Wealth Your Way

Stocks and bonds are the building blocks of portfolios, but few investors have the time to research securities. Instead, mutual funds offer professionally managed, diversified portfolios in one step.

Are you a young professional interested in starting to invest? Is your experience limited, or are you unsure of where to begin? Or do you have kids that you want to teach investment fundamentals to in order to help them get started early on a path toward prosperity?

Are you the parent of a young adult who has recently ventured out into the workplace? Do you want to help your children learn about investing fundamentals in order to prepare them for a healthy financial life?

Whether you want to purchase a new car or home, start a family soon, or retire by a certain age, you will need to plan accordingly to ensure the necessary funds are available.

Choosing a healthcare plan is one of those tasks in life that many of us dread. The process is often unfamiliar and daunting, especially for young people, which may be why so many wish they could avoid it altogether.

But understanding your healthcare options and how to choose them is important, because going without insurance or choosing the wrong plan—one that doesn’t meet your medical needs--could lead to severe, unexpected and expensive consequences.

While navigating the health insurance system can be complicated, the first step to choosing the right plan is getting informed.

When credit card offers are rolling in, it can be tempting to take advantage of the various promotions and promised rewards. While credit cards have many benefits and establishing credit is wise early in adulthood, a lack of discipline with your credit usage can easily create an undesirable financial situation. Understanding the key components of selecting the right type of credit and incorporating the use of credit into your budget can alleviate the risk of developing unmanageable debt.

New episodes coming soon. Hear from co-host Ryan Christine Coulson about what motivated the creation of the podcast and how she hopes listeners can benefit from the content provided.