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A guide to maximizing interest-bearing accounts

Beginner's Guide to Charitable Donations

Are you ready to support a philanthropic cause? Feeling inspired to give is the first step, and then it’s time to create your plan. By understanding charitable contributions, you can create a giving strategy that’s sustainable for your goals and budget.



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Financial Basics Under 13

Apr 15, 2021  |  Money Management Making it Count Family Finances

Money + Kids Part II: Teaching Kids Under 13 Financial Basics

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Learn how to teach kids under the age of 13 the difference between saving, spending, and giving.

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Financial Considerations Children

Mar 30, 2021  |  Money Management Making it Count Family Finances

Money + Kids Part I: Financial Considerations for Having Children

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Learn all the financial considerations that should be covered before having a child.

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Starting a New Career

Feb 25, 2021  |  Money Management Making it Count

How to Start Your Career with the Best Foot Forward

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Learn how to financially prepare for this transition and how to stand out in a competitive job market with the help of our financial experts.

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Achieving Post-Honeymoon Financial Bliss

Feb 11, 2021  |  Money Management Making it Count

Money + Love Part III: Achieving Post-Honeymoon Financial Bliss

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Welcome to the third part of our Money + Love mini series where hosts Cristina and Will discuss achieving post-honeymoon financial bliss with three special guests.

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Wedding Budget

Jan 28, 2021  |  Money Management Making it Count Budgeting

Money + Love Part II: Wedding Planning within Budget

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Tune into part two of our Money + Love mini series, where we explore how couples can save money while planning the wedding of their dreams.

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Money + Love Part I

Jan 7, 2021  |  Money Management Making it Count Family Finances

Money + Love Part I: Are We Financially Compatible?

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Welcome to Part I of our Money + Love mini series where hosts Cristina and Will discuss financial compatibility in relationships with three special guests.

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Money + The Holidays Part III: Wrapping Up Your Finances at EOY

Dec 23, 2020  |  Money Management Holidays Making it Count

Money + The Holidays Part III: Wrapping Up Your Finances at EOY

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We wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year.

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Estate Planning 2022

Dec 4, 2020  |  Making it Count Retirement

Real Talk: Why You Need an Estate Plan in 2023

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Understand the basics of estate planning and how to start protecting your assets in 2023 by listening to the latest episode of Making it Count.

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Credit Card Points Game

Nov 19, 2020  |  Credit Cards Holidays Making it Count

Money + The Holidays Part II: Playing the Credit Card Points Game

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Learn all about maximizing your reward points and cash back this holiday season from returning guest Heidi Pauley and special guest Kevin Wright.

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Money + The Holidays Part I: Holiday Financial Preparation Tips

Nov 5, 2020  |  Money Management Holidays Making it Count

Money + The Holidays Part I: Holiday Financial Preparation Tips

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This episode is all about ways to prepare financially before the holidays and is part one of our Money + The Holidays mini series.

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Episode 10: What Did We Learn this Season?

Sep 3, 2020  |  College Making it Count

Episode 10: What Did We Learn this Season?

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We’re throwing it back to all of our favorite lessons learned and funny moments from season one of Making it Count in this finale episode!

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Episode 9: A Crash Course on College Finances

Aug 13, 2020  |  College Making it Count

Episode 9: A Crash Course on College Finances

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From snagging scholarships & eating healthy on a budget to juggling a job, class & still having a social life, we cover all things college on this episode.

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