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Educational Content for Consumers +
FinLit Interview Series with Fiduciary Advisors in the Hot Seat

Spring Into Financial Wellness: Simple Steps to Strengthen Your Money Mindset

5/6/2025

 
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
    ​
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.
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Pro Bono Planning and the Power of Financial Literacy with Stacy Miller: Fiduciary Voices #FinLit Series

4/25/2025

 
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.
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She shares how the core values of BayView Financial Planning, transparency, empathy, and education, shape both her fee-only practice and her pro bono work. From answering urgent financial questions to helping people take the first step toward financial empowerment, Miller reflects on meaningful experiences and offers practical steps and resources to improve financial literacy for all.

Learn more about Stacy Miller and BayView Financial Planning at BayViewFP.com.

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Financial Education for the Next Generation with Sam X Renick: Fiduciary Voices #FinLit Series

4/11/2025

 
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.
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Renick shares advice for parents and grandparents on talking to kids about personal finance, including everyday activities and intuitive ways to reinforce good money habits. He discusses the difference between kids learning about money with and without intention, and how financial professionals can help get kids on the right track. He talks about who Sammy Rabbit is, what the character helps children learn, and the resources you can find on SammyRabbit.com. Renick also shares how financial advisors can use Sammy Rabbit resources to get involved with their community.

Learn more about Sam X Renick and Sammy Rabbit at SammyRabbit.com.

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Financial Spring Cleaning Tips with Meredith Briggs, CFP®: Fiduciary Voices #FinLit Series

4/4/2025

 
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.
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She talks about how she helps her clients reflect on the previous year and set goals for the future. Briggs also discusses planting seeds to grow your finances this spring, how Taconic Advisors provides fee-only comprehensive financial planning for their clients, and more.

Learn more about Meredith Briggs, CFP®, and Taconic Advisors Inc at TaconicAdvisors.com.

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What U.S. Investors Heading to Europe Need to Know

4/1/2025

 
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.
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Tax Planning for Financial Success with Tom Malkoch: Fiduciary Voices #FinLit Series

3/28/2025

 
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.
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He explains what documents are needed for filing a return and how to locate them. Malkoch shares critical information for people extending their tax deadline to October to avoid penalties. He also discusses working with a tax preparer, tax fraud prevention and mitigation, and imparts other tax planning words of wisdom.

Learn more about Tom Malkoch and Financial Independence Planning at www.MyFIPAdvisor.com.

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Navigating Care Conversations with Aging Parents with Inna Rivilis: Fiduciary Voices #FinLit Series

3/21/2025

 
In this Fiduciary Voices #FinLit Series episode, guest host Stacy Miller, CFP®, speaks with Inna Rivilis, CFP® Founder of Sunflower Financial Planning, about having conversations with aging parents about their care.

Rivilis shares how she became an expert on care for aging parents and why she focuses heavily on it in her practice. ​
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She discusses how caregiving is directly related to financial planning, why it is essential to consider having these conversations, and what this process might look like. She also provides practical tips for approaching this topic with parents who may not be open to it and two resources she regularly shares with clients.

Rivilis talks about the upcoming Opening Doors: Conversations with Aging Parents about Care Webinar happening Wednesday, March 26th, 2025, at 1 pm ET, which will focus on how to go about discussing these sensitive topics. The conversation will be recorded for those who are not in attendance, and all attendees will receive a complimentary one-on-one 30-minute session with an experienced independent care manager from CareAlly, a turnkey solution for financial advisors as they help clients and their families navigate the financial and health-related questions brought on by aging. The webinar offers a unique free opportunity to learn and discuss your individual situation with a professional.
Register for the ​Opening Doors: Conversations with Aging Parents about Care Webinar on ​Wednesday, March 26th, 2025, at 1:00 pm ET below.
Register Here
Learn more about Inna Rivilis and Sunflower Financial Planning at www.PlanWithSunflower.com.

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Retirement Planning for an Abundant Life with Gary Pia: Fiduciary Voices #FinLit Series

1/10/2025

 
In this episode of the Fiduciary Voices #FinLit Series, guest host Bob Veres speaks with Gary Pia, CFP®, Senior Wealth Advisor at Mission Street Wealth Planning, about retirement planning for an abundant life.

Pia discusses his career, wisdom for younger advisors, and client stories.
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He shares some of the biggest and most common risks clients may face when planning their retirement, including inflation and how personal growth can combat that.
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He talks about best practices for helping clients achieve a successful and satisfying lifestyle in retirement. Pia also talks about the loss of health in retirement and how to make decisions about healthcare and asset distribution.


Learn more about Gary Pia and Mission Street Wealth Planning at MissionStreetWealth.com.

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Navigating Retirement with Purpose with Amy Braun-Bostich: Fiduciary Voices #FinLit Series

12/20/2024

 
In this episode of the Fiduciary Voices #FinLit Series, guest host Bob Veres speaks with Amy Braun-Bostich, CFP®, APMA®, CFS®, CLTC®, Founder and CEO of Braun-Bostich & Associates, about retirement planning in the context of living with intention.

Braun-Bostich discusses her financial planning journey and some things she's learned along the way. ​
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With almost 35 years of experience in the profession, she talks about the client relationship side of financial planning, shares advice for advisors, and some impactful client stories. Braun-Bostich shares some of her expert insights into retirement planning, including recognizing those who struggle with retirement, emotional well-being, risks, and more. She also discusses creating a successful and satisfying retirement for clients and how advisors can help clients feel comfortable spending and giving their money.

Learn more about Amy Braun-Bostich and Braun-Bostich & Associates at Braun-Bostich.com.

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Navigating Retirement Planning with Lydia Sheckels: Fiduciary Voices #FinLit Series

12/13/2024

 
In this episode of the Fiduciary Voices #FinLit Series, guest host Bob Veres speaks with Lydia Sheckels, CFP®, CLU, ChFC, Partner and CIO Emeritus of Wescott Financial Advisory Group, who shares some of her wisdom about retirement planning and client relationships.
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Nearing her own retirement, she discusses the emotional side of having deep client relationships and impactful client stories. Sheckels also talks about the biggest anticipated and unexpected risks people face when transitioning into retirement, including accounting for inflation, health issues, and more. She shares some best practices advisors can implement to help clients achieve their ideal retirement.

Learn more about Lydia Sheckels and Wescott Financial Advisory Group at Wescott.com

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    Video content is provided by independent financial advisors and other professionals who are vetted by an editorial team.

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