Financial Action Stories

Tamara, a high-school economics and personal finance teacher in Detroit, shares her smart money moves she’s made (she owns three properties!), what she would do differently (diversification), and tips for Gen Z (monetize hobbies!). Learn more about her story, including lessons from her dad.

Ebony, a nurse practitioner from Texas, is refocusing on the future and shares how she’s planning to save enough for retirement one day, the best thing she thinks she’s done with her money so far, and the one thing she wishes she’d done differently.

Soojin, a pharmacist and mother of two kids in college, shares how she’d like to shift her financial goals in the present, the surprising place she and her husband are getting financial advice from, and where she sees herself in the future.

Jessica, a nurse from Wisconsin, has big travel goals and an eye for real estate. Jessica discusses her biggest financial mentors, some of her short-term financial goals, and how her retirement objectives factor into her daily living.

Aneise, a recent college graduate, is working part-time at a pharmacy while also focusing on studying for the MCATs. Aneise discusses the challenge of balancing spending and saving and finding ways to save for an active life.

Benjamin, an assistant professor at a local university, has thought quite a bit about his long-term goals and retirement but still feels like he has a lot of catching up to do. Learn how Benjamin is educating himself and where he is saving for his future.

Denzel works at a state university and has big travel plans. Losing his parents a few years ago was the impetus for working with a financial planner, but Denzel has been focused on financial priorities like paying down debts for a while now. Denzel talks about how he’s currently saving for an early retirement and whether he thinks that could actually happen.

Anne, a retired executive director of benefits at a university, is developing an employee benefits consultant firm. Anne and her husband don’t know what the future holds, and whether retirement is in it at all for Anne. What they do know is that they love where they live and plan to stay.

Guy, a professor living in Chicago, plans on retiring somewhere other than where they are currently living. Learn more about how Guy is currently saving, and what he hopes to have happen in the future.

Max, a director of nursing for a healthcare company, recently graduated with his Master of Business Administration. The birth of his son has Max focusing on short-term needs despite taking his long-term goals seriously for years now. Max shares the most important thing he is doing to reach his dream retirement and who he is taking advice from to help him get there.