Afleveringen
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Get ready for a fun and enlightening episode as we welcome the fabulous Veronica Dangerfield, Patelco's Senior Financial Well-Being Educator and the newly crowned Educator of the Year! Veronica brings her wit and wisdom to the table as we dive into the rising costs of homeowners insurance and the importance of planning for financial health. With her infectious humor and insightful tips, this episode is sure to leave you both informed and entertained.
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In this episode, host Michele welcomes Charles Brandt, product manager in Patelco's consumer lending department. Charles shares his extensive experience and insights on credit cards, discussing how to choose the right product and use credit responsibly to achieve financial goals. Tune in to learn about Patelco's credit card offerings and how they can help you on your financial journey.
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Zijn er afleveringen die ontbreken?
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Join us as we welcome back Andrew Farrell, Patelco's community engagement specialist and financial educator, to discuss the transformative concept of a No Spend Month. Discover how this challenge can help you maximize savings, improve financial wellness, and kickstart your journey towards financial freedom. Tune in to learn practical tips, personal experiences, and the motivation you need to take on this exciting financial challenge!
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Join us for an insightful conversation with Melissa Steed, Assistant Branch Manager at Patelco Credit Union's Folsom branch and a Certified Financial Specialist. Melissa shares her journey from stay-at-home mom to financial expert and offers invaluable tips on family budgeting, smart grocery shopping, and managing expenses. Whether you're feeling the pinch or just looking to optimize your finances, this episode is packed with practical advice to help you achieve your financial goals.
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Join us as we welcome back Jennifer Mink, the queen of financial health. Jennifer shares her insights on setting and achieving financial goals for 2025, including the popular "no spend" resolution. We also discuss the four pillars of financial health: spend, borrow, save, and plan. Tune in for practical tips and inspiring stories to kickstart your financial wellness journey this year!
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Join us as we kick off a new year with financial wellbeing experts Jessica Rubalcava and Lauren Goucher from Patelco. They share their career journeys and provide actionable tips on spending wisely, saving effectively, managing debt, and planning for the future. Discover practical strategies and resources to help you achieve your financial goals this year.
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As the year winds down and the holiday season picks up, it's the perfect time to set financial boundaries that will set you up for success in the new year. In this episode, Patelco Educators Veronica Dangerfield and Andrew Farrell share actionable strategies for managing holiday spending, communicating your financial limits with loved ones, and staying aligned with your financial goals. Tune in for expert advice on building a healthier financial future while still enjoying the season!
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In this episode of Small Talks for Big Change, we welcome fraud expert Tiffany Kiefer to highlight the most common holiday scams—from fake delivery notices to fraudulent charity requests. Learn how to spot red flags, protect your personal information, and stay safe while shopping this season. Tune in for essential tips to safeguard your wallet and avoid falling victim to scams this holiday season.
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Join host Michele Enriquez as she welcomes back Andrew Farrell, Patelco’s Community Engagement Specialist, to discuss holiday budgeting. Catch his expert advice on aligning your budget with your values and making the most of your holiday season! Many feel the pressure to spend during the holidays. Andrew shares his practical approach to budgeting, goals, how to manage holiday expenses without sacrificing fun, and ways you can emerge debt-free.
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In this episode, we explore the differences between credit unions and traditional financial institutions. Our guest, Joseph Luque, Central Operations Supervisor at Patelco, shares his extensive experience in the financial services industry. Learn about the unique benefits of credit unions, how they support community financial wellness, and why they might be a better choice for your financial needs. Tune in for practical insights and expert advice on navigating the financial landscape.
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In this special International Credit Union month episode, we sit down with Flora Nafei, the Executive Director of Credit Union Affairs at Patelco. Flora shares her incredible journey from starting as a part-time teller in New Jersey, to becoming a leading advocate in the credit union industry. With over 30 years in financial services and nearly 15 years dedicated to credit unions, Flora discusses her passion for member-focused service, her advocacy work, and the importance of community in the credit union movement. Join us as we explore Flora’s inspiring story and her vision for the future of credit unions.
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In this episode, we welcome Ruben Gonzalez, the Manager of Consumer Loan Processing at Patelco. Ruben shares his insights on the car loan process, emphasizing the importance of financial wellness and member-focused service. Ruben discusses how Patelco’s team supports members through every step of financing, ensuring they get the best rates and a smooth experience. Join us for an engaging conversation about car loans, financial well-being, and the unique benefits of credit unions.
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In this episode, host Michele Enriquez and Patelco's Community Giving Partner Cara Houck, discuss the powerful community impact of Patelco Credit Union, focusing on support for local nonprofits like Habitat for Humanity, United Way, Children's Miracle Network and more. Join us as we discuss how Patelco collaborates with organizations to tackle pressing issues like homelessness and economic inequality in Northern California. Discover the meaningful ways Patelco is making a difference, not just through financial services, but by educating communities and fostering long-term change.
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Join Michele Enriquez, as she discusses insights from Patelco's latest webinar on membership perks. Special guest Peggy Wyman, a seasoned financial expert at Patelco Credit Union, shares tips on smart auto buying, retirement planning, and estate management. Discover how Patelco's membership benefits can help you navigate your own financial journey and bring some well-deserved financial wellbeing to your life.
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Join Michele Enriquez and special guests Andrew Farrell and Alexia Razo-Orrego as they unpack all things credit cards. Tune in for expert advice and real-life experiences with interest rates, credit limits, rewards, credit score impacts, and a little guidance on how to choose the right card for you. Regardless of if you are a seasoned cardholder or a newbie this episode was created to help you make educated and informed decisions that enhance your financial journey.
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Join Michele Enriquez and special guest Veronica Dangerfield in Episode 25 of Small Talks for Big Change as they delve into the world of retirement planning. With insights from Veronica, Patelco Credit Union's financial wellness educator, listeners gain valuable tips for navigating financial wellness and retirement readiness. From managing healthcare costs to optimizing assets, this episode offers practical advice for crafting a fulfilling retirement lifestyle.
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Discover pathways to financial inclusion with Small Talks for Big Change. Join host Michele Enriquez and guests Ivonne Ortega and Leo Rosales from Patelco Credit Union as they discuss serving the underserved. Uncover strategies to break barriers to access and affordability, providing vital financial education and resources. Tune in to be part of the movement toward financial wellbeing for all.
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Join us as host Michele Enriquez, along with Patelco Credit Union experts Andrew Farrell and Uslea Evangelista, explore the essential role of checking accounts in shaping financial literacy for young adults. Discover how these accounts serve as invaluable tools for instilling financial responsibility and achieving future goals. Gain insights into maximizing benefits and leveraging smart savings strategies, guiding both parents and their children on their journey towards financial wellbeing.
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Join Michele Enriquez, and Kristi Longoria in this special National Credit Union Youth Month episode of the Small Talks for Big Change podcast where they discuss the transformative impact of youth financial education. From fostering independence to providing vital resources like Banzai and convenient student checking accounts, discover how investing in our youth's financial well-being paves the way for a brighter, more prosperous tomorrow.
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Host Michele Enriquez, alongside financial experts Jen Mink and Richard Rantz, compassionately address the hurdles many face in balancing daily needs with savings goals. Gain invaluable insights into navigating inflation and economic challenges, while discovering Patelco's unwavering commitment to members. From personalized counseling to innovative programs and resources, this episode inspires you to embrace resilience and seize control of your financial journey.
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