Making It Count

Making It Count

By Making It Count PodcastEducationSelf-ImprovementKids & Family
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Making It Count episodes

  • Money + Kids Part II: Teaching Kids Under 13 Financial Basics
    Think kids under 13 can’t learn financial basics? Think again! In Part II of our Money + Kids mini series, Cristina and Will learn tips and tricks for teaching younger children important money lessons. From explaining the differences between saving, spending, and giving to helping connect the dots between working and earning a paycheck, our guests, Clint Proctor from The Wallet Wise Guy and Karina Rodriguez from Addition Financial, provide great information for parents with young children. Help your kids become responsible financial experts after listening to our latest episode!
    Links
    The Wallet Wise Guy: https://walletwiseguy.com/
    Email Karina at Addition Financial: [email protected]
    Youth Accounts from Addition Financial: https://www.additionfi.com/youth-accounts
    Learn more about Addition Financial: https://hubs.la/H0zbJ0W0
    41 min
  • Money + Kids Part I: Financial Considerations for Having Children
    Starting a family is a huge, exciting life milestone. In Part I of our Money + Kids mini series, hosts Cristina and Will learn all the financial considerations that should be covered before having a child. They are joined by John Stanton and Stefanie Flohr, financial advisors at CUNA Brokerage Services, who help listeners learn how to balance budgeting as a parent while saving up for your child's college education along the way. From grocery bills to insurance payments, learn how to financially prepare for starting a family by listening now!
    Links
    Investment Services at Addition Financial: https://hubs.la/H0HP7cM0
    The Principal Guide to Achieving Financial Security When Settling Down: https://hubs.la/H0HP6V90
    Learn more about Addition Financial: https://hubs.la/H0zbJ0W0
    35 min
  • How to Start Your Career with the Best Foot Forward
    Planning to start a new career can be an exciting yet stressful experience. Listen along to learn how to find a compatible career that works for you. In this week’s episode, Cristina and Will welcome Jordan George from Addition Financial and Cliff Marvin from CareerSource Central Florida to discuss the best practices of switching and starting new careers. Learn how to financially prepare for this transition and how to stand out in a competitive job market with the help of our financial experts.
    Links
    CareerSource Central Florida: https://www.careersourcecentralflorida.com/
    Addition Financial Careers: https://www.additionfi.com/careers
    Learn more about Addition Financial: https://hubs.la/H0zbJ0W0
    35 min
  • Money + Love Part III: Achieving Post-Honeymoon Financial Bliss
    Welcome to the third part of our Money + Love mini series where hosts Cristina and Will discuss achieving post-honeymoon financial bliss with three special guests. They’re joined by returning newlyweds, Jordan and Katie George from Addition Financial, and Clint Proctor from The Wallet Wise Guy. In this episode, our experts reveal ways newlyweds can combine finances, avoid debt, and plan for their future goals.
    Links
    The Wallet Wise Guy: https://walletwiseguy.com/
    SMART Financial Goal Setting Worksheet: https://hubs.la/H0Gf1hR0
    Learn more about Addition Financial: https://hubs.la/H0zbJ0W0
    45 min
  • Money + Love Part II: Wedding Planning on a Budget
    Who said planning a wedding had to be stressful? Tune into part two of our Money + Love mini series, where we explore how couples can save money while planning the wedding of their dreams. Cristina and Will are joined by returning newlyweds, Katie and Jordan from Addition Financial to welcome Kaila and Eryn from Frugal Twins. Learn how to create a sustainable wedding budget while avoiding common mistakes from our financial experts. Additionally, you’ll learn about which expenses to prioritize while sticking to your budget.
    LINKS
    Frugal Twins: https://www.frugaltwins.com/
    The Principal Guide to Achieving Financial Security When Settling Down: https://hubs.ly/H0D02hw0
    Learn more about Addition Financial: https://hubs.la/H0zbJ0W0
    48 min
  • Money + Love Part I: Are We Financially Compatible?

    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!

    Links:

    the ascent Survey: https://hubs.ly/H0D05tf0
    The Principal Guide to Achieving Financial Security When Settling Down: https://hubs.ly/H0D02hw0
    Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

    51 min
  • Money + The Holidays Part III: Wrapping Up Your Finances at EOY

    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!

    Links:

    Money Management Guide: https://hubs.la/H0Cylx40
    Year End Financial Planning Checklist: https://hubs.la/H0CylxK0
    Holiday Bonus Savings Plan Blog: https://hubs.la/H0Cyn9d0
    Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

    29 min
  • Real Talk: Why You Need an Estate Plan

    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/

    Planning Early (Elder Law) On-Demand Webinar: https://youtu.be/Cdtd54T-56c
    Retirement Strategies for People Over 40: https://hubs.la/H0BXn_40
    Expert Strategies for Setting and Sticking to Your Retirement Investing Goals: https://hubs.la/H0BXp050

    43 min
  • Money + The Holidays Part II: Playing the Credit Card Points Game

    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

    43 min
  • Introducing Season 2 of Making it Count, the Financial Education Podcast

    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!

    1 min

About Making It Count

From the publisher's feed

Do you ever feel like you’re stumbling through your finances? You’re not alone. This is Making It Count, a financial education podcast where hosts Cristina and Addison explore real ways to make your…

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