Welcome to the Financial Wellness podcast station where our expert hosts and guest speakers share real life stories and valuable financial tips and insights to empower you with the knowledge and tools needed to make informed decisions about your money. For more financial wellness tools, videos, and webcasts visit www.golden1.com/financialwellness. Over time products and services may change. Please visit Golden1.com to learn about all current offerings.
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Welcome to the CUES Podcast! Credit Union Executives Society supports this interview-format show that features credit union industry leaders and cross-industry experts discussing their perspectives on credit union topics and trends relevant to you. We explore topics like leadership, strategy, organizational culture, member experience, marketing, mentoring, innovation, governance, cybersecurity and more. Check out our rich content website at www.cumanagement.com. In addition to this podcast d ...
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From Confusion to Confidence: The Benefits of Financial Coaching
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42:09
Feeling overwhelmed by your finances? You're not alone. In this episode, we delve into how to transform your money confusion and frustration into clarity and confidence. Join us as we explore the power financial coaching has to change the trajectory of your financial future.
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Spending Your Financial Aid
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22:49
Receiving financial aid comes with its own set of financial responsibilities. From understanding your aid package and creating a budget to distinguishing between needs and wants and making the most of leftover funds, we've got you covered. Tune in for practical advice and real-life examples that will help you stay on a healthy financial path from d…
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Building Credit from Scratch
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32:26
Learn the essentials of building credit. Join us for expert tips and real-life stories, covering everything from getting a secured credit card to mastering good credit habits. Start your journey to credit success with us today!
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De-Influencing: The New Trend Saving Your Wallet
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22:50
In this episode, we dive into the growing trend of de-influencing on social media and its impact on financial wellness. Learn what de-influencing is, how it helps consumers make informed decisions, and practical tips to incorporate de-influencing into your financial journey.
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Explore how side hustles are reshaping work in today's economy. From inspiring stories to practical tips, we've got everything you need to join the hustle.
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Fur-Ever Prepared with Pet Insurance
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19:59
From wagging tails to unexpected vet bills, join us as we discuss pet insurance. Learn how it works, what it typically covers, and important factors to consider before investing in the coverage.
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CUES 163: Augmenting People Helping People with AI
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48:22
In this episode of the CUES Podcast, guest Lee Wetherington, senior director of corporate strategy at CUES Supplier member Jack Henry, discusses the impact that artificial intelligence is already having on credit unions. Two areas that will be improved by AI are member experience and service and fraud mitigation, he says. “The top two use cases are…
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Financial Talk for the Wedding Crew
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20:52
Join us for a discussion on essential costs, budgeting tips, and etiquette every bridesmaid and groomsman need to know. From dresses to destination bashes, we've got you covered with expert insights and real-life stories.
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Planning Budget-Friendly Vacations
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31:05
Dreaming of your next vacation, but worried about the cost? Join us for budgeting tips, savvy strategies, and expert insights to turn your travel dreams into reality.
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2024 Tax Talk: This Year’s Changes
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23:14
2023 Tax season may be over, but it's never too early to start planning for next year. Join us as we break down essential changes for 2024 that may impact your 2025 tax filing.
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CUES 162: Exciting Times Ahead With Instant Payments
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25:42
In this episode of the CUES podcast we talk about payment trends and strategies with guest Tede Forman, president of payment solutions at CUES Supplier member Jack Henry. He leads the company’s strategy and solutions for payments and spoke about why Jack Henry actively participated with the Federal Reserve to help develop its real-time payments net…
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Fueling Financial Empowerment with the Learning Lab
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21:33
Financial education is a journey that can guide you toward your goals. Golden 1's Learning Lab is a reliable financial resource hub, ready to accompany you on your way. We'll discuss how to kickstart your personalized journey, explore the invaluable features within the Learning Lab, and take a closer look at the essential tools at your disposal to …
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Turning Homeownership Dreams into Reality
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17:20
Transform your homeownership dreams into reality by exploring various downpayment and closing cost assistance programs, such as the "WISH" program, "On My Way" closing cost program, and several options from the California Housing Finance Agency. Join us for success stories, tips, and guidance to navigate your path to homeownership with confidence.…
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CUES 161: Human-Centered Leadership
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25:01
In this episode we talk about human-centered leadership. Returning to the show as our guest is CUES’ own VP/Consulting Services Lesley Sears, who heads up our CUES Consulting offerings. She explains the difference between a business-centered culture and a human-centered one and shares why centering your people will ultimately be better for the busi…
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Ins and Outs of Big-Ticket Purchases
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27:04
Join us on a journey into the realm of big-ticket purchases. Boats, RVs, and vacation homes can offer not just joy but the potential for lasting legacies. We'll explore the financial complexities and long-term implications of these while guiding you in making informed decisions.
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Diversifying Your Savings: Beyond the Ordinary
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19:45
This podcast takes you on a journey to explore diverse saving options beyond typical savings accounts. In this episode, we delve into the world of high yield saving accounts, share certificates, and financial institution offered individual retirement accounts (IRAs), providing insights on selecting the perfect savings vehicle to achieve your financ…
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Be Better at Business Lending in 2024
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23:41
Knowledge is key to success in business lending, according to Jim Devine, co-founder, CEO and chairman of Hipereon, a financial training company based in Washington state, and lead faculty member for CUES’ School of Business Lending, which starts April 1. In this latest episode of the CUES Podcast, Devine says his aim with the school each year is t…
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2023 Tax Talk: Getting Ready to File
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30:49
Learn the importance of early filing, maximizing deductions, and explore key tax credits. Whether you prefer the DIY approach or seek professional guidance, we're here to offer valuable resources and tips to streamline your tax filing.
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Manage Fintech from Both the Bottom Up and the Top Down
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29:50
Fintech, including artificial intelligence, is at the top of many credit union leaders’ worry list for 2024. The guest in this episode of the CUES Podcast, Scott Snyder, has ideas for how to approach these concerns that should be steadying. A recognized thought leader in technology and innovation, Snyder has more than 30 years of experience in emer…
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Debt Detox: How to Get Out of Debt
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33:46
In this episode, we offer strategies to cleanse your financial slate and pave the way to debt-free living by uncovering root causes of debt and learning actionable steps for sustainable well-being.
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CUES Emerge Winner: ‘Keep an Open Mind’ and ‘Do It’
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The 2023 CUES Emerging Leader says the best advice he got about the CUES Emerge program was not to go into it with a preconceived notion about what his business case for the competition phase would be. In this episode of the CUES Podcast, Jayde DelGado, CCM, branch manager for $1.8 billion Harborstone Credit Union, Lakewood, Washington, tells the s…
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Starting the New Year Right
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29:59
In this episode, we discuss the power of quarterly resolutions and how breaking down your financial goals can lead to success. Whether it's saving for retirement, paying off debt, or simply reviewing your financial habits, we've got practical tips to keep you on track in the new year.
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CUES 157: Resilient Leaders Must Be Tough—or Flexible—as Needed
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Resilience is “about being tough, but it’s also about being flexible, and truly resilient leaders know when to be which,” Heather McKissick, I-CUDE, says in the latest episode of the CUES Podcast. McKissick is the CEO of CUES. The decision about when to be tough and when to be flexible, McKissick explains, “depends on the forces that we are up agai…
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CUES 156: Golden 1 CU Takes Belief in DEI Into Awarding-Winning Action
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22:12
Erica Taylor says her best advice for credit unions on how to best further their DEI journeys is to listen, really listen, to staff and their communities. “Start with listening and truly listening to hear..., listening to understand people,” says Taylor, VP/communications and community relations for $20 billion Golden 1 Credit Union, headquartered …
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CUES 155: Mitigate the Flight Risk of Newly Promoted Employees
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17:05
In this episode, Lesley Sears talks about the implications of research showing that newly promoted employees are more likely to leave your organization—and what you can do to mitigate their flight risk. “When we promote somebody, we’re assuming we’re building loyalty,” says Sears, CUES’ VP/consulting. “We’re … really feeding into and developing thi…
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Wrap up the Year with a Bang
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12:50
Join us as we discuss 10 essential steps to close out the new year with a bang and pave the way for a successful year ahead. From reviewing your tax withholdings with a professional to calculating your net worth, we'll cover everything you need to know to end the year on a high note.
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CUES 154: A Leader Who Listens and Pays His Good Fortune Forward
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35:09
Terrance Williams says it was his dad who taught him to be a leader who listens, an intern who asked him how he knows insurance is still the right career for him and his parents together who instilled in him his mantra of “paying it forward.” In this episode of the CUES Podcast, Williams, the new president/CEO of CUESolutions provider TruStage®, il…
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Cybersecurity Insights: Safeguarding Your Assets in a Digital World
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26:24
In an increasingly connected world, the need for robust cybersecurity practices has never been more important. Join us as we discuss practical, up-to-date cybersecurity tips and best practices. Don't miss this opportunity to fortify your digital defenses and stay one step ahead of cyber threats.
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CUES 153: Executives and CUs Can Win the Financial Game Together
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25:56
Chris Jones and his team have formed a new company named to represent well what they do. Jones is a senior benefits consultant and partner in PARC Street Partners. PARC stands for plan, attract, retain and compensate—all key elements of the company’s work to help credit unions create a succession plan, attract, retain and compensate key executives …
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Developing People and Careers in a Hybrid Work World
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21:44
Hybrid, remote and in-person work gets talked about a lot these days. The conversations are often about which companies are staying remote, which are calling every employee back to the office, and which jobs can truly be done effectively from someplace other than a physical location. But a topic that’s been less talked about so far is the impact of…
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Thrills, Chills, and Bills: Overcoming Money Fears
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28:50
Experience the thrill of conquering spooky financial challenges this Halloween. We'll delve into financial topics that people often find scary. In this conversation, we'll impart valuable insights on facing these financial fears head on. Join us on this journey to transform uneasiness into empowerment, one step at a time.…
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Credit Union Pay Today: Data, Trends and Analysis Tools
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18:39
From a past episode of the CUES Podcast, we already know that Scott Hackworth is an able data guy. In this show, he talks about the compensation data and corresponding trends that stand out in this year’s CUES Executive Compensation Survey and CUES Employee Salary Survey. He also describes the suite of data analysis tools included in the CUES compe…
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Your Legacy, Your Way: Estate Planning Essentials
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14:30
Discover why estate planning is relevant to individuals of all ages and financial backgrounds and learn how it can ensure your wishes are carried out, provide for your loved ones, and minimize confusion or disputes. Join us as we discuss wills, gain a deeper understanding of trusts, and explore the different types of power of attorney and their pur…
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The Challenge and the Fun of Fintech Integrations
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21:53
Peter Glyman finds it fun to say “yes” to a fintech integration with a Jack Henry product. Glyman is managing director of corporate strategy at Jack Henry, a CUES Supplier member and the sponsor of this episode. In the show, he talks about his fintech experience as the co-founder in 2006 of personal financial management tool Geezeo, which Jack Henr…
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Money in Motion: Exploring Payment Methods
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14:26
Discover how money moves, from exchanging cash to digital transfers, and explore the evolution of money movement over time. Gain insights into the benefits and considerations of different payment methods, such as cash transactions, checks, debit cards, online payment systems, and peer-to-peer money movement services like Zelle.…
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The Nine Dimensions of Climate
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24:41
In the latest episode of the CUES Podcast, Lesley Sears defines the differences between climate and culture and explains how they together create the workplace your staff members experience every day. VP/consulting for CUES, Sears then rises to the challenges of describing each of the nine elements of climate in two minutes or less. In that short s…
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Powering up Your 401(k)
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18:47
Join us as we demystify the complexities of 401(k) plans and provide knowledgeable guidance to help you make the most of your retirement contributions. We'll cover the ins and outs of 401(k) plans, discuss contributions, and learn about navigating investment options. Whether you're just starting your career or nearing retirement age, this podcast i…
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Renting with Confidence
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14:05
Discover how to make the most of your rental experience while keeping your finances in check. From setting a budget and researching the rental market to understanding lease agreements and protecting your belongings with renter's insurance. Tune in for expert tips and valuable insights to become a savvy renter.…
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How CEOs Can Design the Organization of the Future
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20:30
According to Deedee Myers, Ph.D., in this latest episode of the CUES Podcast, more and more CEOs are looking at their organizations and asking themselves, “What does it need to be in the future?” The answer to that question, she says, has to be put in the context of unprecedented times with the hybrid remote work environment taking hold and the nee…
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Financial Success in Your College Years
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13:29
Join us as we discuss valuable college finance tips, explore smart spending habits, and unveil hidden resources that will empower your financial well-being. From effective saving strategies and setting up bank accounts to stretching your funds and building credit, we've got all the insights you need. Tune in and take control of your financial futur…
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In this episode, we explore how addressing money fears can help us gain control over our money. Through inspiring stories, we demystify the world of money and discuss the power of learning financial concepts. By taking baby steps and finding balance, we can create a healthier relationship with money and achieve financial empowerment. Join us as we …
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The Value of a ‘Can-do’ Mindset for HELOCs and Fintech
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20:05
Omar Jordan says a mantra he lives by personally and professionally is, this one from Tony Robbins: "Stop being afraid of what could go wrong, and start being excited of what could go right." As founder/CEO of the credit union service organization Coviance, Des Moines, Iowa, Jordan believes that credit unions would benefit from not being afraid to …
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Sparking a Path to Financial Freedom
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10:45
It's time to say goodbye to financial stress and hello to financial freedom! Join us for an inspiring episode where we share tips and insights on how to attain financial freedom through practical steps and a positive money mindset.
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Get ready to have a blast this summer without breaking the bank! While we all love soaking up the sun and making unforgettable memories, expenses can pile up fast. Join us as we share some savvy tips to help you save money on everyday summer activities, so you can make your summer budget last.
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Align and Streamline Your Organization Using a Skills Focus
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26:07
In this episode of the CUES Podcast, Lesley Sears says she loves the commercial in which “Polly Pratz wore many hats.” While the commercial is for an online university, Sears loves the many hats idea as it relates to having an organization-wide skills taxonomy—a system for deeply understanding the skills of each employee and the organization overal…
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Becoming a CEO With a Vision for Technology and Teamwork
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21:50
A decade before CUES member Dana DeFilippis, CCE, became CEO of Merck, Sharp & Dohme Federal Credit Union in Chalfont, Pennsylvania, she decided she wanted the job. Coming to credit unions from public accounting, DeFilippis prepared for the CEO role by adding leadership of the IT department to her duties as VP/finance of the $825 million institutio…
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Protecting Yourself from AI Scams
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10:36
Artificial Intelligence has revolutionized numerous industries, providing innovative solutions that enhance efficiency and productivity. However, with the increasing use of this technology, scammers have also found ways to exploit it. In this discussion, we will explore various strategies to safeguard against these scams, empowering you to make inf…
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Investing in Education through 529 Plans
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17:26
In this episode, our hosts dive into the world of 529 plans and how they can help you save for your child's educational expenses. With rising college costs, planning is more important than ever and the power of compound interest can help you reach your college saving goals. So, join us and add another tool to your financial journey.…
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How to Build a Money- and Reputation-Saving Cyberdefense
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30:30
Tyler Leet takes credit union cybersecurity very seriously. For him, it’s not just a job. It’s a duty. “We have an obligation,” says Leet, director of risk and compliance services for the regulatory compliance group at CSI, Paducah, Kentucky, the sponsor of the latest episode of the CUES Podcast. “Businesses have an obligation, credit unions have a…
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Raising Money Savvy Kids: Tips for Teaching Children to Spend Wisely
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13:23
Teaching kids about earning money, prioritizing spending, and making responsible choices helps set them up for financial success. Join us as we explore the benefits of early financial education and share tips and best practices.
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