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Holiday Spending Budget Planner

 The holiday season is the perfect time to show your appreciation for loved ones and enjoy festive activities and foods. However, with all the hustle and bustle, it’s easy to stress about financial strain. Preparing your budget can help you deck the halls without the worry of overspending. View our free budget planner to keep your holiday spending on track.  



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Mom and daughter on tablet

Apr 24, 2024  |  Money Management Financial Tools Family Finances

Teaching Kids About Money? 5 Tools to Foster Teen Money Management

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Teaching kids about money is crucial for their future. Discover 5 tools to foster teen money management and help them develop crucial financial skills.

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Financial Advice for Every Stage of Life

Jan 3, 2024  |  Credit Cards College Money Management Making it Count High School Family Finances Retirement

Financial Advice for Every Stage of Life

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Today Cristina, Randy, and their money-smart friend end season 4 of Making it Count by leaving listeners with financial advice for every stage of life!

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Money + Love Part VI: Break-Ups, Separations & Divorce

Dec 20, 2021  |  Money Management Making it Count Family Finances

Money + Love Part VI: Break-Ups, Separations & Divorce

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Breakups suck, but at least our Making it Count hosts were brave enough to talk through the financial ramifications of ending a relationship with Samantha Garcia, a Wealth Advisor at Halbert Hargrove.

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Money + Love Part V

Dec 2, 2021  |  Money Management Making it Count Family Finances Retirement

Money + Love Part V: Family Loans & Aging Parents

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This episode covers the risks and rewards of lending money to a family member, how to talk to your parents about their long-term care plan and how to help your child navigate student loans.

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Personal Finance for Kids

May 19, 2021  |  Family Finances

8 Personal Finance & Money Management Habits for Kids & Teenagers

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We asked some financial experts which money management habits they thought kids and teens should learn. Here are eight that we recommend.

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Kids Money App

May 9, 2021  |  Financial Tools Family Finances

11 Recommended Kids’ Money, Chore & Allowance Apps

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Using a kids’ money app, a kids’ allowance app, or even a chore app can make it fun and interactive for kids to learn personal finance basics.

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Money Lessons for Kids

May 5, 2021  |  Financial Tools Family Finances

Money Lessons 101: Financial Education / Literacy for Kids & Teens

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There are lots of important lessons for kids that you can impart as a parent. Here’s what you need to know to build financial independence in your kids.

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Financial Basics Over 13

Apr 29, 2021  |  Making it Count Family Finances

Money + Kids Part III: Teaching Kids Over 13 Financial Basics

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Learn how to introduce your teen to the world of credit cards, debit cards, and investing in Part III of our Money + Kids mini series.

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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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Revocable Trust

Jan 20, 2021  |  Money Management Family Finances

When is the Right Time to Establish a Revocable Trust?

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We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

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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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