Category: Personal Finance

Milestone Study Highlights the Silver Linings from the Pandemic

According to Edward Jones and Age Wave’s latest study, “The Four Pillars of the New Retirement: What a Difference a Year Makes,” following a year of unprecedented volatility across economic markets, physical and mental health and social justice issues; 76% of Americans credit the pandemic with helping them refocus on what’s most important in life. Joining me to discuss the results: Ken Cella, Principal, Client Strategies Group, Edward Jones and Ken Dychtwald, PhD, Retirement specialist and Co-founder and CEO, Age Wave.

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Ken Cella, Principal, Client Strategies, Edward Jones and Ken Dychtwald, PhD, CEO Age Wave: Milestone Study Highlights the Silver Linings from the Pandemic

According to Edward Jones and Age Wave’s latest study, “The Four Pillars of the New Retirement: What a Difference a Year Makes,” following a year of unprecedented volatility across economic markets, physical and mental health and social justice issues; 76% of Americans credit the pandemic with helping them refocus on what’s most important in life. Joining me to discuss the results: Ken Cella, Principal, Client Strategies Group, Edward Jones and Ken Dychtwald, PhD, Retirement specialist and Co-founder and CEO, Age Wave.

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Lynnette Khalfani-Cox, The Money Coach: Understanding Your Credit and Financial Health To Achieve Your Goals

Lynette Kahlfani-Cox joins me to talk about tools needed to better understand your credit and financial health. She will explain the facts and dispel the myths around credit scores and discuss how to develop a plan to achieve your financial goals and the “FICO Score Open Access” program, which enables over 200 financial institutions to share free access to FICO Scores used by lenders in credit decisions.

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Four Step Plan to Financial Success

As this difficult year draws to a close, many Americans are taking stock of their economic situation and financial habits, with the goal of starting 2021 on sound footing. Setting yourself up for financial success requires an ongoing commitment. Lorrie Asker, Regional President of Idaho and Eastern Washington for First Interstate Bank joins me with a four step plan to help you reach financial success.

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Black Founders Development Program launched by Accenture to provide investment, mentorship, community and support

According to a recent study, black founders of companies receive less than 1% of all venture capital funding, which in the U.S. alone, totaled approximately $130 billion. A Kauffman Foundation analysis of U.S. Census Bureau data found that 28% of Black entrepreneurs’ profits were limited by lack of access to capital. Accenture has launched the Black Founders Development Program, and the Black Founders Development Fund. Kathryn Ross, Open Innovation Global Lead and Black Founders Development Program Lead at Accenture is my guest.

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Delivering Seamless Client Experiences In A Changing Landscape

As client expectations continue to shift and face-to-face interactions are limited, companies have had to pivot quickly or improve upon their existing client care models to create more meaningful and personalized experiences in order to meet clients’ changing needs. Joining me to celebrate National Customer Service Week, Holly O’Neill, Chief Client Care Executive, Bank of America, to talk about how clients and companies are both redefining the client experience.

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Study Finds Americans are Reconsidering Investing In Higher Education Due to Covid-19

According to a new Edward Jones and Morning Consult study, since the COVID-19 pandemic has upended the education sector, Americans are reconsidering investing in higher education.

My guest is Nela Richardson, a principal strategist for Edward Jones, we talk about the details of the survey, revealing concerns over education investment, and some tools that are currently available to help assist you with planning for college.

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