A recent survey from Achieve found 58% of Americans give their financial situation a poor or fair rating. So what can you do to improve your situation?

Sources: https://www.achieve.com/about/press/58-percent-of-americans-say-their-finances-are-in-crisis-achieve-survey-finds

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.

A recent Nationwide Retirement Institute survey found 68% of those who receive or expect to receive Social Security benefits believe the financial impacts of tariffs will be so expensive that future cost-of-living adjustments won’t keep up.  So what can retirees do to manage the gap should benefits fall short?

Sources:https://nationwidefinancial.com/media/pdf/NFM-24801AO.pdf?utm_source=NWNewsroom&utm_medium=Newsroom&utm_campaign=NWNewsroom&_ga=2.187909224.1585275558.1755610789-973925517.1751374588&_gl=1*72c1qn*_gcl_au*MjQ4NTY0Mjk2LjE3NTI4NDM2ODc.*_ga*OTczOTI1NTE3LjE3NTEzNzQ1ODg.*_ga_GLJSQEPWL4*czE3NTU2MTA3OTAkbzUkZzEkdDE3NTU2MTA5NzkkajYwJGwwJGgw

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.

Is your benefits package working for you? With open enrollment coming up in November, it's important to know how to pick the right coverage for you. In this episode, we're sharing what to look for in each plan and what to consider before you make those elections.

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.

Many people think life insurance is there to benefit you're loved ones after you are gone, but that's not entirely the case. In light of Life Insurance Awareness Month, we're showing you how you can benefit from a life insurance policy while you are still living.

Sources:

https://www.businesswire.com/news/home/20250819266804/en/Americans-with-Life-Insurance-Dramatically-More-Confident-in-the-Ability-of-Their-Loved-Ones-to-Manage-Financially-Without-Them

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 a report from CNBC, the U.S.fertility rate has fallen to 1.6 births per woman, which is below the 2.1 needed to sustain the population. So, if you want to start a family but are worried about the financial implications, what steps can you take now to preparefinancially?

Sources:

https://www.cnbc.com/2025/05/30/us-birth-rate-decline-outpaces-policy-response-raising-concerns.html

https://www.glamour.com/story/the-trump-tariffs-have-already-made-these-5-essential-baby-products-24-more-expensive

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, parents are expected to spend anaverage of $741 for clothing, supplies and books. That’s $200 more than last year, according to NerdWallet. So how can parents financially plan for the upcoming school year?

Sources:

https://www.nerdwallet.com/article/shopping/2025-back-to-school-shopping-report

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.

Today, more than 73 million people receiveSocial Security benefits–but it’s future is hanging in the balance. So how has the program changed, what are somecommon misconceptions people have, and what do you need to know about its rolein retirement?

Sources: https://www.pewresearch.org/short-reads/2025/05/20/what-the-data-says-about-social-security/

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.

A recent report from Point2Homes found thatbetween 2013 and 2023, the number of renters who are 65 and older increased by 2.4 million. So why is this happening and what should you consider if you’re planning to rent in retirement?

Sources:

https://www.point2homes.com/news/research/senior-age-group-up-over-2-million-renters-in-a-decade.html

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.

For families raising a child with disabilities, the 18th birthday can feel like a legal minefield. Now they're suddenly responsible for making health and financial decisions regardless of whether they're capable or ready. So how can families in this situation prepare for what's to come?

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 year is more than halfway over. Are your finances holding up? In this episode, we're helping you do a mid-year financial check-in.

Sources:

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.