According to Fidelity, 76% of the next generation wants to know if they're named beneficiaries, but only 35% of Baby Boomers feel they need to talk with designated beneficiaries. So what should be shared and what should be kept quiet?

Sources:

https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

This year is coming to a close, but the best financial advice lives on. Today, we’re highlighting the top tips, tricks, and insights from 2025 that can help you save, invest, and spend smarter in 2026.

Sources:

N/A

Disclosure: The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

The good news is you don't have to make major changes to make a positive impact.

Sources:

N/A

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

When it comes to our health insurance, many ofus view it as a safety net for big medical bills. But what isn't talked about as much is the fact that your plan is probably paying for services and perks you’re not even awareof.

Sources:

N/A

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

Mixing family and business can be complicated, but when it comes to independent advisors, a lot of firms are keeping it in the family. So, how do you set boundaries, maintain professionalism, and handle disagreements?

Sources:

N/A

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

Holiday spending is hitting record highs — even as budgets tighten and debt climbs. Why are Americans dishing out nearly $80 billion on Black Friday and Cyber Monday? Are these “deals” really deals… or just clever traps?

Sources:https://www.prnewswire.com/news-releases/us-consumers-spend-more-to-save-more-black-friday-and-cyber-monday-sales-expected-to-increase-by-20-billion-302590811.html

Disclosures: The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

A 2025 Morgan Stanley survey found 39% ofemployees reduced contributions as a result of current economic conditions. So what’s the cost of pausing contributions, and what should you consider before making your choice?

Sources:

https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2025/has/2025_How_America_Saves.pdf

https://www.morganstanley.com/press-releases/retirement-benefits-amid-volatility-morgan-stanley-study-#:~:text=Employees%20are%20tightening%20their%20belts,when%20choosing%20where%20to%20work.

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

November is National Long-Term Care Awareness Month. We're discussing why everyone needs a long-term care plan to protect their future.

Sources:

https://www.aarp.org/pri/topics/ltss/family-caregiving/caregiving-in-the-us-2025-caring-across-states/

Disclosure:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

Netflix's 'Unknown Number: The High School Catfish' went viral on social media. One of the themes in this documentary was financial infidelity. In this episode, we discuss the dangers of financial secrecy, its impacts on families, and ways to share financial responsibility.

Sources:

https://www.yahoo.com/entertainment/tv/articles/unknown-number-netflix-answer-every-194006219.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKATmwCXJzBuj6ISZuPQM3MHzhA5ni2A0jWY2p95XHcc-AGdohh2xWG3BAxYBRHm5bU6IF97eamB7sdrny6kSSize-gC_67mXU7SHG27z6Jv4sxRQE66lZR4WW-hzKp0DO_DDdjUwzMQIJgbjqXmSSko0Qqy-XFC1k4IRxCvOGsr

https://www.thecut.com/article/kendra-licari-daughter-cyberbully-mommy-meanest-true-story.html?_gl=1*v63wi3*FPAU*MjExMTQxMjIzMC4xNzUwOTU4NzI1*_ga*NDczMDY1MDIxLjE3Mzc0NzkxNjk.*_ga_DNE38RK1HX*czE3NTY4MjQ4ODIkbzg1JGcxJHQxNzU2ODI1NTA2JGo2MCRsMCRoMTc4MTgxMDk5Mw..*_fplc*ZE5GYVdta2FwazhheHNMcUlIeVZuUHkxSzl3VmUlMkZJazdqQ1ltRWxyaGNGY1Y5TjV0QnB2Q2V6elZtSDNvMm1tZ2xRVm43JTJCajliWWNQY3clMkJnR0REWEs5elRZR2haYlA0M0NwM2dVYWR2UFltJTJGejVZZklvMzNleVglMkZESDh6dyUzRCUzRA..#comments

Disclosure:

 The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.

The U.S. economy is dealing with an influx of federal layoffs, inflation, and a slow hiring market. We're sharing some tips to help you navigate these tough times.

Sources:

https://www.marketwatch.com/story/adp-says-businesses-cut-jobs-for-third-time-in-four-month-as-labor-market-weakens-8e245e92

https://www.cnbc.com/2025/10/02/report-shows-hiring-at-lowest-since-2009-as-economists-turn-to-alternative-data-during-shutdown-blackout.html

https://si-interactive.s3.amazonaws.com/prod/plansponsor-com/wp-content/uploads/2025/10/01172913/Retirement-Survey-Insights-Report-2025.pdf

https://www.cbsnews.com/news/retirement-savings-more-americans-paycheck-to-paycheck-goldman-sachs/

Disclaimer:

The views shared in this episode do not serve as professional advice. If you're seeking financial guidance, please consult with a financial expert.