Whether you’re tired of living paycheck-to-paycheck or you’re striving for financial independence, getting your spending and expenses under control is critical to your success. M-834452-2025-11-04 Linked resources: Budget worksheet

Every step on your financial journey gets you closer to living the life you want. Join us to learn how you become financially independent and free.   Resources: Personal Investor Profile Questionnaire   M-824406-2025-10-20

Financial wellness involves managing your finances effectively by developing good money habits, setting goals, and creating a budget. In part 1 of this 2 part series, we'll share tips on getting started on a path to financial well-being. M-811861-2025-09-30

Join us as we talk with a special guest today, Chris Magno, SVP and General Manager Small Business, Retirement & Insurance Services about current trends and challenges in the industry.   M-816346-2025-10-08

Join us for a special episode where we look back on some of our best discussions on the topic of taxes. From how different contribution types are taxed, taxes in retirement, and taxes on the various withdrawal types. M-810382-2025-09-26

Join us as we chat with Angelica Wilson, the Broker Relations Manager for Consumer & Senior Markets at My Savoy Benefits. With over 27 years of experience in the insurance industry, Angie has dedicated 18 of those years to specializing in Medicare products. She supports brokers in areas such as ACA and Medicare contracting, onboarding, and ongoing training. This ensures that brokers are well-prepared to navigate plan offerings, compliance requirements, and enrollment. Additionally, Angie is a Continuing Education Instructor at Savoy Academy. M-803575-2025-09-12

Let’s expand our knowledge of investing with a review of some history of the stock market.  M-791165-2025-08-18

What you need to know about Roth 401(k) and after tax 401(k) Contributions Saving in both before-tax and after tax accounts can provide you with flexibility to help you minimize your future taxes. Join us to learn about Roth and after tax 401(k) contributions and the mega back door Roth   Resources After-tax contributions flyer Roth contributions flyer   M-772275-2025-07-16

Saving on taxes in retirement can help you keep more money in your pocket to enjoy your time as a retiree. Join us for tax saving tips you can use today and after you retire. M-764524-2025-07-03

Many retirees underestimate the full scope of expenses they’ll face after leaving the workforce, which can put a strain on their savings. From rising healthcare costs to moving expenses, these often-overlooked items can add up and have a real impact on your budget once you stop working full time.   M-754531-2025-06-12

What does it mean to put your money to work for you? Join us to explore interest and compounding and how it can work for—and against—you.   M-725407-2025-04-21

What is a tax efficient retirement income strategy? How much retirement income will you need? Learn about different retirement withdrawal approaches, tax treatment and how to optimize your retirement income. M-739754-2025-05-13

Tune in as we discuss lifetime income annuity products with Kelli Hueler. Kelli is the founder and CEO of the Hueler Companies and is widely recognized as a thought leader on lifetime income, actively participating in related public policy issues. Before establishing Hueler Companies, Kelli worked as a financial planning professional for IDS Life and served as a registered representative at Kidder, Peabody and Company, where she managed both institutional and retail clients. She earned her bachelor’s degree from Saint Olaf College in 1981. M-747823-2025-05-29

An annuity can provide a steady income stream in retirement, but does including an annuity in your retirement strategy makes sense for you? Join us to learn all about annuities and considerations when buying this type of product. M-717140-2025-04-08

Do you dream of retiring early? Or do you just need a break from working? Join us to learn about non-traditional retirement approaches like the F.I.R.E. movement and mini or micro retirements. M-723023-2025-04-16

Join us for Round 2 of SECURE 2.0 with ADP’s Ron Ulrich, with some SECURE 2.0 updates. We will discuss employer matching contributions for student loan payments, Roth catch-up contributions for individuals earning over $145,000, and additional catch-up contributions for those aged 60 to 63. Additionally, we will cover emergency expense withdrawals and potential tax credits available to small business owners establishing a retirement plan, among other topics. Listen to episode 5: SECURE 2.0 to hear our earlier discussion with Ron about SECURE 2.0.   Resources What the SECURE 2.0 Act means for you SECURE 2.0 Act provision guide – for employers M-728653-2025-04-24

Ahead of our next new episode, we're revisiting the first we did on the Secure Act 2.0. Learn more about Secure Act 2.0, this legislation was designed to help improve retirement outcomes for participants in employer-sponsored retirement plans.  SECURE stands for Setting Every Community Up for Retirement Enhancement and we’ll discuss how changes in this legislation could impact your retirement planning.

Join us to learn the basics of saving for higher education and strategies you can use to fund education expenses.   M-702542-2025-03-12

Today we explore the importance of taking advantage of employer retirement plans, even for those who view their job as a temporary solution. Resources: Saving for Retirement: Practical Ways to Help You Save More article 401(k) Contribution Calculator M-692282-2025-02-20

Women can face unique financial challenges. Today, we have Kim Creason, the Vice President of Marketing at ADP Retirement Services, with us to share insights from a recent study on Women and Investing sponsored by ADP regarding the hurdles women confront, and we’ll discuss strategies to achieve financial wellness. Resources: Women and Investing whitepaper Budget Worksheet M-695877-2025-02-27