64 episodes

Do the words banking, finance, and money set off alarm bells when you hear them? Are you yawning just thinking about budgeting and investing? Tandia Financial Credit Union is here to make banking more relatable by breaking down the barriers and stigmas surrounding money. Start your week off strong with your new banking BFF, Carla Ricci, who is coming to you every Monday from the credit union world where major financial decisions are as unique as you are. Talking about money doesn’t have to be overwhelming. In fact — it can be fun, approachable, and empowering. "Boring" is not part of this podcast's vocabulary, with a variety of topics you'll be sure to relate to including payday routines, the power of saying no, and building a financial road map. Tandia is committed to fostering a community through offering financial wellness programs and treats its members as if they were a neighbour. Perhaps it’s time to pass on the overpriced avocado toast (well, sometimes at least) and start a new kind of banking journey with Tandia. 
Visit tandia.com for more information.

Tandia Talks Money Tandia Financial Credit Union

    • Business
    • 5.0 • 1 Rating

Do the words banking, finance, and money set off alarm bells when you hear them? Are you yawning just thinking about budgeting and investing? Tandia Financial Credit Union is here to make banking more relatable by breaking down the barriers and stigmas surrounding money. Start your week off strong with your new banking BFF, Carla Ricci, who is coming to you every Monday from the credit union world where major financial decisions are as unique as you are. Talking about money doesn’t have to be overwhelming. In fact — it can be fun, approachable, and empowering. "Boring" is not part of this podcast's vocabulary, with a variety of topics you'll be sure to relate to including payday routines, the power of saying no, and building a financial road map. Tandia is committed to fostering a community through offering financial wellness programs and treats its members as if they were a neighbour. Perhaps it’s time to pass on the overpriced avocado toast (well, sometimes at least) and start a new kind of banking journey with Tandia. 
Visit tandia.com for more information.

    Taking Financial Control: It’s Your Life and It’s Now or Never 

    Taking Financial Control: It’s Your Life and It’s Now or Never 

    The end of January can feel both relieving and daunting all at once. On one hand, we’re thrilled to be one month closer to warmer days, and on the other, we’re feeling guilty over the new year’s goals and intentions that may have fallen by the wayside. But the good news is that February is a new month and a new opportunity to take control of your financial reality. As the great Jon Bon Jovi once said, "It’s my life, and it’s now or never" and as a closeted fan, Carla is back on the mic to help spread this powerful message and influence you to take action. She knows it can feel overwhelming to know where to start when you’re caught up in making habitual financial decisions, but much like a Peloton ride, the hardest part is just clipping in. Tune in for the gentle reminders and advice you didn’t even know you needed to get you on the right track when it comes to your finances. And remember, you can do hard things (as well as your own Bon Jovi tours)!  

    Today’s topics include:   

    Financial paralysis and the overwhelming reality of having too many options   

    Finding a financial bestie to help guide you and get you started on your goals   

    Why it’s important to start with one financial habit you’d like to fix and build from there  

    The art of breaking down your big goals into smaller, more manageable goals   

      
    Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are

    • 11 min
    Let’s Talk: Financial & Mental Wellness

    Let’s Talk: Financial & Mental Wellness

    They say true happiness comes from within, not from purchased possessions. While money may not be able to buy you eternal happiness, having the freedom to pay for basic needs and enriching experiences certainly does help. No matter how you slice it, the direct correlation between your financial well-being and your mental health is hard to ignore. On today’s episode, Carla is addressing the "domino effect" of our financial health on our overall well-being, with a spotlight on mental health in honour of BellLetsTalk Day. Her mission this week is to provide solutions to aid in your financial health journey so you can feel your absolute best in all areas of your life. Tune in for some premium financial and music therapy (obviously), and just know that you’re doing a good job. 

    Today’s topics include:   

    The meaning and history of BellLetsTalk Day 

    Explaining the "domino effect" financial health can have on all aspects of our well-being  

    How people pleasing and saying "yes" to everything can negatively impact your mental health  

    Advice for guilt-free personal and financial boundary setting   

    Why addressing your debt and financial reality head-on is the most powerful tool   

    Seeking support for mental and financial health and why it’s more than okay    

     
    Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are 

    • 12 min
    Blue Monday Madness: Surviving and Thriving

    Blue Monday Madness: Surviving and Thriving

    It’s a new year, and Carla is back on the mic with a fresh new doo and a healthy dose of financial wisdom to kick things off strong on this particularly blue Monday. Every year around this time, the warm fuzziness of the holidays has faded, the resolutions have more than likely been broken, and the bills are piling up like nobody’s business. Let’s face it, January is kind of the worst. But have no fear; Carla is here to guide you through these blues and help you realistically achieve any financial and even personal goals you might have this new year. From finally breaking that debt cycle to working towards that dream vacation, this episode is all about setting you up for success. So, grab your notepad, tune in, and prepare to hop back on the financial goal wagon stronger than ever!

    Today’s topics include:

    The meaning and symbolism of Blue Monday

    How to use self-knowledge to your advantage when setting goals

    Identifying the source of your unhappiness and tying it to a realistic solution

    Why focusing on small changes is critical to achieving larger and more meaningful change

    Intertwining your financial goals and intentions into your everyday lifestyle

    The importance of celebrating your accomplishments to help you refocus on your current goals

      
    Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are 

    • 13 min
    Emotional Investing: Should Old Acquaintances Be Forgotten?

    Emotional Investing: Should Old Acquaintances Be Forgotten?

    Should an old acquaintance be forgotten in 2023? When it comes to emotional investing, that’s a big fat yes. As the year officially comes to a close, it’s an ideal time to reflect and decide what financial behaviours we want to bring into the New Year and what we ultimately need to leave behind. On today’s episode, Carla is joined by Kush, a fellow Tandia employee and wealth management extraordinaire, to tackle the complexities of emotional investing. In an economy where the market is in a constant state of flux with little clarity of what the future holds, attaching emotions to it can be a risky game and leave you in a state of financial distress. Tune in as Carla and Kush guide you with the tools necessary to navigate these emotions and keep you on track in 2023 and beyond! 
      
    Today’s topics include:   

    What emotional investing entails and why we engage in it 

    The ways in which our emotions mirror the fluctuating market 

    How to avoid getting caught up in emotional investing 

    The danger of allowing the media to dictate our financial decisions 

    Why having a financial plan is necessary, but the execution is key 

     
    Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are 

    • 31 min
    Combating Cyber Criminals: Stop, Look, and Think

    Combating Cyber Criminals: Stop, Look, and Think

    Making a list and checking it twice... with online shopping? On today’s episode, Carla is providing the ultimate crash course in cyber safety, just in time for the holidays! We are living in a world of convenience, and shopping online has become the norm. Well, with all good things, there must be one inconvenient truth, and that truth is... cyber criminals. Yes, they do exist, they are smooth as can be, and they’ll "getcha" if you’re not careful. So tune in and get ready to own the holiday season and beyond with the tips and tools you need to combat the slimy cyber scammers out there trying to steal your joy. And most importantly, don’t forget to "stop, look, and think.".    
     
    Today’s topics include:   

    The importance of using a safe and secure WiFi connection to avoid online scams 

    Why securing your devices and adequate password protection is beyond necessary  

    Tips to avoid being cat-fished by online travel accommodations   

    How to spot fake promotions and not fall victim to untrustworthy links   

    Best practices when it comes to gift cards and evaluating their legitimacy 

     
    Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are
     
     

    • 10 min
    ‘Tis The Season: Tips to Avoid Getting Wrapped Up

    ‘Tis The Season: Tips to Avoid Getting Wrapped Up

    It’s officially the most wonderful time of the year! But let’s face it, as wonderful as the holidays may be, they can also become incredibly expensive and overwhelming. Typically behind the holly jolly parties, gifts, and baking sessions, lives credit card debt, overspending and poor financial decisions. This week, Carla is kicking off the season to help guide you and your bank account towards a more cheerful experience, so you can enjoy every moment to the fullest without getting wrapped up in overspending. From budgeting to shopping tips, there are nuggets of wisdom within this episode that will serve you for life, no matter what your financial reality may be. ‘Tis the season, friends!  

    Today’s topics include:  

    The power of financial planning and creating a visual to see the whole picture  

    Financial and mental health benefits of getting your shopping done early  

    Best budgeting practices and tips for price matching gifts  

    How to stay on top of your spending during the holidays and throughout the year 

     
    Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are 
     

    • 14 min

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