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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:
​
  • 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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Making Your Dream Vacation a Reality with Mike Bisaro: Fiduciary Voices Summer #FinLit Series

6/7/2024

 
Summer FinLit host Rebekah Law is joined by Mike Bisaro, President and CEO of StraightLine, to discuss vacation planning and financial tips.

​Bisaro shares how to create a spending plan and set realistic expectations for your dream vacation, thus maximizing your travel experiences.
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Bisaro also shares insights on effective cash flow planning for all stages of life -- not just making your big vacation dreams a reality -- and the significance of building good financial habits overall.

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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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