Wellbeing and Your Wallet

Affinity Federal Credit Union

Affinity Federal Credit Union presents Wellbeing and Your Wallet podcast! Learn tips and tricks on how to navigate everyday money challenges and chart the course to financial wellbeing from our expert hosts Grant Gallagher and Shawn Lubitz.

  1. MAR 18

    Splitting the Check: Part 4 - Planning for Retirement

    Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, hosts Grant Gallagher and Shawn Lubitz discuss how to align financial goals and plan for retirement with a partner. Topics include establishing regular financial check-ins, bridging different goals and communication styles, and setting yourselves up for success as a team. Following the main discussion, the team addresses a question from the member mailbag. Grant pulls the following submission: As my New Year’s resolution, I significantly increased the monthly contribution to my retirement account. I feel like I’m finally getting ahead of my financial goals - but I’m miserable! I had to cut most forms of entertainment out of my life. I’m not traveling to see family or getting drinks with friends. How do I turn this resolution into something more sustainable? I’m willing to sacrifice to safeguard my future, but I don’t want to totally ruin my life in the meantime Grant concludes the discussion by highlighting Affinity’s Certified Wellbeing Coaches. Trained to provide members with the best possible support, they can help you get your financial plans back on track. Schedule an appointment online to meet a coach in your area. Just a reminder if you have a question or comment for a future Member Mailbag segment, please email them to us @membermailbag@affinityfcu.com. Rate, like, and subscribe for more from the Wellbeing and Your Wallet podcast. Visit www.affinityfcu.com for additional information about financial wellbeing and Affinity products. Thanks for listening and be well.

    32 min
  2. MAR 4

    Dealing with Burnout for Kids and Adults

    Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, hosts Grant Gallagher and Shawn Lubitz discuss how to identify and address burnout. Key topics include stress management strategies for individuals and families, communicating about personal challenges, and building healthy habits to recover from burnout. Following the main discussion, the team addresses a question from the member mailbag. Grant pulls the following submission: My son just started middle school, and it has been a stressful experience. He’s having trouble adjusting to the schedule, making friends, and keeping up with homework. How do I encourage him while also helping him build healthy habits, like a positive work ethic? I want to make things easier for him, but I also recognize that tough transitions are a learning opportunity. Grant concludes the discussion by highlighting Affinity’s Cash Back Plus Checking Account. Earn up to 10% in cash back on debit card purchases, get refunds on ATM withdrawal fees, and manage your money with zero monthly maintenance fees. Just a reminder if you have a question or comment for a future Member Mailbag segment, please email them to us @membermailbag@affinityfcu.com. Rate, like, and subscribe for more from the Wellbeing and Your Wallet podcast. Visit www.affinityfcu.com for additional information about financial wellbeing and Affinity products. Thanks for listening and be well.

    34 min

Ratings & Reviews

5
out of 5
10 Ratings

About

Affinity Federal Credit Union presents Wellbeing and Your Wallet podcast! Learn tips and tricks on how to navigate everyday money challenges and chart the course to financial wellbeing from our expert hosts Grant Gallagher and Shawn Lubitz.