Podcasts and Newsletters

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

“Keep a budget” is one of the most common yet least implemented recommendations. This interactive webinar highlights why conventional budgeting is so difficult and how “reverse budgeting” may be a better approach. While conventional budgeting takes a detailed bottom-up approach, reverse budgeting’s top-down approach focuses first on goals and savings....

December 11, 2025

This webinar educates financial counselors on the Security and Exchange Commission’s role in regulating FinTech innovations, enabling them to assist Service members and their families on the opportunities, risks, and ethical considerations of utilizing these emerging financial technologies.

November 24, 2025

This webinar explores key developments that shaped the finances of service members and their families in 2025. Drawing on insights from Defense Department Personal Financial Managers, this session explores military specific financial events, highlighting relevant research published in 2025, and anticipated changes in 2026. Designed for financial professionals supporting military...

November 24, 2025

This webinar will recap 2025 through a personal finance lens by describing noteworthy financial news, trends, and events and their implications for personal financial planning. The webinar will also include the results of 2025 research articles and a preview of announced changes related to income and estate taxes and Social...

November 13, 2025

A properly designed and implemented CRM system goes far beyond contact management — it can become the operating system for your entire counseling or coaching practice. In this session, we’ll explore how strategically implemented CRM software enhances the financial counseling process and strengthens the client–counselor relationship — all on autopilot....

November 10, 2025