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Welcome back to Making it Count’s first episode of 2021 where our hosts uncover the secrets to dating bliss – at least financially speaking! On this part one of our Money + Love mini series we ask our financial experts how couples can know if they are financially compatible. Cristina and Will are joined by returning guest Rod Griffin from Experian, as well as newlyweds Katie and Jordan from Addition Financial. Plus, stay tuned for a surprise segment at the end of the episode where producer Lauren jumps behind the mic to quiz our hosts and guests on how well they know their significant others!
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Year-end financial planning is a good way to get your financial house in order for the coming year. And with all the changes 2020 brought to our typical “normal,” there are some critical differences we all should be aware of. On this episode of Making it Count, we wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year and what should be part of that evaluation. Our hosts, Cristina and Will, are joined again by Heidi Pauley from Addition Financial on this last episode of 2020!
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Do you have an estate plan? Understand the basics of estate planning and how to start protecting your assets by listening to the latest episode of Making it Count! Our hosts are joined by Mary Kaplan, attorney and owner of The Kaplan Firm, and Emily Ostresh, Legal Specialist at Addition Financial. We cover the important vocabulary and documents associated with the estate planning process so you can get started on your own plan today.
Links
Learn more about Addition Financial: https://hubs.la/H0zbJ0W0The Kaplan Firm: http://thekapfirm.com/
Who’s ready to play the credit card points game? Learn all about maximizing your reward points and cash back this holiday season from returning guest Heidi Pauley and special guest Kevin Wright, the CIO at Addition Financial. They share tips on making the most of your holiday shopping using rewards credit cards on the latest episode of Making it Count.
Links
The Points Guy: https://thepointsguy.com/
Nerdwallet: https://www.nerdwallet.com/
The Ultimate Guide to Taking Charge of Your Credit Card: https://hubs.la/H0B3S7P0
The Savvy Seasonal Shopping Guide to Prevent Overspending: https://hubs.la/H0zbH_y0
Learn more about Addition Financial: https://hubs.la/H0zbJ0W0
We’re back with season two of Making it Count, the podcast that explores everyday financial topics to debunk common money myths. We’re your hosts – Cristina and Will. On this season of Making it Count, we’re introducing the Money+ mini series where we tackle big financial topics over three shorter episodes. We’ll hear from guests on how money influences the holiday season, our love lives, and even what we teach our kids. And in between each Money+ series, we’ll be back with our regularly scheduled episodes. So, together, let’s – make it count!
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