Making It Count

Season Finale: Kids and Summer Jobs: Building Financial Responsibility Early

Thu, 14 Aug 2025 09:00:00 +0000

In 2024, there was a noticeable increase in teen summer jobs from previous years, with employers adding 1,077,000 jobs between May and July. In the season finale of season 6, Hosts Cristina and Addison dive into the conversation with Gina from CareerSource Central Florida. Links: –Addition Financial Resource Center: https://resources.additionfi.com/ –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Mindful Money Series IV: Budget-Friendly Tips for Grocery Shopping and Eating Well

Thu, 07 Aug 2025 09:00:00 +0000

Did you know that switching to store-brand or generic products can lead to bigger savings? Some consumers have reported saving up to 41% by choosing these alternatives over name-brand items! Hosts Cristina and Addison take a bite out of budget hacks and healthy snacking strategies with the guest, Dietician Megan Ware. Links: –Addition Financial Resource Center: https://resources.additionfi.com/ –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Mindful Money Series III: Splurge or Save? Mastering Balanced Spending Habits

Thu, 31 Jul 2025 09:00:00 +0000

In this episode of Making It Count, Cristina and Addison are joined by expert guest Melissa Murphy Pavone to explore how to strike the right balance between saving and spending. From understanding the difference between impulsive and intentional purchases to learning mindful budgeting frameworks like the 50/30/20 rule, you’ll walk away with practical tips to help you enjoy your money—without losing sight of your long-term goals. Tune in to learn how to splurge smarter and save with purpose. AFCU Blog Resource: https://resources.additionfi.com/how-addition-financial-can-support-your-debt-free-journey Learn More about Melissa and the Mindful Financial Partners here: https://mindfulfinancialpartners.com/

Scams to Avoid in 2025: Staying Safe in a Digital World

Thu, 24 Jul 2025 09:00:00 +0000

Scams are getting smarter—and scarier. In this episode of Making It Count, Cristina and Addison team up with Cristin Blom from Addition Financial to explore the latest financial scams popping up in 2025, from AI-generated deepfakes to crypto cons and voice-cloning phone calls. Learn how to spot red flags, protect your personal information, and access trusted resources that can keep your finances secure in an increasingly digital world. AFCU Blog Resource: https://resources.additionfi.com/debt-relief-scams

Preparing for Your First Big Purchase: Cars, Homes, and Smart Planning

Thu, 17 Jul 2025 09:00:00 +0000

Thinking about buying your first car, home, or making a major financial commitment? In this episode of Making It Count, Cristina and Addison sit down with Rori from Addition Financial to walk through everything you need to know before making that leap. From credit prep and budgeting tips to research strategies and long-term planning, this episode will help you feel more confident and financially ready to take on life’s biggest purchases. AFCU Blog Resource: https://resources.additionfi.com/online-banking-features

Mindful Money Series II: Thrift It Up and Master the Art of Budget-Friendly Finds

Thu, 03 Jul 2025 09:00:00 +0000

In this episode of Making It Count, Cristina and Addison chat with thrift-savvy influencer Alexis Stuart about how secondhand shopping can be a game-changer for your budget. From saving thousands each year to flipping items for extra income, you’ll learn how to thrift smarter—not harder. Whether you're a seasoned bargain hunter or new to the secondhand scene, this episode is packed with practical tips, digital tools, and money-saving insights to help you make every dollar count. Addition Financial Resource: https://resources.additionfi.com/consumer-debt-impact Find out more about Alexis at @alexisjaneestuart and lextakepix.com

AI and Money: The Role of Artificial Intelligence in Personal Finance

Thu, 26 Jun 2025 09:00:00 +0000

In this episode of Making It Count, Cristina and Addison are joined by expert guest Chris Singel to explore how AI is transforming the way we manage our money. From smart budgeting tools to investment advice and fraud protection, we break down what AI can (and can’t) do for your financial future. Whether you’re curious about the benefits or cautious of the risks, this episode will help you navigate the rapidly evolving world of tech-powered personal finance. AFCU Blog Resource: https://resources.additionfi.com/ai-for-personal-finance Learn more about Chris here: https://www.youtube.com/watch?v=RKXUeFRbbp8 https://deltadigitalagency.com/press/

Financial Literacy for Gen Z: Tackling Student Loans, Investments, and First Jobs

Thu, 19 Jun 2025 09:00:00 +0000

In this episode of Making It Count, Cristina and Addison are joined by Randy from Seminole State to break down the financial must-knows for Gen Z. From navigating student loans to budgeting your first paycheck and getting started with investing, this episode is packed with practical tips to help young adults build a strong financial foundation. Plus, don’t miss our rapid-fire financial literacy quiz and a resource to help you keep learning! AFCU Blog Resource: https://resources.additionfi.com/learning-about-money Learn More about Seminole State: https://www.seminolestate.edu/

Mindful Money Series I: Rethinking Spending with the No-Spend Challenge

Thu, 12 Jun 2025 09:00:00 +0000

In this episode of Making It Count, Cristina and Addison kick off the Mindful Money series with a closer look at one of TikTok’s latest viral financial trends—the No-Spend Challenge. Whether you’re aiming to save more, reassess your spending habits, or just get your finances in check after the holiday season, this episode breaks it all down. Joining us is Larry Sargent, Jr., who shares expert advice on how to successfully complete a No-Spend Challenge, avoid common pitfalls like “revenge spending,” and build better budgeting habits moving forward. Our Best Money Advice & a Personal Finance Checklist Use this free resource from Addition Financial to prep your budget and separate your essential and non-essential expenses: https://resources.additionfi.com/best-money-advice Learn more about Larry Sargent Jr. on Instagram at @thewealthacademyfl

Banking in the Digital Age: Modern Tools for Smarter Finances

Thu, 05 Jun 2025 09:00:00 +0000

Welcome to Season 6 of Making It Count! We’re kicking things off with a deep dive into the world of online banking and digital financial tools. Cristina and Addison are back behind the mic to explore how digital banking is changing the way we manage money—from security features like card controls and biometric authentication to budgeting tools, savings automation, and business banking benefits. Joining us for the season premiere is Camryn Sanchez from Addition Financial Credit Union, who shares expert insights into the features you should be using in your mobile or online banking app. Whether you're looking to simplify your money management, stay on top of financial goals, or run your business more efficiently, this episode will help you make the most of the tools already at your fingertips. Links: https://www.additionfi.com/about-us/digital-banking

Trailer - S6 of Making it Count

Sun, 01 Jun 2025 09:00:00 +0000

Financial Tips for Sustaining a Remote Lifestyle

Wed, 04 Sep 2024 13:40:00 +0000

According to USA Today, Pew Research Center found that around 22 million employed adults in the U.S. work from home all the time. Working remotely can offer more flexibility, but how does it impact your finances? On this episode, Cristina and Randy spoke with Lauren and Justin, who work remotely as Director of Strategy and Development Director at GreenHouse Agency. Links: - Addition Financial Resource Center: https://resources.additionfi.com/ - Learn more about Addition Financial: https://hubs.la/H0zbJ0W0 - Making It Count, Season 4, Episode 9: https://resources.additionfi.com/money-fun-going-abroad

Set Paw-sitive Finances When Owning a Pet

Thu, 22 Aug 2024 09:00:00 +0000

On Credit.com, it was reported that the total average cost of owning a dog per year can range from $773 to $1,848. If you’re a cat person, the total annual cost tends to range from $788 to $1,693. Responsible pet owners will need to understand what the potential expenses are when taking in a furry friend. On this episode, Crisitna and Randy gain helpful insight from Bethany Hsia, Doctor of Veterinary Medicine and the co-founder of CodaPet. Links: – Addition Financial Resource Center: https://resources.additionfi.com/ – Learn more about CodaPet: https://www.codapet.com/about

Money U Part III: College Game Plan

Thu, 08 Aug 2024 09:00:00 +0000

Deal News reported that student discounts typically take around 10%-15% off of qualifying purchases, but you'll find some places that offer 50% off or even higher. There are many ways for students to boost their finances in college, and Crisitna and Randy brought on a local expert to share more tips. Hear from Randy Pawlowski, Director of Student Development at Seminole State College. Links: - Find Season 1, Episode 9, A Crash Course on College Finances here: resources.additionfi.com/college-finances - Learn more about Addition Financial: hubs.la/H0zbJ0W0 - Learn more about Seminole State College: www.seminolestate.edu/

Money U Part II: Master the Loan Lifecycle

Thu, 25 Jul 2024 09:00:00 +0000

According to WalletHub, 85% of college students already have a credit card. It's tempting to keep accepting new credit card and loan offers, especially with the freedom to make big purchases. However, it’s important to make informed decisions. Cristina and Randy sat down with Gabrian Calkins, Assistant Manager of Consumer Lending at Addition Financial, for some expert insight. - Addition Financial Resource Center: https://resources.additionfi.com/ - Learn more about Addition Financial: https://hubs.la/H0zbJ0W0 - Learn more about Seminole State College: https://www.seminolestate.edu/

Money U Part I: Financing Your Way to a Degree

Thu, 11 Jul 2024 09:00:00 +0000

In this episode, hosts Cristina and Randy delve into the complexities of financing a college degree. With millions of students facing student loan debt, CEO Chuky Ofoegbu from Sojourning Scholar joins the discussion to demystify financial aid options. Covering everything from applying for student loans and avoiding FAFSA mistakes to exploring grants and scholarships like Bright Futures, they equip students with essential knowledge. In the rapid-fire round, they address differences between federal and private loans, scholarship application tips, and more. Learn more about the Addition Financial Foundation: https://foundation.additionfi.com/ Learn More about Sojourning Scholar: https://sojourningscholar.com/

Keep Your Dollars Safe from Fraud in 2024

Thu, 27 Jun 2024 09:00:00 +0000

In this episode of Making It Count, Randy and Cristina discuss the importance of avoiding fraud, noting the rise in credit card fraud cases. They share personal anecdotes and introduce guests Lee and Paul, IT experts from Addition Financial. The discussion covers common scams to watch for in 2024, red flags of financial scams, and tips for managing passwords and sensitive information online. They emphasize checking bank statements regularly and reporting suspected fraud to the FTC, banks, or the BBB. Addition Financial Fraud Blog: resources.additionfi.com/fraudulent-activity-transactions Learn More about Addition Financial: www.additionfi.com/

How to Say 'I Do' Without Breaking the Bank

Thu, 13 Jun 2024 09:00:00 +0000

In this episode, Cristina and Randy discuss how to plan a wedding without breaking the bank. Special guest Jessica Bishop, creator of The Budget Savvy Bride, shares insights on managing wedding costs, finding deals from vendors, and creative ways to save on venues, food, and decorations. They also cover often-overlooked expenses and tips for effective budget tracking. Previous Wedding Episode from Season 2: resources.additionfi.com/wedding-budget Learn More about The Budget Savvy Bride: thebudgetsavvybride.com/ Learn More about Addition Financial: www.additionfi.com/

Smart Renting Best Practices + Red Flags

Thu, 30 May 2024 09:00:00 +0000

In this episode, hosts Cristina and Randy explore smart renting practices and red flags to watch out for. With 34% of U.S. housing units occupied by renters, there's a lot to consider when leasing. Real estate expert David Pupo joins the discussion to share essential tips on what to look for in a rental agreement, finding reliable roommates, identifying potential rental scams, and understanding additional fees like renter’s insurance and pet rent. How to Save Money for a House Down Payment While Renting Article: https://resources.additionfi.com/how-to-save-for-a-house Learn more about Addition Financial: https://www.additionfi.com/ Learn more about Orange Blossom Homes: https://www.myobhomes.com/

De-Mystifying Your Paycheck

Thu, 16 May 2024 09:00:00 +0000

In this episode, hosts Cristina and Randy tackle the often mystifying realm of paychecks. With over half of Americans confused about terms like HSA and FSA, Brandon and Andrew from Addition Financial join the discussion to shed light on paycheck breakdowns. They cover gross vs. net pay, types of deductions, common W-4 mistakes, and the differences between HSAs and FSAs. Exploring tax brackets and maximizing earnings, they offer valuable insights to help listeners navigate their paychecks more effectively. The Expert Bi-Weekly Paycheck Budget & Savings Plan: resources.additionfi.com/bi-weekly-savings-plan Learn More about Addition Financial: additionfi.com/

Expert Ways to Boost Your Savings

Thu, 02 May 2024 09:00:00 +0000

Welcome to the Season 5 premiere of Making It Count! In this episode, hosts Cristina and Randy explore expert ways to boost your savings. They discuss the importance of understanding different savings accounts and strategies with guest expert Dan Sheerin from Addition Financial. From retirement planning to debt management, Dan shares valuable insights to help listeners maximize their savings potential. Plus, they tackle common misconceptions and provide actionable tips for establishing healthy savings habits. Join us as we kick off another season of empowering financial advice on Making It Count! Resources: Money Management Tips: pages.additionfi.com/money-management-guide Learn more about Addition Financial: additionfi.com/

Introducing Season 5 of Making it Count

Thu, 25 Apr 2024 09:00:00 +0000

Financial Advice for Every Stage of Life

Wed, 03 Jan 2024 10:00:00 +0000

As we navigate the various stages of life, each one presents unique milestones. Yet, are we ever truly financially ready for these transitions? According to Annuity.org, 25% of Americans claim they lack a reliable source for financial advice. In the exciting season 4 finale of "Making it Count," we’re hoping to leave you with some valuable guidance for every life stage. Cristina and Randy welcome their financially savvy friends, Katelyn Justice, Gabrian Calkins, and Leon LaChance from Addition Financial. Together, they share insightful financial tips for each stage of life! Links: – Addition Financial Resource Center: https://resources.additionfi.com/ – Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Smart Shopping Hacks for Big Savings

Wed, 29 Nov 2023 10:00:00 +0000

Who can resist the excitement of shopping, especially when you find a hard-to-resist coupon? According to Statista, about 90 percent of shoppers in the United States use coupons! In this fun episode of “Making it Count” we're diving into the world of shopping hacks that promise to keep your wallet happy. Cristina and Randy are joined by their money-smart friend, James Anderson, founder and CEO of SmartMov, and together they unpack everything you need to know about scoring the hottest deals! Links: – Addition Financial Resource Center: https://resources.additionfi.com/ – Learn more about Addition Financial: https://hubs.la/H0zbJ0W0 —SmartMov: https://www.smartmov.co/ —Connect with James on LinkedIn: https://www.linkedin.com/in/james-anderson-726413b2/

Money Taboos Part VI: Financial Strategies to Beat Inflation

Thu, 26 Oct 2023 09:00:00 +0000

Inflation is a topic that often elicits a sense of stress and concern. According to AP news, last year, in 2022, the average inflation rate was around 8% and reached a peak of 9.1% — which is the highest it's been in 40 years! However, don’t panic. There are effective methods that can help you navigate the potential impacts of inflation — and this episode of Making it Count will teach you how! With the help of Miriam Mitchell, a Chief Lending Officer at Addition Financial Federal Credit Union, Cristina and Randy take a deep dive into different financial strategies to beat inflation.

Money + Fun Part III: Going Abroad Without Breaking the Bank

Thu, 24 Aug 2023 09:00:00 +0000

Traveling internationally can seem intimidating, but according to Pew Research Center, over 70% of Americans have done it! On this exciting episode of Making it Count, we’re preparing you with all the traveling tips and tricks for you to start booking those long awaited trips abroad — without breaking the bank!. Today, we’re joined by our money smart friends, Jeremy and Jenna, your go-to guides for travel tips and destination inspiration. With their help, Cristina and Randy do a tell-all into everything international travel on a budget. Links: – Addition Financial Resource Center: https://resources.additionfi.com/ – Quench Your Adventure: https://quenchyouradventure.com/ – Learn more about Addition Financial: https://hubs.la/H0zbJ0W0 – Travel Spend https://travel-spend.com/ – Too Good to Go https://www.toogoodtogo.com/en-us – World Packers https://www.worldpackers.com/

Money + Fun Part II: Saving with a Staycation

Thu, 13 Jul 2023 09:00:00 +0000

Did you know that 65 percent of Americans actually get their staycation inspiration from family and friends? On this episode of Making it Count, we’ve got you covered with all sorts of tips and tricks of planning a great staycation, all while staying within budget. With the help of Lauren Holloway, a content creator and local travel expert, Cristina and Randy dive into all sorts of staycation inspiration all while staying budget friendly! Links: –Addition Financial Resource Center: https://resources.additionfi.com –Sunshine and Keylime: https://sunshineandkeylime.com –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Fun Part I: Setting an Itinerary for Savings

Mon, 12 Jun 2023 09:00:00 +0000

Over two-thirds of Americans are budgeting for their travel this year, and more than half have cut back or changed their plans due to the economy. But no matter your budget, you can still plan a great vacation—and this episode of Making it Count will teach you how! With the help of Donna Shields, a vacation planning expert and travel blogger, Cristina and Randy take a deep dive into how you can turn travel planning from a chore into part of the fun while saving money along the way. –Addition Financial Resource Center: https://resources.additionfi.com/ –Open Mind Adventure: https://openmindadventure.com/ –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Achieving Professional Growth in a Booming Job Market

Mon, 24 Apr 2023 09:00:00 +0000

Did you know it’s the best job seeker’s market in more than 50 years? In this episode of Making it Count, Randy and Cristina take a closer look at all things professional growth, from job hunting to nailing interviews to snagging that promotion you’ve been gunning for. They’re joined by Natalie Nieves, Recruiter at Addition Financial Credit Union, for an insider perspective from the hiring side of the process. Spoiler alert: spend less time on cover letters and more time on your virtual interview setup! Links: –Addition Financial Resource Center: https://resources.additionfi.com/ –Addition Financial Careers: https://www.additionfi.com/careers –How to Start Your Career with the Best Foot Forward: https://resources.additionfi.com/starting-a-new-career –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money Taboos Part V: Debt Consolidation & Refinancing Deep Dive

Fri, 31 Mar 2023 09:00:00 +0000

Did you know debt consolidation is the number-one reason people take out personal loans? In this episode of Making it Count, Cristina and Randy continue the Money Taboos mini series with a deep dive into debt consolidation and refinancing. They’re joined by Monica Barboza, Member Experience Lead at Addition Financial Credit Union, to explore the differences between consolidation and refinancing, the benefits of both, and everything else you need to know to effectively manage debt. –Addition Financial Resource Center: https://resources.additionfi.com/ –Contact Monica: (407) 896-9411 ex. 7091 –Debt Consolidation Comparison Chart: https://pages.additionfi.com/debt-consolidation-comparison-chart –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money Taboos Part IV: Filing Taxes Without Fear

Wed, 08 Mar 2023 10:00:00 +0000

Tax season is almost upon us — so what better time to continue the Money Taboos mini series with a focus on all things taxes? In this episode of Making it Count, Randy and Cristina welcome Andrew Griffith, CPA and associate professor of accounting, and Ricky Laviña, CPA and founder of TaxFyle. From tax brackets to audits and everything in between, they cover all the basics you need to know to file taxes without fear. –Addition Financial Resource Center: https://resources.additionfi.com/ –Andrew’s website: https://www.andrewgriffith.cpa/ –Andrew’s LinkedIn: https://www.linkedin.com/in/andrewgriffith –TaxFyle’s website: https://www.taxfyle.com/ –Money Taboos Part II: Spotting Predatory Lending: https://resources.additionfi.com/predatory-lending –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Introducing Season 4 of Making it Count

Thu, 02 Feb 2023 16:20:00 +0000

We're back with season four of Making it Count, a podcast that provides practical financial advice for every stage of life – with a twist! Our hosts, Cristina and Randy, aren't financial experts. They're just like you – trying not to stumble their way to financial success. So they invite their money smart friends to join them each episode to get the DL on managing their finances. So listen along for a continuation of our Money Taboos mini series and regularly scheduled episodes in between!

Making the Gig Economy Work for You with a Side Hustle

Thu, 02 Feb 2023 10:00:00 +0000

According to a study from Zapier, 40% of Americans have a side hustle—and Microsoft found that 70% of Gen Z plan to pursue a side hustle in the coming year. In this episode of Making it Count, Cristina and Randy welcome Valerie Filion, Assistant Branch Manager at MetroWest with Addition Financial, to explain how she turned her passion into a side hustle as an aesthetician. She shares her tips on finding the right side hustle, managing your time, and how you can grow your gig. Links: –Valerie’s Facebook: https://www.facebook.com/valsvanity23 –Valerie’s Instagram: https://www.instagram.com/vals.vanity_ –How to Start Your Career with the Best Foot Forward: https://resources.additionfi.com/starting-a-new-career –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Season 3 Finale: A Real Financial Consultation

Wed, 11 May 2022 14:15:00 +0000

Did you know only 38% of Americans work with a financial advisor to manage their money? We look to experts for advice on so many topics, but most of us are still tackling money issues without professional help. In the season three finale of Making it Count, Cristina and Will welcome back certified financial coach Heidi Pauley to conduct a real consultation with members Chelsea and Desi! Listen to learn how a financial consultation can help you get on the right path with your money. Links: – Money Management Tips and Savings Strategies for Every Budget and Age: https://pages.additionfi.com/money-management-guide – Heidi Pauley: hpauley@additionfi.com – Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Blockchain Basics: Cryptocurrencies & NFTs

Wed, 27 Apr 2022 15:40:00 +0000

According to a Pew Research Study, 27 million Americans have bought, traded or used cryptocurrency. Yet for every person who understands cryptocurrency and blockchain, there are plenty of people who are a bit perplexed by it. In this episode of Making it Count, Cristina and Will welcome Lou Grilli from PSCU to explain how the blockchain works, the different kinds of cryptocurrencies, the dos and don'ts of investing and more! Links: –Addition Financial Resource Center: https://resources.additionfi.com/ –Lou’s LinkedIn: https://www.linkedin.com/in/lougrilli/ –Lou’s Twitter: https://twitter.com/lougrilli –Retirement Strategies for People Under 40: https://resources.additionfi.com/retirement-strategies-under-40 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Insurance 101: Life, Auto, Home & Health

Thu, 07 Apr 2022 09:00:00 +0000

The world of insurance can seem rather daunting with all the complex vocabulary and legalities, but this latest episode of Making it Count helps to break down the most confusing aspects of insuring ourselves and our things so you can be protected no matter what life throws your way. Take a listen as Cristina and Will interview two experienced insurance experts from Hylant, Andria and Shawna, and then go out and review all of your policies to make sure you are appropriately insured! Links: –Hylant: https://www.hylant.com/ –Andria Herr: andria.herr@hylant.com –Shawna Andrews: shawna.andrews@hylant.com or 407-215-2202 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Lifestyle Part III: Healthy & Eco-Friendly Living on a Budget

Thu, 17 Mar 2022 09:00:00 +0000

Wanting to make the switch to a more eco-friendly lifestyle but don’t think it’s within your budget? Sustainability can be accessible for everyone if you use the tips from this episode of Making it Count! Featuring UCF track and field athlete Rayniah Jones and returning Addition Financial expert Valerie Moses, you’ll learn how to eat healthy and be kinder to the environment without breaking the bank. Take a listen to this new episode of your favorite financial education podcast! Links: –Truebill: https://www.truebill.com/ –ShareWaste: https://sharewaste.com/ –Rayniah Jones: @RayniahJones –Valerie Moses: vmoses@additionfi.com –Sign up for an Aspire or Choice checking account at AdditionFi.com/RJ –Listen to Wellness and Wanderlust at WellnessAndWanderlust.net –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Lifestyle Part II: Curbing Unhealthy Money Habits

Thu, 24 Feb 2022 10:00:00 +0000

In part II of our Money + Lifestyle mini series, Cristina and Will interview returning guest Karina from Addition Financial and first-time participant Dr. Elliott Jaffa, a behavioral psychologist. They cover how to address those hard to shake unhealthy financial habits, like impulse purchases and lifestyle inflation. Learn strategies on how to identify any financial “don’ts” and how to turn them into “do’s” on this episode of Making it Count! Links: –Addition Financial Resource Center: https://resources.additionfi.com/ –Karina’s email: Krodriguez-Penalver@additionfi.com –Karina’s LinkedIn: https://www.linkedin.com/in/karina-rodriguez-763805186/ –Dr. Jaffa’s LinkedIn: https://www.linkedin.com/in/elliott-jaffa-686310b/ –Financial Advice One-pager: https://pages.additionfi.com/one-page-advice –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Lifestyle Part I: Setting Financial New Year's Resolutions

Mon, 31 Jan 2022 13:30:00 +0000

It’s not too late to set your financial New Year’s resolutions and boy do we have a great episode to learn how to not only set them, but actually achieve them this year! Featuring two new guests, financial literacy educator David Maurice Sharp and Addition Financial Specialist Chelsea Conner, our hosts take a deep dive into setting SMART goals for every financial goal you’d want to accomplish – from paying down debt and cutting unnecessary expenses, to saving for a down payment and investing in your retirement. Links: –David Maurice Sharp: https://www.davidmauricesharp.com/ – Chelsea Conner: CConner@AdditionFi.com – SMART Financial Goal Setting Worksheet: https://hubs.la/Q0131KzT0 – Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Love Part VI: Breakups, Separations & Divorce

Mon, 20 Dec 2021 15:15:00 +0000

Breakups suck, but at least our Making it Count hosts were brave enough to talk through the financial ramifications of ending a relationship with Samantha Garcia, a Wealth Advisor at Halbert Hargrove. Together they demystify those common questions around finances and divorce and shed light into the best way to protect your assets through the process. Even if you are currently rocking the single life, you’ll want to tune into this episode – promise us, future you will be thankful. Links: –Halbert Hargrove: https://www.halberthargrove.com/ –Samantha Garcia on LinkedIn: https://www.linkedin.com/in/samanthalowery/ –Samantha Garcia’s email address: sgarcia@hhga.com –Money Management Tips & Savings Strategies: https://hubs.la/Q010T0hD0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Love Part V: Family Loans & Aging Parents

Thu, 02 Dec 2021 14:11:00 +0000

Considering lending money to a family member? You’ll want to listen to this episode of Making it Count first! Cristina and Will invite Juan Velasco, a Member Experience and Sales Specialist at Addition Financial and Jennifer Lee, the Founder of Modern Wealth to share their thoughts on mixing money with family. This episode covers the risks and rewards of lending money to a family member, how to talk to your parents about their long-term care plan and how to help your child navigate student loans. Links: –Juan Velasco, 407-896-9411 ext. 3035 –Jennifer Lee, jennifer@modern-wealth.com, https://squeezethejuicebook.com/ –Real Talk: Why You Need an Estate Plan in 2021: https://hubs.la/Q0107ZkR0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Love Part IV: Navigating Finances with Friends

Thu, 11 Nov 2021 20:05:00 +0000

Discussing finances with friends? Talk about awkward… Unless, of course, you use the great tips from this episode of Making it Count! Our hosts Cristina and Will were joined by returning guest Richard Barbari from Addition Financial and new guest Erin Papworth, the Founder and CEO of Nav.it. They covered a whole spectrum of money topics as they relate to friendships – like how to navigate the dreaded bill splitting conversation at the end of dinner or what to do if a friend asks to borrow money. Links: -Rich Barbari: rbarbari@additionfi.com or call 407-869-9411 -Erin Papworth: https://navitmoney.com/ -Resource: https://hubs.la/H0_2jcC0 -Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Remodeling & Getting Your Home Ready to Sell

Fri, 22 Oct 2021 19:00:00 +0000

Sprucing up key areas of your home is a great way to increase your property’s value and attract the right buyers when you’re ready to sell. On this episode of Making it Count we heard from Brad Fletcher, the Owner of Home Staging Pros, and Kathy Michaels, a Home Loan Specialist at Addition Financial, on how to tackle the practical and financial side of prepping your home for sale. From full-scale renovation projects to simple staging best practices, listen along as Cristina and Will learn how to create the best first impression to sell your home quickly and for top dollar. Links: –Kathy Micheals, Home Loan Specialist, Addition Financial: 407-896-9411 –Brad Fletcher, Owner, Home Staging Pros: 866-599-5133 or https://www.homestagingprosfla.com/ –The Step-by-Step Guide to Relocating and Starting a New Job: https://hubs.la/H0ZHpJD0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money Taboos Part III: Bankruptcy & Financial Recovery

Thu, 30 Sep 2021 09:00:00 +0000

Have you ever wondered what it actually means to declare bankruptcy? Find out what bankruptcy entails and the different types of bankruptcy in this episode of Making it Count. With the help of Annette Boyd, the Vice President of Collections at Addition Financial and Juan Velasco, a Member Experience & Sales Specialist at Addition Financial, you’ll learn how the bankruptcy process works and what you can do to start your financial recovery today. Links: –Juan Velasco: 407-896-9411 ext. 3035 –9 Legitimate Strategies to Rebuild Your Credit Score: https://hubs.la/H0YssD80 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money Taboos Part II: Spotting Predatory Lending

Thu, 16 Sep 2021 09:00:00 +0000

Welcome to season three, episode three of Making it Count, where hosts Cristina and Will learn how to spot and stop predatory lending in its tracks. In this episode we hear from Shelby Lord, Addition Financial's AVP Branch Manager at Forest City, and Sarah Paulson, CFP and Owner of Valkyrie Financial as they discuss the key signs of common predatory lending practices, how to recognize sketchy payday loans and what red flags to look out for in real estate lending. Links: –SMART Financial Goal Setting Worksheet: https://hubs.la/H0WplGL0 –Enrich Resources & Tools: https://additionfi.enrich.org –Shelby Lord: https://www.linkedin.com/in/shelbylordmba/ –Sarah Paulson: https://www.linkedin.com/in/sarah-jane-paulson-cfp/ –Valkyrie Financial: https://valkyriefinance.com/ –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money Taboos Part I: Income, Savings & Debt – Oh, My!

Thu, 02 Sep 2021 09:00:00 +0000

In this episode of Making it Count we’re tackling money taboos and how to overcome them with the help of our financial experts, Karina Rodriguez, the Youth Ambassador at Addition Financial and Nathan Grant, the Senior Credit Industry Analyst at Credit Card Insider. Listen along to learn where money taboos come from, how they can be detrimental to your finances and ways to break them in your everyday life. Links –Millennial Playbook to Paying Off Debt and Saving for the Future: https://hubs.la/H0VQz7j0 –Online Money Management Tools Comparison Chart: https://hubs.la/H0VQzc70 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0 –If you are interested in requesting Karina Rodriguez for a financial literacy presentation, you can contact her at krodriguez-penalver@additionfi.com. –Credit Card Insider: https://www.creditcardinsider.com/

The Science Behind a Good Credit Score

Thu, 19 Aug 2021 09:00:00 +0000

Welcome to the first episode of season three of Making It Count! In this episode, Cristina and Will dive into the world of credit with two special guests, Heidi Pauley, a Certified Credit Counselor and Financial Coach with Addition Financial, and Valerie Moses, a Making it Count alumni and Addition Financial employee. Listen along to find out what goes into calculating your credit score, how to get your credit report and ways to improve your credit score. Links: –Heidi Pauley: hpauley@additionfi.com –Valerie Moses: vmoses@additionfi.com –How to Safeguard Your Credit Score Against Credit Card Debt: https://hubs.la/H0V4qpG0 –Money Myths Buster Quiz: https://hubs.la/H0V4qwz0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Introducing Season 3 of Making it Count, the Financial Education Podcast

Thu, 05 Aug 2021 17:00:00 +0000

We're back with season three of Making it Count, a podcast that provides practical financial advice for every stage of life – with a twist! Our hosts, Cristina and Will, aren't financial experts. They're just like you – trying not to stumble their way to financial success. So they invite their money smart friends to join them each episode to get the DL on managing their finances. So listen along for a continuation of our Money+ mini series and regularly scheduled episodes in between!

Season 2 Finale: Ponzi, Pyramids & MLMs… Oh My!

Thu, 13 May 2021 09:00:00 +0000

Welcome to the season two finale of Making it Count! This episode our hosts are joined by the show’s executive producer, Lauren Buys, to hear all about infamous financial fraud cases. Together they discuss Ponzi schemes, pyramid schemes and shady multi-level marketing strategies to help listeners learn how to protect themselves. She covers the life of Charles Ponzi, a scheme involving the hit Broadway show Hamilton and the terrible practices of LuLaRoe. Links Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Kids Part III: Teaching Kids Over 13 Financial Basics

Thu, 29 Apr 2021 09:00:00 +0000

From the basics of opening a bank account to learning the importance of saving from an early age, this week’s episode of Making it Count focuses on money lessons made just for teenagers. Cristina and Will are joined by Rod Griffin, Senior Director of Consumer Education & Advocacy at Experian, and Karina Rodriguez, Youth Ambassador here at Addition Financial. They both share great tips for parents with teens on what to teach their kids to help them grow into financially responsible adults (hopefully with minimal eyerolls). Links: Email Karina at Addition Financial: krodriguez-penalver@additionfi.com Youth Accounts from Addition Financial: https://www.additionfi.com/youth-accounts Join Experian’s weekly #CreditChat: ex.pn/creditchat Addition Financial’s TikTok: https://www.tiktok.com/@additionfinancial? Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Kids Part II: Teaching Kids Under 13 Financial Basics

Thu, 15 Apr 2021 09:00:00 +0000

Think kids under 13 can’t learn financial basics? Think again! In Part II of our Money + Kids mini series, Cristina and Will learn tips and tricks for teaching younger children important money lessons. From explaining the differences between saving, spending, and giving to helping connect the dots between working and earning a paycheck, our guests, Clint Proctor from The Wallet Wise Guy and Karina Rodriguez from Addition Financial, provide great information for parents with young children. Help your kids become responsible financial experts after listening to our latest episode! Links The Wallet Wise Guy: https://walletwiseguy.com/ Email Karina at Addition Financial: krodriguez-penalver@additionfi.com Youth Accounts from Addition Financial: https://www.additionfi.com/youth-accounts Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Kids Part I: Financial Considerations for Having Children

Tue, 30 Mar 2021 09:00:00 +0000

Starting a family is a huge, exciting life milestone. In Part I of our Money + Kids mini series, hosts Cristina and Will learn all the financial considerations that should be covered before having a child. They are joined by John Stanton and Stefanie Flohr, financial advisors at CUNA Brokerage Services, who help listeners learn how to balance budgeting as a parent while saving up for your child's college education along the way. From grocery bills to insurance payments, learn how to financially prepare for starting a family by listening now! Links Investment Services at Addition Financial: https://hubs.la/H0HP7cM0 The Principal Guide to Achieving Financial Security When Settling Down: https://hubs.la/H0HP6V90 Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

How to Start Your Career with the Best Foot Forward

Thu, 25 Feb 2021 16:05:00 +0000

Planning to start a new career can be an exciting yet stressful experience. Listen along to learn how to find a compatible career that works for you. In this week’s episode, Cristina and Will welcome Jordan George from Addition Financial and Cliff Marvin from CareerSource Central Florida to discuss the best practices of switching and starting new careers. Learn how to financially prepare for this transition and how to stand out in a competitive job market with the help of our financial experts. Links CareerSource Central Florida: https://www.careersourcecentralflorida.com/ Addition Financial Careers: https://www.additionfi.com/careers Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Love Part III: Achieving Post-Honeymoon Financial Bliss

Thu, 11 Feb 2021 10:00:00 +0000

Welcome to the third part of our Money + Love mini series where hosts Cristina and Will discuss achieving post-honeymoon financial bliss with three special guests. They’re joined by returning newlyweds, Jordan and Katie George from Addition Financial, and Clint Proctor from The Wallet Wise Guy. In this episode, our experts reveal ways newlyweds can combine finances, avoid debt, and plan for their future goals. Links The Wallet Wise Guy: https://walletwiseguy.com/ SMART Financial Goal Setting Worksheet: https://hubs.la/H0Gf1hR0 Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Love Part II: Wedding Planning on a Budget

Thu, 28 Jan 2021 15:00:00 +0000

Who said planning a wedding had to be stressful? Tune into part two of our Money + Love mini series, where we explore how couples can save money while planning the wedding of their dreams. Cristina and Will are joined by returning newlyweds, Katie and Jordan from Addition Financial to welcome Kaila and Eryn from Frugal Twins. Learn how to create a sustainable wedding budget while avoiding common mistakes from our financial experts. Additionally, you’ll learn about which expenses to prioritize while sticking to your budget. LINKS Frugal Twins: https://www.frugaltwins.com/ The Principal Guide to Achieving Financial Security When Settling Down: https://hubs.ly/H0D02hw0 Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + Love Part I: Are We Financially Compatible?

Thu, 07 Jan 2021 13:52:32 +0000

Welcome back to Making it Count’s first episode of 2021 where our hosts uncover the secrets to dating bliss – at least financially speaking! On this part one of our Money + Love mini series we ask our financial experts how couples can know if they are financially compatible. Cristina and Will are joined by returning guest Rod Griffin from Experian, as well as newlyweds Katie and Jordan from Addition Financial. Plus, stay tuned for a surprise segment at the end of the episode where producer Lauren jumps behind the mic to quiz our hosts and guests on how well they know their significant others!

Links:
the ascent Survey: https://hubs.ly/H0D05tf0
The Principal Guide to Achieving Financial Security When Settling Down: https://hubs.ly/H0D02hw0
Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Money + The Holidays Part III: Wrapping Up Your Finances at EOY

Wed, 23 Dec 2020 17:58:47 +0000

Year-end financial planning is a good way to get your financial house in order for the coming year. And with all the changes 2020 brought to our typical “normal,” there are some critical differences we all should be aware of. On this episode of Making it Count, we wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year and what should be part of that evaluation. Our hosts, Cristina and Will, are joined again by Heidi Pauley from Addition Financial on this last episode of 2020!

Links:
Money Management Guide: https://hubs.la/H0Cylx40
Year End Financial Planning Checklist: https://hubs.la/H0CylxK0
Holiday Bonus Savings Plan Blog: https://hubs.la/H0Cyn9d0
Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Real Talk: Why You Need an Estate Plan

Fri, 04 Dec 2020 00:21:00 +0000

Do you have an estate plan? Understand the basics of estate planning and how to start protecting your assets by listening to the latest episode of Making it Count! Our hosts are joined by Mary Kaplan, attorney and owner of The Kaplan Firm, and Emily Ostresh, Legal Specialist at Addition Financial. We cover the important vocabulary and documents associated with the estate planning process so you can get started on your own plan today.

Links

Learn more about Addition Financial: https://hubs.la/H0zbJ0W0The Kaplan Firm: http://thekapfirm.com/
Planning Early (Elder Law) On-Demand Webinar: https://youtu.be/Cdtd54T-56c
Retirement Strategies for People Over 40: https://hubs.la/H0BXn_40
Expert Strategies for Setting and Sticking to Your Retirement Investing Goals: https://hubs.la/H0BXp050

Money + The Holidays Part II: Playing the Credit Card Points Game

Thu, 19 Nov 2020 21:57:34 +0000

Who’s ready to play the credit card points game? Learn all about maximizing your reward points and cash back this holiday season from returning guest Heidi Pauley and special guest Kevin Wright, the CIO at Addition Financial. They share tips on making the most of your holiday shopping using rewards credit cards on the latest episode of Making it Count.

Links

The Points Guy: https://thepointsguy.com/

Nerdwallet: https://www.nerdwallet.com/

The Ultimate Guide to Taking Charge of Your Credit Card: https://hubs.la/H0B3S7P0

The Savvy Seasonal Shopping Guide to Prevent Overspending: https://hubs.la/H0zbH_y0

Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Introducing Season 2 of Making it Count, the Financial Education Podcast

Thu, 05 Nov 2020 14:29:47 +0000

We’re back with season two of Making it Count, the podcast that explores everyday financial topics to debunk common money myths. We’re your hosts – Cristina and Will. On this season of Making it Count, we’re introducing the Money+ mini series where we tackle big financial topics over three shorter episodes. We’ll hear from guests on how money influences the holiday season, our love lives, and even what we teach our kids. And in between each Money+ series, we’ll be back with our regularly scheduled episodes. So, together, let’s – make it count!

Money + The Holidays Part I: Holiday Financial Preparation Tips

Thu, 05 Nov 2020 14:26:35 +0000

It’s officially here – the first episode of season two of your favorite money smarts podcast, Making it Count! This episode is all about ways to prepare financially before the holidays and is part one of our Money + The Holidays mini series. Hear from guests Heidi Pauley from Addition Financial and Rod Griffin from Experian as they share expert tips for getting through the holidays without spending all your savings.

Links
The Holiday Season Financial Preparation Guide for Families: https://hubs.la/H0zbK-Y0
The Savvy Seasonal Shopping Guide to Prevent Overspending: https://hubs.la/H0zbH_y0
Experian #CreditChatLive: ex.pn/creditchatliveYT
Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

What Did We Learn this Season?

Thu, 03 Sep 2020 17:55:45 +0000

And that’s a wrap on season one of Making it Count! We’re sharing our favorite lessons learned and funny moments from the past nine episodes on the season one finale with special returning guest Valerie Moses and show producer Lauren Buys. You won’t want to miss this behind-the-scenes look at your favorite financial education podcast!

Links
Subscribe for season two: AdditionFi.com/MakingItCount
Learn more about Addition Financial: https://hubs.ly/H0rTfpZ0

A Crash Course on College Finances

Thu, 13 Aug 2020 15:56:37 +0000

From snagging scholarships and eating healthy on a budget to juggling a job, classes and still having a social life, we cover all things college on this episode of Making it Count. Our hosts interview Richard Barbari and returning guest Valerie Moses, both from the Community Engagement department at Addition Financial.

Links
Student Loan Planner Article: https://hubs.ly/H0sTYDn0
College Graduation Preparation Checklist: https://hubs.ly/H0sT_dv0
Addition Financial Resource Center: resources.additionfi.com
Learn more about Addition Financial: https://hubs.ly/H0rTfpZ0

Retirement Strategies When You’re Over 40

Thu, 30 Jul 2020 18:21:28 +0000

On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people over the age of 40. They are joined again by guests John Stanton and Rob Mazur, both financial advisors at CUNA Brokerage Services. Together, they tackle the big retirement questions for our older audience members.

Links
Yahoo! Finance Article: https://hubs.ly/H0nJzgD0
Retirement Goal Setting Guide: https://hubs.ly/H0nJzWB0
Learn more about Addition Financial: https://www.additionfi.com

Securing Your Next Set of Car Keys

Thu, 16 Jul 2020 15:18:55 +0000

On this episode of Making it Count, hosts Cristina and Will get the inside scoop on the car buying process from two lending experts at Addition Financial. They learn what it takes to secure financing, choose their dream vehicle, and drive off the lot without breaking the bank.

Links
Edmunds: https://www.edmunds.com/
Kelley Blue Book: https://www.kbb.com/
NADA: https://www.nada.com/
Experian article: https://hubs.ly/H0s8w9F0
New Car Guide: https://hubs.ly/H0s8w9L0
Used Car Guide: https://hubs.ly/H0s8wlc0
Vehicle Evaluation & Auto Loan Comparison Worksheet: https://hubs.ly/H0s8wm10
Vehicle Personality Quiz: https://hubs.ly/H0sCHTt0
Learn more about Addition Financial: https://hubs.ly/H0rTfpZ0

Buying a Home for the First Time

Fri, 03 Jul 2020 07:18:52 +0000

On this episode of Making it Count, hosts Cristina and Will learn what it takes to become a homeowner from two local real estate experts: Eric Mieles from H6 Homes and Kathy Michaels from Addition Financial. Listen along to get the inside scoop on the entire home buying process – from finding your dream home to closing your first mortgage!

Links
CNBC Article: https://hubs.ly/H0rTdpf0
First-Time Homebuyer’s Guide: https://hubs.ly/H0rTdqP0
Homebuying Readiness Quiz: https://hubs.ly/H0rTdsj0
Homeowner Monthly Expense Worksheet: https://hubs.ly/H0rTdth0
Learn more about Addition Financial: https://hubs.ly/H0rTfpZ0

Utilizing Your Paycheck Protection Program Loan

Thu, 04 Jun 2020 13:54:11 +0000

On this episode of Making it Count, hosts Cristina and Will take a deep dive into the Paycheck Protection Program with three special guests: Eduardo Fernandez, an attorney, Paul Roldán, a financial advisor, and John de Armas, a local small business owner. Listen along to learn how to utilize your PPP loan and strategies to qualify for loan forgiveness from three people who have actually gone through the process!

Links
U.S. Small Business Administration: https://www.sba.gov/
Economic Injury Disaster Loan Emergency Advance: https://www.sba.gov/funding-programs/loans/coronavirus-relief-options/economic-injury-disaster-loan-emergency-advance
Families First Coronavirus Response Act: https://www.dol.gov/agencies/whd/pandemic/ffcra-employer-paid-leave
Paycheck Protection Program Loan Forgiveness Application: https://www.sba.gov/document/sba-form--paycheck-protection-program-loan-forgiveness-application
Inc. Article: https://hubs.ly/H0r1Msb0
Small Business Guide: https://hubs.ly/H0r1LZx0
Addition Financial PPP Loan: https://hubs.ly/H0r1L-M0

PPP Loan Webinar Spanish Version: https://hubs.ly/H0r6V1H0

A Look on the + Side of Life

Wed, 27 May 2020 20:56:26 +0000

On this episode of Making It Count, hosts Cristina and Will share their thoughts on what they've been doing to keep themselves mentally and physically healthy during the COVID-19 pandemic. They also interview two positivity experts: the author of Addition Financial’s On the + Side blog series as well as a local licensed mental health counselor. Together, they discuss all the creative ways people are coping with quarantine, and how we all can look on the + side of life.

Links

Orlando Fringe Festival: https://www.facebook.com/OrlandoFringeFestival/events
Doubletree Hotel Cookie Recipe: https://newsroom.hilton.com/static-doubletree-reveals-cookie-recipe.htm
Harry Potter Series Audio: https://www.insider.com/watch-daniel-radcliffe-and-stars-read-harry-potter-aloud-2020-5
Windy Ridge K-8: https://www.mynews13.com/fl/orlando/news/2020/05/12/orange-co--teachers--students-using-3d-printers-to-produce-ppe
Kennedy Space Center: https://www.nasa.gov/stem
Addition Financial Facebook Post: https://hubs.ly/H0qNpMQ0
Addition Financial Instagram Post: https://hubs.ly/H0qNpv50
On the + Side Blog Series: https://hubs.ly/H0pqQhH0

Preventing ID Theft & Fraud During a Pandemic

Fri, 08 May 2020 15:26:41 +0000

On this episode of Making it Count, hosts Cristina and Will learn strategies to prevent identity theft and fraud during the COVID-19 pandemic with expert guests Kevin and Brian from the Network Security Services department at Addition Financial. They cover the common scam red flags so listeners can spot and avoid malicious attacks and keep their finances secure.

Links
BBB Wise Giving Alliance: https://www.give.org/
Charity Watch: https://www.charitywatch.org/
Charity Navigator: https://www.charitynavigator.org/
GuideStar: https://www.guidestar.org/
FTC Scam Bingo Card: https://hubs.ly/H0q6KYV0
The Essential Credit Card Fraud Prevention and Detection Guide: https://hubs.ly/H0q6MHN0
Scams and Shams Webinar: https://www.additionfi.com/webinars
Addition Financial YouTube: https://hubs.ly/H0q6LYs0
Addition Financial Security Center: https://www.additionfi.com/security-center

Handling Your Investments During a Bear Market

Fri, 17 Apr 2020 14:50:12 +0000

On this episode of Making it Count, hosts Cristina and Will talk with returning guests, John and Rob, to get advice on managing investments when the stock market is down. They address the fears and uncertainties that come along with the financial impacts of the COVID-19 pandemic.

Show Links:

U.S. News & World Report Article: https://hubs.ly/H0pqQjZ0
On the + Side Blog Series: https://hubs.ly/H0pqQhH0
Learn more about Addition Financial: www.additionfi.com

Retirement Strategies When You’re Under 40

Tue, 31 Mar 2020 21:37:34 +0000

On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people under the age of 40. Helping them along the way are guests John Stanton and Rob Mazur, both financial advisors at CUNA Brokerage Services. Together, they tackle the big retirement questions for our younger audience members.

Show Notes
Washington Post Article: https://hubs.ly/H0nJzcJ0
Retirement Goal Setting Guide: https://hubs.ly/H0nJzWB0
Learn more about Addition Financial: www.additionfi.com

Introducing Making it Count, the Financial Education Podcast

Wed, 26 Feb 2020 17:08:46 +0000

Do you ever feel like you’re stumbling through your finances? Well, you're not alone. In fact, one in three families earning less than $100,000 per year are stuck in the paycheck-to-paycheck cycle. And earning more doesn’t necessarily mean less financial problems – 53% of Americans say they don’t have an emergency fund to cover at least three months of expenses.

You work hard for your money. Isn’t it time your money worked for you? On this financial education podcast, hosts Cristina and Will explore real ways to make your paycheck count. So join us every other week for practical tips and insider tricks from local experts all to empower you to accomplish your financial goals!