Wi65

When I’m 65 – Investing: What’s New and What’s Not

2021-11-08T16:04:28-05:00

Investors have been on a roller coaster ride in the last 12 months. The only prediction sure to come true is that we can expect the unexpected. We will discuss what tools and trends Millennials and the Gen Z ‘Zoomers’ are popularizing that might be worth adding to your portfolio. Plus, the tried and true principles that will help traditional investors get across the retirement finish line. “Boomers To Zoomers” is a production of When I’m 65, and funded by a grant from the Investor Protection Trust (IPT). The IPT is a nonprofit organization devoted to investor education. Since 1993 the [...]

When I’m 65 – Investing: What’s New and What’s Not2021-11-08T16:04:28-05:00

Retirement Readiness for Military Families

2023-09-26T14:14:39-04:00

Listen in as experts discuss the tools servicemembers and their families have available to plan and save for their future. How does the military’s 2018 blended retirement system work? What sort of VA benefits are available to service members? Even if you served in the military years ago, you may be eligible for valuable grants or interest-free loans created to help veterans and their families deal with COVID-related financial challenges, or transition to civilan life after military service. Where to go to find more resources for life after leaving the military? Plus, members of the military are often targeted by [...]

Retirement Readiness for Military Families2023-09-26T14:14:39-04:00

Harnessing your Inner Hummingbird: How to Build Your Nest Egg

2021-11-08T15:49:11-05:00

 Saving for retirement is about more than just stashing away cash in a jar. How much will you need? What's the easiest way to continue contributing after you retire? We’ll take you through simple steps to grow a comfortable nest egg that will last through your golden years.

Harnessing your Inner Hummingbird: How to Build Your Nest Egg2021-11-08T15:49:11-05:00

When I’m 65 – The COVID Effect: Restoring Financial Wellness

2021-11-05T15:21:47-04:00

We discuss the ongoing impact of relief funding, and how to spend the latest round of checks to help bridge the gaps in your current investments or create a stronger security net. Plus, what options will help you build a secure baseline savings in the event of any other future disruptions to personal income or the economy? "Boomers To Zoomers" is a production of When I’m 65, and funded by a grant from the Investor Protection Trust (IPT). The IPT is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the States to provide the independent, [...]

When I’m 65 – The COVID Effect: Restoring Financial Wellness2021-11-05T15:21:47-04:00

Principles of Personal Financial Literacy

2023-09-26T14:24:34-04:00

Financial literacy can be a source of stress, fear, and worry for many Americans. The best way to achieve confidence in your personal management of money management is by learning how to make smart and secure financial decisions every day. Join PBS Books as we discuss the Principles of Personal Financial Literacy.

Principles of Personal Financial Literacy2023-09-26T14:24:34-04:00

Financial Resolutions: Sowing The Seeds for a Bountiful Retirement

2023-09-26T14:02:14-04:00

The new year is a chance to turn over a new leaf and set powerful financial resolutions. From boosting your budget – to investing in diverse accounts, building a secure future always begins with a solid foundation. Whether you're a rookie, or a retiree, learn how to set financial resolutions that will sow seeds for a bountiful harvest.

Financial Resolutions: Sowing The Seeds for a Bountiful Retirement2023-09-26T14:02:14-04:00

The End-of-Year Financial Checklist

2023-09-26T14:03:51-04:00

Between the holiday parties and resolution setting - it's important to take some time at the end of the year to check in on your finances. Review your investing strategies, rebalance your portfolios, and revamp your budget to set yourself up for the new year. Join us for the End-of-Year Financial Checklist. Panelists: CHRIS BROWNING, Founder and Host of the 'Popcorn Finance' podcast MARGUERITA CHENG, a Certified Financial Planner LAURA ADAMS, a personal finance expert and award-winning author PAM KRUEGER, creator of the MoneyTrack series seen [...]

The End-of-Year Financial Checklist2023-09-26T14:03:51-04:00

Health Insurance Marketplace: Managing Your Medical Resources

2023-09-26T14:04:48-04:00

Randall Rutta, Chief Executive Officer at National Health Council Myles Ma, a health care expert and senior managing editor of Easy Money, the personal finance newsletter from Policygenius Kim Lankford, a financial journalist who's written about Medicare and personal finance for AARP, U.S. News & World Report, the Washington Post, Next Avenue, and other publications Laura Adams, a personal finance expert and award-winning author

Health Insurance Marketplace: Managing Your Medical Resources2023-09-26T14:04:48-04:00

Financial & Investment Education Live Event

2023-09-26T14:05:35-04:00

Oct. 22 "FINANCIAL FRAUD: DISGUISES TO WATCH OUT FOR" Losing your retirement savings and investments to scams and fraud can be devastating. Some disguises are easy to spot - while others trip up even the most seasoned traders. Learn how to recognize, report and protect yourself from all types of financial fraud. Stream this virtual conversation on the PBS Books Facebook page, Friday, October 22, at 1 p.m. ET. Panelists include: Joseph Brady, The North American Securities Administrators Association Tiffany Couch, Founder and CEO of forensics firm, 'Acuity Forensics' Mari Adam, [...]

Financial & Investment Education Live Event2023-09-26T14:05:35-04:00

How to Make Your Earnings Work For You – Through Retirement

2023-09-26T14:06:13-04:00

 Join PBS Books for the upcoming episode in our virtual series about financial and investor protection all about making earnings WORK FOR YOU. Whether you are grinding away as a newbie in your career, or slowing down as you gear up for retirement - making sure the money you earn today will cover your expenses later in life, is an important conversation to have. Listen as financial experts discuss when to make adjustments to retirement accounts, how to cash in on credit card rewards, and the best way to explore a passive income stream - then engage with the [...]

How to Make Your Earnings Work For You – Through Retirement2023-09-26T14:06:13-04:00
Go to Top