Financial Decoder

Latest Episodes
How Can You Maximize Your Employee Benefits?
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)
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?
If you or a family member has a disability, what dedicated tools and financial safeguards are available?
2023 Mid-Year Market Outlook
What can investors expect from the markets in the second half of 2023?
How Can You Think Like a Fund Manager?
What lessons about portfolio management can we learn from two different types of fund managers?
When Can Direct Indexing Make Sense for Your Portfolio?
How does direct indexing work?
Jodi's Story: How Can You Prepare for a Career Change?
How one woman changed careersand found a path that fit with her values.
What Should Be on Your Wealth Management Watch List This Year?
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)
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
As we look to the new year, what can investors expect from the markets in 2023?