Podcasts about financial wellness

What's SHE Up To Now Day 2671? Life Framework Areas Interaction, Financial Wellness, Supersize And Be A Better You Challenge! Drop in to get the real scoop--the good, the bad, the ugly, the truth (well my truth anyway). https://facebook.com/beme2thrive #beabetteryouannualchallenge #supersizebusiness #finances #lifeframeworkareas #impactonfinances

In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with Dr. Jennifer A. Davidson—Associate Professor of Practice in Economics at the University of Nebraska–Lincoln and President of the Nebraska Council on Economic Education—to unpack the current economic landscape. Dr. Davidson describes the 2025 economy as “depressing,” citing declining GDP, volatile markets, and wavering consumer confidence. Despite the gloom, she offers practical advice on budgeting, saving, and maintaining mental wellness during uncertain times. From grocery hacks and subscription cuts to the “barbell approach” of balancing optimism with preparation, this episode delivers actionable insights for anyone navigating financial stress. 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... You can listen to the "Econ is Life" podcast on the following platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/econ-is-life/id1790066490 Spotify: https://open.spotify.com/show/5toHYz2k2fAC1ebEAvGpfd Buzzsprout: https://www.buzzsprout.com/2440742/episodes If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis 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 Hurrdat Media YouTube channel!

What's SHE Up To Now Day 2663? Investments, Financial Wellness, Supersize Business And Be A Better You! Drop in to get the real scoop--the good, the bad, the ugly, the truth (well my truth anyway). https://facebook.com/beme2thrive #beabetteryouannualchallenge #supersizebusiness #finances #investments #financialwellness

Be A Better You Annual Challenge Day 134: Investments And Financial Wellness! Do one thing every day to be a better you! Join us every day in 2025 for a quick challenge that is all about you improving and creating the life you want! https://www.facebook.com/ThrivingSharon Ask your questions and share your wisdom! #beabetteryouannualchallenge #finances #investments #investmentstrategies #typesofinvestments

Aubrey converses with Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member and Sonia Maphosa, Assistant Manager for Social Services at the South African Responsible Gambling Foundation, about how gambling impacts consumer financial, mental and social well-being. THE AUBREY MASANGO SHOW BOILERPLATE The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this episode is for you! Listen in as Brent shares how a canceled personal finance course during his final semester led him to independently research financial planning and ultimately pursue it as a career. He explains how he landed his first position in the field, why he made the leap to join a startup, and how his role has evolved since then. You'll also hear the lessons he's learned from his journey so far, insights on career development, and more. You can find show notes and more information by clicking here: https://tinyurl.com/vndrenrb 

AI is evolving fast, but what does it mean for how we think, work, invest, and lead? In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec Advisor and Fractional CMO Liza Adams to unpack AI's real impact and how the most successful leaders are using it. From creating your own GPT to navigating the fear of job loss, they explore how AI is transforming everything from creative thinking to strategic decision-making. Bonus: Liza shares her GRACE framework for writing better prompts and explains why embracing AI as a thought partner—not just a tool—could be the key to staying relevant in a rapidly shifting landscape.   Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 4:51 AI Truths 9:05 Digital Twins and AI as Teammates 14:02 Liza's GRACE Framework 16:31 Evolution of Jobs 26:40 Empathy in AI Adoption 39:20 Making AI Work for Business 44:17 Closing Remarks and Resources   About Liza Adams: Liza Adams is an AI and executive advisor, fractional CMO, and founding partner at GrowthPath Partners. With over 20 years of experience leading businesses and go-to-market teams through industry inflection points, she helps organizations accelerate responsible AI adoption through strategic marketing transformation and applied AI initiatives. Her work has driven measurable impact—achieving 35% better campaign performance, 98% lead qualification accuracy, and 75% faster content creation in just six months.  Recognized as a top AI thought leader by SaaStr and Pavilion, she's also been named one of the “50 CMOs to Watch.” Her insights have been featured in Forbes, MarketingProfs, and more. In this conversation, she shares what it takes to scale teams with both human and AI talent, and why responsible innovation is the key to long-term growth.   Connect with Liza on LinkedIn: https://www.linkedin.com/in/lizaadams/ Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to our Private Wealth Newsletter:    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

In this episode of the What the FinTech? podcast, we're joined by Kristen Castell, Managing Director of the Centre for Accelerating Financial Equity (CAFE), to discuss the topic of financial health and wellness and what the financial services industry can be doing more of to support customers amid ongoing economic uncertainty and the tough macroeconomic climate globally. Kristen and FinTech Futures editor Paul Hindle explore how new technologies and fintech innovations are helping companies to boost their financial wellness initiatives, as well as the work CAFE is doing in the space, including a deep dive into the organisation's fintech accelerator programme, which helps support financial wellness-focused fintech start-ups with their growth. And finally, we find out what fintech buzzword Kristen wants to throw into our Fintech Jail!

Feeling like you're stuck living paycheck to paycheck?

Aubrey converses with Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member, about knowing how to identify fake debt scams from the real ones. Dr Maggs unpacks how to recognize fake debt relief offers, how to protect yourself and your family, and where to find real, trusted, and legal debt support in South Africa. See omnystudio.com/listener for privacy information.

Isabelle Stapf, Senior Vice President and General Manager, Payments, at RealPage gave us an exclusive on their new LOFT app. Demand for apartments is at a record high, with renters signing new leases and renewing their existing stays in droves. Residents' expectations have also increased as they want their renting experience to be as seamless as the rest of their online life. That means integrated technology, financial wellness tools and rewards for their loyalty. RealPage, the leading provider of AI-enabled software platforms to the real estate industry, is addressing the needs of modern residents through an innovative technology called LOFT. RealPage created this new mobile app as a one-stop solution for a fulfilling apartment lifestyle from leasing to living, with easy move-in guidance, a financial wellness platform and a loyalty program to earn rewards when residents pay rent on time. Residents can pay their way, through their digital wallet, by snapping a picture of a check or splitting it into smaller chunks. Since launching in early 2025, RealPage's LOFT is already being offered by more than 500 apartment properties across America, giving more than three million residents access to LOFT, with many more to come. “Residents, and especially digital natives, demand digital experiences as part their apartment living lifestyles,” said Isabelle Meyer Stapf, RealPage Senior Vice President and General Manager, Payments. “Through LOFT, RealPage is prioritizing financial wellness for renters, bringing them solutions to earn rewards, make flexible rent payments and build their credit.” LOFT also simplifies the renter's journey from leasing to living. LOFT Leasing is a first-of-its-kind leasing experience that guides residents through application, approval and signing – with AI capabilities to streamline the back and forth. LOFT Moving enables a simplified moving experience for residents with a configurable moving checklist and integrations with local providers to order utilities, internet and moving services. And LOFT Loyalty allows residents to earn points for paying rent online and on time with any payment method. Residents can then redeem those points for rewards from airline and hotel travel to local restaurants and movie theatres. Property managers find value in LOFT, as their residents have one app for all of their essential tasks. Jess Molasky, Chief Operating Officer of Ovation, a RealPage customer who owns and manages apartments throughout the country added, “If I can reward my residents to show up, if I can reward my residents to make payments on time, and again, if I can have that stronger relationship because their moving experience was a good one, we become their ally.” Visit loftliving.com to learn more. About the show: Ash Brown is a force to be reckoned with in the world of motivation and empowerment. This multi-talented American is a gifted producer, blogger, speaker, media personality, and event emcee. Her infectious energy and passion for helping others shine through in everything she does. Ash Said It, Ash Does It: * AshSaidit.com: This vibrant blog is your one-stop shop for a peek into Ash's world. Dive into exclusive event invites, insightful product reviews, and a whole lot more. It's a platform that keeps you informed and entertained. * The Ash Said It Show: Buckle up for a motivational ride with Ash's signature podcast. With over 2,000 episodesalready under her belt and a staggering half a million streams worldwide, this show is a testament to Ash's impact. Here, she chats with inspiring individuals and tackles topics that resonate deeply. What Makes Ash Special? Ash doesn't just preach motivation; she lives it. Her strength lies in her authenticity. She connects with her audience on a genuine level, offering real-talk advice and encouragement. She doesn't shy away from the challenges life throws our way, but instead, equips you with the tools to overcome them. Here's what sets Ash apart: * Unwavering Positivity: Ash Brown is a glass-half-full kind of person. Her infectious optimism is contagious, leaving you feeling empowered and ready to take on the world. * Real & Relatable: Ash doesn't sugarcoat things. She understands the struggles we face and offers relatable advice that resonates with listeners from all walks of life. * Actionable Strategies: This isn't just about empty inspirational quotes. Ash provides practical tips and strategies to help you translate motivation into action, turning your dreams into reality. So, if you're looking for a daily dose of inspiration, actionable advice, and a healthy dose of real talk, look no further than Ash Brown. With her infectious positivity and dedication to empowering others, she's sure to become your go-to source for making the most of life. ► Goli Gummy Discounts Link: https://go.goli.com/1loveash5 ► Luxury Women Handbag Discounts: https://www.theofficialathena.... ► Review Us: https://itunes.apple.com/us/po... ► Pinterest: https://pin.it/1liPKjFqf ► Subscribe: http://www.youtube.com/c/AshSa... ► Instagram: https://www.instagram.com/1lov... ► Facebook: https://www.facebook.com/ashsa... ► Blog: http://www.ashsaidit.com/blog #atlanta #ashsaidit #theashsaiditshow #ashblogsit #ashsaidit®Become a supporter of this podcast: https://www.spreaker.com/podcast/the-ash-said-it-show--1213325/support.

Dr. Laura welcomes Saijal Patel, Founder and CEO of Saij Wealth Consulting, to a conversation about finance and financial literacy, especially in regards to women. Saijal promotes empowering women's financial independence and security. She has over two decades of experience in the financial industry in both North America and Asia to draw upon. Saijal's drive comes from seeing the unique challenges women face in managing personal finances and understanding how money works. Saijal and Dr. Laura address the stigma that surrounds talking about money and the belief that money causes problems. Saijal firmly believes it's the values people hold that manifest through money and that money itself is neither good nor bad. She notes that financial education and wellness address voter literacy through empowerment and understanding of governments' financial decisions, and also tackle one of the greatest sources of stress for people. Saijal and Dr. Laura examine what Saijal's course offers, the lack of good money mentorship growing up, and how to view and visualize abundance in our lives.“I have found with women that I'm educating, that for some reason society has told them and they have bought into this belief that ‘I need to be confident. I need to have confidence before I jump in and learn these things'. And that's the difference [that] is stopping so many women from building the skills because it's not confidence that they need. They need competence. Right? Competence actually leads to confidence.” Saijal PatelAbout Saijal Patel:Saijal Patel is the Founder and CEO of Saij Wealth Consulting, a financial consultancy and education platform dedicated to empowering women's financial independence and security.With over two decades of experience in the financial industry across North America and Asia, she holds the Chartered Financial Analyst (CFA) designation and has served in roles as a financial strategist and analyst.Saijal is the renowned creator and host of Strictly Money, Canada's sole national personal finance program. Formerly a business anchor and correspondent for Canada's Business News Network (BNN) and CNBC Asia, she provided insightful commentary and analysis on global economies, stock markets, and corporate news to millions of households worldwide. Her exceptional coverage earned her recognition as one of the most influential South Asian Women Executives in the Media and Entertainment Industry.Resources:Website: SaijElle.comInstagramLinkedIn21 Days of Abundance - Meditation Series by Deepak ChopraMunk Debates“Losing Cadence” and “Finding Sophie” by Laura LovettLearn more about Dr. Laura on her website: https://drlaura.liveFor more resources, look into Dr. Laura's organizations: Canada Career CounsellingSynthesis Psychology

"zMake your life a masterpiece; imagine no limitations on what you can be, have, or do." - Brian Tracy

This week on The Tarot Diagnosis Podcast, I have a timely and tender conversation with my friend and favorite financial educator Mimi Cirbusova to explore what it means to find stability when the world feels like it's crumbling. Whether it's rising rent, global uncertainty, or emotional exhaustion, we're all navigating something right now. This episode is an invitation to pause, reflect, and reimagine what stability looks like for you.Mimi walks us through her Money Mountain framework, and together we explore how tarot (especially the Fours) can help us ground ourselves, soften financial shame, and build emotional resilience in real, accessible ways.✨ In This Conversation, We Explore:Why “stability” looks different than it used to and how to meet yourself where you areHow the nervous system and financial anxiety are deeply connectedThe symbolic (and somatic) energy of the Four of SwordsThe tension between the Four of Pentacles and Four of Wands (survival vs. joy)Reframing saving, spending, and celebrating through a trauma-informed lensHow tarot can soothe money shame and create space for gentler decision-makingWhy community is essential for both emotional and financial well-being

Join me and my special guest, Allan, as we discuss his 15+ career in finance, the 2008 stock market crash, and how people can protect themselves in times of economic uncertainty.

Aubrey converses with Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member, about finfluencers being under scrutiny: navigating financial advice in the digital age.See omnystudio.com/listener for privacy information.

Welcome to the Social-Engineer Podcast: The 4th Monday Series with Chris Hadnagy and Mike Holfeld. Chris and Mike will be covering cutting edge global news to help people remain safe, secure and knowledgeable in a world where it is hard to know what is real and what is fake news.   Today Chris and Mike are joined by Kayla Lussier. Kayla is the co-founder of Money Match, a platform championing financial wellness by connecting real estate investors and small businesses with the capital they need to thrive. Her 15 years in healthcare as a nurse practitioner have instilled in her a deep understanding of holistic well-being – mind, body, and wallet. [April 28, 2025]   00:00 - Intro 00:16 - Mike Holfeld Intro 00:47 - Today's Guest: Kayla Lussier 01:53 - Jumping In Too Quickly 03:22 - Getting Burned 07:35 - Don't Mess with Kayla! 09:07 - Making a Match 13:21 - Play is the Way 15:17 - Mitigating the Risks 18:26 - Digital Nomads Welcome 21:25 - Find Kayla Lussier Online -          Website: moneymatchapp.com 22:30 - Silver Tsunami 24:26 - Wrap Up 24:40 - Next Month: Baseball Technology 24:50 - Outro -          www.social-engineer.com -          www.innocentlivesfoundation.org   Find us online: -          Chris Hadnagy -          Twitter: @humanhacker -          LinkedIn: linkedin.com/in/christopherhadnagy

Aubrey continued his second part of the conversation on the Supreme court ruling against illegal credit agreements, pawned good and refunds and what this means for consumers, and he is joined by Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member and Tebogo Ntsimane, Manager for Investigations & Enforcement at the National Credit Regulator (NCR). See omnystudio.com/listener for privacy information.

“I want to live a more colourful life, I want to experience more of the world, I want to see different aspects of the healthcare industry, and also the world in general.”As the leading fee-only wealth advisory firm in Asia, we have always advocated that when it comes to your hard-earned money, life decisions should come before money decisions.That's exactly what Dr Tang did. Unlike most doctors, he chose a very different career path — and his latest portfolio? Medical concierge and advocacy.In this interview, Dr Tang shared the drivers behind his career and life decisions as well as the way he is helping those in need of tailored medical or healthcare advice.You may find out more about Dr Tang's book, ‘It's Your Life, You Call The Shots' here.This video is a joint production of iFAST TV and Providend, inspired by Christopher's article “To Live the Good Life, Make Life Decision First Before Wealth Decisions”. This video series is now available as a podcast for those who prefer listening on the go.Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.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.

   In this episode Kate Lybarger, the director and head of Payments Innovation at Discover Global Network, discusses why the financial services industry has not hacked financial wellness yet.  We cover what financial wellness means, the role of AI, and why it might make sense to separate advice from products.  This podcast was recorded on March 24th, 2025. Things may have changed by the time you hear it.   To keep up with the rapidly changing payments environment, register for the Innovative Payments Conference in Washington DC from April 29 through May 1.   You will learn about:  the future of banking as a service,  the unwinding of the Synapse bankruptcy with former FDIC chair Yelena McWilliams,  the future of regulation with the acting comptroller of the currency, Rodney Hood, and   a presentation on scams from the Better Business Bureau.  Listeners can get $25 off the price of registration when they use the code Podcast. Learn more and register at: Innovative Payments Conference.   

Episode #23 of Impact in the 21st Century features the dynamic Hylton Kallner. Hylton is the CEO of Discovery Bank, a trailblazer in digital banking and behavioral economics. With a background in actuarial science and a deep passion for innovation, Hylton has helped shape Discovery's vision of a shared-value ecosystem—one that rewards people for living healthier and more financially responsible lives. In this episode, Hylton shares the journey of building Discovery Bank from the ground up, the power of incentives to change behavior at scale, and how technology, when aligned with purpose, can redefine financial services. From tackling inequality to enabling better money habits through gamified banking, Hylton's insights are both practical and inspiring. We also dive into his personal motivations, the future of finance, and why South Africa is uniquely positioned to pioneer inclusive banking solutions that make a real difference.

On this episode of the podcast, Alex Becerra and Lauryn Gray are talking about the concept of Financial Resilience. Together they discuss the importance of making your dollar stretch when faced with challenging circumstances. They also provide helpful tips on budgeting for a family, making healthy choices for your life and your wallet, and adapting to hard times… Because making your money work for you and being prepared for life's unexpected moments just makes Perfect Cents! To check out the resources highlighted in this episode visit the links below. 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 learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To contact the podcast team, email Podcast@safecu.org

Send us a textToday we're welcoming DonJay Rice to the podcast, a financial coach specializing in the intersection of money, grief, and trauma.In this episode you'll gain insight on how past and present grief and trauma influences financial behaviors and decisions. You'll also gain the importance of understanding your own money messages, how to cope with financial mistakes and uncertainty, and adopting an empowered mindset toward finances.DonJay shares his personal story of overcoming childhood adversities—including navigating a father who had a work disability when he was 8 (then had to become the "man of the house", a mother with extreme anxiety, and two brothers with special needs—and how it shaped his purpose in helping others and how he approaches financial literacy. Particularly, when we experience trauma as he did from a very young age.Seriously, listen closely to this episode you guys! DonJoy also provides some super impactful and practical exercises—one that hit me SO hard and I have since put into practice in my own life, too, and it has been a game-changer.This episode provides such valuable insights and actionable steps for anyone struggling with the complexities of grief and financial management—whether that is you or someone you know.Connect with DonJay:https://www.drumbeatofwealth.com/@drumbeatofwealthLearn more about Micro-Moments for Transformation and begin your evolution today: https://lossesbecomegains.com/transformation Learn more about the 14-Day Relief in Your Grief experience and begin feeling more peace and healing: https://lossesbecomegains.com/transformationWork with me: Micro-Moments for Transformation: https://lossesbecomegains.com/transformation 14-Day Relief in Your Grief Challenge: https://lossesbecomegains.com/relief-in-grief Work with me one-on-one: https://lossesbecomegains.com/work-with-tara Connect with me further: Leave a voice note through Speakpipe! https://www.speakpipe.com/LifeWithGrief Instagram: https://www.instagram.com/lossesbecomegains/ Instagram: https://www.instagram.com/lifewithgriefpodcast/ Facebook: https://www.facebook.com/losses.become.gains Website: https://lossesbecomegains.com/ Shop the LBG Daily Journal: https://lossesbecomegains.com/journal By accessing this Podcast, I acknowledge that the entire contents are the property of Tara Accardo, or used by Tara Accardo with permission. Except as otherwise provided herein, users of this Podcast may ...

Money and meaning are often treated as separate conversations, but what if they were deeply connected? How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers. Brian shares: His multifaceted career journey and how it led to founding Shaping Wealth The profound difference between being rich and being wealthy The concept of funded contentment and its transformative impact Insights on guiding the next generation toward meaningful financial planning The paradigm shift in financial planning from a product-focused approach to a relationship-centered one  And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide The Geometry of Wealth: How to shape a life of money and meaning Paperback by Brian Portnoy Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Brian Portnoy:  LinkedIn: Brian Portnoy X: Brian Portnoy Instagram: Brian Portnoy Website: Shaping Wealth About our Guest: Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry's premier learning & training platform for human-first financial guidance. Brian's three behavioral finance books have been published in 15 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador's council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and his undergraduate degree at the University of Michigan. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Aubrey converses with Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member and Tebogo Ntsimane, Manager for Investigations & Enforcement at the National Credit Regulator (NCR), the Supreme court ruling against illegal credit agreements, pawned good and refunds.See omnystudio.com/listener for privacy information.

Dr. Judith Cook (University of Illinois Chicago) joins Dr. Dixon and Dr. Berezin to discuss an intervention designed to help improve financial literacy and competency and reduce economic strain for people receiving services for psychiatric disorders. Transcript 00:57     Psychiatric services research 02:05     Clinical work and Thresholds 03:46     Current role 04:23     Why does financial wellness matter for this population? 06:43     Psych rehab 08:05     Spending triggers 10:59     A psych rehab framework 12:53     Financial wellness 14:10     Beyond trans-diagnostic 16:24     The curriculum 20:10     Receiving a good financial education 21:32     Top line findings of the trial 25:07     The emotional context of financial wellness 25:55     Trained peer instructors 27:34     Policymaker takeaways 30:30     Financial literacy does not imply financial wellness 32:07     Small goals towards financial wellness  Subscribe to the podcast here. Check out Editor's Choice, a set of curated collections from the rich resource of articles published in the journal. Sign up to receive notification of new Editor's Choice collections. Browse other articles on our website. Be sure to let your colleagues know about the podcast, and please rate and review it wherever you listen to it. Listen to other podcasts produced by the American Psychiatric Association. Follow the journal on Twitter. E-mail us at psjournal@psych.org

On this episode of the podcast, Alex Becerra and Cristian Amaral are talking about the concept of Financial Capability. Together they discuss the importance of learning the “rules” of personal finance, building better money habits, and investing for the future. They also provide helpful insights about automating savings and practicing forced scarcity to strengthen your budget skills. Because capitalizing on your opportunities to make sound financial decisions and setting yourself up for future success just makes Perfect Cents! To check out the resources highlighted in this episode visit the links below. 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 learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To contact the podcast team, email Podcast@safecu.org

Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management's Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025. Dave breaks down where we've seen the biggest market swings, Erin digs into how sector rotation and technical indicators are shaping his outlook, and Nate explains that market volatility works both ways and isn't just to the downside. The conversation then delves deeper into the realities of market volatility, exploring why corrections and sharp sell-offs are less about impending doom and more about natural market cycles. Hear their candid discussion on the challenges of timing the market, the importance of maintaining a cash buffer, and why a long-term strategy remains your best defense amid short-term noise. Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 1:30 What Happened in the Q1 Market 2:40 Important Headlines from Q1 10:17 Tariffs and What They Mean for Investors 15:30 What Investors May Be Missing  25:30 Getting Lost in the Headlines 28:30 How to Deal with Volatility in the Market 37:30 Concluding Thoughts Connect with Monument Wealth Management:    Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to our Private Wealth Newsletter: https://bit.ly/monumentunfiltered   About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

Aubrey Masango is joined by Dr. Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and faculty member at GIBS, looking at how the market fluctuates, and impacts the everyday lives of individuals following the global tariff hikes announced by former US President Donald Trump and his subsequent decision to halt themSee omnystudio.com/listener for privacy information.

Send us a textIn this empowering episode of the I AM Well MD podcast, Dr. Santi sits down with Amanda DeCesar and Amber Schiffert, the dynamic co-founders of TARA Wealth, a financial planning firm rooted in transparency, authenticity, and real advice. These two powerhouse women are on a mission to help individuals, especially women, build a healthier relationship with money through education and values-based guidance.Meet the Guests:Amanda DeCesar, CFP® - Co-Founder of TARA WealthAmanda is on a mission to promote healthy relationships with money through financial education, guidance, and actionable advice. She is passionate about helping clients use their money as a tool to achieve their dreams and break through financial roadblocks.With 20 years of knowledge and experience in the financial services industry, Amanda continues to pursue her passion for helping clients gain clarity, confidence, and control of their finances through founding TARA Wealth with Amber. Amber Schiffert - Co-Founder of TARA WealthAmber has a passion for making a lasting impact on the lives of others. Because of this, in 2017 she changed careers and entered the financial services industry. Recognizing the outdated practices of the industry, she sought to redefine financial education and empowerment in a more meaningful and personalized way which led her and Amanda to launch TARA Wealth in 2023. TARA Wealth is a women-led financial firm built on transparency and empathy, aiming to support clients in achieving long-term financial wellness. They're reshaping how we think about financial planning, making it more personal, approachable, and aligned with long-term well-being. Learn more at www.tarawealth.com and connect on LinkedIn! Visit our website at iamwellmd.com.Follow I AM Well MD on Instagram | LinkedIn | FacebookSubscribe, leave a review, and share this episode with someone who's ready to take control of her financial wellness!Dr. Tanikella practices General Pediatrics, Integrative Medicine, and is an expert in Mind-Body medicine. She has traveled the world to learn more about the intersection where mind, body, personal beliefs, and motivation meet. She is founder and CEO of Integrative Approaches to Mastering Wellness, where she brings the wisdom of mind body medicine and the power of life coaching together to help her clients break through their glass ceilings. Want to learn more? Visit Dr. Tanikella at iamwellmd.com. You can join our email list or drop us a message by going to iamwellmd.com/contact. You may just get a shout out in the next episode! Follow I AM Well MD on Instagram | LinkedIn | FacebookWelcome home!Disclaimer: While I am a practicing physician, in this space, I function as a life coach and wellness advocate. The information provided here is for educational purposes only and does not necessarily reflect that of my employers. If you need medical or psychological services, I strongly recommend that you contact your physician. If you are having an emergency, please call 911 and proceed to the ER.

Join hosts Chantel Windeshausen and Liz Malmberg for a powerful new episode of A Penny or Two for Your Thoughts, where they welcome Deb Denbeck, President and CEO of Partnership for Kids, and Dawn Gonzales, Vice President of Community Relations at Centris Federal Credit Union. Together, they explore how financial literacy programs, such as Mad City Money, are transforming young lives and equipping students with lifelong financial skills through hands-on education and mentorship. The conversation covers everything from teaching budgeting and savings to students as young as sixth grade, to success stories of program graduates who have become doctors, lawyers, and community leaders. The episode also introduces Centris's new Financial Education Center, Enrich — an interactive, personalized tool to support financial wellness for all ages. If you're passionate about empowering youth through education, this is an episode you don't want to miss.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis 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 Hurrdat Media YouTube channel!

What does it take to turn a personal challenge into a groundbreaking startup? In this episode, Donald talks with Paula Jackler, founder and CEO of Ozzie, an AI-powered financial wellness platform. Paula shares her story of navigating the challenges of immigrating from Brazil to the U.S., student debt, and the startup world. Hear how she combined her background in psychology and tech to create a platform that transforms how people understand and manage their finances. With insights on resilience, entrepreneurship, and building a mission-driven business, this conversation is a must-listen for aspiring founders and leaders. Learn more about Paula's story and Ozzie's vision at ozzieapp.com. High Octane Leadership is hosted by The Diversity Movement CEO and executive coach Donald Thompson and is a production of Earfluence.Order UNDERESTIMATED: A CEO'S UNLIKELY PATH TO SUCCESS, by Donald Thompson.

Join Shannon and Christine with surprise expert guests Floacist & Queen Sheba as they chat about Financial Wellness and celebrate National Poetry Month on episode 190 of Women Connected in Wisdom!   Shealo Glo - www.shealoglo.com  Now offering Subscriptions * Delivered on the 1st & 15th!  Stillpoint - https://www.amazon.com/Stillpoint-Self-Care-Playbook-Caregivers-Breathe/dp/1732370400 Join us in community:  https://women-connected-in-wisdom.mn.co/feed Listen to past episodes: https://womenconnectedinwisdompodcast.com/ Join Christine at an event:  https://linktr.ee/christinegautreauxmsw Book a free coaching consult with Christine here:  https://christinegautreaux.com Like & Subscribe to get notifications of when we are live: Instagram @womenconnectedinwisdompodcast - https://www.instagram.com/womenconnectedinwisdompodcast/ Facebook page Women Connected in Wisdom Podcast - https://www.facebook.com/womenconnectedinwisdompodcast   Check Out The Upcoming show at www.citywinery.com The Floacist - Wikipedia https://www.eventbrite.com/e/womans-writing-retreat-wthe-floacist-of-floetry-grammy-poet-queen-sheba-tickets-1308758565099?aff=odcleoeventsincollection FLO Vortex Connect with Queen Sheba: https://www.instagram.com/thequeensheba https://www.instagram.com/poetryvshiphop https://www.instagram.com/awomanswordsglobal THE FLOACIST (of Floetry) 8x Grammy Nominated Platinum Recording Artist QUEEN SHEBA 2x Grammy Nominated Spoken Word-Poet Int'l Recording Artist A Womans Word National Poetry Month Tour - Atlanta - City Winery

In this episode, Dr. Preston Cherry challenges traditional budgeting and introduces reverse budgeting, a method that prioritizes personal values and guilt-free spending while ensuring financial security. He outlines a five-step approach: knowing your retirement number, automating finances, covering fixed costs, enjoying discretionary spending, and reviewing regularly. His approach emphasizes a holistic, flexible path to financial wellness.Takeaways:• Budgets can feel restrictive• Reverse budgeting prioritizes paying yourself first• Aligning money with values boosts well-being• Guilt-free spending is possible• Regular financial check-ins matterWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

Aubrey speaks to Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member, about the significance of why self-talk is a financial habit too.See omnystudio.com/listener for privacy information.

You invest in your skin, your workouts, your mindset—but what about your money? In this eye-opening episode, I dive into one of the most overlooked elements of women's wellness: financial health. I'm joined by crypto educator Wendy O as we explore why understanding money—especially in the digital age—isn't just smart, it's essential.  Today we learn the crypto basics. This conversation is a must-listen for any woman ready to rise financially! Thank you to our sponsor Marley Spoon. Head to marleyspoon.com/offer/catt to receive up to 27 free meals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Latifat is dedicated to helping women physicians take control of their finances with confidence and ease. Through mindset shifts and practical strategies, she empowers them to build wealth without burnout.In this episode, she shares powerful strategies to reduce financial anxiety. She explains how shifting your mindset, surrounding yourself with the right people, and adjusting your goals wisely can help you achieve financial freedom with less stress.Key Takeaways:The future you will be more equipped.Stop inflating your problems.Slowing down can actually help you move faster.Timestamps: 16:57 Understanding that your future self is more equipped17:53 The power of self-talk and reframing your thoughts19:03 Every financial problem has been solved before19:37 Surround yourself with the right people for growth21:11 When and how to adjust your financial goals22:04 Why slowing down can help you reach goals faster22:49 How MoneyFitMD can support your financial journey23:58 Final words and call to actionConnect with Dr. Latifat:☎️ Book A Call: www.moneyfitmd.com/call

Welcome to the second episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend's Philosophy of Sufficiency. As trusted advisers to affluent clients for over two decades, we've always advocated that clients prioritise life decisions before financial ones. These life decisions are what we refer to as "Ikigai" decisions. In this episode, our Founder and CEO, Christopher Tan, sits down with Stanley Ng, Founder of Mindful Circle, a not-for-profit social enterprise, and Founder and Managing Director of Sage Capital Management Advisors, a private advisory firm for top management within corporates, banks, and financial institutions. Stanley, also a client of Providend, shares his journey from being law-trained, transitioning into the banking industry, becoming a consultant, and now being involved in the philosophy of mindfulness and the importance of being present in the moment—injecting Ikigai moments even into the most mundane tasks. Listen to the full podcast conversation and share it with a friend. Learn more about Mindful Circle here: https://mindfulcircle.org/ 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. Find out more about a mindful approach for a calmer investment journey here: https://providend.com/a-mindful-approach-for-a-calmer-investment-journey/Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.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:Subscribe to Our Mailing List Today!If you're interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe

It's common sense that financial institutions that look out for their customers -- especially when it comes to improving their financial health -- would come on top where loyalty is concerned. But with a heavy bottom line focus and a "so what" attitude, many miss the mark by a mile. Rochelle Nawrocki Gorey, Co-Founder & CEO SpringFour, guides us through how her company is trying to close the gap and shares findings from the SpringFour Q4 2024 Impact Report.

“We feel that social media is flooded with a lot of negativity, so we wanted to create a space where we can celebrate the everyday Singaporean and promote positive values.”As the leading fee-only wealth advisory firm in Asia, we have always advocated for our clients to make life decisions before money decisions, when it comes to their hard-earned money.In this episode of “The Providend Conversation,” we are delighted to feature Why Keen, former Creative Director of The Royal Singapore, a man who has touched the hearts of not only those who watched his videos but also the teams who worked alongside him. Throughout his journey—navigating various business ventures and transitioning through different seasons in his career—having a supportive wife has played a crucial role in his development as a creative at heart.This video is a joint production of iFAST TV and Providend, inspired by Christopher's article “To Live the Good Life, Make Life Decision First Before Wealth Decisions”. This video series is now available as a podcast for those who prefer listening on the go.Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.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:Download our RetireWell™ eBook Today!Our popular RetireWell™ eBook has been updated! RetireWell™ is a methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Check out the link here to download a complimentary copy of the full eBook today: https://providend.com/publications/#retirewell

On this episode of the podcast, Alex Becerra and Savannah Brown are talking all about setting and achieving financial wellness goals. Together they define SMART Goals and discuss the importance of establishing timelines for short, mid, and long-term goals. They also provide useful tips to help you track your goal progress, prioritize your goals, and explore different ways to make your savings grow… Because being proactive and setting smart goals to help you build financial freedom just makes Perfect Cents! To check out the resources highlighted in this episode visit the links below. SAFE Credit Union | SMART Goal Worksheet SAFE Credit Union | Debt Pay Down Methods SAFE Credit Union | Financial Habits Reflection 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 learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To contact the podcast team, email Podcast@safecu.org

Aubrey speaks to Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member, who advises a divorcee on how to start saving for retirement after her divorce and being a stay at home mom for 25years.See omnystudio.com/listener for privacy information.

In this episode of Real Money, Real Experts, we sit down with financial coach, author, and educator Ericka Young, AFC, who shares her personal journey of paying off $90,000 in debt and building a career helping families achieve financial freedom.Ericka discusses the importance of open and honest money conversations, both in relationships and in financial institutions, explaining how trust plays a crucial role in financial success. She also dives into practical strategies for raising financially responsible kids, emphasizing why giving teens ownership over major purchases—like their first car—can set them up for a lifetime of smart money habits.From workplace financial wellness programs to training future financial coaches, Ericka's expertise spans across individuals, families, and businesses. Tune in for an inspiring discussion on building trust, taking ownership, and rewriting your financial story!Show Notes:02:47 Why seasons of pause & intentionality are vital when surviving the teen years 07:22 Ericka's journey to the credit union world 14:26 Your tips & tricks in working with credit unions16:48 The powerful impact financial wellness programs have in workplace culture24:59 How to have money chats with your partner31:22 Ericka's 2 centsShow Note Links:Check out Ericka's wesbite! Connect with Ericka on Linkedin! Connect with Ericka on Instagram! 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.

Welcome to the second episode of our miniseries for Finding Your Ikigai, where we invite a series of guests to explore what it means to live a good life, incorporating the concept of Ikigai and Providend's Philosophy of Sufficiency.Being a trusted adviser to our affluent clients for over two decades, we have always advocated for our clients to first make life decisions before financial decisions. Life decisions are also what we term “Ikigai” decisions.In this episode, our Founder and CEO, Christopher Tan, speaks with Moon Shary, Providend's Group COO & Executive Director, on how she finds her own Ikigai. As a mother of two, she has made intentional trade-offs—turning down a higher-paying job to prioritise her family.A past health scare reshaped her outlook, reminding her to treasure life's small moments. Looking ahead, she continues to explore her Ikigai while planning for the future.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.Learn more about Moon's story and how she navigated life's unexpected hurdles: https://youtu.be/6I74SzkEOoE?feature=sharedMusic courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.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.

From Student to Teacher: Embracing Fear, Financial Wellness, and Full Moon TransformationDrawing from a recent conversation with Dr. Eva (who you will meet next episode) and a father figure in my life Rick, and my own personal experiences, I speak about how we can embrace stress, fear, and anxiety as part of our growth process, and how to make the first steps in your financial wellness journey. Discover how the teachings of the Yoga Sutras offer valuable lessons for navigating life's challenges and how the energy of the upcoming full moon—specifically the March 2025 blood moon—invites us to release old habits, realign our intentions, and embrace conscious living in all areas of our lives, especially finances.Whether you're looking to deepen your spiritual practice or find financial peace, this episode offers practical insights to help you transform your mindset and live with greater intention.Tune in for a blend of spiritual wisdom, financial wellness tips, and full moon magic that will inspire you to embrace your journey and move from student to teacher.Be sure to subscribe, share, and leave a review if you enjoy this episode!Donate to The Million Mile Project via my LA Marathon fundraising link: https://fundraisers.hakuapp.com/kadie-chronister-1

We’re all about that frugal life, but what happens when you take it a step further and embrace minimalism? In this episode, Jen and Jill dive into how a minimalist mindset can help you reclaim your power, boost your confidence in spending decisions, and make room for what truly matters.

In this episode of A Penny or Two for Your Thoughts (S3 E12), we dive into financial wellness, money management, and the power of empathy in finance with Andy Manthei, Change Cultivator at GreenPath Financial Wellness, and Brittany Piernicki, Learning and Development Specialist at Centris Federal Credit Union. We discuss why financial stress impacts mental and emotional well-being, how small steps can create long-term financial stability, and why empathy is crucial when helping others with money matters. Plus, we explore practical tools like Centris' Round-Up feature, savings strategies, and resources available to anyone looking to improve their financial future. Whether you're struggling with debt, looking to build savings, or simply want to feel more financially secure, this episode is packed with expert insights and actionable advice.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis 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 Hurrdat Media YouTube channel!

How much attention do you give to your financial wellness. The answer is likely "not enough." Jean Chatzky wants to change that. Jean is the CEO and creator of Her Money, a personal finance brand that teaches money through media. It's a website, newsletter, podcast and more designed primarily for women, by women. You likely know Jean from her more than 20 years as the financial editor of the "Today" show. She went out on her own a few years ago to help women embrace taking control of their finances. Jean has a knack for breaking down complex economic ideas into simple, digestible facts. And, she has empathy and insight for some of the curves life can throw your financial situation. In this Dying to Ask: How Jean became a financial expert on TV What it was like leaving the Today Show and launching her own media brand How to build wealth at any age Why female wealth is growing faster than ever  

On this episode of the podcast, Alex Becerra and Miriam Dougherty have an in-depth conversation about building Spending & Savings Plans. Together they discuss the importance of understanding your current financial situation, gathering data to make informed discoveries about your income and expenses, identifying which areas you can adjust or improve, and setting SMART goals. They also provide inspiration and encouragement to help YOU create an action plan to take the next step on your path to better money management… Because building a strong spending and savings plan to achieve your financial goals just makes Perfect Cents! To check out the resources highlighted in this episode visit the links below. America Saves | 6 Steps to Establishing A Spending & Savings Plan United States Office of Financial Readiness | Spending Plan Worksheet SAFE Credit Union | Financial Habits Reflection SAFE Credit Union | Weekly Grocery Budget Mindtools | SMART Goals: How to Make Your Goals Achievable nerdwallet | How to Choose the Right Budget System: 4 Methods to Consider 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 learn more about SAFE Credit Union products and services visit: https://www.safecu.org/  To contact the podcast team, email Podcast@safecu.org

Our guest on the podcast today is Dr. Preston Cherry. Dr. Cherry is the author of a new book called Wealth in the Key of Life: Finding Your Financial Harmony. He's also founder and president of Concurrent Wealth Management. In addition, he serves as Assistant Professor of Finance and Head of the Personal Financial Planning Program at the University of Wisconsin-Green Bay, where he also serves as the Director of the Charles Schwab Foundation Center for Financial Wellness. Prior to assuming his current roles, he served in lead and internal financial planning roles in institutional retirement sales. He has also served as co-investment manager at a Registered Investment Advisor and as a mutual fund wholesaler.BackgroundBioLife Money Balance podcastWealth in the Key of Life: Finding Your Financial HarmonySchwab Center for Financial WellnessThemes in Book“What Is Financial Freedom?” by Preston Cherry, concurrentfp.com, July 9, 2024.“Building Wealth With Gratitude: Essential Tips for Gen X,” Life Money Balance podcast, youtube.com, Nov. 26, 2024.“How to Retire Comfortably: Essential Financial and Emotional Tips for a Joyful Retirement,” by Preston Cherry, concurrentfp.com, Nov. 13, 2024.Other“Dr. Preston Cherry: ‘Money and Life Intertwined,'” The Long View podcast, Morningstar.com, Nov. 22, 2024.Songs in the Key of Life, Stevie Wonder album“Does Money Buy Happiness? Here's What the Research Says,” by Michele Berger, knowledge.wharton.upenn.edu, March 28, 2023.The Millionaire Next Door, by Thomas Stanley and William Danko