27 min
Combating the Negative Net Worth Mindset BIGcast
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- Business
Glen speaks with Money Habitudes CEO Cara Macksoud about shifting money mindsets, the downside of the Great Wealth Transfer’s “lottery wins,” and how to start a constructive conversation on financial wellness. Also- nuggets from Block and PayPal earnings calls, and robust new Fed consumer data on economic decisionmaking.
Links related to this episode:
Money Habitudes: https://www.moneyhabitudes.com/
Goalsetter: https://goalsetter.co/
The Fed’s Survey on Household Economics and Decision Making: https://www.federalreserve.gov/publications/2023-economic-well-being-of-us-households-in-2022-banking-credit.htm
Callahan’s blog summarizing these findings: https://creditunions.com/highlights/where-are-the-gaps-in-financial-inclusion/
Best Innovation Group’s AI Development offerings: https://www.big-fintech.com/Products-Services/AI-Development
Register for our next CU Town Hall on Wednesday May 8 at 3pm ET/Noon PT when Anne Legg will join us to continue early April’s discussion of the foundation credit unions must establish to leverage Generative AI. As always, expect a live and lively interactive conversation tackling the key issues facing CUs. It’s free to attend, but advance registration is required: https://www.cutownhall.com/
Find us on X and BlueSky at @bigfintech, @jbfintech and @154Advisors (same handles for both)
You can also follow us on LinkedIn:
https://www.linkedin.com/company/best-innovation-group/
https://www.linkedin.com/in/jbfintech/
https://www.linkedin.com/in/glensarvady/
Glen speaks with Money Habitudes CEO Cara Macksoud about shifting money mindsets, the downside of the Great Wealth Transfer’s “lottery wins,” and how to start a constructive conversation on financial wellness. Also- nuggets from Block and PayPal earnings calls, and robust new Fed consumer data on economic decisionmaking.
Links related to this episode:
Money Habitudes: https://www.moneyhabitudes.com/
Goalsetter: https://goalsetter.co/
The Fed’s Survey on Household Economics and Decision Making: https://www.federalreserve.gov/publications/2023-economic-well-being-of-us-households-in-2022-banking-credit.htm
Callahan’s blog summarizing these findings: https://creditunions.com/highlights/where-are-the-gaps-in-financial-inclusion/
Best Innovation Group’s AI Development offerings: https://www.big-fintech.com/Products-Services/AI-Development
Register for our next CU Town Hall on Wednesday May 8 at 3pm ET/Noon PT when Anne Legg will join us to continue early April’s discussion of the foundation credit unions must establish to leverage Generative AI. As always, expect a live and lively interactive conversation tackling the key issues facing CUs. It’s free to attend, but advance registration is required: https://www.cutownhall.com/
Find us on X and BlueSky at @bigfintech, @jbfintech and @154Advisors (same handles for both)
You can also follow us on LinkedIn:
https://www.linkedin.com/company/best-innovation-group/
https://www.linkedin.com/in/jbfintech/
https://www.linkedin.com/in/glensarvady/
27 min