Podcasts and Newsletters

Exchange Traded Funds (ETFs) 101 Celebrate Financial Literacy Month with Cara Macksound, a Certified Financial Behavior Specialist with a decade of experience trading Exchange Traded Funds (ETFs). What do ETFs have in common with chocolate chip cookies? Find out as Cara covers the basics of ETFs. You will leave with...

February 22, 2023

Communication: Seek First to Understand | Financial Behavior Keynote Group To truly connect and build trust, financial planning clients need to feel that they are both heard and understood by their financial planner. In order to accomplish this goal, financial planners need to understand their own attitudes, values, and biases...

February 16, 2023

Applying Behavioral Finance into your Practice | Financial Behavior Keynote Group Many advisors have heard of behavioral finance but don’t know how to apply these concepts to your business. Dr. Carlson will teach behavioral finance in a way that can be applied to any practice, large or small. You will...

February 16, 2023

Personal Finance Seminar for Professionals | University of Maryland Extension This years FFS focuses on ’financial wellness at any age.’ Shifts occur in technology, socio-economic environments, and money attitudes. Personal finance priorities change over time and throughout life's stages. Lifespan financial wellness is best achieved when financial capability is instilled...

February 16, 2023

Social Security Benefits in 2023 According to the Social Security Administration (SSA) approximately 70 million Americans will see an 8.7% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2023. On average, Social Security benefits will increase by more than $140 per month starting in January.

February 16, 2023

Fundamentals of Mutual Funds A solid understanding of mutual funds assists service members in navigating available investment options. This webinar overviews mutual fund fees, taxes, performance, and special considerations essential to make informed investing decisions. Learn about the pros and cons of mutual fund characteristics, types of mutual funds, and...

February 16, 2023

Helping Clients Inflation-proof Their Budget Inflation impacts the purchasing power of service members and their families. This webinar provides an overview of inflation and the expected and unexpected ways inflation may upset a household budget. Learn strategies for managing household spending during challenging financial times, and discover creative ways to...

February 16, 2023

Medicaid, Food Security, & the Social Determinants of Health & Wellbeing Military family readiness promotes service member and family health and well-being in a variety of ways. Among these are helping to connect service members and families to needed resources and supports at the community, state, and national level. In...

February 16, 2023

Providing Affirmative Care to the LGBTQ+ Military Community This webinar focuses on the continuums of identity (sexual orientation, gender identity, biological sex, gender expression), the impact of discrimination, relevant healthcare disparities, and ways to encourage a welcoming care environment for all. Join this webinar to learn about practical skills for...

February 16, 2023

It’s amazing that two people can be missing the same Habitude or have similar results and their reactions are totally opposite. Why is that? What does it tell us? Using case studies, we will explore how we can use these insights and avoid making assumptions to serve our clients better.

January 31, 2023

The quick answer is “yes”. This is a chance to explore what motivates people to change their relationship with money and indicators that they are or are not ready to do that.

January 31, 2023

Often the victim of financial abuse may not be aware that it is happening. What Habitudes’ results and statements are the red flags to explore? How do you approach this topic and what do you do next? This is especially important for people who focus on finances and do not...

January 31, 2023