Financial Decoder

Financial Decoder

Latest Episodes

How Can You Maximize Your Employee Benefits?
August 07, 2023

Stock awards and 401(k)s can play a big role in a retirement strategy. But the role that our employers play in our financial lives is often much deeper.

How Can You Prepare for the Perils of Aging? (Rebroadcast)
July 24, 2023

If you're worried about cognitive decline and avoiding scams, are you taking the right steps to prepare your finances for the future?

What Should You Do If You or Someone You Love Becomes Disabled?
July 10, 2023

If you or a family member has a disability, what dedicated tools and financial safeguards are available?

2023 Mid-Year Market Outlook
June 26, 2023

What can investors expect from the markets in the second half of 2023?

How Can You Think Like a Fund Manager?
April 17, 2023

What lessons about portfolio management can we learn from two different types of fund managers?

When Can Direct Indexing Make Sense for Your Portfolio?
April 03, 2023

How does direct indexing work?

Jodi's Story: How Can You Prepare for a Career Change?
March 20, 2023

How one woman changed careersand found a path that fit with her values.

What Should Be on Your Wealth Management Watch List This Year?
March 06, 2023

It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?

Is It Time to Reboot Your New Year's Resolutions? (Rebroadcast)
January 30, 2023

If you set New Year's resolutions, have you fallen off track? Were you too overwhelmed to set resolutions? We have some helpful strategies to reboot your New Year's resolutions or get started on some

2023 Market Outlook
December 16, 2022

As we look to the new year, what can investors expect from the markets in 2023?