Education is the Key to Client Success!

Future Money Minute Topics

Variety makes the Money Minutes Videos a game-changer for you and your clients! By covering a broad spectrum of life-stage challenges, you’ll show clients you’re truly committed to their success along every step of their financial journey. Watch for some of these topics in upcoming videos.

  • Questions to ask Advisors

  • The FIRE Movement

  • Credit Scores

  • Mortgage Strategies

  • Financial Scams

  • Eldercare Issues

  • College Planning

  • Co-signing Loans

  • Debt Management

  • Boomerang Kids

  • Long-term Care

  • College Mills

  • Rule of 72

  • Credit Trends & Traps

  • Tax Strategies

  • Selling a business

  • Divorce & Your Finances

  • Insurance for Mid-Career Pros

  • Wills

  • Estate Planning

  • Basics of Investing

  • Reverse Mortgages

  • Time Value of Money

  • Zombie Debt

  • Senior Living

  • Selling a Home

  • IRS ‘Fresh Start’

  • Leasing a Car

  • Identity Theft

  • Pet Parents

  • FAFSA: Financial Aid

  • Save on Vacations & Travel

  • Social Security Strategies

  • ‘50 & Over’ Traps

  • Retirement Strategies

  • Career/AI Trends

  • Scholarship Displacement

  • Save on Weddings

  • Investment Basics

  • Pre-Retirement Steps

  • Selecting an Advisor

  • College Alternatives

  • Loan Consolidation Strategies

  • The College Disconnect

  • Sandwich Generation

  • Debt Elimination

  • Money-Savings Strategies

  • Deceptive Tricks & Traps

  • Helpful Financial Resources

  • Credit Repair Scams

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