PODCAST · education
Wealth in Progress
by Pijus Bulvinas, CFP®
Hi there! 👋 I'm Pijus, but you can call me PJ. I'm a CERTIFIED FINANCIAL PLANNER® professional and founder of Wealth & Plan. Each week, I share videos up to 15-minutes in length focused on helping busy professionals simplify their finances and make more intentional decisions with their money.
Episodes
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Ep #13: Other Common Employer Benefits
Part 5 of 5: Other Common Employer BenefitsWe wrap up this 5-part series on employer benefits by highlighting some other benefits that are less talked about, but still might be available to you. Learn about HSAs, FSAs, PTO, EAP, and more!#EmployeeBenefits #FinancialPlanning #PersonalFinance...
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Ep #12: Accidental Death & Dismemberment Coverage (AD&D)
Part 4 of 5: Accidental Death & Dismemberment Coverage (AD&D)Most people think life insurance and AD&D are the same thing - they’re not.AD&D = accidental death and dismemberment. That means it can pay out if an accident causes death, loss of a limb, sight, or hearing.Worth to note: It only covers...
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Ep #11: Group Life Insurance
Part 3 of 5: Group Life Insurance Do you know if your employer life insurance is actually enough? Group life coverage can be a great benefit, but there’s one big catch: it usually doesn’t follow you when you leave your job. In this week’s episode, we break down what group life insurance really...
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Ep #10: Disability Coverage Benefits
Part 2 of 5: Disability Coverage BenefitsDo you know how your employer’s disability coverage actually works?From own occupation vs. any occupation to short-term and long-term disability, understanding the fine print could make a huge difference if you ever need to rely on it.In this episode, we...
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Ep #9: 401(k) Basics
Part 1 of 5: 401(k) Basics Explained If your employer offers retirement benefits, understanding how your 401(k) works can make a big difference. In this video, we break down what a 401(k) actually is, compare traditional vs. Roth contributions, define employer match, vesting, and discuss some of...
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Ep #8: Trump Accounts... Are They Worth It?
In today's financial landscape, savvy parents are always on the lookout for innovative ways to secure their children's financial future. One exciting option that has emerged is the Trump Account, a unique investment vehicle designed specifically for minors. In this post, we dive into what Trump...
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Ep #7: How to Budget for Travel and Still Hit Your Financial Goals
Most financial plans have a spot for retirement, a house, maybe your kids' education. Travel? It usually just gets absorbed into "discretionary spending"... until it causes guilt or ends up on a credit card.My wife and I just got back from two weeks in Spain, and it got me thinking about travel...
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Ep #6: Why I Started Wealth And Plan
In today’s episode of Wealth in Progress, I share my journey from being a young kid learning about finance to starting my own firm, Wealth and Plan. I saw firsthand how my parents were turned away by financial advisors because they didn’t meet asset minimums. That moment fueled my passion to…
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Ep #5: How Interest Rates Actually Affect Consumers
Interest rates determine the cost of borrowing money, and they impact everything from mortgage rates to car loans. When rates rise, borrowing becomes more expensive, making big purchases daunting. But there's a silver lining: higher interest rates can mean better returns on savings accounts!...
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Ep #4: Retirement Planning For Young Workers
Most planners focus on folks nearing retirement, but if you're in your 30s and 40s and thinking about retirement, it is usually best to start planning early. Your biggest advantage is time. 💡 Did you know that accessing retirement funds before age 59½ can come with penalties? Planning ahead…
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Ep #3: Are You Actually Maxing Out Your 401(k)?
Maxing out your 401k isn’t just about hitting a number. Most think maxing out a 401k is simply setting your contribution percentage high enough, but there’s a lot more.It’s not just about your employee contributions... there are employer matches, profit sharing, and IRS limits that can boost your...
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Ep #2: You're Earning More Money Than Ever Before. Now What?
We often think that a higher income means financial freedom, but it can actually lead to new pressures and lifestyle creep. It’s easy to let that extra cash disappear into subscriptions, fancy dinners, or vacations, leaving us feeling right where we started.How do we avoid this trap? Defining...
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Ep #1: Wealth in Progress
Welcome to Episode 1 of Wealth in Progress!Are you feeling behind financially? If so, you're not alone. Let's talk about the real struggles with money. You’re not broke or irresponsible; you just feel out of the loop. Many hardworking folks think everyone else has it all figured out while they’re...
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ABOUT THIS SHOW
Hi there! 👋 I'm Pijus, but you can call me PJ. I'm a CERTIFIED FINANCIAL PLANNER® professional and founder of Wealth & Plan. Each week, I share videos up to 15-minutes in length focused on helping busy professionals simplify their finances and make more intentional decisions with their money.
HOSTED BY
Pijus Bulvinas, CFP®
CATEGORIES
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Frequently Asked Questions
How many episodes does Wealth in Progress have?
Wealth in Progress currently has 13 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Wealth in Progress about?
Hi there! 👋 I'm Pijus, but you can call me PJ. I'm a CERTIFIED FINANCIAL PLANNER® professional and founder of Wealth & Plan. Each week, I share videos up to 15-minutes in length focused on helping busy professionals simplify their finances and make more intentional decisions with their money.
How often does Wealth in Progress release new episodes?
Wealth in Progress has 13 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Wealth in Progress?
You can listen to Wealth in Progress on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Wealth in Progress?
Wealth in Progress is created and hosted by Pijus Bulvinas, CFP®.
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