Podcasts about financial wellness

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.

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:

In this episode of the HR business marketing podcast, A Better HR Business, Ben and his guest, Joelle Vail, talk about how holistic financial wellness solutions are driving major changes for employers and employees alike. As HR and business leaders look for ways to support their teams in today's challenging environment, companies like BrightPlan are setting a new standard for financial wellbeing in the workplace. Joelle Vail is Chief Revenue Officer at BrightPlan, where she oversees direct sales, partnerships, and client success. She has extensive experience scaling organizations from startup through enterprise growth, helping early-stage companies surpass $100 million in revenue and larger enterprises grow from $100 million to more than $2 billion. Prior to BrightPlan, Joelle served as Chief Operating Officer at Capital Factory and held senior leadership roles at Paychex and Ascentis. BrightPlan is a financial wellness platform designed to help employers improve employee financial outcomes while increasing the effectiveness of their benefits programs. The platform combines AI-driven financial planning tools with access to experienced financial advisors, delivering personalized guidance across budgeting, debt management, investing, retirement, and wealth planning. By integrating directly with employer benefits, BrightPlan helps employees make more informed financial decisions and encourages greater benefits utilization. For employers, BrightPlan provides a centralized dashboard with actionable insights into workforce financial health, enabling more strategic benefits planning, stronger employee engagement, and improved retention. The company is also certified for fiduciary excellence, ensuring guidance is objective and aligned with employees' best interests. You'll hear practical strategies for finding consulting clients, running a workplace consulting business, and business growth strategies for consultants. Whether you identify as HR, workplace, L&D, OD, recruitment, or people & culture, you'll discover real stories and actionable advice to attract clients, win contracts, and grow sustainably. What You'll Learn in This Episode: Why financial wellness is a rising priority for employers—and how to frame your consulting offers around their needs The role of technology and people-powered solutions in driving workplace engagement and retention Joelle Vail's lessons from partnering with HR leaders and the marketing moves that resonate with decision-makers Episode highlights: What BrightPlan does and the problems it solves for employers and employees. Defining "financial wellness" and how it goes beyond education. How BrightPlan supports employees with technology, AI, and certified financial planners. Addressing financial emergencies and the importance of building emergency savings . The limitations of traditional HR support in financial matters and closing the gap between employers and employees. Providing personalized, fiduciary financial advice without crossing HR compliance boundaries. Issues BrightPlan helps solve for employers, such as retention, productivity, and being an employer of choice. How financial stress can manifest as workplace behavioral issues. Transformational changes in HR, including the impact of COVID and AI on HR leadership and point solutions. Challenges in HR sales and how to stand out with limited HR budgets. Building trust with HR buyers through networks, pilots, and case studies. Collaborating with other vendors to enhance service and experience for employers and employees. Listening-first approach to sales, networking, and uncovering client needs. The importance of matching services to actual HR pain points. Marketing and Business Growth: Joelle Vail details BrightPlan's approach to marketing and business development: Aligning solutions with HR's most urgent needs and listening closely to buyers' challenges. Leveraging trusted HR advisory networks to gain introductions and build credibility. Offering pilot programs to demonstrate value and facilitate broader implementation. Using content marketing strategies such as webinars and white papers, often featuring CHROs and industry leaders. Prioritizing collaboration with other vendors for seamless HR solutions. Focusing on genuine, needs-based conversations at events and during networking. Resources & Links Mentioned: Company's website: https://www.brightplan.com/ Joelle's LinkedIn: www.linkedin.com/in/joelle-risolo-vail Check out this B2B podcast launch service. About The A Better HR Business Podcast The A Better HR Business shares strategies, tactics, success stories, and more about marketing for HR consultancies and marketing for HR tech companies, and how to get more clients. Follow the show on Apple Podcasts or Spotify so you don't miss future episodes. For show notes and to see details of our previous guests, check out the podcast page here: www.GetMoreHRClients.com/Podcast HR BUSINESS GROWTH RESOURCES Get the new book - Grow A Successful HR Business Your Way Launch your own business podcast: B2B Podcast Agency VISIT GET MORE HR CLIENTS Want more clients for your HR-related consultancy or HR Tech business? Visit the Get More HR Clients website for articles, newsletters, podcasts, videos, resources, and more at www.getmorehrclients.com.

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!

I have a secret. I have a terrible financial habit even though I know better… I teach and preach this stuff for heaven's sake

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.

Michelle Medrano and Karen Russo talk about financial wellness

Tax season's over. Kids getting out of school. Tariffs, war, graduations, business cycles, household pressure, all hitting at the same damn time. You're tired. You're stretched thin. And you can't figure out why more money isn't quieting the noise in your head.Dr. Preston Cherry is back in the booth, and we went where most people won't go. Financial wellness and mental wellness are not separate conversations. They're the same one. You can't out-earn the inner work. You can't out-hustle the self-audit you've been ducking. And the gap between knowing what to do and actually doing it? That gap is you.We get into the honest self-audit (admit, acknowledge, act), the 35,000 decisions you're making every single day, and why your capacity is the most valuable currency you own. Across every income bracket, 32% of Americans think their finances will worsen in 2026. Highest pessimism Bankrate has clocked since 2018. That's not whining. That's the moment we're living in.Dr. Cherry drops one of the most important reframes in the episode: wealth funds wellbeing. Life and money alignment gives you money assignments. Translation, until you do the work to know what you actually value, no amount of income is going to fix what's broken on the inside. It'll just magnify it. More money doesn't solve the problem, but it does fund the solution if you've already done the audit.If you're a first-gen wealth builder, a business owner running on no sleep, or just someone exhausted from carrying decisions nobody else sees, this one is for you. Drill deep, not wide. Stop splitting your capacity across 14 directions. Start with the person in the mirror.If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

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

Amidst ongoing economic uncertainty, financial experts are advocating for families to cultivate long-term financial stability through consistent habits, moving away from short-term solutions. Shak Adebimpe, Market Director for Chase in Washington, emphasizes that financial wellness is achieved not through perfection, but by establishing sustainable habits that foster continuous progress. Key strategies for strengthening one's financial foundation include diligent budgeting, consistent saving, robust fraud protection, and strategic future planning. Interview by Chris B. Bennett.

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

Michelle and Roger talk about financial wellness

Clement Manyathela speaks to Rudolph Geldenhuys, Certified Financial Advisor who shares some insight on the debt review process and how to navigate it. See omnystudio.com/listener for privacy information.

Financial wellness is a top priority for employers—but many programs aren't delivering meaningful results. On this episode of Benefits Companion, host Brydon DeWitt speaks with Sarah Parker of SageView Advisory Group to explore what financial wellness really means and why so many initiatives fall short. They discuss how employers can move beyond check-the-box solutions to strategies that truly improve employee outcomes, how to measure success, and what the future of financial wellness may look like. Tune in for practical insights to help you design more effective, impactful financial wellness programs.

Are you ready to stop paying your landlord's mortgage and start building your own equity? In this episode of the Perfect Cents Podcast, host Alex Becerra sits down with SAFE Credit Union Home Loan Manager Casey Jenkins to demystify the journey to homeownership. Whether you're worried about your credit score or struggling to save for a down payment, this discussion provides a clear roadmap for anyone looking to secure their first set of house keys. Topics include: Why your "bad credit" might actually be better than you think. The real cost of renting vs. the long-term benefits of home equity. How to balance paying off debt while saving for a down payment. Why working with a mortgage advisor can help you create a winning plan. About the Guest: With over 15 years of experience, Casey shares why the "boring" logistics of mortgages—rates, terms, and payments—are actually powerful tools to help you reach financial freedom. SAFE is federally insured by NCUA and is an equal housing opportunity lender. Community & Local Favorites: Zócalo - Modern Mexican Hospitality To check out the resources highlighted in this episode visit the links below. Beyond Everyday Banking Blog - SAFE Home Loan Consultants Help You Every Step of the Way For details about SAFE HomeRewards, visit: SAFE HomeRewards 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

Send us Fan MailYou can be doing everything right and still feel like you are falling behind financially.If you have ever looked at your bank account and wondered why you still feel stressed even with a stable income this episode is for you.In this conversation we break down the growing problem of financial anxiety affecting Gen Z and Millennials and how social media comparison quietly reshapes expectations around money success lifestyle and self worth.We explore the difference between being broke as a financial condition and feeling broke as a psychological condition. Constant exposure to vacations promotions income screenshots luxury lifestyles and highlight reels can create pressure frustration and self doubt even when your financial situation has not actually changed.This episode also provides practical personal finance and money mindset strategies to help you regain emotional control improve financial habits and build long term stability.

Gugs Mhlungu is joined by Paul Roelofse, resident Certified Financial Planner, looking at the importance of financial planning for families, why moms should be actively involved in household finances, understand the family’s financial safety net, and ensure there is enough protection in place should life suddenly change. Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc 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/@radio702See omnystudio.com/listener for privacy information.

In this episode of How to Get Ahead with Millennial Life Coaches, host Lorna Taylor sits down with Linda Grizely, personal finance expert, financial wellness speaker, and creator of the MeMoney® Method, for a practical and honest conversation about what it means to become financially healthy.Linda shares why money is not just math — it is mindset, personality, behavior, and real life. Together, Lorna and Linda explore how millennials, young professionals, women, entrepreneurs, and self-employed individuals can begin building financial confidence by understanding their net worth, tracking cash flow, managing debt, building credit, saving early, and making money decisions that actually fit their lives.In this episode, we discuss:• What financial wellness really means• Why tracking your net worth matters• Why small savings habits count• Why financial education should start earlier• How to build credit without falling into credit card debt• How money decisions can reduce stress in relationshipsConnect with Linda Grizely:Website: https://www.lindagriz.com/Podcast: Real Money, Real Life™Resources: https://www.lindagriz.com/resourcesPartners & Sponsors:Brian Rump — Rewrite Your Money StoryBrian Rump helps individuals and business owners move from financial anxiety toward greater clarity, confidence, and a healthier money story. Explore Brian's work and take the Financial Anxiety Quiz:https://brianrump.com/financialanxietyquizMelissa Castro — Intrinsic LeadershipA special thank you to Melissa Castro, leadership coach, consultant, author, and founder of Intrinsic Lead. Her book, Intrinsic Leadership, is a guide to reclaiming your influence, aligning with your purpose, and leading with confidence without losing yourself in the process. Available on Amazon, Audible, and Bookshop.orgWebsite: https://www.intrinsiclead.com/Instagram: @intrinsicleadllcMillennial Life Coaches (MLC) exists to equip and elevate coaches through systems, programs, and events that help coaches share their passion, build meaningful connections, and inspire millennials through every stage of life. Learn more about Millennial Life Coaches:https://millenniallifecoaches.com/#FinancialWellness #MillennialLifeCoaches #PersonalFinance #MoneyMindset #HowToGetAhead

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

On this episode of the Perfect Cents Podcast, host Alex Becerra sits down with Lawrence Lomeli, AVP of Consumer Lending at SAFE Credit Union, to break down the complex world of borrowing and credit to help you build financial freedom for your future.  Topics include: Borrowing as a Tool: Why credit should be viewed as leverage for big-ticket items like homes, cars, and education rather than a source of anxiety. Credit Score Factors: A deep dive into what influences your score, including repayment history, credit mix, and the depth of your profile. The Benefits of High Credit: How a strong score leads to better interest rates, lower costs, and more options from financial institutions. Overcoming Challenges: Understanding that credit is a journey and that past hardships like medical issues or setbacks are not a reflection of your self-worth. Red Flags to Avoid: Critical warnings about the dangers of payday loans and using credit for everyday living expenses like groceries and gas. About the Guest: Lawrence Lomeli brings over 35 years of industry experience to the conversation, specializing in signature, personal, and auto loans. Resources: For more information on financial products and services, visit safecu.org to schedule an appointment with a professional expert today. SAFE is federally insured by NCUA and is an equal housing opportunity lender. To check out the resources highlighted in this episode visit the links below. Land Ocean - New American Grill 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

In this deeply personal episode of Coffee & Crystals, Kadie Chronister shares the real lessons shaping her in 2026—navigating love, friendship, discipline, and financial empowerment through the lens of self-worth and energetic integrity.This is a conversation about what happens when you stop abandoning yourself… and start treating your energy like it actually matters.From relationship patterns and emotional triggers to financial clarity and spiritual growth, this episode explores how self-love isn't just a mindset—it's a series of decisions that shape your reality.As we move toward the summer solstice, this episode invites you to reset, realign, and step into a more intentional version of yourself.Why self-abandonment shows up in love, friendships, and work—and how to break the patternHow to protect your energy and treat it like currencyThe connection between financial wellness, emotional clarity, and disciplineRecognizing relationships and environments that drain your joyWhy being “the strong one” can hide emotional burnoutHow shadow work and triggers can accelerate personal growthThe truth about self-worth, boundaries, and choosing alignment over comfortHow to build a life rooted in integrity, not performance“Protect your energy like it's an investment.”“You can't teach the wrong person how to love you.”“Some of my pain came from decisions I made.”“Just because I can carry it doesn't mean I should.”“Not every space deserves access to your light.”self love journey, healing relationship patterns, financial wellness mindset, protecting your energy, spiritual growth podcast, shadow work, emotional intelligence, discipline and self respect, personal development for women, mindset and manifestation, letting go of toxic relationships, building confidence, wellness lifestyle, summer solstice reset00:00 – Welcome + why this year feels different02:15 – Love, attachment, and early relationship patterns06:30 – Therapy, self-awareness, and breaking cycles10:45 – Relationship lessons: standards vs potential15:20 – The “strong swimmer” mindset and emotional burnout19:40 – Letting go of friendships that no longer align24:10 – Work, discipline, and staying focused28:30 – Financial wellness + treating energy like currency34:15 – Redefining success, peace, and integrity38:50 – Speaking your truth and building authenticity42:30 – Final lesson: why love is not enough45:00 – Closing: protecting your light and stepping into alignmentJoin us in Los Angeles for our Summer Solstice Yoga & Coffee & Crystals experience—a space to reset, reconnect, and step into your next season with intention.Link to event: https://www.eventbrite.com/e/1985756813083?aff=oddtdtcreatorA podcast where spirituality meets real life.We talk about growth, discipline, relationships, and the energy behind everything you're building.

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, Joyce and our host, Isaac, unpack the emotional rollercoaster of an unexpected job loss through the case of Samantha, 38, a senior project manager made redundant after a company downsizing. They discuss how losing an income can feel like losing a sense of identity. The conversation also dives into the pressure to accept any job offer, even when it doesn't align with one's ikigai or deeper purpose.Joyce highlights that ChatGPT might not actually know you as well as you think it does.To better understand the discussion, you may start by reading Joyce's article here: Can AI Replace a Human Adviser During Job Loss or Retrenchment?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.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

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.

In this episode of Women on Wealth, Julina Ogilvie sits down with Dr. Darla Bishop to explore a powerful and often overlooked truth, financial wellness is about far more than just money.Blending financial expertise with a public health perspective, Dr. Darla shares how our finances impact not only our bank accounts, but also our stress, health, relationships, and even life expectancy. From the role of zip codes and systemic barriers to the emotional stories we carry about money, this conversation challenges the traditional view of financial planning.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180 

Are you looking to improve your financial health but don't know where to start? In this episode, join host Alex and special guest Marcie Johnson (Debit and Credit Program Manager at SAFE Credit Union,) as they discuss why mindful spending is the absolute foundation of long-term financial wellness. Whether you're a parent teaching your kids about money or just trying to navigate the convenience of digital payments, this conversation offers practical strategies for everyone.  Topics include: The Three Spending Zones: How to categorize your expenses into essential, flexible, and emergency spending. Mindfulness & Money: Why taking a moment to think before you "tap" can prevent overspending in a world of Apple Pay and Google Pay. Strategic Tools: How to use mobile banking alerts and card notifications to keep your budget on track. Needs vs. Wants: Tips for differentiating between what you truly need and what can wait for a better time. Community & Local Favorites: Supporting Local Arts - Marcie discusses the positive community impact of Rocklin Community Theatre, a local nonprofit where her children participate. Local Eats - The episode wraps up with a nod to Thai Basil, a favorite local dining spot. SAFE is federally insured by NCUA and is an equal housing opportunity lender. To check out the resources highlighted in this episode visit the links below. Rocklin Community Theatre Thai Basil: Fresh, Authentic, Thai 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

Heal your relationship with spending. These financial wellness affirmations encourage mindful money habits and wise financial decisions to ensure your long-term security. Unwind now with our positive sleep affirmations podcast. Our soothing affirmations relax the mind and prepare the body for rest. Hit play, and drift into Good Sleep... Listen to more positive sleep affirmations by subscribing to the audio podcast in your favorite podcast app:  Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/good-sleep-positive-affirmations/id1704608129⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/3OuJvYoprqh7nPK44ZsdKE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ And start your morning with Optimal Living Daily! Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/optimal-living-daily-mental-health-motivation/id1067688314⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/1hygb4nGhNhlLn4pBnN00j?si=ca60dcfd758b44b4⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Heal your relationship with spending. These financial wellness affirmations encourage mindful money habits and wise financial decisions to ensure your long-term security. Unwind now with our positive sleep affirmations podcast. Our soothing affirmations relax the mind and prepare the body for rest. Hit play, and drift into Good Sleep... Listen to more positive sleep affirmations by subscribing to the audio podcast in your favorite podcast app:  Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/good-sleep-positive-affirmations/id1704608129⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/3OuJvYoprqh7nPK44ZsdKE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ And start your morning with Optimal Living Daily! Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/optimal-living-daily-mental-health-motivation/id1067688314⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/1hygb4nGhNhlLn4pBnN00j?si=ca60dcfd758b44b4⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it really take to rebuild a life after prison? In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with Ivonne Yvonne Martinez, Financial Sales Manager at Centris' Ames branch in Omaha, and Shane Reilly, Program Director and Development Director of Never Give Up Transitional Living, to talk about recovery, reentry, second chances, and the role financial education can play in helping people move forward. Shane shares his powerful story of addiction, incarceration, recovery, education, and how he built a new path helping other men returning from prison. Ivonne Yvonne explains how Centris partners with Never Give Up to teach credit, savings, secured loans, and financial basics that help participants build confidence and stability. Together, they unpack why trust, accountability, community, and financial tools matter so much in the reentry process. The episode also highlights how Never Give Up Transitional Living supports men through structured recovery, housing, credit building, employment support, and skilled-trades training in Omaha. Never Give Up describes itself as an 84-day structured transitional housing program under the nonprofit Good Turn Labor, supporting formerly incarcerated individuals as they reintegrate into the community. Learn more about Centris at centrisfcu.org and more about Never Give Up at nevergiveupomaha.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/CentrisFCU https://www.instagram.com/centrisfcu/ https://twitter.com/CentrisFCU 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 by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

On this episode of The Perfect Cents Podcast, host Alex Becerra is joined by Emilio Barrera, a Community Development Specialist at SAFE Credit Union. Together, they dive into the power of financial planning and how it can completely transform your relationship with money, starting with the way you spend. Emilio shares his expert insights on why a solid plan isn't just about numbers; it's about alleviating stress and stopping the impulse decisions that set you back. Whether you are starting your financial journey from scratch or recovering from past "speed bumps," this conversation provides a judgment-free roadmap to success. Key Takeaway: Financial wellness is not a one-size-fits-all solution. It's about aligning your spending with your core values and building a small pathway of steps to reach your larger vision.  SAFE is federally insured by NCUA and is an equal housing opportunity lender. 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 Fan MailEpisode 206Sorry I am late today -love yaThis week, I'm opening up a conversation that many of us avoid—but all of us feel.Money.Not the polished, curated version we see online… but the real, behind-the-scenes truth about what's coming in, what's going out, and the quiet stress it can carry.If things feel tight right now… if you've been avoiding your numbers… if you've ever wondered whether you need to earn more or spend less—but haven't wanted to face the answer—this episode is for you.We're not talking about complicated strategies or financial jargon.We're talking about honesty.The kind that changes everything.I'll walk you through the two levers we actually have, the one question that can shift your entire financial direction, and why understanding who you are with money matters more than any perfect plan.We'll also connect something we don't talk about enough:how money stress shows up in our bodies, our eating, our sleep, and our relationships.Because this isn't just about dollars.It's about your life.If you've been feeling the weight of it all…this conversation might be the place where things start to feel a little lighter.Press play when you're ready to tell yourself the truth.Quote of the Week“Do not save what is left after spending, but spend what is left after saving.” — Warren BuffettCitations Kahneman, D. (2011). Thinking, Fast and Slow. Farrar, Straus and Giroux.Consumer Financial Protection Bureau (CFPB). Research on financial habits and automatic savings systems.American Psychological Association (APA). (2023). Stress in America reports on financial stress and health impacts.Epictetus. Enchiridion (translated works on Stoic philosophy).Let's go, let's get it done.Get more information at: http://projectweightloss.org

In this week's episode, hosts Bruce Helmer and Peg Webb discuss financial literacy and financial wellness. Although they are different things, they connect with one another and can help you work to achieve financial success.

Are you feeling the weight of financial stress? Join us for a special episode of the Perfect Cents Podcast as we celebrate America Saves Week and Financial Capability Month! In this episode, Alex is joined by Savannah Brown, a Community Development Specialist at SAFE Credit Union, to discuss why building a savings habit is the essential scaffolding for your financial wellness plan. Whether you are starting with just one dollar or looking to break a cycle of debt, this conversation offers practical insights into shifting your mindset from "I can't" to "I can." About SAFE Credit Union: SAFE is federally insured by NCUA and is an equal housing opportunity lender. For more information on financial well-being, visit our website at safecu.org to schedule an appointment with an expert today.  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

In this episode of Harnessing Your Wealth, we discuss the key financial skills young people need—saving, investing, avoiding debt, and setting goals. We highlight our Financial Health & Wellness Bootcamp at Weber State University, a free event where students gain hands-on lessons in financial literacy, wellness, and smart decision-making. Learn how to guide your children toward confidence, independence, and long-term financial awareness, while giving them tools that schools often don't provide. The conversation features special guests: Jodi Stonehocker – a wife and mom passionate about helping others achieve a sustainable, healthy lifestyle through 1:1 coaching and practical guidance. Heather Peterson – owner and founder of Pain Free For Good, Heather began her journey in 2010 while helping her husband recover from chronic pain. Along the way, she healed herself and has guided countless others. She teaches the Millionaire Mind Body class, helping women overcome physical and emotional challenges. Aspen Ostrowski and Ashley Van Leeuwen – representing America First Credit Union, they highlight the FUNDamentals program, designed to equip members with practical financial education through animated videos, infographics, handouts, and engaging lessons on topics like spending, saving, and borrowing. Details: Financial Health and Wellness Bootcamp on 4/21/2206 Start Time is 8:00 am Location: Weber State University Main Campus Bootcamp Information: Link: Financial Bootcamp YouTube: YouTube Bootcamp Playlist Previous Episodes of Interest: The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15) The Paradigm Shift in Healthcare with Brad Fanestil, MD (EP. 62) The Emotional Connection to Chronic Pain with Jim Prussack Connect with Heather Peterson:  Pain Free For Good  PainFreeForGood7@gmail.com Instagram: Pain Free For Good Connect with Jodi Stonehocker:  Facebook: Jodi Stonehocker Connect with America First: Website:America First Credit Union Connect with Billy Peterson: Peterson Wealth Services: Billy Peterson LinkedIn: Billy Peterson Facebook: Peterson Wealth Services Instagram: Peterson Wealth Services YouTube: Peterson Wealth Services billy@petersonws.com 801-475-4002 Professional advisors should be consulted before implementing any of the options presented. Peterson Weld Services. Peterson Wealth Services is a registered investment advisor. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The guest speaker for this broadcast may or may not be a client of Peterson Wealth. Please note that non-cash compensation is provided to guests for “to thank them” for their time and sharing their opinions and experiences. References to investment returns are generic in nature and have not taken into account market downturns, advisory fees or other factors that could negatively impact the investment returns.  

Discover how to transform your relationship with money through mindset shifts, daily rituals, and manifestation techniques in this empowering episode hosted by Kadie Chronister. Whether you're in debt or simply want to build more abundance, learn actionable strategies to start your journey today.Key Topics Timestamps:00:00 - Welcome and episode overview02:24 - Overcoming the fear of looking at debt05:15 - Beginning your financial journey where you are06:38 - Daily habits: tracking income, expenses, and setting rituals07:57 - Recommended reading: Napoleon Hill's workbook from Think and Grow Rich10:46 - Attacking debt strategically: paying off small balances first12:36 - Daily and weekly money rituals for growth and accountability13:34 - Creative ways to increase income: side hustles & energy exchange15:55 - The importance of auditing reoccurring bills and mindful spending17:16 - Hydration & manifestation: visualization as a key tool18:41 - Using vision boards and affirmations for abundance20:06 - Yoga poses for abundance: tree pose and visualization practices21:02 - Flow of money: managing wealth with gratitude and generosity22:27 - Personal story: from credit card cuts in 2023 to re-building credit23:47 - Embracing the trenches: owning your financial story & growth journey25:08 - The power of support and sharing progress with trusted people26:35 - Balancing multiple jobs & hustles: realistic expectations28:03 - Relationship with money: awareness, intention, gratitude29:01 - Encouragement & wrapping up: you are abundant, keep pyrite close29:54 - Closing thoughts & next episode teaseResources & Links:Think and Grow Rich workbook: https://amzn.to/4sng2V0Body Health Electrolytes: https://amzn.to/4mjoMdpFollow us on instagram: https://www.instagram.com/coffee_and_crystals_with_kadie/Note: This episode emphasizes small, consistent actions, the importance of mindset shifts, and celebrating progress on your financial wellness journey. Remember, you are abundance!

Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee.This series explores the critical collaboration between wealth advisers and legal professionals in safeguarding your family's future. Joined by lawyers Cynthia Tang of Tang Thomas and Soo Chye from OAKS Legal, each episode shares real-life stories showing how thoughtful planning can protect your family and make a meaningful difference, offering practical insights for your own legacy journey.In this episode, our CEO, Christopher and Soo Chye discuss a critical but often overlooked aspect of legacy planning, preparing the next generation to steward the wealth they will one day inherit. Drawing from nearly four decades of legal experience, Soo Chye shares why assumptions about children being “not ready” can become self-fulfilling, and how these beliefs may quietly undermine succession outcomes.From defining what stewardship truly means to passing down values through intentional actions such as philanthropy, this episode examines how families can move beyond paperwork to build alignment and purpose across generations.In managing over S$1.7 billion of our clients' hard-earned assets, Providend believes legacy planning goes beyond wealth plans or legal documents. It starts with clarity over your non-negotiable ikigai goals, assets, family circumstances, and long-term intentions. If you have ever wondered whether your legacy will endure beyond structures and into the hands of the next generation, you do not want to miss this episode.Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend Ltd, Southeast Asia's first fee-only comprehensive wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness“. He is also a Certified Ikigai Tribe Coach.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 of the HR Like a Boss podcast, John interviews Nicole Hall, the Director of Human Resources and Organizational Development at TCT Federal Credit Union. Nicole shares her unique journey into HR, emphasizing the importance of continuous learning and the human element in the workplace. She discusses her passion for teaching and how she balances the needs of employees and the organization. Nicole also reflects on the impact of mentorship and the significance of advocating for oneself in one's career.ABOUT NICHOL HALLBorn and raised in Upstate NY. Wife and mother of 2. BS in Psychology. Masters in Industrial and Organizational Psychology. 30 year career in Telecommunications, Marketing, L&D, Financial Wellness, Coaching, HR, Process Improvement and Strategy. Currently the VP | Director of HR & OD at TCT Federal Credit Union. My passion lies in empowering individuals and teams to achieve their full potential through thoughtful preparation and innovative solutions. I enjoy singing and playing my flute at church, reading, yoga, skiing, and spending quality time with friends and family

What if the best career advice isn't “follow your passion,” but build your career capital instead?In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with Brittany Welch, senior learning and development specialist and career coach at Centris, and Alma Corrales, a vault teller at Centris who helps train new team members, to talk about what actually creates long-term growth at work.They break down how career capital is built through skills, experience, reputation, curiosity, and stretch opportunities. The conversation covers confidence, communication, public speaking, networking, mentorship, and the small “micro-deposits” that compound over time into bigger opportunities. Brittany also explains what it looks like to overspend your career capital, while Alma shares how asking questions, taking initiative, and saying yes to uncomfortable growth moments helped shape her path.If you've ever felt stuck, plateaued, or unsure what your next move should be, this episode offers a practical and honest way to think about career growth right now.Learn more at CentrisFCU.org or call 402-334-7000.– 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/CentrisFCU https://www.instagram.com/centrisfcu/ https://twitter.com/CentrisFCU 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 by going to HurrdatMedia.com or Hurrdat Media YouTube channel!#centrisfcu #careerdevelopment #careergrowth #professionaldevelopment

Financial wellness–or the lack of it–shows up at work. When we have workplace financial wellness, we can improve morale, reduce burnout, and increase productivity and longevity. In this video, financial therapist Lindsay Bryan-Podvin breaks down ways to improve your financial wellness at work at the individual level, as a team member, and for people in leadership/HR roles.

WBBM's Rob Hart is joined by the Director of Financial Wellness for the Resurrection Project Lizette Carratero & Fred Witherspoon of Precious Blood of Ministry Reconcilitation to discuss the current price of life for people on the southside of Chicago and how investing in those areas can become beneficial for the people in & around them.

Author and financial expert Tari K. Vickery joins Dr. Joe to explore how our earliest memories and deepest emotions shape our relationship with money, and why understanding that emotional side is the first step toward true financial wellness! Pre-order your copy of The Emotional Side of Money: A Roadmap to Financial Wellness!

Healthcare finance operates in a highly complex environment where financial outcomes are closely tied to operational drivers. For CFOs, Controllers, and FP&A leaders, this creates a constant need for alignment between data, planning, and decision-making. In this episode of CPM Customer Success, we explore what financial wellness looks like in a healthcare organization and how finance teams can strengthen visibility, improve agility, and support the business more effectively. We walk through two customer stories: A healthcare staffing organization improving workforce planning and forecasting, and a finance team enhancing FP&A within an existing system to deliver faster, more reliable insights. These examples highlight a consistent shift toward connected data, aligned planning, and more responsive decision-making. If you're responsible for financial planning, reporting, or strategy in healthcare, this episode offers practical perspective on how to strengthen finance's role as a driver of performance.

In this episode of The Investor Mama Podcast, host Jen Narciso sits down with money coach Carrie Friedberg, founder of SF Money Coach and author of At Peace With Money: A Holistic Roadmap to Financial Wellness. Carrie shares her personal money story — from growing up in a household where parents constantly fought about finances, to struggling with credit card debt on an $18K teaching salary in San Francisco, to ultimately transforming her relationship with money through coaching, tracking, and emotional healing. She breaks down the four levels of financial wellness — tracking, planning, analyzing, and lifelong financial literacy — and offers practical systems busy moms and families can use to take control of their finances. Whether you're drowning in debt or looking to level up your money habits, this conversation proves that mastering personal finance doesn't require a finance degree — just fifth-grade math, self-awareness, and the courage to stop avoiding the numbers. Listen now for actionable budgeting tips, bookkeeper recommendations, and the mindset shifts every mom needs to build lasting financial confidence.

How can something as simple as using your debit card make a real difference for local kids? In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with Diane Cruz, assistant vice president, retail financial services at Centris Federal Credit Union, and Jane Phillips, director of development at Children's Nebraska Foundation to talk about Credit Unions for Kids, benefiting Children's Miracle Network, and how Centris members can help support children and families right here in Nebraska. They discuss how local fundraising supports programs like child life services, pet therapy, the Rainbow House, and new hospital innovation projects. They also share the story of Ryker, a Children's Miracle Network Champion, and explain why community giving through credit unions creates such a powerful local impact. Learn more about Centris at centrisfcu.org or connect with Children's Nebraska Foundation at https://www.childrensnebraska.org/give to support their mission. Centris Federal Credit Union serves communities across Nebraska and helps members improve their financial wellness while investing in causes that matter locally. – 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/CentrisFCU https://www.instagram.com/centrisfcu/ https://twitter.com/CentrisFCU 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 by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Chelsea Kiehler and Ava Stewart-Wein, Retirement Planning Center (RPC Financial Wellness), on Employee Financial Wellness Programs and Closing the Retirement Gap (North Fulton Business Radio, Episode 942) On this episode of North Fulton Business Radio, host John Ray welcomes Chelsea Kiehler, founder of RPC Financial Wellness, and Ava Stewart-Wein, Manager of Client Development, to talk about […]

In this episode of the SFS Power Up wealth podcast, James Derrick and Shane Thomas discuss the importance of a financial wellness checkup as we step into the new year. They emphasize the significance of assessing your financial health by looking at savings, debt management, and retirement planning. The dialogue underscores the value of goal setting and communication, urging listeners to make everyone aware of financial plans, especially in emergencies. Shane also touches on the need for emergency savings, the strategy for paying off high-interest debts, and when professional financial advice becomes crucial as financial plans grow complex.