Budgeting & Debt Reduction


Building a plan to help ensure financial stability and reduce overall debt can significantly impact your financial future. That is why working with a financial planner to help prioritize your spending, and debt management can be highly beneficial. Ultimately, it can help you decrease your outgoing cash flow while helping you build toward savings.

Money Matters For Your Mental Health

GIF_Financial Academy MHM 2024

Tune in for this special edition Financial Academy session honoring Mental Health Awareness Month. In this session, we explore the intricate link between mental health and financial well-being and discuss the essential role finances play for our total wellbeing and ability to thrive. Additionally, we will share strategies for building resilience and the tools necessary for you to navigate through tough times. Click on the video above for access to the full video and presentation slides as well!

Ditch Debt for Good:
Learn How To Break The Cycle

GIF_Financial Academy 04 2024

Consumer debt is something that many of us are far too familiar with. Let’s break the cycle and take steps to secure long-term financial stability. In this session, we will share practical strategies to manage and eliminate credit card and other consumer debt effectively. Budgeting techniques, debt consolidation options, and smart borrowing practices are the keys to regaining control and getting you on your journey toward a debt-free future. Click on the video above for access to the full video and presentation slides as well!

Empowering Financial Conversations: A Women's Panel for Financial Freedom

GIF_Financial Academy WHM 2024

Women’s History Month, celebrated every March, provides an opportunity to honor and recognize the remarkable contributions of women throughout history. This celebration is a great time for financial professionals to share some of their knowledge about the unique financial barriers women may face today. In this special Financial Academy session, our speakers will guide us through key financial areas that empower women to take control of their financial well-being. Click on the video above for access to the full video and presentation slides as well!

FAQs to Getting That Degree Debt Free

Whether you're currently working towards a degree, or paying for someone else's tuition, navigating the financial side of higher education can feel daunting. There is much to track between student loans, grants, and overall budgeting. Listen and in and watch for strategies and tactics, you can use to get that degree debt-free.

Simple and Effective Ways for Paying Off or Saving Up for A Degree

Helpful Resources for Paying Off or Saving Up for A Degree

Inflation: It's More Than Just Charts and Graphs

The impact of inflation is undoubtedly felt across the nation. You might be questioning how it will impact your budget and how to plan for it. Join us as we discuss overcoming key challenges and help you feel confident handling the inflationary pressures you’re facing.

4 Tips on How To Face Inflation

4th Quarter Planning

How to Get a Jump on 2023 Tax Season- 4th Quarter Planning. As the end of 2022 draws closer, join Jorge Pereira as he walks you through several ways you can prepare your finances for 2023 and start the new year in a great place financially.

Navigating Your Financial Priorities

Money on your mind? If you're looking to save up for a dream vacation, fund your retirement, or learn how to start conquering your financial priorities, you won't want to miss this session. Join Tristan Talley, Vice President of Wealth Management, for a look at how ordering your financial goals can set you up for success.

Taking Control of Your Income Through Budgeting

Ever wonder who’s in control, you or your monthly expenses? Join Jorge Pereira for a look at how changing your view of budgeting can change your entire outlook on your finances. Showing your money who is in charge will leave you feeling like you got a raise, provide more money to meet your financial goals, and you might just see your stress meter drop back into a manageable range!

Investment advice is offered through OneDigital Investment Advisers, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisers and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.