Podcasts about financial wellness

In this episode of Bank on Wipfli, host Robert Zondag sits down with Shreenath Regunathan, co-founder and CEO of Starlight, and Michelle Joseph to discuss how financial institutions can strengthen customer relationships by addressing financial stress and expanding their role beyond traditional banking products. Together, they explore how institutions can become a trusted partner for overall fiscal well-being. Key topics include:How financial wellness initiatives can help institutions become more deeply embedded in customers' financial lives.Helping frontline staff connect with members through shared financial experiences and build stronger community relationships.Re-engaging indirect or inactive members by offering meaningful financial support rather than leading with product sales.How institutions can leverage their unique position of trust to identify signs of financial stress and proactively connect members with assistance before problems worsen.How helping members navigate financial challenges can lead to stronger relationships and long-term institutional stability.Read moreProgrammable money and the future of bankingSuccession planning gives financial institutions a strategic edge. Here's how to strengthen yours.Avoiding adjustable-rate mortgage loan compliance challenges

If you had to sell your business tomorrow, would you know what it is really worth?For many business owners, their business is a significant part of their retirement plan. Yet its value and transferability can be affected by risks they may not have considered. Having clarity on where the business stands today can make all the difference when preparing for what comes next.In this episode, Jerome, Business Exit Special at Providend, shares with Ray, Senior Client Adviser, how he uses a three-step framework to guide business owners in identifying and mitigating common risks that could affect the value and transferability of their business. By addressing these areas early, business owners can prepare for any potential outcome and make decisions from a position of strength.Music courtesy of ItsWatR.The host of this episode, Ray Zheng, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Get Our Money Wisdom II Book Today!Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

Sitting in the finance office at a dealership can feel overwhelming, especially when you're presented with add-ons to your auto loan that you've never heard of.This episode of A Penny or Two for Your Thoughts breaks it all down, so you walk in educated and walk out confident. Hosts Chantel Windeshausen and Liz Malmberg are joined by two Centris FCU insiders who know this world inside and out. Rick Seamann is the VP of Indirect Lending at Centris and a former car dealership sales manager, giving him a perspective from both sides of the table. Tara Rasmussen is the Assistant Vice President of Retail Products at Centris, and she helped elevate the protection products Centris offers its members. Together they walk through GAP protection, depreciation protection, mechanical breakdown protection, , and when refinancing your vehicle makes sense. From a real story about an $8,000 surprise to the one question, you should ask yourself before signing anything, this episode is required listening before your next car purchase. Learn more about Centris at centrisfcu.org or call 402-334-7000 to speak with a financial specialist about your auto loan options.– About A Penny or Two for Your Thoughts – When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success. – Listen & Subscribe –Website: https://www.centrisfcu.org/a-penny-or-two-for-your-thoughts/Spotify: https://open.spotify.com/show/6Lf8gGYlVaEA1rqpHQELrCApple Podcasts: https://podcasts.apple.com/us/podcast/a-penny-or-two-for-your-thoughts/id1612295090Follow Centris on Social Media:Facebook: https://www.facebook.com/CentrisFCUInstagram: https://www.instagram.com/centrisfcu/Twitter: https://www.twitter.com/CentrisFCULinkedIn: https://www.linkedin.com/company/centris-federal-credit-union/This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha; NE. Find more podcasts on the Hurrdat Media Network at HurrdatMedia.com

We're excited to share our candid and in-depth conversation about the credit union difference with American Heritage Credit Union. In this episode, we unpack what sets credit unions apart, dig into the real-life benefits of membership, and highlight resources that empower our financial journeys. Whether you're a longtime credit union member or just starting to explore your options, we dive into insights that matter for your money, your family, and your future.Key MomentsGetting to Know the Guests: We introduce Hannah Hunter and Mitch Kay from American Heritage Credit Union and hear how their career journeys shape and support their mission 01:13 & 02:17.The Credit Union Difference: We break down what it means to be a member-owner, how credit unions are truly “people helping people.” 04:21.Financial Wellness Resources: We highlight the learning center on the American Heritage website. It is packed with tools, webinars, and even gamified financial education to help all ages build their skills 08:16 & 09:23.Young Voices & Fresh Perspectives: Hannah Hunter shares what younger members are looking for, why calculators and user-friendly tools make a difference, and how critical it is to capture the next generation 12:07, 13:20, & 28:30.Serving the Whole Community: We discuss outreach, family-friendly events, and the commitment to giving back, especially through the Kids in Hope Foundation 03:13 & 14:32.Practical Tips: We walk through how we personally use credit unions for car loans and family banking; Mitch explains how to get started and why doing your homework can be so rewarding 22:43, 25:30, & 31:29.Why You Should Tune InWe take you behind the scenes of what makes credit union membership meaningful, blending expert advice, lived experience, and straightforward tips you can use today. Whether you're navigating your first student loan or looking for tech-forward ways to manage your family's finances, you'll discover resources and solutions designed for real life. This episode is for anyone who wants community-focused banking with a personal touch, and for families, young adults, and anyone tired of “big bank” runarounds.Our website: www.forbetterandworth.comGet Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlightConnect with us:Instagram: @forbetterandworthYouTube: @forbetterandworthEricka: @erickayoungofficialChris: @1cbyoung

Retirement planning starts long before investment decisions. Jackie Campbell explains the value of a comprehensive retirement roadmap, covering income, taxes, risk, estate planning, and long-term care. The discussion also explores lessons from the Golden Girls, the importance of planning for healthcare needs, and why staying engaged, intentional, and connected can play an important role throughout retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

On this episode of CFO at Home, author, speaker, and transformational coach Kristen Renee Appleby and I explore the connection between financial stress, workplace burnout, and the deeper patterns that shape our relationship with money. Kristen believes that money challenges are not simply about income, budgets, or financial knowledge, but are often rooted in what she calls "money wounds": beliefs, emotional experiences, and survival patterns that develop over time and influence how we earn, spend, save, and feel about money. In her book, Healing the Money Wound: A 12-Day Money Mindset Bootcamp, Kristen guides readers through a process of identifying financial stress patterns, understanding how early conditioning shapes money beliefs, and rebuilding those beliefs by using small, sustainable shifts that can create meaningful transformation over time. To learn more about Healing the Money Wound, as well as Kristen's other books and resources, go to kristenreneehealing.com Key Topics: 01:33 Health Crisis Awakening 02:53 Selling the House 08:21 Money Avoidance Patterns 13:08 Financial Independence Choice 15:09 Ninety Day Money Storm 18:02 Twelve Day Boot Camp 23:09 Micro Shifts and Wins 25:29 Mindset Transformation 29:25 Resources and Programs 32:27 Starting Step One 34:05 Closing Thanks Key Links: Kristen Renee Healing Shop - Kristen Renee Healing Healing the Money Wound: A 12-Day Money Mindset Bootcamp Kristen Renee (@KRISTENRENEEREBUILDING) • Facebook Kristen Renee | Wellness Author | Coach (@kristenreneehealing) • Instagram photos and videos kristenreneerebuilding Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

If you've ever wondered what a chamber of commerce does, or whether joining one is worth it, this episode of A Penny or Two for Your Thoughts is your answer. Hosts Chantel Windeshausen and Liz Malmberg sit down with two chamber leaders who bring the work to life in a way that will make you want to show up to the next networking event.Liz Kerrigan is the Senior Vice President of Member and Investor Relations at the Greater Omaha Chamber, which serves an 8-county region and partners with 12 chambers across the Omaha metro to drive economic development, talent attraction, and business growth. Joining her is Annisa Visty, Vice President of Operations at the Sarpy County Chamber of Commerce, who brings nearly two decades of chamber leadership experience and a firsthand passion for helping small business owners navigate those critical first years. Together, they break down what chambers actually do, why every type of business can benefit from membership, how Omaha stacks up nationally when it comes to collaboration, and what is driving the incredible growth happening across Sarpy County, Nebraskaright now. If you run a business, are thinking about starting one, or just want to understand the organizations helping build communities from the ground up, this one is for you.Learn more about Centris at centrisfcu.org, the Greater Omaha Chamber at omahachamber.org, and the Sarpy County Chamber at sarpychamber.org.~ About A Penny or Two for Your Thoughts ~When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success.Visit us at our website: https://www.centrisfcu.org/a-penny-or...Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY...Apple Podcasts: https://podcasts.apple.com/us/podcast...Follow Centris on Social Media:https://www.facebook.com/CentrisFCUhttps://www.instagram.com/centrisfcu/https://twitter.com/CentrisFCUhttps://www.linkedin.com/company/centris-federal-credit-union/This is another Hurrdat Media Production.Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or the Hurrdat Media YouTube channel!

Business · The Foundation for Senior Services & Bonnie Keith | Elder Care & Retirement Planning

Financial Wellness for Women: Money, Marriage & Building Wealth with Hayley Dickson, CFP®What if financial freedom has less to do with hitting a magic number—and more about finally feeling clear and confident about your money?This week on The Running Wine Mom, Samantha Cieslinski sits down with Hayley Dickson, CFP, CEO and Founder of RIPPL Wealth Management, for a refreshingly honest conversation about money, financial wellness, marriage, motherhood, and building a life you actually want to live.Hayley shares how she walked away from a successful six-figure career in entertainment, trusted her intuition, and ultimately became the fastest-growing advisor in Northwestern Mutual's history before launching RIPPL Wealth Management.But this isn't your typical conversation about cutting lattes and sticking to a monthly budget. In fact, Hayley hates monthly budgets.Instead, she introduces her concept of a “planning budget”—deciding how much of your annual income will go toward growing your net worth and achieving your goals first, then giving yourself permission to enjoy what's left.Samantha and Hayley also get into the emotional side of money: why successful women can still feel embarrassed about what they don't know, why financial wellness belongs in the same conversation as physical and mental health, and why women—especially stay-at-home moms—need to understand their household finances even when their partner traditionally handles the money.In this episode, we talk about:Why Hayley left a successful entertainment career to completely reinvent herself in financeWhy money remains one of our biggest cultural taboosThe shame and comparison that keep women from asking financial questionsWhat being a “financial life designer” actually meansWhy financial wellness can affect our mental health, relationships, and overall well-beingFinancial independence for women and stay-at-home parentsWhy Hayley prefers the idea of becoming “work optional” instead of simply retiringEstate planning, life insurance, 529 plans, and preparing financially for your familyTax diversification and the difference between pre-tax and Roth retirement savingsHow sophisticated investment strategies are becoming more accessible to everyday wealth buildersPrenups, postnups, marriage, and protecting yourself financiallyWhether couples should combine finances or use a “yours, mine, and ours” systemWhy having a shared financial vision matters more than exactly how your bank accounts are structuredThe “middle bucket” Hayley often sees missing from people's financial livesWhy Hayley hates traditional monthly budgetsHer planning budget approach to saving, investing, and spending without guiltWhy travel is the money splurge Hayley will never regretHayley defines financial freedom as having clarity, confidence, and peace in your money choices. And perhaps the biggest takeaway from this conversation is that you don't need to wait until you're wealthy to start feeling financially empowered.You just have to start.Hayley is offering listeners a complimentary 30-minute one-on-one Life Design & Wealth Strategy Session (a $500 value). Simply mention this episode when you reach out to rippl@nm.com to reserve your spot. Learn more about Hayley and how she can help elevate your finances on rippl.nm.com.Connect with Hayley DicksonRIPPL Wealth Management: https://rippl.nm.com/Hayley Dickson on Instagram: @hayleywdicksonHayley Dickson on LinkedIn: Search Hayley Dickson, CFP®Connect with The Running Wine MomFollow Samantha on Instagram: @therunningwinemom_Subscribe to The Running Wine Mom wherever you listen to podcasts, and if this episode made you think differently about money, send it to a friend who needs to hear it.This episode is for educational and informational purposes only and should not be considered individualized financial, investment, tax, or legal advice.

Welcome to the sixth episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combining Ikigai with Providend's Philosophy of Sufficiency.In this podcast episode, Jit Hwee, our Client Adviser, reflects on the Ikigai petal of ‘Meaning & Value' — what makes life worth living and how we can make the most of the journey. He shares how meaning comes from genuine human connections, shared experiences and the different roles he plays as a husband, son, son-in-law, father and Client Adviser.Together with our host, Jit Hwee explores why a fulfilling life is not necessarily found in financial success, career milestones or material possessions. He shares how being present for his family, helping his children discover their passions, and providing clarity to clients all give him a deeper sense of purpose.Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially, with your Ikigai goals at the forefront of your wealth plan.Music courtesy of ItsWatR.The host of this episode, Aaron Loo, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Get Our Money Wisdom II Book Today!Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

In this episode of Women Connected in Wisdom, Christine Gautreaux is joined by guest co-host Lailona Holloway to welcome the visionary Rhea Lana Riner. Rhea Lana is the CEO and founder of Rhea Lana's Children's Consignment Events, a national franchising company with over 120 locations. What started in her living room in 1997 has grown into a multi-million-dollar enterprise that keeps the values of motherhood and community at its core. We'll explore the Financial Wellness dimension, focusing on the intersection of profitability and deep purpose. Rhea Lana shares how she has empowered thousands of moms by providing a flexible path to entrepreneurship. Connect with Rhea Lana Riner: Website: rhealana.com  Instagram: @rhealanas LinkedIn: Rhea Lana Riner More resources from today's show~ Franchising for Dummies https://www.lailonaholloway.com/ https://www.creategwinnett.org/  

In this episode of Inspire + Move, Matt and sharing about how our definition of success has shifted in our 40s. What once felt important in our 20s and 30s, from status symbols to constantly pushing harder, has evolved into something that feels a lot more grounded, intentional and aligned.We're talking about the idea of building a different kind of wealth portfolio, one that includes your health, relationships, time, community, financial future and the people you choose to surround yourself with.Tune in to hear more about:• How our definition of success has changed as we've gotten older.• Why quality, health, time and experiences have become more valuable than simply having more.• The importance of being intentional about where you invest your money, energy and attention.• How your environment and the people around you can either elevate or drain you.• Why prioritizing your physical health, mental well-being and long-term financial stability can completely shift how you experience success.We also get into the idea of auditing your own “wealth” portfolio, spelled W-E-L-L-T-H, and asking whether the way you are spending your time, energy and money actually supports the life you say you want. Success can look different in every season, but for us, it now feels a lot more like feeling strong, having meaningful relationships, creating experiences we love and building a life that supports us long term.If you enjoyed this episode, it would mean SO much to me if you could leave a 5-star rating or review on your favourite listening platform! Don't be afraid to shoot me a DM if you did too @AlliArruda  on Instagram! You can find Matt's IG here @Matt_Arruda!Let's Connect!• INSPIRE + MOVE EVENTS• Instagram• Private Coaching• BENCHMARK FITNESS• Website• Facebook• TikTok

 Almost 30 years ago, before financial wellness was a line item in anyone's benefits package, before it was a buzzword that we all throw around in this space, my guest today was watching something unfold that most people missed entirely. She was raising money for a hedge fund during the dot-com boom, sitting across from entrepreneurs and high-net-worth investors, watching them take wild risks with money they'd worked incredibly hard to build, and she had this realization: If these wealthy, sophisticated people were this exposed, what about everyone else? What about the assistant down the hall with paper equity and no safety net? Nobody was in their corner, so she built the thing that didn't exist. That's Liz Davidson, founder and CEO of Financial Finesse, the company that's widely credited with inventing the workplace financial wellness industry as we know it. She's the author of Money Strong and What Your Financial Advisor Isn't Telling You. Today, we're getting into what her company's brand-new 2026 research reveals about who's actually stressed about money right now, and it might surprise you. We're talking AI's growing and complicated role in how people learn about their finances, the quiet epidemic of high earners living paycheck to paycheck, and benefits maxing, which might be the most underused free money sitting in your employee portal right now.  Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

In this episode the STEAM Punks sit down with Carlos Vargas, VP of Community and Government Relations at Navigant Credit Union, to demystify personal finance and plan for the future. Carlos shares his journey growing up on the south side of Providence and explains how his personal mission is simply to "help the 5-year-old me" and support families like his own.Together, the youth dive into high-impact financial and life topics, including:Banks vs. Credit Unions: Why being a "member-owner" rather than a client changes how your money is protected and grown.Budgeting for the Unexpected: How to set up realistic savings buckets, including an emergency fund for unexpected expenses (like vet bills for your "sea cabbage"!).The Modern Career Landscape: A raw look at the pros and cons of choosing college versus skilled trades, and how to pick a path that is resilient to AI.Generational Reality Checks: Addressing "price shock" inflation, why the older generation's advice on buying houses doesn't always fit today's economic landscape, and the beauty of collective, multigenerational living.Addicted to Saving: Shifting mindsets away from consumerism to find excitement in watching your credit score and savings grow.Carlos also shares details about Navigant's fee-free "Embarked" account, designed specifically to give youth a head start with their finances. Tune in for an engaging, laugh-out-loud discussion that proves financial planning doesn't have to be boring, it's all about building strong community relationships first. #FinancialWellness #STEAMBoxPodcast #YouthEmpowerment #CreditUnionDifference #RhodeIsland #FinancialLiteracy #BudgetingTips #GenZFinance #CollegeVsTrades #CommunityConnections

What if the first step toward financial wellness has nothing to do with budgeting, investing, or making more money?In this first episode, Dr. Josie Dovidio explores a different perspective on money—one that most dentists were never taught.For a visual experience, check out this episode on the ⁠⁠⁠⁠⁠⁠⁠⁠⁠Y⁠oga for Dentists YouTube Channel⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode, Dr. B sits down with Edija Šaripova (CPA and Financial Advisor at Denver Wealth Management) to explore the deep connection between mental, physical, and financial well-being. Born in Latvia and migrating to the U.S. in 2001, Edija built a successful career in investment consulting before finding her true calling: helping others achieve a balanced life.Together, they break down why the "pushing through" mentality can actually hinder healing, how to break the silence surrounding abuse, and how Stoic philosophy and faith can help you identify what you can and cannot control.In This Episode:The Myth of Grit: Why "pushing through" often blocks true healingHealing from Abuse: Overcoming the silence and shame that can trap successful womenControl & Clarity: Using Stoic philosophy and faith to separate grief, trauma, and negative self-talkSetting Boundaries: How saying "no" to others is an act of saying "yes" to your growthResources & Links Mentioned:Free Training: Register for the Free Mentally STRONG TrainingJoin the Mission: Sign up for our mailing listOfficial Website: Mentally STRONGAbout Edija Šaripova, CPA: Edija Šaripova is a Financial Advisor at Denver Wealth Management with over two decades of experience across accounting and investment management. She leads the Women Who Invest™ community, empowering women to build intergenerational wealth and invest in themselves. Outside of her professional work, Edija enjoys snowboarding in Colorado and playing the violin and piano.About Your Host: Dr. Cristi Bundukamara (Ed.D, PMHNP-BC) is a Psychiatric Mental Health Nurse Practitioner with a Doctorate in Healthcare Education. Having navigated profound personal trials, Dr. B created the Mentally STRONG Method to help others manage stress, process trauma, and cultivate mental strength.Connect with Dr. B & Mentally STRONG:Facebook: Dr. Cristi BundukamaraInstagram: @cristibundukamaraYouTube: Dr. B Mentally STRONG

On this episode of the Perfect Cents Podcast, host Alex Becerra sits down with Shawn Kahan, co-owner of Yellow Brick Group and co-founder of the 'Our Street Night Market'. Shawn takes us through his incredible journey—from hustling t-shirts out of his car trunk at 17 after getting kicked out of school, to designing for NBA icons like DeMarcus Cousins, to building a multi-faceted creative agency in the heart of Sacramento. We'll dive into the origin of the 'Our Street Night Market', detailing how an event planned for a few hundred people unexpectedly drew over 11,000 attendees, inspired by his Asian and Hawaiian heritage and night market trips to Taiwan. He also honors the legacy of late developer Ali Youssefi, reflecting on the cultural impact of the Warehouse Artist Lofts (WAL), and offers profound advice for creative entrepreneurs on self-awareness, personal storytelling, and community building. Disclaimer: This podcast is for educational purposes and does not constitute financial, tax, or legal advice. SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Hanai Shave Ice Camellia Coffee Roasters Instagram - @camelliacoffeeroasters Majka Pizzeria Instagram - @majkabakes Southside Super Instagram - @southsidesuper Sacramento Little Saigon To check out the resources highlighted in this episode visit the links below. For more information about the upcoming Our Street Night Market visit: Our Street Night Market Instagram - @ourstreetmarket For more information about Yellow Brick Group visit: https://ybgroup.us/ Instagram - @yellowbrickgroup To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org To watch this episode in video-format and access more financial education tips, subscribe to the SAFE Credit Union YouTube channel: https://www.youtube.com/@SAFECreditUnionCA

In this episode, part of the "Rewards that work" webcast series, panelists examine how leading organizations can move from offering financial wellness programs to actively encouraging meaningful employee engagement. Drawing on external research and real-world client experience, they introduce a practical framework to help organizations increase engagement across the full employee lifecycle, from initial awareness to sustained usage.

Prudence Zhu did everything right. She grew up in China, worked private equity in West Africa, earned an MBA, built a career in corporate finance, invested in real estate and stocks, and spent decades working toward her freedom number. Then she hit it — and nothing changed. The problems she thought money would solve were still there, sharper than ever. In this conversation with Rick Kahler, the certified financial therapist and author of A Couples Guide to Money unpacks what that anti-climactic moment taught her about the difference between financial knowledge and financial healing. She introduces her three-tier money scripts framework — what you believe alone, what you believe as a couple, and what culture and family wired into both of you long before you met. Hitting your number isn't the finish line. For a lot of people, it's where the real work finally begins.  #PrudenceZhu, #RickKahler, #FinancialTherapy, #MoneyScripts, #FreedomNumber, #FinancialFreedom, #FinancialHealing, #MoneyMindset, #BehavioralFinance, #FinancialPsychology, #CouplesAndMoney, #MoneyBeliefs, #FinancialWellness, #WealthMindset, #PersonalFinance, #FinancialIndependence, #PsychologyOfMoney, #MoneyAndRelationships, #FinancialGrowth, #FinancialEducation A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions. Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Selling your business is often seen as the finish line. But in reality, the value of your business is shaped years before a buyer ever comes to the table.Many business owners assume a profitable business will naturally command a high valuation. Yet buyers are looking beyond today's profits. They want to know whether the business can continue to thrive without its founder, whether its operations are resilient, and whether future growth is sustainable.In this episode, Jerome, our Associate Director of Business Exit, and Ray, our Senior Client Adviser, explore what buyers are really looking for, the common mistakes business owners make, and how to prepare for an exit long before it's on the horizon.Music courtesy of ItsWatR.The host of this episode, Ray Zheng, is a Senior Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Get Our Money Wisdom II Book Today!Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

Have a question, feedback, or an idea for a future episode? Contact YFP Wealth at info@yfpwealth.com. To learn more about fee-only financial planning services for pharmacists, visit yfpwealth.com.This podcast is for informational purposes only and should not be considered investment or financial advice. Visit yfpwealth.com/disclaimer for more information.

HEADLINES: Former Broadcaster Alan Jones' assault trial begins today. 60,000 migrants have crossed into Spain, sparking one of Europe's biggest migrant crises. The PM is under pressure to stand down Labor MP Luke Gosling over assault charge. Dozens of birds killed in first bird flu mass mortality event. The 2026 Census has landed in mailboxes across the country. GET IN TOUCHGot a story, news tip-off, feedback or dilemma?Send us a voice note or email us at thequicky@mamamia.com.au SUBSCRIBER GIVEAWAY: The Out Loud hosts have handpicked their all-time favourite reads and one subscriber is winning the entire 12-book stack. Subscribe to Mamamia here to be automatically entered. Already a subscriber? Don't sweat it, you're already in. T&Cs apply. CREDITSHost: Charlotte MortlockHeadlines: Grace RouvrayProducers: Charlotte Mortlock, Talissa Bazaz & Georgie Page Check out The Quicky Instagram here and our TikTok here Discover more Mamamia podcasts here Did you know some of our shows are now in video on the Apple Podcast app? Make sure your phone is up to date and check it out here! Mamamia acknowledges the traditional owners of the land on which we have recorded this podcast.Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

How is the upcoming combination of SAFE and BECU going to change the future of banking in Northern California and Washington? On this episode of the Perfect Cents Podcast, Alex Becerra sits down with SAFE COO, Tiffani Vargas, and BECU Chief Member & Digital Experience Officer, Jason Rudman, to dive deep into what this historic credit union partnership actually means for members and local communities. Discover how both institutions are uniting under the "Coming Together, Member First" philosophy, combining cutting-edge technology with a deep commitment to community impact. From reducing member fees to expanding first-time homebuyer grants, learn how this combined force of nearly 2 million members aims to move people from financial access to true financial freedom! Don't forget to subscribe to stay updated on how we're helping our communities win! SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Mount Rainier National Park Big Sur State Park (CA) Visit Carmel-By-The-Sea Visit Napa Valley To check out the resources highlighted in this episode visit the links below. The Sacramento Bee - SAFE Credit Union makes the case for its pending merger with Seattle-area firm Gold Mountain California News Media | Future of SAFE is still local To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org To watch this episode in video-format and access more financial education tips, subscribe to the SAFE Credit Union YouTube channel: https://www.youtube.com/@SAFECreditUnionCA

Send us Fan MailYou bought something for yourself last week. Something small. Something completely reasonable. And the guilt arrived before you had even finished paying for it.You are not alone in that. And it is not about money. For many midlife women, spending money on themselves triggers a response that feels almost physical — a tightening, a second-guessing, a quiet voice that asks whether you really needed it, whether you really deserve it, whether you should have spent that money on something more responsible. On someone else. That voice is not a financial problem. It is a self-worth problem. And in the final episode of The Unfinished GLOW's Women's History Month series, PK — Dr. Peggie Kirkland — names it precisely, traces it to its roots, and offers a completely different way to hold your relationship with money. In this episode you will find:•       Why spending money on yourself feels wrong — and the surprisingly deep reason it has nothing to do with being irresponsible•       The structural and historical context that explains why so many women carry financial guilt •       The house metaphor that gives you a completely new way to understand where you are in your financial life — without judgment•       The deeper reframe that changes everything: how you manage money is a form of self-respect•       Five practical, do-able financial wellness steps calibrated specifically for midlife women•       The three words that are the most important financial education you will ever receive This is not a lecture about spreadsheets. This is a conversation about what you believe you deserve. And you deserve abundance in every form. This is the series finale of the seven-part series celebrating women.  Subscribe wherever you listen to podcasts and find everything at https://www.mommasmotivationalmessages.com 

What actually happens to your money when you shop local? On this episode of The Perfect Cents Podcast, we sit down with Brian Munn, CEO of the Sacramento Natural Foods Co-op, to explore how the cooperative business model builds long-term regional wealth. Brian shares his journey from classical culinary training to managing a 50-year-old Sacramento institution. We dive deep into the unique economic engine of co-ops, how their direct relationships with farmers protected their supply chain during global disruptions, and why partnerships between financial and consumer cooperatives create a stronger economic safety net for the community. Disclaimer: This podcast is for educational purposes and does not constitute financial, tax, or legal advice. SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Sacramento Natural Foods Co-Op Hawk's Public House Mulvaney's B&L To check out the resources highlighted in this episode visit the links below. To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org To watch this episode in video-format and access more financial education tips, subscribe to the SAFE Credit Union YouTube channel: https://www.youtube.com/@SAFECreditUnionCA

Why is SAFE Credit Union combining with BECU? On this episode of the Perfect Cents Podcast, SAFE President and CEO Faye Nabhani sits down to explain the strategic vision behind this combination and what it actually means for members and the community. Discover how this new partnership will drive greater member value through lower fees, competitive rates, and expanded consumer and small business loan opportunities. Faye shares insights on why now is the perfect time for this evolution while maintaining their core "people helping people" mindset.  SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Eat A Pita - Rancho Cordova To check out the resources highlighted in this episode visit the links below. The Sacramento Bee - SAFE Credit Union makes the case for its pending merger with Seattle-area firm To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org To watch this episode in video-format and access more financial education tips, subscribe to the SAFE Credit Union YouTube channel: https://www.youtube.com/@SAFECreditUnionCA

Ever wonder what happens to your savings if the economy hits a rough patch? In this episode of the Perfect Cents Podcast, host Alex sits down with SAFE's Corporate Compliance Manager, Marina to demystify the NCUA and explain exactly how your money is federally protected. Many people have heard of bank insurance through the FDIC, but what about credit unions? Enter the National Credit Union Administration (NCUA). Created to modernize the credit union industry, the NCUA's Share Insurance Fund provides automatic, federally backed protection for your deposits of $250,000. Key takeaways include: What exactly is the NCUA, and how does it safeguard your financial journey? How does credit union protection compare to traditional bank insurance (NCUA vs. FDIC)? What specific accounts are covered (joint accounts, retirement, and upcoming trust account changes)? How can you easily calculate your personal coverage details? Why federal backing gives you ultimate peace of mind compared to private options. Best of all? This coverage is 100% automatic—there's absolutely nothing you need to sign up for to keep your hard-earned funds secure. To date, not a single penny of member deposits has ever been lost from a federally insured credit union. SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Karen's Bakery & Cafe To check out the resources highlighted in this episode visit the links below. Calculate Your Protection Coverage: To check your exact status or map out your accounts using the official share insurance calculators, visit: https://mycreditunion.gov. To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org To watch this episode in video-format and access more financial education tips, subscribe to the SAFE Credit Union YouTube channel: https://www.youtube.com/@SAFECreditUnionCA

Send us Fan MailYou are going through the motions of a life that looks completely fine from the outside.And yet. Something is hollow in the middle of it. Like the color has turned down a few notches. Like you are living in your life but not quite inhabiting it. Like you used to know what your life was for — and somewhere in the middle of all the giving and the doing and the showing up, that knowing got very quiet. If you have been sitting with a version of that feeling — the hollow, the grey, the vague but persistent sense that something is missing even when nothing is obviously wrong — this episode is for you. In this episode, PK — Dr. Peggie Kirkland explores what spiritual wellness actually means for midlife women, why so many of us lose our sense of purpose and meaning during this season of life, and what it looks like to find your way back to the fixed point that has been there all along. In this episode you will find:•       Why feeling hollow inside a life that looks fine from the outside is not ingratitude — it is spiritual depletion, and it is far more common in midlife women than we ever talk about•       The North Star metaphor that reframes the question ‘what is my life for?' from a crisis into a navigation tool•       The research on values alignment and why living out of sync with what you actually believe creates chronic stress in the body•       Five questions that will tell you more about your North Star than any personality test ever could•       One specific fifteen-minute practice that begins to close the gap between the life you are living and the life you actually value Your North Star has not disappeared. You have just been too busy to look up and find it. This episode helps you look up. 

Is it time to ditch the traditional piggy bank? In this episode of the Perfect Cents Podcast, host Alex Becerra sits down with parent and banking expert Marcie Johnson to explore how to build financial confidence in children early. In an increasingly digital world where physical cash is disappearing, teaching kids how to manage money online is more important than ever. Marcie shares her personal experience opening a checking account and getting a debit card for her child, highlighting how moving away from cash allowances helps prevent instant gratification. They discuss the major shift in family banking, including how credit unions like SAFE lowered the account age requirement to 6 years old, so kids can learn financial responsibility by doing. From navigating ATMs to checking online banking logs , discover how you can actively coach your kids toward smart budgeting, saving habits, and lifelong financial literacy.  SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Rocklin Community Theatre Broadway Sacramento SAFE Credit Union Performing Arts Center To check out the resources highlighted in this episode visit the links below. To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org To watch this episode in video-format and access more financial education tips, subscribe to the SAFE Credit Union YouTube channel: https://www.youtube.com/@SAFECreditUnionCA

As AI tools like ChatGPT are increasingly capable, many have asked: Could AI truly replace a human wealth adviser? Being trusted advisers to our affluent clients for over two decades, this Providend series began with an article by our Client Advisers on clients navigating major life transitions. The podcast goes further, exploring the thoughts behind these transitions.In this podcast episode, Eleanor, Associate Director of Advisory Team, and our host, Isaac, unpack the nuances of navigating difficult conversations in a family through the case of Wei Ming, 48, a second-generation owner of a family manufacturing business and Mei Lin, 45, who runs her own small interior design studio who are having conflicts in planning for their own finances towards retirement.They discuss the shortfall of AI in picking up the subtle emotions and relationship dynamics that often sit beneath financial decisions and why deep conversations with a trusted human adviser remain an essential part of building not just a retirement plan, but a life plan.To better understand the discussion, you may start by reading Eleanor's article here: Can AI Replace a Human Adviser in Family Conflicts? Looking Beyond the Numbers.Music courtesy of ItsWatR.The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Get Our Money Wisdom II Book Today!Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

How do you build better money habits, overcome money shame and make smarter financial decisions? In this episode of Money Tales, money mentor Anne Lester explains why financial success isn’t about having more willpower. It’s about understanding the psychology behind your financial decisions. Whether you’re navigating your first paycheck, paying off debt, trying to save more or planning for retirement, Anne shares practical insights to help Millennials, Gen Z and anyone looking to build lasting financial confidence. Fresh out of college, Anne thought she was doing everything right. She had landed her first job, was earning a paycheck and was building an independent life. Yet she was also carrying credit card debt, struggling to save while making financial choices that felt right in the moment. Those experiences eventually shaped a career spent helping people prepare for retirement and build healthier relationships with money. In this conversation, Anne talks about the lessons she learned from her own mistakes and why building a better financial life starts with understanding yourself. About Anne Lester: Money Mentor and Financial Wellness Advocate Anne Lester is the Money Mentor for Gen Z and Millennials. She is helping a generation of young adults, and those who serve and employ them, turn money shame into money power – so they can live their best life and do their best work now. Her research for the award-winning book, Your Best Financial Life: Save Smart Now for the Future You Want, revealed that only 17% of GenZ and Millennials are confident in their money plan and on track to retire. The difference? They had a money mentor growing up. Anne earned the 2020 Lillywhite Award for lifetime contributions to Americans' economic security. During three decades at J.P. Morgan Chase, she launched and ran the SmartRetirement Target Date funds and Income Builder fund, and was named Morningstar's Asset Allocator of the Year in 2014. She's a trusted keynote speaker, emcee, and media guest for audiences ranging from employees and professionals to Bloomberg TV, Barron's, CNBC, Forbes, The Wall Street Journal, and The New York Times. Looking for more practical guidance? Aspiriant’s advisors regularly write about the habits and decisions that build long-term financial confidence. If you’re just getting started, explore 4 Financial Tips for Young Adults for foundational advice on saving, credit and investing. You can also read The Road to Financial Wellness, which offers practical strategies for developing healthy financial habits and creating a sustainable approach to managing your money. Together, these resources reinforce one of Anne’s central messages: lasting financial success begins with small, intentional choices—not perfection. Follow Money Tales on Spotify, Apple Podcasts or YouTube Music for more real stories that inspire thoughtful, intentional decisions about money.

This week on the show, I'm joined by financial wellness coach, author, entrepreneur, and Stanford-trained sociologist Tari K. Vickery for a conversation about something I believe is at the heart of financial well-being: the emotional side of money. So often we focus on budgets, investing, and financial strategies, but we rarely stop to ask why we make the financial decisions we do. Tari and I explore how our family experiences, childhood messages, and inherited beliefs shape our relationship with money—and why understanding those stories is the first step toward creating a healthier one. Connect with Tari:

Send us Fan MailCan a banker successfully transition into a senior role in a credit union?  Can a credit union deploy a financial wellness initiative that also works as a competitive edge in marketing?Kevin Miller, CEO of $5.7 billion Travis Credit Union in Northern California, is on the show today and he is guilty of that banking background but he has logged 4+ years as Travis CEO.And he also strongly believes that not only are financial wellness initiatives a key part of a credit union's doing good in its communities, they also are a competitive edge against both mega banks and community banks.As for Miller's past work experience, he logged 4+ years at regional bank TCF as EVP of retail banking, 2 years at Santander, 4 years at BMO, and 6 years at Bank of America. A stint at a fintech rounded out his background.In the show he explains why he jumped into a credit union and why hiring bankers is good business for a credit union.Listen up. Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Listen to Felina's first appearance on UnF*ck Your Money here:The Best Money Convo in the WorldRegister with Felina's workshop with Somatic Experiencing International, The Somatic Side of Money Trauma on her website: https://www.felinadanalis.com/When it comes to money, most people think about money mindset, budgeting, or financial literacy... But very few understand what happens in the body around money and how this is actually what drives most of our financial decisions and behaviors. In this episode, Felina and I chat about:What Somatic Experiencing is and how it's different to traditional talk therapy.Why high-achieving people can understand money intellectually but still struggle with their money behaviors and habits. What happens in the nervous system when someone feels stressed, anxious, or overwhelmed about money.And what financial trauma looks like, and how to begin healing. Keywords: financial trauma, money, budgets, spending, saving; financial healing, money healing: Connect with Felina:Felina Danalis, M.A., S.E.P. (she/her) helps individuals and mission-driven organizations master resilience to stress, anxiety and trauma in order to have a more meaningful impact in the world. After witnessing a traumatic car bombing while working as a diplomat in the Balkans, she had a breaking open moment which caused her to radically change direction and course. A bi-cultural and multi-lingual daughter of working class immigrants, for more than a decade she has stewarded a global coaching practice (www.felinadanalis.com) that helps individuals and organizations deal with the impacts of stress in a culturally-sensitive, trauma-informed, body-based way. She has worked with institutions ranging from the World Bank to Planned Parenthood, the Betty Ford Center to the Omega Institute for Holistic Studies, Google to The Golden Door. She holds degrees from Georgetown and Johns Hopkins University, is a Somatic Experiencing Practitioner and assistant teaching faculty and once upon a time co-wrote a book on socially responsible investing. www.felinadanalis.comhttps://www.instagram.com/fdanalis/ https://www.linkedin.com/in/felinadanalis/ ⭐️ Book Your Introductory SessionMoney isn't just math. It's behavior.If you're struggling with overspending, avoidance, financial anxiety, overgiving, or simply feeling overwhelmed by money, let's talk.As a Behavioral Finance Coach and Somatic Practitioner, I help people understand the behavior behind their money so they can bridge the gap between knowing what to do and actually doing it.Book your introductory sessionBook your session here. ⭐️⭐️⭐️⭐️⭐️ If this episode made you think, gave you a new perspective, or helped you feel a little less alone, would you do me a favor?Leave a 5-star review on Spotify or Apple Podcasts and email me a screenshot. Reviews help this little podcast reach more humans who need it. And because I appreciate you, I'll send you a special thank-you gift in return ♥️~Podcast theme song by The Jilted Irony

Human trafficking isn't a distant problem. It's happening in your community, in your schools, and even in financial systems. In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with two women doing the hard, daily work of stopping it before it starts. Stephanie Olson is the CEO and Founder of The Set Me Free Project, an Omaha-based nonprofit whose mission is to stop human trafficking before it starts through prevention education for every age, kindergarten through adult. Joining her is Mollie Champion, BSA Fraud Coordinator at Centris Federal Credit Union and a trained volunteer presenter with The Set Me Free Project, who breaks down how human trafficking intersects with financial crime, money laundering, and the red flags that credit unions and banks are trained to watch for. If you're a parent, an educator, a financial professional, or just someone who wants to know what to actually look for, this episode is for you. Learn more about Centris at centrisfcu.org and about The Set Me Free Project at setmefreeproject.net. – About A Penny or Two for Your Thoughts – When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success. This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or the Hurrdat Media YouTube channel!

In this podcast, Greg Voisen sits down with Stanford-trained sociologist, financial wellness coach, and author Tari K. Vickery to dive into her groundbreaking book, The Emotional Side of Money: A Roadmap to Financial Wellness. Have you ever felt your heart race just opening a bank account statement? Or wondered why certain spending habits feel absolutely impossible to break, no matter how much you try? If you've ever felt that money carries a heavy emotional weight that has very little to do with actual math and numbers, this conversation is your wake-up call. Pulling from over 25 years of experience sitting with people where their emotions and their money collide, Tari shares her personal journey from a childhood of "scarcity on steroids" to true financial wellness. Together, they peel back the hidden layers of our financial behaviors to expose a radical truth: money is emotional long before it is transactional. If you are ready to stop blaming yourself and finally heal your financial anxiety, listen in to discover how to rewrite your inherited money story.

In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Brandy Baxter sit down with Jack Howard, Head of Money Wellness at Ally, to discuss the evolving landscape of financial wellness and the critical role that mindset, values, and personal experiences play in shaping financial behaviors.Drawing from both her personal and professional journey, Jack shares how her passion for financial education led her to develop innovative approaches that go beyond traditional financial literacy. The conversation explores the concept of "money roots"—the beliefs, experiences, and narratives that influence our financial decisions—as well as the impact of financial trauma, scarcity, and anxiety on long-term financial well-being.Listeners will gain insight into how understanding their money story, aligning financial decisions with personal values, and approaching money with greater self-awareness can lead to healthier financial habits and a more fulfilling relationship with money. The episode also examines how financial institutions and financial professionals are increasingly embracing a more human-centered approach to financial education and counseling.Show Notes:02:27 Jack Howard's personal finance journey: From student debt to money wellness leadership05:11 A day in the life of Ally's Head of Money Wellness06:40 Why financial success is about more than financial skills08:54 Overview of Ally's Money Roots program10:56 Understanding money mindset, money stories, and personal values12:33 How a trauma-informed approach changes financial conversations14:14 Addressing shame, judgment, and fear around money15:07 Common money mindset challenges: scarcity, anxiety, and avoidance18:13 Breaking down barriers: How financial professionals can build trust19:06 The power of vulnerability in financial education and counseling20:22 The future of financial wellness and human-centered banking21:51 Jack's 2 CentsShow Note Links:Connect with Jack on Instagram!Connect with Ally Bank on Instagram!Connect with Ally Bank on X!Connect with Ally Bank on Linkedin!Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

So if you've been feeling overwhelmed lately…if you've been wondering why everything feels so hard…if you've secretly been feeling like you're failing at life despite trying so hard…I really want you to hear this:You are not crazy.You are not lazy.You are not uniquely defective.You are a human being responding to a very intense moment in history.Join me on today's podcast to chat about burnout and overwhelm, and some suggestions that might help you carry the heavy load of life. ⭐️ Next Steps:Download my Somatic Money Meditation here. If you're struggling with money anxiety, emotional spending, financial avoidance, or feeling like your nervous system is constantly running your finances… and you want grounded, compassionate support creating a healthier and more empowered relationship with money, I offer introductory 1:1 Financial Wellness & Somatic Coaching sessions where we explore your money patterns, nervous system responses, emotional blocks, and practical next steps so you can build more clarity, self-trust, financial stability, and freedom in a way that actually feels sustainable. Book your session here. ⭐️⭐️⭐️⭐️⭐️Was this helpful? I would be so grateful if you take a moment to subscribe/follow the show and leave a 5-Star Review. To express my gratitude, I would love to gift you my Financial Freedom Starter Kit for leaving a 5-star review on Apple Podcasts or Spotify.  To receive your Financial Freedom Starter Kit, leave a review and send me a screenshot on Instagram via DM on https://www.instagram.com/nadinezumot/~Podcast theme song by ...

Are you facing job loss, the rising financial stress, or unexpected bills? You don't have to handle it alone. On this episode of the Perfect Cents Podcast, host Alex Becerra welcomes SAFE Loan Service Manager, Amber Mitchell to discuss how to partner with your financial institution during tough times. Topics include: Communication is Key: Loan servicing departments call out of care to find flexible solutions, not to penalize you. Flexible Options: Programs like Skip-A-Pay move your payment to the end of the loan term, protecting your credit. Community Support: Local credit unions focus on tailored, win-win outcomes for their neighbors.  SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Thai Hut (Sacramento) To check out the resources highlighted in this episode visit the links below. To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org To watch this episode in video-format and access more financial education tips, subscribe to the SAFE Credit Union YouTube channel: https://www.youtube.com/@SAFECreditUnionCA

Is your bank account full but your spirit stressed? Tari K. Vickery explains the vital difference between financial wealth and financial wellness. In this episode of Women Connected in Wisdom, Christine and Shannon are joined by Tari K. Vickery—author of The Emotional Side of Money and a financial expert with over 25 years of experience. Tari has managed the full spectrum of her clients' financial lives, from daily bill payments to high-stakes coordination with estate attorneys and wealth managers. We are focusing on the Financial Wellness dimension, moving beyond the spreadsheets to explore the "why" behind our money habits. With a degree in sociology from Stanford and personal experience navigating dramatic financial shifts, Tari brings a rare blend of academic insight and deep empathy to the table. We discuss how to stop chasing a number and start building a healthy, sustainable relationship with your resources. Whether you are managing a legacy or just trying to find peace with your paycheck, this conversation offers a transformational roadmap to being truly well. Connect with Tari K. Vickery: Website: tarikvickeryauthor.com LinkedIn: linkedin.com/in/tari-k-vickery-09027a2/ Instagram: @tarikvickeryauthor Book: The Emotional Side of Money (Available on Amazon & Bookshop) Connect with Women Connected in Wisdom:

How do we even become financially free, stable and independent when we are burdened by financial shame, blame, guilt, regrets, shoulds, ifs and buts? In this episode, I talk about the foundational steps to building financial freedom and resilience and what it means and feels like to be financially “well”.Enjoy! ⭐️ Next Steps:Download my Somatic Money Meditation here. If you're struggling with money anxiety, emotional spending, financial avoidance, or feeling like your nervous system is constantly running your finances… and you want grounded, compassionate support creating a healthier and more empowered relationship with money, I offer introductory 1:1 Financial Wellness & Somatic Coaching sessions where we explore your money patterns, nervous system responses, emotional blocks, and practical next steps so you can build more clarity, self-trust, financial stability, and freedom in a way that actually feels sustainable. Book your session here. ⭐️⭐️⭐️⭐️⭐️Was this helpful? I would be so grateful if you take a moment to subscribe/follow the show and leave a 5-Star Review. To express my gratitude, I would love to gift you my Financial Freedom Starter Kit for leaving a 5-star review on Apple Podcasts or Spotify.  To receive your Financial Freedom Starter Kit, leave a review and send me a screenshot on Instagram via DM on https://www.instagram.com/nadinezumot/~Podcast theme song by ...

Making more money doesn't guarantee financial freedom. Today's guest explains what actually does.   If you've ever thought, “I make good money… so why do I still feel stressed about it?” — this episode is for you.   In this episode of Balanced, Beautiful & Abundant, Rebecca Whitman sits down with Andrew Giancola, host of The Personal Finance Podcast and founder of  Master Money .   Andrew teaches practical, proven strategies to help people build wealth, reduce financial anxiety, and create true financial freedom—not through hustle culture, but through intentional habits and smart systems.   Whether you're growing a business, building your next chapter, or simply want more peace around money, this conversation will help you create a stronger financial foundation.   ✨ In this episode, you'll learn:   • Why income is one of the biggest levers for creating wealth   • The exact order of operations for building financial freedom   • How to automate your finances and spend less time thinking about money   • Common mistakes even successful people make with wealth   • How to reduce financial stress and anxiety   • The difference between feeling wealthy and actually building wealth   • How to enjoy your life now while creating long-term security   • Small habits that create massive financial results over time   • What to focus on in the next 12 months to transform your finances   This episode is a reminder that abundance isn't just about earning more—it's about creating a life that feels aligned, peaceful, and financially empowered.  

Financial wellness in optometry is becoming one of the profession's most important conversations. During a recent episode of the Depth Perception Podcast, Dr. Jasdeep Singh, Dr. Svetlana Nunez, and Dr. Chris Lopez explored the realities behind income, student debt, burnout, and long-term financial success in eye care. Using insights from the 2026 ODs on Finance […]

Workplace mental health affects every team, every manager, and everyemployee — but most people still don't know what to say or where toturn. In this episode of A Penny or Two for Your Thoughts, hostsChantel Windeshausen and Liz Malmberg sit down with a panel ofexperts to talk openly about recognizing when a coworker is struggling,how to start that conversation, and the resources available to help.Joining the conversation are Molly Woodman, Director of CommunityEngagement at the Kim Foundation — a Nebraska nonprofit dedicated tosuicide prevention and mental health awareness — and Terry Coleman,Clinical Manager at Best Care Employee Assistance Program (EAP), whichprovides confidential counseling to hundreds of Omaha-area companiesand their employees. Centris Federal Credit Union's own Chrissy Cunningham (BenefitsAdministrator) and Robin Fredieu (Director of Learning & Development)share how Centris is equipping its people leaders with the trainingand tools to build a psychologically safe workplace. From warning signsmanagers should watch for, to why confidentiality in EAP counseling isironclad, to the simple power of asking "How are you?" — this episodedelivers practical, compassionate guidance anyone can use.If you or someone you know needs support, dial or text 988 (Suicide &Crisis Lifeline) or visit bestcare.org and kimfoundation.org for freeresources.– About A Penny or Two for Your Thoughts –When it comes to all things financial, there are often a lot ofquestions. Being two marketers and moms on a budget, we certainly haveall the questions. That's why we're bringing in the subject matterexperts to help educate us on all things financial and get theirthoughts to help improve our financial wellness and the financialwell-being of our communities. Join us for a few laughs, some greatinsights, and hopefully, a few tips you can take on your path tofinancial success.Visit us at our website: https://www.centrisfcu.org/a-penny-or...Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY...Apple Podcasts: https://podcasts.apple.com/us/podcast...*Follow Centris on Social Media:*https://www.facebook.com/CentrisFCUhttps://www.instagram.com/centrisfcu/https://twitter.com/CentrisFCUhttps://www.linkedin.com/company/centris-federal-credit-union/This is another Hurrdat Media Production.Hurrdat Media is a podcast network and digital media production companybased in Omaha, NE. Find more podcasts on the Hurrdat Media Network bygoing to HurrdatMedia.com or the Hurrdat Media YouTube channel!

Liz and Sarah talk to trauma-informed financial wellness coach Katy Chen Mazzara about the connection between money blocks and creative blocks, why it's never a good idea to negotiate with a “starving artist” mentality, and how making a budget might negatively impact your relationship to your finances. This week's Hollywood Hack will relieve stress and help you have a better time: Get there early! Finally, Liz recommends the third season of The Comeback on HBO Max.  Sign up for Liz & Sarah's free weekly Substack newsletter at https://happierinhollywoodpod.substack.com. It'll come right to your inbox! Sign up for Sarah's free weekly Substack newsletter Chickening Out at https://happierinhollywood.substack.com. It'll come right to your inbox! Get in touch on Instagram: @Sfain & @LizCraft Get in touch on Threads: @Sfain & @LizCra Visit our website: https://happierinhollywood.com Join our Facebook group: https://www.facebook.com/HappierinHollywood/ Happier in Hollywood is part of ‘The Onward Project,' a family of podcasts brought together by Gretchen Rubin—all about how to make your life better. If you liked this episode, please subscribe, leave a review, and tell your friends! LINKS: Katy Chen Mazzara: https://www.katychenmazzara.com/ Mindful Money Mastery guide:https://www.subscribepage.com/mindfulmoneymastery Katy's Instagram, LinkedIn, & Substack:https://www.instagram.com/katychenmazzara/ https://www.linkedin.com/in/katy-chen-mazzara/ https://substack.com/@katychenmazzara The Comeback Season Three Trailer: https://www.youtube.com/watch?v=p1rVpVCNBgE Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey lady! Are you ready to get your ish together once and for all? Then bust that notebook out, sis, because this week Dr. Dom and Terri have a powerhouse guest join them to drop gems on how to get your financial house in order so you can welcome great wealth and prosperity in your life for good!Rachel Rodgers is the founder and owner of Hello Seven, a multi-million dollar company that teaches diverse entrepreneurs how to earn more money and build wealth. She's written several books on how simple mindset shifts can generate long-lasting gains and she's here to offer more wisdom from her latest offering Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth Inevitable. Don't let the title fool you lady, this book is for all ages. In this episode Rachel offers a framework to help you get to the root of your financial ethos so that you can make decisions from a grounded and abundant place.Sometimes it's as simple as changing the internal dialogue from one of being broke to about to be rich. Making that shift can transform your financial life and put you in a position to build the life of your dreams.Rachel highlights the importance of community in building your best financial life. If you're looking for like-minded women to discuss the book and other issues that help you grow to your best self then head to Patreon where we gather for additional insights and resources. See you there! Quote of the Day:"No matter what your life or bank account looks like today, you can be wealthy."– Rachel Rodgers  Goal Map Like a Pro WorkbookCultivating H.E.R. Space Sanctuary  Where to find Rachel Rodgers:Website: Hello SevenBook: Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth InevitableInstagram: @rachrodgersesqLinkedIn: Rachel RodgersTwitter (X): @RachRodgersEsqFacebook: Rachel Rodgers  Resources:Dr. Dom's Therapy PracticeBranding with TerriMelanin and Mental HealthTherapy for Black Girls Psychology TodayTherapy for QPOC  Where to find us:Twitter: @HERspacepodcastInstagram: @herspacepodcastFacebook:See omnystudio.com/listener for privacy information.

Is the Sacramento housing market finally cooling down, or are we entering a significant period of transition? On this episode of the Perfect Cents Podcast, host Alex Becerra sits down with renowned housing analyst and certified appraiser Ryan Lundquist to break down the latest Sacramento real estate trends. With over 20 years of local experience, Ryan provides a data-backed look at why the current market is shifting from a fast-paced environment to a much tighter, inventory-strained landscape. Whether you are a first-time buyer or a seller trying to understand local appraisal trends, this interview offers the technical analysis you won't find in viral headlines. Topics include: Market Inventory Dynamics: Why low supply coupled with low demand is creating a unique state of "normal." Regional Growth Drivers: The massive population shift toward Roseville and the ongoing transformation of downtown Loomis. The Bay Area Effect: How migration patterns from the coast continue to influence Sacramento home prices. Buying Strategy for 2026: Why a 20% down payment isn't a requirement and how to navigate the current entry-level market. Luxury Market Trends: An analysis of million-dollar sales and where the top 10% of the market is heading. About the Guest: Ryan Lundquist is a certified residential appraiser and housing market analyst in the Sacramento area. Ryan runs the Sacramento Appraisal Blog, which is a top-ranking appraisal blog in the United States. He is a member of the Real Estate Appraisers Association of Sacramento. His clients include homeowners, real estate agents, CPAs, and attorneys. In his spare time, Ryan does woodworking. He also loves to walk. SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Shangri-La (Fair Oaks) High-Hand Cafe (Loomis) High-Hand Brewing Company (Loomis) To check out the resources highlighted in this episode visit the links below. To see this episode in our new video format visit: Sacramento Housing Market Update: Trends & Analysis with Ryan Lundquist (YouTube) To view Ryan's official website and read his latest blog visit: Sacramento Appraisal Blog To like, share, and subscribe to SAFE Credit Union's official YouTube page visit: SAFE Credit Union (YouTube) To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org

Are you torn between the convenience of a fintech app and the personalized service of a credit union? In this episode of the Perfect Cents Podcast, host Alex Becerra is joined by Marcus Webb, Branch Manager at SAFE Credit Union's Granite Bay location. With over 24 combined years of experience, they break down the shifting financial landscape—from the rise of "niche" apps like Rocket Money and Chime to why having a face-to-face relationship still carries immense "intangible value" in a digital world. Topics include: Defining Fintech: Why younger consumers are drawn to specialized, one-dimensional digital tools. The "Data Point" Problem: The difference between being a member of a community and just another entry in an algorithm. The Credit Union Philosophy: How not-for-profit institutions prioritize the person over the profit. Life's Milestones: How a dedicated financial partner helps you navigate buying a first car, planning a wedding, or starting a family. About the Guest: Marcus Webb is a veteran in the banking industry with 12 years of experience. He currently serves as the Branch Manager for the SAFE Credit Union Granite Bay branch, focusing on community-based growth and member success. SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: R-Vida Cantina To check out the resources highlighted in this episode visit the links below. To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To contact the podcast team, email Podcast@safecu.org

Connect with the Investor Mama Tribe With over 25 years of experience managing the full spectrum of her clients' financial lives – everything from accounting and bill payment to coordinating with wealth managers, estate attorneys, and insurance agents – Tari K. Vickery brings an unmatched, real-world perspective to the emotional side of money. Her sociology degree from Stanford and lived experience through dramatic personal financial shifts give her a rare blend of academic insight and deep empathy. Her authenticity and hands-on expertise resonate with readers across generations, making her voice both trustworthy and transformational. Key Takeaways: Your money story starts in childhood — and it’s not your fault. Most money struggles are rooted in what we watched, heard, and felt as kids. Recognizing those patterns is the first step to breaking them. “We can’t afford it” can do more harm than good. Teaching kids the value behind financial choices (“we choose to spend our money differently”) builds healthier money mindsets than using scarcity language. Even wealthy people stress about money — and here’s why. Unexamined money triggers don’t disappear when the bank balance grows. Awareness of why money triggers you is what creates real peace. Avoidance is the enemy of financial freedom. Whether it’s unopened mail or unfiled taxes, avoidance creates a vicious cycle. The antidote? Start small, track your spending, and build on tiny wins. Start money conversations early — and make them normal. Talking to kids about money casually (at the grocery store, toy store, or dinner table) is far more powerful than one big, scary “money talk.” Have the hard conversations with aging parents and your partner. Not knowing where your parents stand financially — or being misaligned with your spouse on money values — creates silent stress that compounds over time. Compassion is the gateway to change. When you start examining your money wounds, be gentle with yourself and your parents. No one intentionally passed down financial trauma. Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Tari The Emotional Side of Money: A Roadmap to Finanical Wellness Tarikvickeryauthor.com Instagram Facebook LinkedIn

Sahil Bloom built his career around financial success, only to discover that the richest life cannot be measured by money alone. In this conversation from June 2025, Bloom joins Hoda to discuss his book The 5 Types of Wealth and why true prosperity goes beyond money to include time, relationships, mental well-being and physical health. Plus, he opens up about leaving behind a successful career in finance, taking a leap into a different kind of life, and what he discovered on the other side. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.