Podcasts and Newsletters

February 02, 2026

Are your senior clients sitting on substantial home equity but struggling with cash flow, or are they reluctant to tap into investments during market downturns? Reverse mortgages can be a powerful financial tool, but they come with complexity, costs, and crucial timing considerations that demand your professional guidance. In this...

January 26, 2026

This webinar is designed to equip financial counselors, coaches, and educators with the knowledge and tools to better support veterans and their dependents. The session will highlight how these programs help veterans and their families achieve financial stability, effectively manage and maximize their benefits, make informed financial decisions, avoid common...

January 26, 2026

Neurodivergent individuals—including those with ADHD, Autism, AuDHD, Dyslexia, Dysgraphia, and other cognitive differences—represent a meaningful and often underrecognized portion of clients seeking pro bono financial planning services. While their financial needs may range from simple to complex, traditional financial planning models and communication styles can unintentionally create barriers that affect...

January 26, 2026

Many clients know what to do with money, yet still struggle to follow through. This webinar explores how ADHD, anxiety, and executive-function challenges affect clients’ ability to take action and how financial professionals can coach for capacity, not just compliance. Participants will learn a compassionate, neuroscience-aware framework along with practical...

January 13, 2026

Student loan debt isn’t just a young person’s problem. With more than 43 million borrowers across all ages and income levels, the demand for personalized student loan planning is greater than ever. In this session, you’ll learn key points about student loan planning and how adding student loan guidance (either...

January 08, 2026

Couples can greatly benefit from financial counseling to work through complex financial issues, whether they are preparing for the next step in their relationship or have been together for many years. The Five Money Languages was designed in parallel with Gary Chapman’s Five Love Languages to help couple clients better...

January 08, 2026

You’ve seen it happen in pro bono work. A client schedules an appointment and shows up hopeful—but overwhelmed. They nod along during the session, yet follow-through is limited. Or life gets in the way and momentum stalls after just one meeting. Sometimes, clients don’t show up at all. In pro...

December 21, 2025

This on-demand learning session provides an overview Medicare with information for providers who support family caregivers, delivered in a format designed to move beyond the traditional webinar. Instead of a one-time lecture, this program offers a flexible, self-paced experience featuring short learning segments, real-world scenarios, and interactive prompts to help...

December 16, 2025

Permanent Change of Station (PCS) moves, and other military transitions often disrupt spouse employment, resulting in periods of unemployment, underemployment, and financial strain for military families. These challenges are not isolated—they ripple outward, affecting overall health and well-being – from stress and sleep to energy and connection- alongside family readiness,...

December 16, 2025

Ethical practice is essential to effective financial counseling education. Designed for financial counselors, educators, and military family service providers, this session examines the Military Standards of Ethical Conduct, the AFCPE Code of Ethics, financial disclosure requirements, and federal gifting guidelines. In this 2-hour webinar, Dr. Bruce Ross, AFC®, CFT™, and...

December 16, 2025

This session provides a real, behind-the-scenes look at that "other" credential in the personal finance space, delivered by two professionals who hold both the AFC®️ and CFP®️ certifications. These marks and professionals are not competitors, but rather powerful complements. This session will expand your body of knowledge and answer burning...

December 11, 2025