Small Talks for Big Change

Patelco Credit Union
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Small Talks for Big Change

Welcome to "Small Talks for Big Change," the podcast from Patelco Credit Union dedicated to providing our members and communities with financial knowledge and tools to help them achieve financial wellness. In each episode, we will simplify complex financial topics and provide practical tips and advice that can be applied to everyday life. Join our expert guests and host as we discuss a range of financial topics, from budgeting and saving to investing and retirement planning. We will also explore the latest trends in personal finance and provide insights into the challenges and opportunities facing individuals and families today. Through engaging conversations and real-life examples, our podcast aims to inspire and educate listeners on how to take control of their financial lives and achieve their goals. Whether you're just starting your financial journey or looking to fine-tune your strategy, "Small Talks for Big Change" is the podcast for you. So, if you're ready to make positive changes to your financial life, tune in to "Small Talks for Big Change" and start your journey towards financial wellness today! Patelco Credit Union is Insured by NCUA

  1. Credit Unions vs. Traditional Banks: What Sets Them Apart?

    13 DE OUT.

    Credit Unions vs. Traditional Banks: What Sets Them Apart?

    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.

    23min
  2. From Teller to Trailblazer: Flora Nafei's CU Journey

    9 DE OUT.

    From Teller to Trailblazer: Flora Nafei's CU Journey

    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.

    18min
  3. Turning Car Loan Challenges into Success Stories

    8 DE OUT.

    Turning Car Loan Challenges into Success Stories

    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.

    11min
  4. People Helping People: Patelco's Commitment to Community

    3 DE SET.

    People Helping People: Patelco's Commitment to Community

    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.

    21min
  5. Maximize Your Membership: A Deep Dive into Patelco Member Benefits

    5 DE AGO.

    Maximize Your Membership: A Deep Dive into Patelco Member Benefits

    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.

    18min
  6. Smart Swiping: Building Wealth, Not Debt

    7 DE JUN.

    Smart Swiping: Building Wealth, Not Debt

    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.

    34min
  7. Beyond 9 to 5: Navigating Retirement with Confidence

    28 DE MAI.

    Beyond 9 to 5: Navigating Retirement with Confidence

    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.

    25min
  8. Pathways to Prosperity: Breaking Barriers to Financial Access

    1 DE MAI.

    Pathways to Prosperity: Breaking Barriers to Financial Access

    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.

    20min
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Classificações e avaliações

4,4
de 5
7 avaliações

Sobre

Welcome to "Small Talks for Big Change," the podcast from Patelco Credit Union dedicated to providing our members and communities with financial knowledge and tools to help them achieve financial wellness. In each episode, we will simplify complex financial topics and provide practical tips and advice that can be applied to everyday life. Join our expert guests and host as we discuss a range of financial topics, from budgeting and saving to investing and retirement planning. We will also explore the latest trends in personal finance and provide insights into the challenges and opportunities facing individuals and families today. Through engaging conversations and real-life examples, our podcast aims to inspire and educate listeners on how to take control of their financial lives and achieve their goals. Whether you're just starting your financial journey or looking to fine-tune your strategy, "Small Talks for Big Change" is the podcast for you. So, if you're ready to make positive changes to your financial life, tune in to "Small Talks for Big Change" and start your journey towards financial wellness today! Patelco Credit Union is Insured by NCUA

Informações

  • Criado por
    Patelco Credit Union
  • Anos de atividade
    2023 - 2024
  • Episódios
    31
  • Classificação
    Livre
  • Copyright
    © 2023
  • Site do podcast
    Small Talks for Big Change

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