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Helping People Talk About Money

"That Makes Cents" launched in 2019 with the goal of helping listeners -- both advisors and their clients -- learn how to navigate uncomfortable money conversations and gain insights into the evolution of financial planning. Building on the success of the two previous seasons, season three of “That Makes Cents” focuses on the importance of financial wellness and is available in both audio and video format.

This season’s listeners and viewers will gain insights into what financial wellness is and how advisors can help Americans achieve it – a critical discussion topic following the COVID-19 pandemic. Conversations will cover the culture of money, financial literacy for children, financial therapy, financial planning as a workplace benefit, and financial peace of mind, among other topics. With guest appearances from industry thought leaders and financial advisors, you'll be left nodding your head and saying, "That makes sense!"

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