Divorce can completely reshape your financial picture, and CDFA Cristina Waingart Gerrald joins us to break down what to expect—especially when it comes to budgets, income changes, and retirement planning. She walks us through the key steps, tools, and team members that can help create stability during a difficult transition.

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Considering rejoining the workforce after retiring? Join us to explore the benefits of working in your retirement years—and important things to know before making a move.

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Join us to find out what’s ahead in retirement plans in 2026. Whether retirement is around the corner or 30 years away, it’s important to stay on top of the opportunities and rules that effect you.

Linked resources:

IRS contribution limits

Personal investor profile questionnaire

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Listen in as we talk to Terrance McCue, a cybersecurity specialist from ADP Retirement Services as he shares tips from the DOL to talk about the latest guidance to help us keep our online accounts safe.

Join us for a special episode as we revisit some of our most memorable conversations with guests from popular episodes. We'll cover topics ranging from estate planning and Social Security to discussing finances with kids.

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As the year draws to a close, it’s the perfect time to assess your retirement plan account. In this episode we will explore four essential areas to evaluate.

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Whether you’re tired of living paycheck-to-paycheck or you’re striving for financial independence, getting your spending and expenses under control is critical to your success.

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Linked resources:

Budget worksheet

Every step on your financial journey gets you closer to living the life you want. Join us to learn how you become financially independent and free.

Resources:

Personal Investor Profile Questionnaire

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