Podcasts and Newsletters

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

Although it’s easy to put people in boxes and label them, we are much more complex than that. Very few people are consistent in their behaviors. When people place their statements in the Sometimes pile, it can be very informative. Here are the questions to ask to determine if their...

January 31, 2023

Although we say money is the major cause of conflict within a relationship, that’s not true. Money, itself, is a neutral commodity. Conflicts are driven by the associations each person has with money. If they are unaware of their own and their partner’s motivations and needs related to money, they...

January 31, 2023

The book and research by Dan Ariely, Predictably Irrational explains the hidden forces that drive how we make decisions. While these decisions are often far less rational than we think, once we know more about them they can help us stay on top of our finances, interact better with others...

January 20, 2023

Student loans are one of the largest lifetime debts incurred by individuals and families, thus making loan repayment a central factor in household financial wellbeing. This virtual 2-part course (3 hours per day) provides intensive training on all aspects of student loan debt, including how to work with students and...

January 20, 2023