Best FORUM Credit Union Podcasts (2024)

1
Making the Most of Your Employee Benefits with Anne Wiseman 17:23

23h ago17:23

17:23

In this episode, Andy is joined by FORUM's VP of Human Resources, Anne Wiseman, to discuss making the most of your employee benefits. They cover health plans, HSAs, child care, employee assistance plans, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on Yo…

1
Charitable Giving: How to Make a Lasting Impact 17:25

8d ago17:25

17:25

In this episode, Benji and Shaun continue their discussion on tax planning with a focus on charitable giving. They cover three key areas; giving from tax accounts, giving from tax-advantaged accounts, and when you need to consider different giving strategies. For more information, please visit www.forumcu.com/pcg This material is provided for infor…

1
Insights from the AFT Fall Summit // Sarah Fankhauser, Melissa Kopp, Jacob Bouer 26:01

9d ago26:01

26:01

In this episode of the FinTech Hustle podcast, host Sam Kilmer and co-host Al Dominick engage with industry leaders Melissa Kopp (Neural Payments), Sarah Fankhauser (DCI), and Jacob Bouer (Array) at the AFT Fall Summit. The conversation explores their daily experiences in the FinTech sector, insights gained from the conference, especially from Apri…

1
Living Both a Frugal & Extravagant Lifestyle 5:51

15d ago5:51

5:51

In this episode, Andy talks about how you can live both a frugal and extravagant lifestyle at the same time. He discusses how cutting down on daily or monthly expenses can help you save up for all of the fun things you want to do. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter…

1
Barb MacLean, Danny Payne and Nick Evens at Finovate Fall 2024 17:45

23d ago17:45

17:45

In this episode of the Fintech Hustle podcast, host Sam Kilmer and co-host Stacey Bryant chat with Barb MacLean (Coastal Community Bank), Danny Payne (Jack Henry), and Nick Evens (Curql Collective) at the Finovate Fall conference about their roles in the fintech industry. They discuss topics such as enabling community banks through technology, mode…

1
How to Be a Good Borrower with Nicole Royle 14:00

29d ago14:00

14:00

In this episode, Andy is joined by FORUM's AVP of Consumer Lending, Nicole Royle, to discuss what it takes to be a good borrowing prospect. They talk about reasons why people may not get approved for loans, when a cosigner might be helpful, different ways to raise your credit score, and more. For more information, please visit us at Smarter Money L…

1
Tax Planning: Tax Deferral & Tax Advantaged Accounts 7:46

1M ago7:46

7:46

In this episode, Benji and Shaun dig deeper into tax planning with a focus on tax deferral and how tax-advantaged accounts can help you with your overall planning. For more information, please visit www.forumcu.com/pcg This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial si…

1
What Your Older Kids Should Know about Money 6:28

1M ago6:28

6:28

In this episode, Andy talks about some of the financial concepts you might want to start talking to your kids about if they're planning to leave home soon. He covers spending plans, student perks & deals, taking care of their own accounts, being cautious with payment apps, and more. For more information, please visit us at Smarter Money Life. You c…

1
Financial Conversations for Your 20s 18:29

2M ago18:29

18:29

In this episode, Andy sits down with 20-something Meredith to discuss financial dos and don'ts and the financial conversations you should be having in your 20s. They talk about paying off student loans, starting to save for retirement, and time management between work, volunteering, and personal time! For more information, please visit us at Smarte…

1
Tax Planning: How Taxes Interact With Your Investment Portfolios 11:34

2M ago11:34

11:34

In this episode, Benji and Shaun discuss how taxes interact with your investment portfolios. They discuss the two primary taxes that affect investment portfolios, aside from ordinary income, which are capital gains and dividends. For more information, please visit www.forumcu.com/pcg This material is provided for informational purposes only and is …

1
Allison Cerra, Laura Broderick, Sam Das & Brian Bauer 45:27

2M ago45:27

45:27

In this episode of Fintech Hustle, host Sam Kilmer and co-host Mary Wisniewski are joined by a panel of guests including Allison Cerra (Alkami), Laura Broderick (Abrigo), Sam Das (TruStage Ventures), and Brian Bauer (Revio), where they discuss the impact of generational shifts on financial institutions, the need for data strategy and AI implementat…

1
Budgeting 101 6:31

3M ago6:31

6:31

In this episode, Andy shares multiple different budgeting methods and the importance of finding a budget that works for your unique situation. He covers the 50/30/20 budget, 50/15/5 budget, weekly spending plan, budget pies, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Sma…

1
Financial Moves to Make When You’re Expecting with Jim Catanzarite 23:57

3M ago23:57

23:57

In this episode, Andy is joined by soon-to-be new dad and FORUM's Assistant VP of Accounting, Jim Catanzarite to discuss financial planning when you're expecting. They cover financial changes you may need to make, surprise expenses, saving for college, and more. For more information, please visit us at Smarter Money Life. You can also view this epi…

1
The Basics Of A Financial Plan, Part Two 23:37

3M ago23:37

23:37

In this episode, Shaun and Benji continue the discussion around the basics of Financial Planning, providing examples of how having a Financial Plan can help with making personal financial decisions. For more information, please visit www.forumcu.com/pcg This material is provided for informational purposes only and is prepared without regard to the …

1
The Financial Vows You Should Be Making 7:38

4M ago7:38

7:38

In this episode, Andy shares with us important financial discussions that we should be having with significant others when things start to get serious. He touches on making sure that your financial goals are aligned, sharing financial responsibilities and obligations, and being open about each other's relationship with money. For more information, …

1
Nicky Senyard and Ted Brown at Financial Brand Forum 2024 with Guest Co-Host Ron Shevlin 37:09

4M ago37:09

37:09

In this conversation, Sam Kilmer, Ron Shevlin, Nicky Senyard (Fintel Connect), and Ted Brown (Digital Onboarding) discuss the role of CEOs and founders in the fintech industry. They talk about the evolving nature of the CEO role and the importance of building a strong team. They also discuss the challenges and opportunities in the banking industry,…

1
Essentials of Backup Servicing with Blythe Lawton 22:24

4M ago22:24

22:24

Join us on the CU Strategy Forum Podcast, where your host Paul Bresenden dives into the intricacies of backup servicing with industry expert Blythe Lawton. As the SVP of Marketing and Development at Vervent, Blythe brings over seven years of experience in Fintech and financial services, navigating the challenges and triumphs of a rapidly growing co…

1
Protecting Yourself in a Connected World with Paul Moore 17:42

4M ago17:42

17:42

In this episode, Andy is joined by Paul Moore, Assistant Vice President of Technology Infrastructure at FORUM, to discuss how to keep yourself and your finances safe online. Andy asks questions about password security, sharing too much information online, and how to be careful while connecting devices to your home Wi-Fi network. For more informatio…

1
Pam Kaur, Julie Muhn and Christian Widhalm in the Hall at Finovate Spring 20:48

4M ago20:48

20:48

In this episode of Fintech Hustle, Sam Kilmer interviews Pam Kaur (BankTech Ventures), Julie Muhn (Finovate), and Christian Widhalm (Bloom Credit) at Finovate Spring. They discuss various topics including bank technology, fintech innovation, credit data infrastructure, attracting the next generation of customers, regulations, and the future of bank…

1
The Basics Of A Financial Plan, Part One 12:48

4M ago12:48

12:48

In this episode, Benji and Shaun introduce the basics of Financial Planning, focusing specifically on who may benefit from establishing a long-term financial plan and how to get started. For more information, please visit www.forumcu.com/pcg This material is provided for informational purposes only and is prepared without regard to the investment o…

1
Common Financial Mistakes & How to Avoid Them 9:25

4M ago9:25

9:25

In this episode, Andy talks about common financial mistakes, how to avoid them, and why all of this matters! He touches on topics like saving early for retirement, making sure your credit score doesn’t decline, building an emergency fund, and more. The more financial mistakes you can avoid, the better chance you have of living the financial life th…

1
Household CFO - Trailer 0:49

4M ago0:49

0:49

Welcome to the Household CFO podcast hosted by Benji Banks and Shaun Irwin. Together, they lead the team at FORUM Private Client Group. Through these conversations, they hope that you will have some takeaways that can help you understand and consider your unique goals and different tradeoffs that are involved in the financial decision making proces…

1
Laura Costello and Carlos Carvajal at Financial Brand Forum 2024 with guest co-host Ron Shevlin 34:21

5M ago34:21

34:21

In this episode of Fintech Hustle, Sam Kilmer and guest co-host Ron Shevlin sit down with Laura Costello (Meridianlink) and Carlos Carvajal (Q2) to discuss what’s hot in marketing and offer their Financial Brand Forum takeaways.

1
Paying for College: 529 Plans, Scholarships, and Student Loans 18:23

5M ago18:23

18:23

In this episode, Andy is joined by Courtney Keeler, a mother of three and a marketing professional at FORUM Credit Union, to discuss all of the different ways you can pay for college. Saving for college may sound daunting, but there are ways you can start saving now to make it less stressful later on. They cover 529 plans, student and parent loans,…

1
Imposter Scams and Other Frauds 6:00

6M ago6:00

6:00

In this episode, Andy runs through common imposter scams and other frauds to be on the lookout for. His list includes calls from IRS agent imposters, Airbnb and VRBO scams, fake lottery winnings, and more. For more information, please visit us at Smarter Money Life You can also view this episode with captions here: Smarter Money Life on YouTube Ref…

1
The Financial Journey to 30 25:24

6M ago25:24

25:24

In this episode, Andy is joined by Megan and Kiersten, two actual twenty-somethings, to talk about their financial journey to thirty. They discuss ways to achieve and maintain a high credit score, the barriers they've run into while trying to save money, and when the right time to get a financial advisor is. For more information, please visit us at…

1
Spring Cleaning Your Finances 6:30

7M ago6:30

6:30

In this episode, Andy discusses why Spring is the perfect time to clean up your finances. He focuses on five key areas: financial institutions, credit & debt, estate planning, retirement & investments, and cash flow, planning, and budgets. Don't put it off, spring cleaning your financial life is a great opportunity to improve it! For more informati…

1
Mark Forbis, Tiffany Matthews and Jeff Harper from AFT Spring Summit 2024 32:03

7M ago32:03

32:03

Sam Kilmer and co-host Stacey Bryant catch up with industry legend Mark Forbis (THL Partners), Tiffany Matthews (Tyfone) and Jeff Harper (Fintegrate) at the AFT Spring Summit 24 to throw down on various topics related to the fintech industry. They discuss their day-to-day experiences, including the challenges and opportunities they encounter, highl…

1
To Buy or to Build? With Mike Senn 13:43

7M ago13:43

13:43

In this episode, Andy is joined by Mike Senn, FORUM's Assistant VP of Mortgage Sales, to talk through the advantages and disadvantages that come along with buying or building a new home. They discuss timelines, negotiations, home inspections, and much more. For more information, please visit us at Smarter Money Life. You can also view this episode …

1
Covering Credit: Credit Scores, Credit Reports, and Credit Cards with Chris Ferguson 19:00

8M ago19:00

19:00

In this episode, host Andy Mattingly sits down with Chris Ferguson, FORUM's VP of Consumer Lending, or "resident guru" as Andy has titled him, to discuss all things credit! They delve into various aspects of credit, including credit scores, credit reports, and credit cards. Andy poses thought-provoking questions to Chris, such as strategies for imp…

1
Erin Simpson, Sue Salecky, Kelly Brown and Nathaniel Harley from AOBA 2024 21:20

8M ago21:20

21:20

The latest Fintech Hustle podcast takes an adventurous spin as we carpool through the desert with fintech rock stars Nathaniel Harley, Kelly Brown, Sue Salecky, and Erin Simpson. Recorded between sessions at banking's premier conference, Acquire or Be Acquired, Sam Kilmer and co-host Al Dominick dig into our guests' conference takeaways to uncover …

1
Samantha Paxson and Nathan Baumeister 53:34

9M ago53:34

53:34

Samantha Paxson from Co-op Solutions and Nathan Baumeister of Z-Suite join Sam and Mary to discuss aligning growth strategies with consumer needs. You'll also get a peek into Samantha's philanthropic journey with Shades Up for Kids, blending personal passion with the credit union ethos. Samantha and Nathan share stories from the trenches on fosteri…

1
Financial Resolutions You Should Be Setting for 2024 8:45

9M ago8:45

8:45

In this episode, host Andy Mattingly advises listeners on setting practical financial resolutions for 2024. He provides strategies to help you reach goals like paying off credit card debt, updating beneficiaries, and increasing 401k contributions. For more information, please visit us at Smarter Money Life. You can also view this episode with capti…

1
Building Success: Designing and Branding Financial Institutions the NES Group 10:30

9M ago10:30

10:30

Gregg Rosen, President of the NES Group, joins the Insider Forum to discuss how NES works with financial institutions on their building and branding. Rosen prides himself and the NES Group on listening to credit unions' pain points and guiding them towards successful strategic plans. Through these processes, NES Group is committed to thinking diffe…

1
Capstone Strategic: Crafting a Tactical Path to Success with External Growth 9:02

9M ago9:02

9:02

John Deering of Capstone Strategic joins the Insider Forum to discuss their focus on helping credit unions with strategic planning and external growth initiatives. Capstone specializes in growth and planning areas, such as mergers, partnerships, and fintech collaborations. Dearing emphasizes the importance of having a structured approach and highli…

1
Rethinking the Credit Union Human Experience: Navigating Post-COVID Behavior Shifts with Ashish Garg 31:36

10M ago31:36

31:36

In this thought-provoking episode, our guest, Ashish Garg, CEO of Altropy, takes us on a journey to explore the evolving human behavior in the credit union industry amidst a post-COVID world. Ashish sheds light on the significant shifts in human connection and how credit unions can adapt to meet the changing needs of their members. We begin by exam…

1
Smarter Money Life - Trailer 0:35

10M ago0:35

0:35

Welcome to the Smarter Money Life Podcast hosted by Andy Mattingly! The purpose of this podcast is to delve into one topic each month so that we can all learn more about our money, how to use it, and how to be better at living our financial dreams. Stay tuned for new episodes, special guests, and financial tips & tools! For more videos, tips, and t…

1
Navigant CU: Reflections on a Year of Transformation and Leadership 12:44

10M ago12:44

12:44

Kathy Orovitz of Navigant Credit Union, joins the Insider Forum to reflect on her one-year anniversary of being CEO. Orvitz discusses her journey from an 18 year old teller to CEO, and emphasizes the balance between planned transformations and adapting to economic challenges. The conversation touches on Orvitz's experience as a female CEO, communit…

1
Fintech Hustle: The Flashback Episode 43:20

10M ago43:20

43:20

Ever wondered what happens behind the scenes of the FinTech Hustle podcast? This special flashback episode pulls back the curtain as we, your hosts Sam Kilmer, Mary Wisniewski, Ron Shevlin, Al Dominick, and the usually behind-the-scenes Bailee Wishart, journey through our favorite podcast moments, featuring key moments from former guests Kara Parke…

1y ago32:59

32:59

By Sam Kilmer

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FORUM Credit Union Podcasts

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