Health and Wealth Series
Financial wellness comes in all forms – being a financially responsible healthcare consumer is one of them. Join our host, David, as he interviews industry experts in areas relating to health and welfare benefits.
- Dependent Care Assistance Plans (DCAP)
- Health Savings Accounts: the Who, the What, and the Why
- BPAS ClaimFinder
Be The MVP Of Your Financial Future Series
Featuring Coach Garry, these short sessions will motivate and inspire you on your own journey toward a financially secure future.
Foster Your Financial Future Series
Watch our on-the-go series sessions about personal financial topics.
- NEW! Start Saving First
- Changing Your Spending Mindset
- The 50/30/20 Rule
- How to Feel Like You’re Getting Ahead
- Making Your Spending Plan
- Making Good Financial Decisions
- Needs vs. Wants
- Dream Big
- Money Stories
- Automate Your Debt
- Improve Your Credit Score
- Credit Scores and Reports
- Consumer and Total Debt
- Debt Rules of Thumb
- Debt is not the devil
- Meet Your Match
- Your Why Matters
- Money Date Night
- Paving Your Financial Path
- Emergency Savings
- Phone Call Fraud
- Email Fraud
- Fraud Risks on Social Media
- Identity Theft
- Are you a Victim of Fraud? Next Steps