The Confident Wallet™ Podcast
1) Simplifying your retirement savings
From rolling over 401(k)s and consolidating IRAs to investing in target-date funds, learn about a few ways you can simplify your accounts.
2) Couples and money
In sickness and in health—and in joint bank accounts. This episode provides tips for couples about to say I do prepare for their financial future together.
3) Financial tips for the self-employed
If you’re self-employed, you may have a tough time relating to traditional financial advice. In this episode, our experts share money management tips geared specifically towards you.
4) Women and finances
Women face unique financial challenges, from fewer years in the workplace and lower earnings to a longer life expectancy. This episode examines matters women should consider when planning for their fi...Show More
5) Understanding IRAs
There are several types of IRAs—so how do you choose which one may be right for you? This episode describes and compares IRAs to help you decide.
6) Getting started with investing
Investing 101: Learn how to build and manage your portfolio and reach your investment goals.
7) Understanding your Social Security options
When you start collecting, Social Security can have a big impact on your retirement income. Our experts will discuss tips to help determine the right Social Security strategy for you.
8) Closing in on retirement
If your retirement is right around the corner, new questions are likely surfacing. Our experts will help answer some of the ones most commonly asked.
9) Building a retirement strategy
It's challenging to focus on something that seems so far away. With our experts’ help, you can develop a more comprehensive understanding of how to build a solid retirement plan.
10) Getting your estate in order
Estate planning can be less intimidating when you’re armed with practical strategies that can provide peace of mind when you think about the afterlife of your money.