Shows
Money TalkBasics of Estate PlanningEstate planning is often seen as complex and expensive. In this episode, I'm going to cover some basic commonly asked questions about estate planning and share more about PFCU's estate planning solution! 2025-06-0608 min
Biztalk With ScorePremier Financial Credit Union - Brad Grant, President & CEOThis week, hosts Rick Sense and Terry Pinch talk with Brad Grant, President & CEO of Premiere Financial Credit Union. The three will talk about PFCU's success, structure, commitment to community, and provide an overview of the services available to PFCU's members and clients.2025-02-2645 min
Money TalkFraud Alert: Spoofing Caller ID spoofing is when a caller falsifies the information that appears on your caller ID display. Criminals use this scamming method in hopes of tricking someone into giving up personal information. Here are 8 tips to protect your information from these scams. 2024-12-1604 min
Money Talk5 Tips to Cut Out Holiday StressThe holidays, although a time of happiness and togetherness for many, can also be a huge stressor. Here are 5 easy tips to cut out stress and find more of what brings you joy. 2024-11-2604 min
Money TalkProtect Your Phone: 5 Best PracticesIt can seem like we have our whole lives stored on our phone in one way or another and we want to make sure that you’re protecting your information in the best ways possible. The information in this podcast is supplied by the Knowbe4 Security Team. 2024-11-0603 min
Money TalkTrick or Treat Safety TipsHalloween is right around the corner, keep your evening worry-free with these trick or treat safety tips. 2024-10-2902 min
Money Talk4 Ways to Make Saving EasyIn this episode I share some concrete steps you can take to develop better money habits and reach your savings goals no matter what your financial situation looks like. 2024-10-2104 min
Money Talk5 Tips for Tackling Your Christmas ListWhether you have a short list of Christmas shopping to get done or it feels like a mile long, I'm going to share some tips so that you can be smart while you shop and not feel that dreaded holiday hangover in January.2024-10-0903 min
Money TalkHow to Navigate Finances with RoommatesEveryone handles money and finances differently, we have our own habits, tendencies and opinions. I want to share some tips to lessen the potential friction between roommates and ensure that the financial relationship remains healthy, thus keeping your personal relationship just as healthy. 2024-09-2406 min
Money TalkSmall Money Wins Worth Celebrating Not every money win has to be big. We need to celebrate the small wins, the changes we make that might not seem worthy of celebrating at first glance but have a bigger impact than you think. 2024-09-1002 min
Money TalkBeing Financially Healthy as a College StudentBeing financially healthy as a college student looks a lot different than it does for an adult. Being a college student means you're attending class, studying and possibly going to a part-time job. This also means you're likely taking on student loan debt. So, what can college students do at this stage to be financially healthy?2024-08-2604 min
Money TalkWhat's Influencing Your Child's Money Habits? Children face a lot of external and internal influences that impact their beliefs and habits around money. Each has a different level of influence, but they’re all important to recognize. I'm going to talk about each influence and the impact they have. 2024-08-1304 min
Money TalkVacation Rental FraudKeep an eye out for vacation rental fraud as you book your next vacation. Criminals are using these booking websites to trick you and steal your money. I'm going to share how these scams work, signs to look out for and what you can do to keep your information and your money out of the hands of scammers. 2024-07-1803 min
Money TalkTeachable MomentsTeachable moments are unplanned, everyday situations that offer the perfect opportunity to teach children valuable life lessons. In this episode, I'm going to talk about teachable moments for children around money and give some examples on how you can easily work them into your day.2024-07-0106 min
Money Talk5 Things to Consider for Your Mid-Year Financial Check-UpIn this episode, I'm going to share 5 things to consider in order to complete your mid-year financial check-up. It's important to check in on your finances to ensure you're staying on track with your financial goals, preparing for the future and making needed updates. 2024-06-1704 min
Money TalkShould Your Teen Get a Summer Job? Now that summer is here, you might have teenagers in the house debating how they will spend their time away from school. In this episode, I'm going to share some benefits of a summer job and some avenues on how they can get one.2024-06-0604 min
Money TalkHidden Costs of HomeownershipIf you're thinking about buying a house or you're actively house hunting, you're going to want to know the hidden costs of homeownership. We're looking at costs beyond the mortgage payment and what you want to know before finalizing your purchase. 2024-05-2103 min
Money TalkLearn About Our Cannabis Banking ProgramIn this episode, I give some insight into our Cannabis Related Banking Program. If you are a cannabis business or employee, take a listen and reach out to our team of experts!2024-05-0603 min
Money TalkIs Getting a Tax Refund a Good Thing?In this episode, I'm going to go over the pros and cons of getting a tax refund. 2024-04-2503 min
Money TalkWatch Out For These 5 Summer Scams Summer definitely has it’s perks but these warmer months also bring out the criminals. We should be aware of how scammers are trying to get our hard earned money. With summer right around the corner, now is the perfect time to dive in to some common summer scams and what you can do to not fall victim. 2024-04-0807 min
Money TalkTips to Make Reading Fun for Your KidsThis is part 2 of my interview with Jennifer Salgat, Director of Lake Odessa Community Library. In honor of National Reading Month, she not only shares tips on how to get your kids excited about reading but she gives great perspective on how your joy of reading doesn't have to be from sitting down and reading a book. 2024-03-2606 min
Money TalkCommunity Highlight: Lake Odessa Community LibraryIn this episode, I had the pleasure of sitting down with Jennifer Salgat, Director of Lake Odessa Community Library. She shares all there is to know about the library from events and services to co-op rules and funding. Make sure to check out your local library!2024-03-1219 min
Money TalkHow to Repair Bad CreditHaving bad credit can hold you back from reaching your financial goals while likely costing you more at the same time. If you have poor credit, I'm going to give you some simple steps to help you get your credit to where you want it to be. 2024-02-2804 min
Money TalkJoin PFCU's Board of Directors!In this episode, I sit down with the Executive and Board Administrative Assitant, Liz LeVeque. Liz shares everything there is to know about PFCU's Board of Directors and specfically, the Associate Board Member position. If you're interested in becoming an Associate Board Member, just visit our website here!2024-02-1405 min
Money TalkCommunity Highlight: Big Brothers Big SistersFor this episode, I sit down with the Executive Director and CEO of Big Brothers Big Sisters Michigan Capital Region, Megyn Forest. Megyn shares the mission of this wonderful organization and the many ways that you can get involved. Hear firsthand the impact that Big Brothers Big Sisters has on their youth and how they truly embody their slogan: it takes little to be big.2024-02-0117 min
Money TalkStretching Your Money on a Tight Budget Living with a tight budget can be challenging, especially when your paycheck barely covers the essentials. In this episode, I'm going to share some tips that will help you stretch your paycheck further and make every dollar count.2024-01-1704 min
Money TalkRecovering from Your Holiday Spending HangoverThe holidays are over but chances are, you're still feeling the effects. From gift giving and meal planning to traveling and parties, it can be a stressful time of year. In this episode, I share some tips so you can get your finances back on track and even start prepping for the upcoming holiday season. 2024-01-0404 min
Money Talk6 Financial Habits to Pick Up for 20242024 is right around the corner which means it's a good time to take a look at your finances. Let's get ready for the new year by talking about money habits that are good for your financial health. These 6 habits will help you avoid financial mistakes, reach your goals and achieve financial stability.2023-12-2104 min
Money TalkRebuilding Your Emergency Fund In this episode, we're going to do a very quick and easy step-by-step guide on building or rebuilding an emergency fund. These steps and strategies will not only help you recover in uncertain times but also strengthen your financial cushion. 2023-12-0503 min
Money TalkAvoid These Holiday ScamsFraudsters are at work year-round to find their victims and the holidays provide extra opportunity to try and infiltrate your personal information. Check out these tips to avoid getting scammed this holiday season.2023-11-2204 min
Money TalkInside Look: PFCU's Internship ProgramIn this episode, I sat down with PFCU's Marketing Intern, Marlie. Internships are a valuable component in education and career exploration and Marlie gives us an inside look into her experience. She shares what she's learned, what surprised her and why she would recommend this program to someone else. 2023-11-0807 min
Money TalkCommunity Highlight: Welcome Home VeteransFor this episode I sat down with Welcome Home Veterans' Founder and President, Kimberly Singer. Kimberly shares the story of what led her to start Welcome Home Veterans, a nonprofit organization in Bancroft, MI that provides housing to veterans. It's amazing to hear the plans they have as they move forward with opening their doors and the passionate team they've built. Keep an eye out for fundraising efforts and learn more on their website: https://whvusa.org/. 2023-10-2420 min
Money TalkCommunity Highlight: Green Gables HavenIn this episode, I sit down with Christy Durham and Janie Bergeron with Green Gables Haven, a domestic violence program serving Barry County. They share all that Green Gables Haven does from their shelter program to legal advocacy and partnering with local organizations to provide resources. Programs like Green Gables Haven are vital to local communities and we are excited to bring this information to Money Talk. You can visit their website greengableshaven.org to learn more!2023-10-1114 min
Money TalkA Look Into PFCU's Cannabis Program For this episode, I sat down with Ellen Wolcott, PFCU’s Cannabis Business Relationship Analyst. Ellen is going to share all there is to know about PFCU’s cannabis program. If you are a cannabis business or employee, please reach out to the experts on PFCU’s team. 2023-09-2606 min
Money TalkGet to Know Jernigan RacingFor this episode I sat down with the members of the all-female team of Jernigan Racing. Bobbi Jo and her two daughters, Kenedi and Riley, have taken the racing world by storm since starting in 2020. We get a look into their story, their successes as well as their challenges and what keeps them motivated. Follow them on social media and check out their website at jerniganracing.com. 2023-09-0614 min
Money TalkGet to Know Jernigan RacingFor this episode I sat down with the members of the all-female team of Jernigan Racing. Bobbi Jo and her two daughters, Kenedi and Riley, have taken the racing world by storm since starting in 2020. We get a look into their story, their successes as well as their challenges and what keeps them motivated. Follow them on social media and check out their website at jerniganracing.com. 2023-09-0614 min
Money TalkArtificial Intelligence Scams: How AI is Transforming The World of FraudWelcome to the third episode of our fraud series! Artificial Intelligence has made the world of fraud and scams even more daunting. Listen as we cover the basics of AI scams. What you need to look out for, how to avoid becoming a victim, and what to do if you become a victim.2023-08-2205 min
Money TalkGet to Know Our Chief Marketing OfficerThis is the final episode in our mini-series getting to know the senior executive team. I sat down with Robyn Heron, the Chief Marketing Officer. If you want to get to know Robyn a little better, take a listen!2023-08-0808 min
Money TalkFraud and Scams with CarolineWelcome to the second episode of our fraud series! Explore the world of fraud and scams, with expert insights to protect yourself and your loved ones. In this episode, we are joined by Caroline from our fraud department. Listen as Caroline shares her tips and tricks on how to avoid being a victim of fraud and what to do if you suspect you are a victim.2023-08-0709 min
Money TalkGet to Know Our Chief Risk OfficerWelcome to the next episode in our mini-series where we get to know PFCU's senior executive team. In this episode, I sit down with special guest, Sim Virk, the Chief Risk Officer at PFCU. Take a listen to learn a little more about him. 2023-07-2618 min
Money TalkPolice Perspective: Scams and FraudIn this episode, we get an inside look into scams and fraud from a police perspective. Special guest, Brandon Shellberg, a Police Officer for Dewitt Township, shares what scams he sees most often as well as red flags to watch for and what you can do if you suspect you're a victim of a scam or fraud. 2023-07-1114 min
Money TalkGet to Know Our Chief Technology OfficerContinuing with our special mini-series, getting to know PFCU's senior executive team, I sit down with Sean Krebs, the Chief Technology Officer. Take a listen to get to know Sean!2023-07-1114 min
Money TalkGet to Know Our Chief Member Experience OfficerFor this episode, I sit down with special guest, Theresa Burgess. Theresa is PFCU's Chief Member Experience Officer. Take a listen to learn a little more about her!2023-06-2713 min
Money TalkCommunity Highlight: Shared Pregnancy Women's CenterFor this episode, I sit down with Executive Director of Shared Pregnancy Women's Center, Trisha Peuse. Trisha shares about the many facets of Shared Pregnancy from education and donations to community support and play groups. Take a listen to learn more!2023-06-1313 min
Money TalkGet to Know Our Chief Lending OfficerWe're back again getting to know another member of the senior executive team. In this episode, I sit down with LeAnne Hixon, PFCU's Chief Lending Officer.2023-06-1209 min
Money TalkGet to Know Our CEODuring this special episode, I sat down with PFCU's CEO, Michele Makley. Take a listen to learn a little more about her!2023-05-3010 min
Money TalkGet to Know Our EVPIn another special edition episode, let's get to know PFCU's Executive Vice President, Joe Krieger. 2023-05-1710 min
Money TalkGet to Know Our Chief Financial OfficerIn this special edition episode of Money Talk, we get to know Tammy Bengel, the Chief Financial Officer at PFCU.2023-05-0207 min
Money Talk5 Tips to Teach Your Kids About SavingApril 27th, 2023 is National Teach Children to Save Day as part of Financial Literacy Month! Learn how to get started on teaching the importance of saving and some methods on how to make it interactive and fun for your kids. Open a youth savings account at PFCU to get started!2023-04-1905 min
Money TalkGet to Know Our Chief Human Resources OfficerDuring this special edition episode we are getting to know Heather Spitzley, the Chief Human Resources Officer at PFCU. 2023-04-1912 min
Money TalkCommunity Highlight: Independence VillageI had the opportunity to visit Independence Village, a senior living facility in Grand Ledge and chat with Executive Director and Administrator, Holly Ridenour. Holly gives an inside look into Independence Village including their many living options, services they offer and amentities as well as valuable advice on making this transition for your loved one. 2023-04-0414 min
Money TalkCommunity Highlight: IM Kids 3rd MealIn this episode, I am joined by special guest, Deb Wagner, the Director of Grants and Special Projects at the Ionia County Intermediate School District. She chats with me about one of her special projects, IM Kids 3rd Meal. She shares their mission, how the program got its start and how you can donate or volunteer. 2023-03-2116 min
Money TalkThe Next Chapter: College Advice Part 3This is the third and final part of our College Advice mini-series. For this episode, I am joined by special guest and 2022 McCrumb Scholarship recipient, Amelia Beswick. Amelia has been busy at Central Michigan University with plans to become a vertrinarian. She shares why applying for scholarships is so important, how to be successful in your freshman year of college and her experience with dorm life. Don't forget, the 2023 McCrumb Scholarship application is open until March 31st. 2023-03-0816 min
Money TalkThe Next Chapter: College Advice Part 2This is part 2 of our College Advice series. In this episode, I'm joined by Colin Pearson, another 2022 McCrumb Scholarship recipient. Colin shares tips and advice from his time at MSU, everything from studying and community service to socializing and applying for scholarships. The 2023 McCrumb Scholarship is now open on our website, the deadline to apply is March 31st. 2023-02-1714 min
Money TalkThe Next Chapter: College Advice Part 1For this episode, I'm joined by Paige Pung, a 2022 McCrumb Scholarship recipient. Paige is attending MSU and has a lot of great advice to share for students during their high school career as well as when they enter the next step into college. The 2023 McCrumb Scholarship application is open on our website, make sure to check it out!2023-02-0714 min
Credit Unions, Coffee & ConversationsMichele Makley - President & CEO, PFCUMCUL CEO Patty Corkery talks with newly minted CEO of PFCU, Michele Makley, about her history in the credit union movement, how she’s approaching the first year as CEO and the importance of enjoying what you’re doing, right now.2023-02-0344 min
Money TalkCommunity Highlight: Habitat for Humanity of Ionia CountyIn this episode, I visited Habitat for Humanity of Ionia County to chat with Executive Director, Stacy Moore. She talks about everything that Habitat for Humanity does for the communities they serve from building houses and home maintenance projects to financial education and running their restore. Learn everything there is to know about Habitat for Humanity and how you can volunteer. 2023-01-2714 min
Money TalkMeet Our New CEOThe PFCU Credit Union Board of Directors has named Michele Makley as the next President/CEO of the Credit Union. Michele has 29 years of financial management experience and looks forward to her new role as President/CEO. In this episode, she shares the biggest strengths of PFCU, her advice for aspiring leaders and what she enjoys when she's not working. 2023-01-1011 min
Money TalkWishing PFCU's CEO a Happy RetirementThis is part two of Harvey Hoskin’s interview, take a listen to Part 1 if you haven’t yet already. Harvey, President/CEO of PFCU, announced his retirement effective April 2023. Harvey has spent the last 33 years serving in the credit union industry, the last 10 as President/CEO. Please join the Credit Union Board of Directors, staff and community in thanking Harvey for his dedication and leadership at PFCU. Congratulations on his accomplishments and best wishes for his upcoming retirement.2022-12-2709 min
Money TalkStay Safe This Holiday SeasonThe holiday season is officially upon us and with it comes the hustle and bustle of picking the perfect gifts, putting up the lights and attending all of those holiday parties. We want to make sure that while you enjoy this time of year, you're also staying safe and keeping your information out of the wrong hands. Liz, the Executive Administrative Assisitant at PFCU, sits down with me to share her best tips for holiday shopping and decorating safety. 2022-12-0805 min
Money TalkCelebrating 75 Years: Employee Highlight with MichelleWe've made it to December, our final month of PFCU's 75th anniversary celebration. This month we're highlighting PFCU's longest serving employee, Michelle, she has been with the credit union for 35 years! Michelle shares what she enjoys most as a Card Service Specialist and gives advice on how to be successful when settling into a new job. 2022-11-2804 min
Money TalkKeep Your Information Safe from Scams and FraudDid you know November 13th-19th is International Fraud Awareness week? Knowing what scammers are doing to get your information can help you stay protected. In this episode, Liz sits down with me to talk about common scams people are faced with. Take a listen so you know what to look out for!2022-11-1407 min
Money TalkCelebrating 75 Years: Employee Highlight with DianaNovember is here and that means it's time to celebrate another PFCU employee for our 75th anniversary celebration. Diana Trombley is an Imaging Specialist and has held many different positions at PFCU over the past 35 years. She shares the biggest change she has seen over the years as well as what she thinks it takes to be happy in your career. 2022-11-0107 min
Money TalkCommunity Highlight: Voices For Children- Part 2This is part 2 of my interview with Sarah Zyburt, the Vice President of Advocacy and Advancement at Voices For Children, a child advocacy center in Genesee County. She shares about their volunteer opportunities, donating and annual fundraising events. Sarah also gives an important message about getting help if you need it, whether that be for your children or for yourself. Please note again, that throughout this episode, there are general discussions and mention of child abuse and trafficking. If this is not a topic that you are comfortable listening to, please do not continue with this episode. If you...2022-10-1812 min
Money TalkCelebrating 75 Years: Employee Highlight with AngieThis month we're celebrating PFCU employee, Angie Seldon, as we continue our 75 year celebration. Angie has been with the credit union for over 34 years and loves what she does every day. She shares what makes PFCU a great place to work and gives her best career advice. If you're ever at the Portland branch, make sure to say hi to Angie!2022-10-0307 min
Money TalkOur Perry Branch is Now Open!In this episode, I chat with Stephanie Aulph, the new Perry Branch Manager. Stephanie shares about her extensive experience, why she loves PFCU and what the Perry community can look forward to as PFCU moves in. Celebrate our grand opening starting on October 3rd, happening all week long! Our Perry location is at 150 S. Main St. Perry, MI. Come see us!2022-09-2906 min
Money TalkCommunity Highlight: Voices For Children- Part 1For this episode, I visited Voices For Children, a child advocacy center in Genesee County. Sarah Zyburt, the Vice President of Advocacy and Advancement, shares all about what a child advocacy center is and what they do for children and families in the community. Please note, that throughout this episode, there are general discussions and mention of child abuse and trafficking. If this is not a topic that you are comfortable with, please do not listen. If you would like more information on Voices For Children, visit their website at voicesforcac.org. 2022-09-2016 min
Money TalkCelebrating 75 Years: Employee Highlight with HarveyWe're continuing our 75 year celebration and this month we're celebrating PFCU's CEO, Harvey Hoskins. Harvey has dedicated over 30 years to PFCU and has been CEO for 9 of those years. He shares valuable insight on what he's learned throughout his career and what he loves about his job. Keep an eye out for part 2 of Harvey's interview as we look a little closer into his career as CEO and what he's most looking forward to in retirement. 2022-09-0604 min
Money TalkPerfecting Your ResumeOn this episode, I sit down, once again, with Heather and Brenda, two of PFCU's Human Resources professionals. They already told you how to find a career you'll love, now they're going to tell you how to perfect your resume to land that dream job. Learn about formatting, content and best practices- they even get into cover letters and references to make sure you really stand out! 2022-08-3016 min
Money TalkCelebrating 75 Years: Employee Highlight with SusanFor this episode, we're celebrating Susan Speckmann, a teller at our Owosso location. Susan has been with PFCU for 30 years and believes there is value in staying long-term with one company. She shares how important it is to keep a positive attitude- she loves when members leave with a smile on their face!2022-08-0908 min
Money TalkSo You're in a WeddingAsked to be in a wedding party? It's a huge honor but it can also be a huge expense. Listen to these quick tips to be fully prepared and maybe even save a little money. From the wedding gift and attire to travel and makeup, have it all under control so you can forget about the stress and enjoy the ride.2022-07-2607 min
Money TalkCelebrating 75 Years: Employee Highlight with TammyThis month we're celebrating PFCU employee, Tammy Bengel. Tammy has been the CFO for almost 20 years and with the credit union for 31 years! She shares valuable advice stemming from her own experiences and tells us her favorite PFCU product that she can't live without. 2022-07-0506 min
Money TalkBudgeting for Your Dream VacationIt's summer which means many of us are planning vacations! Whether you're headed up north, across the country or to the other side of the world, no one wants to be stressed about money before, during or after their getaway. In this episode, I share some simple tips to get your finances ready and prepare early. 2022-06-2305 min
Money TalkCelebrating 75 Years: Employee Highlight with TerriFor this episode, I was joined by special guest, Terri Bengel. As we celebrate our 75 year anniversary, we are also celebrating Terri's almost 31 year career. What an accomplishment! We chat about her journey to the accounting department at PFCU and what she loves about working here, beyond just her day-to-day job duties. 2022-06-0906 min
Money Talk5 Tips to Keep Your Home Safe and SecureWe all know that locking the doors and putting up cameras are good ways to secure your home and stay safe but did you know that your landscaping and outdoor lighting can also make a difference? On this episode, I'm joined by Liz LeVeque, she shares her tips on keeping your home safe and secure. 2022-06-0206 min
Money TalkCommunity Highlight: KiwanisIn this episode, I had the pleasure of sitting down with Rosemary Robinson, the Governor for the Michigan District of Kiwanis. Rosemary has dedicated herself to the Kiwanis mission and shares everything there is to know about the organization. If you have additional questions, you can reach out to Rosemary directly at governor@mikiwanis.org or visit the Michigan Kiwanis website here.2022-05-1822 min
Money TalkCelebrating 75 Years: Employee Highlight with MaryThe month of May is for celebrating PFCU employee, Mary! Mary sat down with me to chat about her newest position as an ITM Teller and what has made her job easier over the years- something you might not expect! 2022-05-0207 min
Money TalkKeep Your Cards Safe with these TipsEnsuring your credit and debit cards are secure is important to keeping your money safe. In this episode, I had the opportunity to chat with Executive Administrative Assistant, Liz. Liz shares several safety and security tips to help you keep your card information out of the wrong hands. 2022-04-1807 min
Money TalkCelebrating 75 Years: Employee Highlight with KelleyAs we continue our 75 year celebration, we're highlighting long-time employee, Kelley. Kelley is a Call Center Representative but has been in many different positions over the last 30 years. In this episode, she shares what she loves about working at PFCU and what has changed over the years. 2022-04-0504 min
Money TalkCelebrating 75 Years: Employee Highlight with MaryPFCU is continuing its 75 year celebration and this month we're celebrating the dedication of PFCU employee, Mary! Mary is a Loans/Member Service Representative and has been with the credit union for 29 years. In this episode, she shares what she loves about working with our members as well as how the advancement of technology has changed how we do our banking today. 2022-03-0703 min
Money TalkFinding A Career You LoveIn this episode, I sit down with Human Resources professionals, Heather and Brenda. They share their expertise on how to find the perfect job and company for you. We discuss everything from talking to industry professionals, finding your passion and setting goals. 2022-02-2416 min
Money TalkCelebrating 75 Years: Employee Highlight with CindyAs PFCU celebrates 75 years of service, we are honoring the dedication of our employees. In this special edition of Money Talk, I'm joined by Cindy Brown, a Loans/Member Service Representive who has been with PFCU for almost 30 years! Cindy talks about how banking has changed over the years and shares her best career advice. 2022-02-0304 min
Money TalkCreating a BudgetFor this episode, I'm going back to the basics. Creating a budget. It doesn't have to be daunting! Follow these simple steps to get started. 2022-01-2604 min
Money TalkCelebrating 75 Years: Employee Highlight with MicheleAs PFCU celebrates 75 years of service, we are honoring the amazing dedication of our employees. In this special edition of Money Talk, I'm joined by Michele Makley, the EVP at PFCU. Michele has been with the credit union for almost 30 years! Take a listen as she reflects on her time at PFCU and how she believes the banking industry has changed over the years. 2022-01-1104 min
Money TalkHappy New Year!Can you believe it? It's time to say goodbye to 2021 and hello to 2022. Are you ready for a fresh start to kick off your New Year's resolutions and maybe get your budget in check? In this episode, I give a quick overview on how your budget, goals, and resolutions connect so you can have a successful and stress-free 2022! 2021-12-2803 min
Money TalkCommunity Highlight: 4H- Part 3In part 3 of my 4H series, join me with special guest, John Duvall, Ionia County's 4H Program Coordinator. John reiterates the value and opportunities that 4H provides for youth across the nation and gives even more amazing insight into the program. If you are interested in joining 4H or would like more information, you can reach John at duvallj2@msu.edu or call 616-527-5357. 2021-12-1711 min
Money TalkWatch Out for these Common Holiday Shopping PitfallsThe holidays are right around the corner! Whether this brings you joy, stress or both, it's important to be prepared this season so you can keep your finances in check and stress at a minimum. No one is immune to these common holiday shopping pitfalls, myself included, listen to this episode to learn what they are and what you can do to avoid them. 2021-11-3007 min
Money TalkFighting Fraud: Tips, Advice and Warning SignsNovember 14th-20th is Fraud Awareness Week! This week, I was joined by special guest, Caroline, where she brings her experience and expertise to the conversation to help you fight off fraud. She not only shares common scams to look out for but she also gives her best tips to protect your information and what to do if you find yourself where no one wants to be- a victim of a scammer. If you would like more information, you can visit our Fraud Education page: https://www.pfcu4me.com/Education/Fraud-Education 2021-11-1610 min
Money TalkProtect Yourself from these Five Holiday ScamsEveryone loves the holiday season, right? It's a time for friends, family, giving and, if we're being honest, shopping. As we're busy filling online shopping carts and donation jars, scammers are busy trying to steal our information. In this episode I'm going to share with you five common scams to watch out for around the holidays as well as some simple tips to protect your information. 2021-11-0308 min
Money TalkCommunity Highlight: Toys for TotsJoin me with special guest, Mamie Thayer, Ionia County's Toys for Toys Coordinator. In this episode, Mamie shares everything you need to know about the Toys for Tots program from how to donate or receive toys to the program's mission and challenges. Toys for Tots gives families across the country the chance to give their kids a Christmas no matter the challenges they may be faced with. Listen to my interview with Mamie to learn more!2021-10-1811 min
Money TalkHappy International Credit Union Day!Thursday, October 21st, 2021 is International Credit Union Day. I wanted to take some time to share with you what this day means and say thank you to all of our members. 2021-10-1802 min
Money TalkThe Basics of Social SecurityThere is a lot to know about social security so in this episode I talk to Certified Financial Planner, Nick VanGeest, to help break it down. Nick gives expert insight on the social security system as well as what you can do to be informed about your unique circumstances. 2021-10-0507 min
Money TalkCommunity Highlight: 4H- part 2Join me with special guest, Nikki Hersch, Shiawassee County's 4H Program Coordinator. In this episode, Nikki shares the ins and outs of 4H- what it is, the various opportunities it offers and how to get involved. 4H positively impacts youth across the country with a wide range of program areas and I hope Nikki's expertise will encourage you or your family to get involved in your community. 2021-09-0908 min
Money TalkCommunity Highlight: 4H- part 1In this episode, I have special guest, Casey Meyers, the Consumer Lending Manager at PFCU. She is going to share her and her family's experience with their local 4H program. If you or your kids have thought about joining 4H, volunteering or would like to learn more, Casey is going to give you some awesome first-hand stories and insight that you'll love. 2021-09-0705 min
Money Talk9 ways your credit score can affect youKnowing what a credit score is and the factors that make up your score are essential to your financial health but now let's uncover some ways that your score can impact your life. From getting a mortgage to your career, some of these might surprise you! 2021-08-2405 min
Money Talk5 Factors of a Credit ScoreIf you listened to my previous episode, Credit Score 101, you learned what a credit score is and in this episode I'm going to talk about the five factors that make up this one crucial number. 2021-08-0905 min
Money TalkCredit Score 101Your credit score is a crucial piece of your financial health. In this episode, I'm going to break down what a credit score is and give you a few different ways you can get yours. 2021-08-0907 min
Money TalkMom's Advice: Wedding PlanningIn this episode, I have special guest, Cathy Simon, who is not only PFCU's Event Coordinator but also a mom. As someone who has planned two of her daughter's weddings and has her son's coming up in 2022, who better to talk to about wedding planning? Cathy is going to chat with me about her biggest takeaways, some money saving ideas and give her advice on how to ease your stress. 2021-07-2808 min
Money Talk5 Simple Wedding Planning TipsAre you feeling overwhelmed or stressed about planning your wedding? Are you wondering where to even begin? In this episode, I'm going to share some super simple tips and tricks to help make planning your wedding a breeze. Get organized, get creative, save money and have fun!2021-07-2807 min
The Future of Data Podcast | conversation with leaders, influencers, and change makers in the World of Data & AnalyticsJuan F. Gorricho, Chief Data & Analytics Officer, PFCU, DisneyIn this session, Juan F. Gorricho, Chief Data & Analytics Officer, PFCU / Walt Disney, sat with Vishal Kumar, CEO AnalyticsWeek and shared his journey as an analytics executive, best practices, hacks for upcoming executives, and some challenges/opportunities he's observing as a Chief Data & Analytics Officer. Juan discussed creating a data-driven culture and what leaders could do to get buy-ins for building strong data science capabilities.
Timeline:
0:29 Juan's journey.
4:57 Defining International society of chief data officers.
7:08 Joining International society of CDO.
7:45 Being in a credit union and being a CDO.
10:33 Hacks to creating a data-driven culture.
16:25 Being a partner of Walt...2017-01-1052 min