The (Financial) Purge

Wellbeing and Your Wallet

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In the thirtieth episode, expert hosts Shawn Lubitz and Grant Gallagher take part in a “financial purge”.

Grant and Shawn kick-off the episode by reviewing their spending habits from last year, and what they can improve on for this year. They also check in on their new year's resolutions, and how they are progressing toward their financial goals.

Some additional topics included:

• Actionable steps to conduct your own “financial purge”
• Shifting everyday spending habits to help you save

Following the main discussion, Grant pulled a submitted question from the member mailbag, and the team shared their responses: While going to Starbucks was my daily highlight, a financial review revealed its huge impact on my bank account. I received a coffee machine for Christmas, and I am certain using it would benefit my finances. However, these daily visits are part of my routine and I look forward to them. Is it that damaging to continue? Would this choice significantly affect my overall financial well-being?

Finally, Grant concludes the discussion by highlighting Affinity’s tools and financial wellbeing resources, including blogs, educational events & webinars, credit counseling tools, and more.

Just a reminder if you have a question or comment for a future Member Mailbag segment, please send it to @affinityfcu on Facebook or X/Twitter with #MemberMailbag.

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.