Are you raising children and caring for aging parents at the same time? You’re part of the sandwich generation! Join us to learn how to manage in this tough stage of life.

Resources

Budgeting basics: Where to start

Budget worksheet

Emergency savings video

Low Financial Literacy Rates Among Young People Indicate Retirement Savings Delays

M-651427-2024-12-04

Get ideas that help you simplify planning and maximize your retirement savings—so you can live the way you want when you retire.

Resources

Annual contribution limits

Target date retirement funds

Investor profile questionnaire

In today’s episode, we’re busting a few common myths about investing, whether it’s too risky or inaccessible to the average consumer, and how to remove some of the complexities to help you feel more confident.

Navigating a stock market downturn

Common Investing Mistakes

Understanding the stock market

Listen in as we talk about Social Security with Dr. Ed Weir, PhD. Dr. Weir's vast experience as a Social Security District Manager, Family Services Specialist for the Department of Social Service, a Marine Corps Sergeant and a University Adjunct Professor. Dr. Ed is one of the country's most experienced government benefits experts. In his (semi)retirement, he has made hundreds of YouTube videos to help older adults, people with disabilities, survivors, retirees, children with disabilities, spouses and others in every state get the benefits they need!

Resources:

https://linktr.ee/MyGovExpert

ssa.gov

The 2024 presidential election is quickly approaching. Do elections have an impact on the financial markets? Join us to find out!

Resources:

Navigating a market downturn

Strategies for managing risk

M-625309-2024-10-18

Watch out for investment and cybersecurity scams! Online scams are prevalent—how can you protect yourself and your information? Let’s find out.

Resources:

Fraud Prevention Checklist

Working from anywhere tips

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Many states now have legislation that requires that businesses either offer a retirement plan or make the state program available to employees. Does your state have a mandate? Let’s find out.

Laws and regulations regarding state mandated plans are constantly evolving and content discussed during this podcast may not reflect the most recent updates.

Resources:

September 2024: Detailed look at state, local, and federal mandates

M-617050-2024-10-07

We dive into the unfiltered minds of children to uncover what they truly think about finances. From the piggy bank to the stock market, we explore their concepts of earning, saving, and spending money. Our young guests surprise us with their insight, creativity, and sometimes humorous misinterpretations of the financial world. Whether you're a parent, educator, or simply curious about the world through a child's eyes, this episode is packed with valuable takeaways and heartwarming moments.

Linked resources:

Money conversations with children

Focus on your goals coloring page

Savings word search

Piggy bank savings tracker

M-603495-2024-09-09