In this episode of Fiduciary Voices #FinLit Series, host Marie Swift sits down with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor of Pioneer Wealth Management Group. They discuss generational wealth planning and charitable giving, focusing on common family challenges in wealth transfer, such as blended families, estranged relatives, and serious illnesses.

This video from StraightLine discusses the importance of managing your beneficiary designations to avoid unnecessary expenses and complications. When it comes to securing your legacy, one of the most powerful yet often overlooked tools in estate planning is your beneficiary designations.

This video walks you through 8 key tips to help you ensure your beneficiary designations are current, aligned with your overall plan, and structured to protect your loved ones when it matters most.

Taking the time to effectively manage your beneficiary designations may seem like a small detail, but it is not. It may be the greatest gift you give your loved ones during one of the most challenging times of their lives.
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By ensuring your assets are aligned with your estate plan, kept up to date, and clearly designated, you can spare your family from unnecessary stress, delays, and expenses. It is a simple but meaningful act of love that protects your legacy and brings peace of mind to your loved ones when it is needed most.

This video from StraightLine shares practical tips graduates can use to get started down a successful financial path. With student loans, first jobs, and newfound independence, financial decision can feel daunting. But the right guidance now can set the stage for lifelong security.

In this video, you will discover:

• Ways to maximize savings and take advantage of all asset-building avenues
• Is it advisable to use credit cards to build your credit score
• Insurance to consider while you are young and healthy

The best graduation gift you can give yourself or loved one is the confidence and security that comes with a smart financial plan.

​Many investors wish they had started sooner. Do not let the excitement of graduation stop you from starting your financial journey with intention.

This video from StraightLine shares simple steps to strengthen your money mindset during Financial Literacy Month. It focuses on practical guidance to help you make the most of your money.

​In this video, you will discover:
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• Budgeting basics to help map out your path to prosperity so you can ensure every dollar has a purpose
• Smart saving strategies to help prepare for life’s uncertainties and assist with achieving your future goals
• Credit score essentials to help you nurture the roots of your financial health and unlock better opportunities
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Whether you’re just starting out or looking to refine your financial strategies, these simple steps can make a big difference. 

During Financial Literacy Month, we encourage you to commit to learning one new money skill or making one positive change in your financial habits.

In this episode of Fiduciary Voices #FinLit Series, host Marie Swift sits down with Stacy Miller, CFP®, MBA, Founder and CEO at BayView Financial Planning. Together, they explore the power of financial literacy and the impact of pro bono financial advice.​

​Miller discusses her passion for connecting individuals in vulnerable situations, especially women and military-connected families, with accessible, compassionate financial guidance.

In this Fiduciary Voices #FinLit Series episode, host Marie Swift speaks with Sam X Renick, Founder of Sammy Rabbit, who explores how early money habits are formed, why financial literacy matters for kids, and how both parents and advisors can play a powerful role using resources from SammyRabbit.com.

In this Fiduciary Voices #FinLit Series episode, guest host Stacy Miller, CFP®, speaks with Meredith Briggs, CFP®, Senior Advisor and Co-Owner of Taconic Advisors Inc and Certified Member of the Alliance of Comprehensive Planners (ACP), who discusses practical strategies for spring cleaning your finances.​

​Briggs shares some financial spring cleaning tips, such as how to reduce and secure documents, the three necessary estate planning documents, and how to update them.

In this video, Robert Levitt, founder and CIO at Levitt Capital Management, a cross-border wealth advisor, breaks down what U.S. citizens need to know about taxes, investing and compliance when living abroad. Learn why your U.S. accounts may no longer work overseas, how tax treaties come into play and why working with U.S.-licensed professionals is key.

​Read more to watch the video.

In this Fiduciary Voices #FinLit Series episode, guest host Stacy Miller, CFP®, speaks with Tom Malkoch, CFP® Senior Financial Advisor at Financial Independence Planning, who shares some of his tax expertise.

​Malkoch provides some practical steps watchers can take as the April 15th deadline approaches, some common mistakes people make regarding their taxes, and how Financial Independence Planning makes tax planning an essential part of their financial plans.