How Financial Education Builds Retirement Confidence | Episode 13 with Toni Whaley скачать в хорошем качестве

How Financial Education Builds Retirement Confidence | Episode 13 with Toni Whaley

Most retirement planning challenges aren’t about investments — they’re about confidence. In Episode 13, Toni Whaley shares the mindset shift that changed her entire approach to financial education. You’ll hear how one powerful client interaction reshaped Toni’s philosophy and inspired an education-first approach now helping educators, federal employees, nonprofits, and small businesses better understand their retirement decisions. We also explore Raise Her, a five-year initiative focused on empowering one million women with practical financial tools and a clear path toward long-term financial security. Whether you’re a financial advisor, plan sponsor, HR professional, accountant, or business owner, this episode offers actionable insights into improving participant engagement and building lasting retirement confidence. 🎧 In This Episode, We Discuss: Why mindset shifts matter in retirement planning How adults learn financial concepts most effectively The role of storytelling in financial education Building confidence through bite-size learning The mission behind the Raise Her initiative Practical ways to help participants take action Find out more: https://www.tristarpension.com/ #RetirementPlanning #401kPlans #CashBalancePlans #DefinedBenefitPlans #PensionConsulting #SmallBusinessRetirement #TPAServices #ERISA #BusinessOwnerFinance #TaxStrategy #FinancialPlanning #Form5500