkeeping (and how to fix them).Why compassionate, judgment-free support from your financial team is essential for success.Find It Quickly:00:36 - Meet Kelly Marshall: Financial Wellness Coach01:12 - Understanding Conscious Entrepreneurship01:46 - Jane: Your Practice Management Solution03:26 - Kelly Marshall's Financial Services12:01 - Exploring Money Mindset and Archetypes22:12 - Introducing the New Team Member22:29 - Balancing Risk and Growth22:54 - Supporting Your Business Partner23:21 - Sponsor Break: Jane App23:56 - Understanding Archetypes for Success24:52 - The Importance of Bookkeeping25:52 - Three-Step Bookkeeping Methodology28:01 - Building Client Relationships30:52 - Common Bookkeeping Mistakes39:30 - Personal Definitions of Success40:46 - Where to Find More InformationMentioned in this Episode:Kendall SummerHawk: kendallsummerhawk.comDenise Duffield-Thomas: denisedt.comConnect with Kelly:Website: terracarefinancial.comInstagram: instagram.com/kelly.marshall.8Facebook: facebook.com/groups/2026160704129573Quiz: https://terracarefinancial.com/sma

Sherri Snelling, gerontologist, author and host of the “Caregiving Club On Air” podcast is kicking off the first episode of Season 6 with two great interviews. For this January episode we will focus on Financial Wellness Month with two guest expert interviews from Raymond James financial advisors: (7:50) Emily Treasure – Sr. Manager for Longevity Planning – Raymond James who will talk about the new role financial advisors are playing with clients for comprehensive family financial planning that includes caregiving and long-term care costs. Emily will also highlight a unique program Raymond James has that offers connections to a specially curated group of companies that help caregivers navigate care needs and services – part of the value advisors are adding to their client services (36:20) Margaret Starner – Founder & Managing Director of The Starner Group, part of Raymond James who will speak as a “super ager” who is still going strong in her 80s running her company and advising clients on longevity planning. Margaret will explain what challenges people face after 50 in planning for the next 50 years and how each decade brings new opportunities and decisions. Her secret? Margaret shares how she advises clients to plan for passion, purpose and lifelong learning For our podcast listeners who are familiar with our Caregiver Wellness News and Well Home Design News as well as what is happening in the workplace for employees who are also caregiving as part of the Sandwich Generation – we are moving those news segments to our new “Caregiving Club News” program on YouTube. You can catch all the same news, including the latest research news, resources and pop culture we have previously done on our podcast now on our news channel – and it's all free! All we ask is that you subscribe to us on YouTube as well so you get the bi-weekly news updates and all of our other education caregiving content. Thank you for making “Caregiving Club On Air” #3 on the list of top 80 caregiving podcasts! Learn more on our episode guide page on the Caregiving Club website: caregivingclub.com/podcast/ Take Care and Stay Well!

In this episode of Revamping Retirement, hosts Matt Patrick and Pete Ruffel unpack insights from CAPTRUST's first annual Financial Wellness Survey. They're joined by Chris Whitlow and Cat Ellis, who break down the evolving landscape of financial stress, engagement trends, and what employees truly want from their financial wellness programs. The conversation highlights key findings around generational differences, the power of personalized one‑on‑one advice, and surprising gaps between what stresses employees and what they're most eager to learn. Together, the group explores how plan sponsors and advisors can turn these insights into more effective, tailored strategies that genuinely support participants' financial confidence. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

What makes some people freeze when things get tough, while others rise to the occasion? In this episode, I chat with David Gillis, a former U.S. Air Force officer and the owner of Spark Financial Wellness, about making tough choices, staying financially healthy, and how to improve by just 1% every day.David uses military-level precision to help people manage stress, boost their decision-making, and perform when it really counts. We explore why we sometimes get stuck in analysis paralysis, the fight-or-flight-or-freeze response, and why there are often more than one good way to solve a problem (even if it doesn't seem that way).We also talk about:How to prioritize when everything feels urgentThe difference between reversible and irreversible decisionsBuilding systems that reduce financial stress and anxietyWhy past, present, and future thinking matters for your moneyLiving in the moment instead of waiting for some mythical retirementDavid's upcoming 1% Better Conference for us looking to better ourselves!If you've ever felt stuck making a decision, overwhelmed by your to-do list, or paralyzed by financial stress, this conversation will help you move forward with clarity and confidence.Contact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyConnect with David:sparkfinancialwellness.comhttps://www.sparkfinancialwellness.com/conferenceResources and Links:Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Dukehttps://a.co/d/3wKr18PAtomic Habits: An Easy and Proven Way to Build Good Habits and Break Bad Onesby James Clearhttps://a.co/d/bVEqK3h75 HARD IS A TRANSFORMATIVE MENTAL TOUGHNESS PROGRAM.https://andyfrisella.com/pages/75hard-infohttps://onepercentbetterspeakersconference.comhttps://www.sparkfinancialwellness.comThe Checklist Manifesto: How to Get Things Rightby Atul Gawandehttps://a.co/d/eNzDylEStart with why -- how great leaders inspire action | Simon Sinek | TEDxPugetSoundhttps://youtu.be/u4ZoJKF_VuA?si=gVxg-WEtOZ1jZgGkhttps://campfi.orghttps://economeconference.comhttps://finconexpo.com

Friday, Jan 9, 2026 UnPacking LIVE WURD 96.1 FM & 900 AM Rachael Hanible Best Selling Author National Financial Educator of the Year rachaelhanible.com 02:36 Financial Wellness icebreaker- the lies we have been told! 06:56 How Rachael became debt free with a perfect credit score 09:50 What people most misunderstand about credit & traditional banking vs. online banking 14:56 Budgeting- saving when living paycheck to paycheck

Listen as host Sebastian Calmes, Wellness Specialist with UK HR Health and Wellness, speaks with Jennifer Godbey, Assistant Professor and therapist in UK Psychiatry as they explore the powerful connection between financial wellness and healthy relationships. Learn why money conversations matter, how financial stress impacts emotional well-being, and practical strategies for building trust and shared goals around finances. This discussion offers tools to foster clarity, communication, and confidence in managing money together.

Simon Brascoupe introduces "Braiding Mind, Body, and Spirit," a culturally relevant financial wellness resource developed with Prosper Canada and the Aboriginal Financial Officers Association of Canada. Using the braiding metaphor, the resource addresses Mind (financial tools and knowledge), Body (protection strategies), and Spirit (holistic teachings). Simon discusses how the resource helps address "sudden wealth syndrome" when receiving lump sum payments, and includes activities like "Coloring My Dreams" for visualization, "My Money is Medicine" for reframing money as a positive force, and financial wellness journaling. He also highlights the challenge of limited bank access in Indigenous communities, with only three to four First Nations in Ontario having banks. Connect with Simon on Instagram.

Today, we're joined by Anders Jones, CEO and Co-founder of Facet, provider of impartial and valuable financial advice and services at an affordable membership fee. We talk about:The future role of AI in financial adviceDecreasing headcount & SaaS spend due to building AI automation toolsThe changing value proposition of softwareThe processes required for an AI agent to function effectivelyWhy building an AI wrapper on top of a platform is not a sustainable business model

What if one retirement decision could reshape your financial future? On this episode of Ready, Set, Retire Podcast, Steve Anzuoni breaks down the rising interest in Social Security bridging — what it is, who benefits, and why timing matters. Steve tackles myths, longevity planning, guaranteed income strategies, inflation concerns, and the real questions retirees are asking today. From delaying benefits to building lifelong income streams, this episode gives listeners clarity and confidence to evaluate their own retirement path. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen's business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.00:00 – Gen CEO Vincent Pilette joins00:41 – Gen's four business pillars and operating segments02:26 – Norton's role in consumer cybersecurity02:57 – Consumer vs. B2B2C growth strategy04:15 – Customer journeys across Norton, LifeLock, and MoneyLion05:07 – Platform integration and challenges with cross-selling06:59 – Subscriber base and membership structure07:58 – Global user scale across paid and free customers08:21 – Financial wellness adoption and growth outlook09:57 – Positioning Gen for consumers and investors12:09 – Trust-based solutions13:33 – Strategic priorities and future expansion areas17:11 – Customer demand for blockchain-based solutions18:16 – Geographic mix and international growth strategyAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$GEN Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the Power Up Wealth podcast, James Derrick sits down with Brandi Romero to share practical steps to protect your personal information and clean up your inbox. They discuss why it only takes one click to cause major damage, how decluttering your email helps you spot threats faster, and the biggest red flags to watch for—urgency, odd language, suspicious links, and sender addresses that don't match.Their top advice: slow down, hover before you click, never trust links you weren't expecting, and when in doubt, go directly to the source or pick up the phone. A cleaner inbox and a cautious approach can go a long way in keeping your financial life secure. 

Emily Koochel is the Manager of Financial Wellness at eMoney Advisor, and she joins the show to share how she found her way in the financial planning world. If you're interested in exploring non-linear career paths in financial planning, blending education and technology, or understanding how fintech is shaping the future of the profession, this episode is for you. Listen in as Emily shares how she was drawn to financial planning for its blend of numbers and people, and how a mentor encouraged her to pursue a master's degree before starting her career at a small firm. She also talks about becoming increasingly interested in the relational side of the profession, which led her to earn another degree and spend time teaching in a CFP program. You'll hear about her current role in fintech, where she helps firms scale through technology, and her thoughts on where fintech is headed next. You can find show notes and more information by clicking here: https://bit.ly/45d8laU

The FINRA Investor Education Foundation's National Financial Capability Study is an expansive source of data and insights about the financial lives of U.S. adults. Conducted every three years, this wide-ranging research effort includes the Investor Survey, an in-depth exploration of the attitudes, behaviors, knowledge and experiences of retail investors across the country.In December, the FINRA Foundation published the latest iteration of the survey, titled "Investors in the United States: Results from the FINRA Foundation's National Financial Capability Study." Drawing on responses from nearly 3,000 respondents in the U.S. with non-retirement investment accounts, the latest edition builds on previous Investor Survey reports, conducted every three years since 2015.On this episode of FINRA Unscripted, FINRA Foundation President Gerri Walsh, the Foundation's Research Director Gary Mottola, and Senior Researcher Olivia Valdes discuss the study's wide-ranging findings and implications.Resources mentioned in this episode:The National Financial Capability Study (NFCS)Investors in the United States A Report of the National Financial Capability StudyState-by-State NFCSInvesting Knowledge QuizEp. 176: National Financial Capability Study: Key Trends and InsightsYou Know More Than You Think: Unrealized Knowledge in “Don't Know” Responses to Financial Knowledge Questions2026 FINRA Annual Regulatory Oversight ReportBrokerCheckSocial Media Key Topics Page Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

#ThisMorning | #Transforming #Financial #Wellness Through #AI and the #Metaverse - Part II | Alicia Hartjen and Phil Carden, SS&C Technologies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

#ThisMorning | #Transforming #Financial #Wellness Through #AI and the #Metaverse | Alicia Hartjen and Phil Carden, SS&C Technologies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

Being a trusted adviser to our affluent clients for over two decades, we know what works and what won't work, when it comes to helping our clients meet their non-negotiable life goals.In this episode, we are glad to be joined by one of Providend's clients, Matthew Elton, Founder and Managing Director of Hotlotz, a leading auctioneer in Singapore. Matthew prides Hotlotz on their honesty, integrity and high level of service quality towards their clients.You will be intrigued by the interesting stories he has to share and his passion for upholding trust in both his work and personal life, especially when it comes to precious items bestowed upon his clients from their loved ones. Matthew's belief in doing the right thing and maintaining a healthy culture within Hotlotz aligns closely with Providend's mission to be the light in the financial world.Learn more about Matthew and his company here.Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

In this raw and emotional holiday edition of "Serving Sundays," Dave Wheeler and Candace Rae sit down to discuss a major milestone: approaching six months of sobriety. As the new year looms, the couple pulls back the curtain on the reality of quitting alcohol, discussing everything from the financial pressures that initiated the change to the hereditary nature of addiction.While Candace shares how sobriety has fueled her fitness journey and alleviated anxiety, Dave offers a candid look at the struggle of being a "functional alcoholic" and the difficulty of not feeling the "pink cloud" of success just yet. Together, they reflect on how their marriage has evolved—noting they haven't had a single fight since putting the bottle down—and discuss the life pivot that kept them in Winnipeg instead of moving back to Mexico. Tune in for an unfiltered conversation about marriage, parenting, and navigating the holidays sober.Support the showFollow us on social media: Dave Wheeler Candace Rae

Taking Control of Your Financial Wellness by Capital FM

Is your retirement plan as exciting as a $2,000 coffee maker—or is “boring” actually better? This episode explores why steady, risk-managed strategies can be the smartest move for your 401(k) and future. Art McPherson breaks down the difference between wants and needs, the realities of taxes in retirement, and how emotional decisions can impact your financial health. Discover how market cycles, Roth conversions, and customized planning help you avoid costly pitfalls and build lasting security, even if “boring” doesn’t sound glamorous. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period: • Staying in a traditional IRA/401(k) and taking RMDs • A one-time Roth conversion • A gradual, multi-year conversion strategy RIA Advisors' Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Rich also shares insights from decades of experience helping investors avoid common pitfalls and build financial wellness that lasts generations. 0:00 - INTRO 0:19 - The Roth Account Smile 4:40 - Roth Applications for Different Stages of Life 12:41 - Rules Can Save You in a Turbulent World 14:55 - Annuities Should Be Planned, not Sold 15:52 - A Home is a Liability, not an Asset 18:35 - Set Personal Financial Boundaries 20:28 - Debt Control & Savings Priorities 22:05 - Dealing with Student Loan Debt 24:32 - Invest in Yourself 26:37 - Benefits of AI - Look Ahead 28:34 - Setting Good Financial Wellness Standards Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=PdFmXFB3sW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Volatility May Precede Santa Claus Rally," is here: https://www.youtube.com/watch?v=CnOnz8np7ps&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Fed Regime Change: Is Groupthink Finally Ending?" here: https://www.youtube.com/watch?v=jvNL-iyGgj0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothIRA #RetirementPlanning #TaxStrategy #IRAConversion #PersonalFinance #FinancialPlanning #WealthManagement #InvestingTips #RetirementPlanning #MoneyMindset

Wasanga Mehana joined by Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member and Lucas Venter, Manager of internal and online banking fraud detection at Nedbank unpack the latest fraud tactics targeting South Africans, why criminals strike hardest at year-end, and the simple steps you can take to protect your money, your accounts, and your peace of mind. Tags:702, Aubrey Masango show, Aubrey Masango, Wasango Mehana, Dr Frank Magwegwe, Lucas Venter, Fraud awareness, Online scam The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

I am so thrilled to be welcoming Jason Vitug back to the podcast for this episode! As a reminder or in case you didn't hear that episode (if you didn't, I definitely recommend going back and giving it a listen), Jason is an author, entrepreneur, and former credit union executive, and our conversation today focuses on the financial struggles many people are facing due to the rising cost of living and other economic factors. Jason explains how people across the whole country, whether in big cities or small towns, are struggling to make ends meet, impacting their overall well-being and mood. He notes that frugality is making a comeback as people try to stretch their dollars further, but he advocates for a more holistic approach to financial wellness, focusing on maximizing the value of one's time rather than just cutting corners.Our discussion gets into the challenges of affordability, particularly in the housing market, with Jason citing some research that shows that there is actually a surplus of homes available, but many are priced out of reach for younger generations. He is critical of "solutions" like 50-year mortgages, arguing that they may provide short-term relief but don't address the root issues, and, as a business owner and leader, he shares how he has had to make tough decisions to stay true to his values and purpose, even when it meant walking away from some lucrative contracts. He also stresses the importance of leaders aligning their actions with their stated values, as this filters down to impact the entire team.I also share a similar experience of firing a client who was not a good fit, despite the short-term financial impact, and we talk about how removing "dead weight" can actually lead to greater long-term growth and joy by allowing you to focus on your best clients and employees. Our conversation overall highlights the need for both personal and organizational leaders to take a more holistic approach to financial decisions and growth, and Jason offers some great advice for listeners on how to start this journey even when facing significant financial challenges!Time Stamps:[01:52] - Jason introduces himself as an author focused on financial wellbeing as well as a former credit-union exec.[03:10] - Jason explains that people everywhere feel financial strain and are looking for ways to stretch limited income.[06:47] - Jason argues that housing is unaffordable because expensive luxury houses dominate the market despite a surplus of homes.[09:32] - I reflect on growth - our personal and leadership choices often deepen financial pitfalls.[12:17] - Jason stresses intentional growth, noting leaders must prune misaligned pursuits to protect foundations.[15:04] - Hear Jason describe having rejected lucrative clients because their profit-driven values clashed with his purpose.[17:55] - I describe choosing values over income.[21:07] - Aligning decisions with values attracts better clients and eases team stress.[24:55] - Financial freedom enables value-based choices and urges tiny progress toward stability.[27:35] - Jason explains that past mistakes don't define us and urges creating a vision-led financial plan.[29:58] - Jason stresses that owning past financial choices and drafting a plan is si important for change.[32:37] - Jason stresses the importance of building an emergency safety net so that crises don't derail stability.[33:38] - Jason reveals where he can be found online and encourages listeners to grab his books.Resources:The Accidental Leader - Websiteyournarketing.cobo@yourmarketingco.comBo McDonald on LinkedInThe Accidental Leader - “Finding balance in your leadership life with Special Guest: Jason Vitug”Jason Vitug on LinkedInJason Vitug on InstagramJason Vitug - Happy Money Happy Life: A Multidimensional Approach to Health, Wealth, and Financial FreedomJason Vitug - Make Your Money Smile: A Personal Finance How-To Guide to Manage, Earn, Grow, Borrow, and Protect Your WealthJason Vitug - You Only Live Once: The Roadmap to Financial Wellness and a Purposeful LifePhroogal - Website

This Giving Tuesday episode brings together seven incredible organizations making a real difference in the Omaha community. Hosts Chantel Windeshausen and Liz Malmberg, along with Centris Vice President of Community Relations, Dawn Gonzalez, sit down with five of the seven 2025 Centris Community Impact Grant winners to discuss their missions and the lives they're changing.Hear from Emily Moser of Ronald McDonald House Charities about providing a home-away-from-home for families with critically ill children. Representatives from Project Harmony's Connections program, Kodjovi and Joanna, discuss bringing school-based mental health therapy and expressive arts groups to Omaha-area students. Amy Krause and Leigh Sitenauer from Bags of Fun share how they deliver joy to kids battling serious illnesses. Melissa Nelson of Neighborgood explains how their market-choice pantry fights food insecurity in Sarpy County. And, Melissa Glenn from the Builder Foundation discusses training the next generation of construction trade specialists.Plus, hear about the homes Habitat for Humanity North Platte and Volunteers Assisting — two additional grant recipients unable to join but making equally important impacts.Bags of Fun Omaha: https://bagsoffunomaha.org/ The Builder Foundation: https://builderfoundation.org/ NeighborGood: https://neighborgoodpantry.org/ North Platte Area Habitat for Humanity: https://www.nphabitat.org/ Project Harmony Child Advocacy Center: https://projectharmony.com/ Ronald McDonald House Charities Omaha: https://rmhcomaha.org/ Volunteers Assisting Seniors (VAS): https://vas-nebraska.org/– About A Penny or Two for Your Thoughts –When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success.Visit us at our website: https://www.centrisfcu.org/a-penny-or...Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY...Apple Podcasts: https://podcasts.apple.com/us/podcast...*Follow Centris on Social Media:*https://www.facebook.com/CentrisFCUhttps://www.instagram.com/centrisfcu/https://twitter.com/CentrisFCUhttps://www.linkedin.com/company/centris-federal-credit-union/This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

“A good life must have God in it, for me. Without Jesus in my life, I wouldn't be living a good life.”In this special edition of The Providend Conversation: Living the Good Life, we are delighted to be joined by Mr Philip Ng, who reflects on his personal journey, his values, and how he leads his firm with a servant-leader mindset, guided by his faith.Mr Philip Ng is the CEO of the private real estate firm Far East Organization. He is the son of the late Mr Ng Teng Fong, who founded Far East Organization in 1960. Through his personal stories and professional journey, Philip illustrates how faith, values, and purposeful leadership can guide both life and business decisions.It has been a privilege to speak with Philip, and we hope you find his reflections as inspiring and thought-provoking as we did.Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

Taking Control Of Your Financial Wellness by Capital FM

Welcome to the final episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend's Philosophy of Sufficiency.As trusted advisers to affluent clients for over two decades, we've always advocated that clients prioritise life decisions before financial ones. These life decisions are what we refer to as “Ikigai” decisions.In this episode, our Founder and CEO, Christopher Tan, chats with Sha-En Yeo, Singapore's first Happiness Scientist®, 2× TEDx Speaker, and Founder of 'Happiness Scientists', where she helps leaders move from burnout to success with fulfilment. For the past 14 years, she has worked across APAC to support organisations, schools and individuals through positive psychology–based coaching, training and keynotes on mental health, resilience and wellbeing.Sha-En shares her unconventional journey, from supporting a struggling student as a young teacher to discovering positive psychology. Through stories of uprooting her family to study overseas, and leaving the stability of an iron-rice-bowl job, she reflects on how small, courageous steps can lead us closer to our ikigai.You may reach out to Sha-En via her LinkedIn or website.Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially—with your Ikigai goals at the forefront of your wealth plan.Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients' hard-earned assets.In this week's Money Wisdom episode, our co-host Isaac chats with Chris about how too much knowledge might actually make us poorer, drawing lessons from a surprising experience at The Ritz, and how knowledge can puff a person up and why letting it do so can be our downfall.The conversation explores why it's important not to let knowledge consume us or make us proud, or we risk missing the woods for the trees. Chris also shares how this lesson applies to investing and the importance of first understanding your own investment philosophy.To better understand the discussion, you may start by reading Chris' Business Times article.Music courtesy of ItsWatR.The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Get Our Money Wisdom II Book Today!Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

On this episode of the podcast, Alex Becerra and Savannah Brown tackle the topic of Smart Holiday Shopping. Together they discuss insightful data points about consumer spending during the holidays, the importance of building a strong spending and savings plan, and strategies for ensuring a successful holiday shopping season. They also provide useful tips for avoiding flash sales, resisting the temptation for impulse purchases, and the fighting the inclination to jump on "too good to be true" deals. Tune in today, because navigating the holiday season with a smart shopping plan that won't break your budget… just makes Perfect Cents! To check out the resources highlighted in this episode visit the links below. TD Bank | Merry Money Survey TD Bank | Holiday Shopping Tips - Here's How to Keep Spending In Check GNCU | Tips for Smart Holiday Spending BBB | Shop Like a Pro and Make the Most of This Holiday Season Nasdaq | 8 Holiday Temptations That Destroy Your Budget To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/ To contact the podcast team, email Podcast@safecu.org

Are you stealing from your own wealth without even realizing it?Snippet of wisdom 89.In this series, I select my favourite, most insightful moments from previous episodes of the podcast.Today, my guest Anjel B. Hartwell talks about redefining wealth as more than just money.Press play to learn how to recognize the subtle ways you may be blocking your own abundance and how to feel wealthy in every sense.˚VALUABLE RESOURCES:Listen to the full conversation with Anjel B. Hartwell in episode #346:https://personaldevelopmentmasterypodcast.com/346˚Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚

From breaking up with your phone to breaking into better habits, our back-half S3 recap episode brings together the most practical, powerful, and personal moments from recent episodes of Grown-Up Stuff. Hosts Lea Palmieri and Matt Stillo revisit highlights on phone addiction, advocating for yourself at work, nutrition, sober curiosity, meditation, and life insurance—all the stuff that makes adulting a little more manageable (and a lot more meaningful). Whether you're catching up or just need a refresher, this episode is your one-stop-shop for grown-up wisdom, minus the overwhelm.See omnystudio.com/listener for privacy information.

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Welcome to The Mike Litton Experience, where real conversations meet real transformation. In this powerful episode, host Mike Litton sits down with Danial Kahn—also known online as The Financial Wellness Guy—to uncover the truth behind financial wellness, student debt, and how changing your money mindset can change your life. From his early days at the […]

Send us a textIn this conversation, we speak with Matt Barnes, who shares his journey from coaching to financial fitness, particularly focusing on the unique financial challenges faced by law enforcement officers. Matt discusses the importance of building a positive culture and leadership within organizations, the financial fitness framework he developed, and the significance of addressing stress related to finances. He emphasizes the need for mentorship in the law enforcement community and the role of faith in personal and financial growth. Takeaways:Culture is crucial in any organization, especially in sports and law enforcement.Planning and periodization are essential for success in high-pressure environments.Financial stress is a leading cause of anxiety and health issues in America.Many first responders lack financial education and support.Creating a financial fitness framework can help individuals manage their money better.Understanding cash flow is key to budgeting effectively.Retirement planning should start early in a law enforcement career.Finding purpose after retirement is essential for mental health.Website: Financial Fitness Matt BarnesSupport the showCritical Aspects Website IG: @critical_aspectsIG: @pastorvernin: @Dr. Vernon Phillips

Sharing his career journey, Jason Patton, reveals his introverted nature despite being involved in public speaking and leadership roles. The Managing Director and Head of Community and Business Development for the Northeast division of JP Morgan Chase, Patton discusses his accidental entry into financial services, his experience with a health crisis in 2005, and how it transformed his perspective on work and life. Patton emphasizes the importance of financial health, continuous education, and authentic leadership. He highlights his work in promoting financial literacy and community engagement, especially through initiatives like opening a community financial center in the Bronx and partnering with educational institutions. James "Trig" Rosseau and Jason Patton also touch on the personal and professional impact of faith and the evolution of his leadership style. Patton concludes by reflecting on the importance of leaving a lasting legacy and the interconnectedness of physical, mental, and financial wellness.

Struggling to get your spouse involved in retirement planning?You are not alone. Many financially-minded partners lose their spouse's attention by jumping straight into 401(k) allocations or tax strategies. The result is glazed eyes and little engagement.This approach works differently. Start with powerful, open-ended questions that spark curiosity and connection. Ask things like “What does your perfect retirement day look like?” or “If we had to spend $150,000 this year, how would you want to use it?” These prompts bypass resistance and lead to meaningful conversations about dreams, priorities, and lifestyle.When you know whether your partner envisions constant travel or staying close to home, or whether they fear losing purpose more than running out of money, you can build a plan you both believe in. Lifestyle clarity comes first. The numbers follow naturally.Retirement planning is not just about financial optimization. It is about creating a shared vision for the years ahead with the person who matters most. Try these questions with your partner and watch the conversation shift from spreadsheets to shared dreams.Visit earlyretirementpodcast.com to share your results or explore tools for building a plan that works for both of you.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.