Archive for January, 2022

FRANKLIN: PANDEMIC PLUSES

January 21, 2022

How has the pandemic changed your life? Personal finance expert Mary Beth Franklin cites an improvement and blessing.

Watch the related WEALTHTRACK episode.

STRATEGIES TO MEET CHANGING RETIREMENT GOALS FROM PERSONAL FINANCE EXPERT MARY BETH FRANKLIN

January 21, 2022

The Covid pandemic has caused many of us to reassess multiple aspects of our lives: where we live and work, how we spend our time and money, and who we spend our time with. It has also had a big impact on retirement planning. According to a comprehensive study, first conducted in 2019 by Edward Jones and Age Wave and updated several times since, there are four pillars to a fulfilling retirement: health, family, purpose, and finances.

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BENZ: CAREER MOTIVATION

January 14, 2022

Morningstar’s longtime Director of Personal Finance, Christine Benz never loses her enthusiasm for the job. She explains what keeps her motivated.

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RISING INFLATION, INTEREST RATES & EXPENSIVE MARKETS CALL FOR REASSESSING RETIREMENT PLANS

January 14, 2022

One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a name. It’s called “The Great Resignation.” 

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MILLER: REWARDING RELATIONSHIP

January 7, 2022

Bill Miller is giving $50 million dollars to the Santa Fe Institute which researches a wide variety of complex systems such as economies, ecosystems, the internet, the nervous system, and cities. Miller calls his three-decades-long affiliation with SFI among the most rewarding of his life.

Watch the related WEALTHTRACK episode.

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