Building wealth doesn’t start with a big paycheck—it starts with smart habits. Whether you’re just getting started or looking to reset your approach, this intellicast is designed to help you build a strong financial foundation from day one. In Foundations of Wealth: Budgeting, Saving, and Investing Made Simple, we’ll walk through the basics in a clear, approachable way—so you can take action with confidence.

Want to make sense of what the markets are doing—and what it means for you? Join our semiannual intellicast webinar, where our team breaks down the latest market trends in plain English and shares practical insights to help you stay confident and on course with your investment journey.

Social Security is one of the biggest pieces of your retirement income, but knowing when and how to claim can feel overwhelming. In this intellicast, we’ll simplify the rules, clear up common misconceptions, and walk through strategies to help maximize your benefits. You’ll leave with practical insights to make smarter decisions about Social Security and how it fits into your overall retirement plan.

What is estate planning and who needs it? Spoiler alert: everyone! Estate planning needs are different for everyone based on age, health, wealth, lifestyle, life stage, goals, and many other factors. Join us for this intellicast where we’ll discuss the basics of estate planning and tips to set you up for success.

As you near age 65, you may start to think about Medicare.  Or if you have family members nearing that age, you may wonder how to help them with it.  How do you sort through your coverage options? When (and how) do you enroll? And what if you have other health insurance?  Watching this short intellicast where we’ll go over the basics of Medicare and the different parts of it that help cover specific services.

Are you interested in growing your knowledge about investing but not sure on where to start? Join us for this intellicast where we’ll go over investing basics to help you form a plan and be ready to stick to it. You’ll leave with an understanding of basic principles such as asset allocation, risk tolerance, and other factors to consider before making investment decisions.