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Combating the Negative Net Worth Mindset

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Content provided by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Glen speaks with Money Habitudes CEO Cara Macksoud about shifting money mindsets, the downside of the Great Wealth Transfer’s “lottery wins,” and how to start a constructive conversation on financial wellness. Also- nuggets from Block and PayPal earnings calls, and robust new Fed consumer data on economic decisionmaking. Links related to this episode: Money Habitudes: https://www.moneyhabitudes.com/ Goalsetter: https://goalsetter.co/ The Fed’s Survey on Household Economics and Decision Making: https://www.federalreserve.gov/publications/2023-economic-well-being-of-us-households-in-2022-banking-credit.htm Callahan’s blog summarizing these findings: https://creditunions.com/highlights/where-are-the-gaps-in-financial-inclusion/ Best Innovation Group’s AI Development offerings: https://www.big-fintech.com/Products-Services/AI-Development Register for our next CU Town Hall on Wednesday May 8 at 3pm ET/Noon PT when Anne Legg will join us to continue early April’s discussion of the foundation credit unions must establish to leverage Generative AI. As always, expect a live and lively interactive conversation tackling the key issues facing CUs. It’s free to attend, but advance registration is required: https://www.cutownhall.com/ Find us on X and BlueSky at @bigfintech, @jbfintech and @154Advisors (same handles for both) You can also follow us on LinkedIn: https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

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142 episodes

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Combating the Negative Net Worth Mindset

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Manage episode 416991590 series 98310
Content provided by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Gonzalez, Best Innovation Group's John Best, and 154 Advisors' Glen Sarvady or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Glen speaks with Money Habitudes CEO Cara Macksoud about shifting money mindsets, the downside of the Great Wealth Transfer’s “lottery wins,” and how to start a constructive conversation on financial wellness. Also- nuggets from Block and PayPal earnings calls, and robust new Fed consumer data on economic decisionmaking. Links related to this episode: Money Habitudes: https://www.moneyhabitudes.com/ Goalsetter: https://goalsetter.co/ The Fed’s Survey on Household Economics and Decision Making: https://www.federalreserve.gov/publications/2023-economic-well-being-of-us-households-in-2022-banking-credit.htm Callahan’s blog summarizing these findings: https://creditunions.com/highlights/where-are-the-gaps-in-financial-inclusion/ Best Innovation Group’s AI Development offerings: https://www.big-fintech.com/Products-Services/AI-Development Register for our next CU Town Hall on Wednesday May 8 at 3pm ET/Noon PT when Anne Legg will join us to continue early April’s discussion of the foundation credit unions must establish to leverage Generative AI. As always, expect a live and lively interactive conversation tackling the key issues facing CUs. It’s free to attend, but advance registration is required: https://www.cutownhall.com/ Find us on X and BlueSky at @bigfintech, @jbfintech and @154Advisors (same handles for both) You can also follow us on LinkedIn: https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

  continue reading

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