Better Money with Elements Financial

Elements Financial
  • 5,0 (19)
  • ОБРАЗОВАНИЕ
  • КАЖДЫЕ ДВЕ НЕДЕЛИ
Better Money with Elements Financial

Join us for Better Money with Elements Financial – where we deliver trusted advice from financial wellness pros to help you make your money – and your life in general – better. We’re a credit union that’s respected locally in Indianapolis, Indiana yet we are accessed globally by our members. We hope to welcome fans near and far to this friendly financial podcast! Federally Insured by NCUA.

  1. 6 НОЯБ.

    Episode 29 - From Piggy Banks to Paychecks: Financial Strategies for Children

    In this episode, Miranda is joined by four different parents who offer practical tips, real-life examples, and age-appropriate financial strategies to ensure children grow up with a strong financial foundation. They cover Essential conversations to have with your kids about money, effective activities to help children understand spending from a young age, financial products to prepare them for the real world and much more. Miranda is joined by: Liz Wertz, Vice President, LPL Financial Advisor, Elements Wealth Management Eliza Claborn, Relationship Manager at Elements Financial Curtis Dodd, Relationship Manager at Elements Financial Michelle Payne, VP Marketing & Communications at Elements Financial Portions of this podcast episode were recorded virtually, away from the podcast studio. Please be aware that there may be some differences in audio quality. Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be suitable for you, consult the appropriate qualified professional prior to making a decision. Federally Insured by NCUA

    31 мин.

  2. 22 МАЯ

    Episode 28 - Planning Ahead: Your Guide to Estate Planning Featuring Attorney Kent Emswiller

    During this episode, Miranda is joined by Indiana Attorney Kent Emswiller of Emswiller, Williams, Noland & Clarke, LLC to answer common questions regarding Estate Planning. During their conversation they cover what an Estate Plan is, the benefits of starting the process early, what information and documents you need to get started, and much more. To contact Kent directly to start the Estate Planning process, he can be reached at 317-257-8787. Their website is also accessible at www.ewnc-law.com. Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service. During this podcast, legal examples will be discussed. This podcast is for informational purposes only and should not be considered legal advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. Please consult a licensed attorney regarding your own situation and prior to making any decisions.   Federally Insured by NCUA

    27 мин.

  3. 28 ФЕВР.

    Episode 27 - Navigating Financial Hardships

    According to a recent survey conducted by Gallup, 61% of Americans are facing moderate to severe financial hardships due to the recent price hikes. If you are also struggling to cope with the current situation, then you might be looking for some guidance and support. Terri Mossbrucker joins the podcast to share her insights and discuss the topic with Miranda. She is a member of the Elements Financial Asset Recovery department and is well-equipped to help educate others on financial hardships. Terri has almost 30 years of experience in helping individuals with budgeting and finding solutions for difficult financial situations. -- Websites referenced in the episode:  Indiana Debt Relief: https://www.indianadebtrelief.org/ Indiana Hardest Hit Fund/Indiana Foreclosure Prevention Network: https://www.877gethope.org/    Statistics sourced: More in U.S. Say Inflation Is Causing Financial Hardship Americans Remain Discouraged About Personal Finances   Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be suitable for you, consult the appropriate qualified professional prior to making a decision. Federally Insured by NCUA

    29 мин.

  4. 15.11.2023

    Episode 26 - Special Live Episode - Purpose Day with CICF CEO Jennifer Bartenbach

    On October 9, 2023 Elements Financial conducted their seventh annual Purpose Day - a day dedicated to giving back and serving the communities and causes we care about. As part of the day, Elements employees heard from Jennifer Bartenbach, the CEO of the Central Indiana Community Foundation. During this conversation with Miranda, the two discuss the importance of giving back and the different ways you can do so.  This episode was recorded live in front of an audience and may vary in sound. To learn more about Purpose Day 2023, visit elements.org/PurposeDay. To learn about CICF, visit cicf.org. Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA

    29 мин.

  5. 27.09.2023

    Episode 25 - The Impact of Inflation

    Miranda is joined by Andrew Chalko, the Chief Financial Officer of Elements, to discuss the causes and effects of inflation. They will explore the sectors that are most affected by inflation and provide tips on budget restructuring to combat it. They'll also dive into the root causes of inflation, which businesses continue to be impacted, and practical ways to restructure your budget to mitigate its effects. Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA

    26 мин.

  6. 28.06.2023

    Episode 24 - The Power of Early Investing

    Miranda is joined by Liz Wertz, LPL Financial Advisor at Elements Wealth Management. Liz shares the answers to the top five questions young professionals have when beginning to invest. Their conversation covers why it’s important to start investing for retirement while you are young, how to use a 401k and employer matching to your advantage, and additional ways you can invest to supplement your current strategies. To learn more about Liz and to contact her, visit her website at elements.org/LWertz.  To view the visual charts mentioned in this podcast, please contact us at bettermoney@elements.org.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elements Wealth Management, and may also be employees of Elements Financial Federal Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose Value Your Credit Union (”Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institutions to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

    20 мин.

  7. 17.05.2023

    Bonus Episode - Innovation in Higher Education: Butler Beyond

    In this bonus episode, learn about Butler University's innovative approach to higher education accessibility from Dean Esteves, Executive Director of Butler University’s Office of Strategic Engagement, as they revolutionize traditional methods. Learn more about Butler's Office of Strategic Engagement at: https://www.butler.edu/strategic-engagement/ Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA

    37 мин.

  8. 17.05.2023

    Episode 23 - Money in Your Early 20s

    College graduation season is here and many young adults are embarking on a new chapter in their lives. This can often bring about challenging life lessons, especially in regard to finances. In this episode, Miranda is joined by Eliza Claborn, Elements Relationship Manager, to provide guidance on navigating finances for those in their early twenties. Later in the show, Dean Esteves, Executive Director of Butler University’s Office of Strategic Engagement, shares valuable advice on managing money that he wishes he had known in his younger years.  Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA

    29 мин.
См. все (30)

5
из 5
Оценок: 19

Об этом подкасте

Join us for Better Money with Elements Financial – where we deliver trusted advice from financial wellness pros to help you make your money – and your life in general – better. We’re a credit union that’s respected locally in Indianapolis, Indiana yet we are accessed globally by our members. We hope to welcome fans near and far to this friendly financial podcast! Federally Insured by NCUA.

Информация

  • Автор
    Elements Financial
  • Годы выхода
    2021 - 2024
  • Выпуски
    30
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2021 All rights reserved.
  • Сайт подкаста
    Better Money with Elements Financial

Чтобы прослушивать выпуски с ненормативным контентом, войдите в систему.

Следите за новостями подкаста

Войдите в систему или зарегистрируйтесь, чтобы следить за подкастами, сохранять выпуски и получать последние обновления.
Выберите страну или регион

Африка, Ближний Восток и Индия

Азиатско-Тихоокеанский регион

Европа

Латинская Америка и страны Карибского бассейна

США и Канада