This summer the Trump Administration is rolling out it's latest savings initiative 'Trump Accounts.' The accounts are available to children under 18. Children born between January 1, 2025 and December 31, 2028, will receive a $1,000 deposit from the the Treasury Department. So, what does this latest initiative mean for the next generation?

Sources:

https://trumpaccounts.gov/

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.

According to Fidelity, 45% of partners say they argue aboutmoney at least occasionally–yet more than 1 in 4 couples say money is the biggest challenge in their relationship. Today, we're discussing how to overcome that.

Sources:

https://newsroom.fidelity.com/pressreleases/love---money--most-couples-give-themselves-high-marks-in-communication--yet-fidelity-study-reveals-h/s/c15df94d-f289-4d2d-bb10-85424c803f8e⁠

⁠https://dallasweekly.com/2025/11/separate-finances-become-more-common-among-married-couples/?utm_source=chatgpt.com⁠

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 COVID-19 pandemic sparked a surge in estate planning, but many of those plans were created quickly or haven't been reviewed since. In this episode, we're discussing why simply having an estate plan isn't the same as having one that actually works for your life.

Sources:

https://www.caring.com/resources/wills-survey

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.

Choosing an executor over your estate is a decision that shouldn't be made lightly. The role can involve months or years of work, legal responsibility and financial exposure all while navigating family dynamics and grief.

Sources:

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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 planning for retirement, many people center their plan around their age and assets. But what often gets neglected is factoring the cost and complexity of health insurance if they’re planning to retire or semi-retire before they become eligible for Medicare at 65.

Sources:

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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.

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:

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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:

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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:

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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:

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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.