Best FORUM Credit Union Podcasts (2025)

1
Smart Money Moves to Make in Your 20s and 30s 15:02

3d ago15:02

15:02

In this episode, Andy talks with Louie Wendall, Financial Coach, about important ways to manage your money when you are just starting out or new to living on your own. If you are just starting out on your own, this episode will help by giving you tips to get started on the right foot! For more information, please visit us at Smarter Money Life. You…

1
Off the Stage at Finovate Spring 2025 // Maya Mikhailov, Jason Henrichs & Andy Ivankovich 31:01

16d ago31:01

31:01

Forget the keynote fluff and polished demo, this episode of Fintech Hustle drops you straight onto a sun-drenched San Diego balcony with the real players of Finovate Spring 2025. Host Sam Kilmer is joined by fintech rockstars Maya Mikhailov (SAVVI AI), Jason Henrichs (Alloy Labs), and Andy Ivankovich (Baker Hill) for a breakdown of what’s actually …

1
Estate Planning Basics 24:21

17d ago24:21

24:21

In this episode, Andy talks with Ian Keeler, attorney at Clapp Ferrucci, about estate planning. This topic is beneficial for everyone and Ian gives great advice you're going to want to hear. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube. Reference to, or…

1
Setting Your Kids Up For Financial Success 36:10

1M ago36:10

36:10

In this episode, Andy talks with Nicole and Annie, co-founders of the My First Nest Egg app, about all the ways My First Nest Egg helps teach kids about money. If you have a child or grandchild, you are not going to want to miss this introduction to My First Nest Egg! For more information, please visit us at Smarter Money Life. You can also view th…

1
Money Concepts Your 18-Year-Old Should Understand 5:40

2M ago5:40

5:40

In this episode, Andy goes through several key money concepts your 18-year-old needs to understand before going out on their own. If you have a teenager, you are not going to want to miss these helpful tips! For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube.…

1
Exploring Fintech Trends at AFT Conference // Alex McLeod, Ben Metz & Will Bryant 25:34

2M ago25:34

25:34

In this episode of the Fintech Hustle podcast, host Sam Kilmer sits down live at the AFT Spring Conference with Alex McLeod (CEO, Parlay Finance), Ben Metz (CTO/CDO, Jack Henry), and Will Bryant (COO, Quantalytix) for a high-energy conversation about the future of financial services. The panel dives into key fintech trends, including the real-world…

1
The Key Steps in Building a Home 5:20

2M ago5:20

5:20

In this episode, Andy goes through a few key steps to make your home buying or building process smoother. Check out these excellent tips! For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube. Reference to, or information about, any specific product or service b…

1
How to Evaluate Job Offers and Navigate the Process of Starting Your Career 19:18

3M ago19:18

19:18

In this episode, Andy talks with human resources industry veteran and current Executive Coach Mentor at Butler University, Randy Brown. They will discuss how to develop criteria to help you identify what is important to you in a job search and how to evaluate multiple job offers. You are not going to want to miss the important information shared! F…

1
Love and Money, Making Relationships Work Financially 16:30

3M ago16:30

16:30

In this episode, Andy chats with Andrew Snow, Financial Coach from SafisLife, about how couples can acheive financial bliss and maintain a healthy relationship. You're not going to want to miss the helpful tips in this episode! For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Mo…

1
Smart Retirement Moves If You Are 40+ 4:36

4M ago4:36

4:36

In this episode, Andy dives into a topic that is crucial for anyone looking to secure their financial future: smart retirement moves for those who are 40 years old or older. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube. Reference to, or information abou…

1
Insights from the Acquire or Be Acquired Conference // Margaret Hartigan, Nikhil Lakhanpal & Todd Schell 27:13

4M ago27:13

27:13

The Acquire or Be Acquired conference was buzzing with optimism, big ideas, and strategic conversations about the future of banking. In this episode of Fintech Hustle, host Sam Kilmer and co-host Al Dominick sit down for an unscripted discussion with Margaret Hartigan (Founder & CEO, Marstone), Nikhil Lakhanpal (Co-founder, Narmi), and Todd Schell …

1
The Investing Basics Everyone Should Understand 25:33

4M ago25:33

25:33

In this episode, Andy chats with Charles Grigsby, CFP®, Financial Advisor with FORUM Private Client Group about investing basics. You won't want to miss all the helpful tips! For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube. Reference to, or information abo…

1
Financial Resolutions for 2025 6:42

5M ago6:42

6:42

In this episode, Andy dives into several financial resolutions to help you improve your financial success in 2025. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube. Reference to, or information about, any specific product or service by name, trademark, trad…

1
Kicking off 2025 with Lee Farabaugh, Brendan Tansill and Hank Seale 44:53

5M ago44:53

44:53

The first Fintech Hustle episode of the year kicks off with host Sam Kilmer and co-host Stacy Bryant joined by industry leaders Lee Farabaugh (Monarch), Brendan Tansill (Candescent), and Hank Seale (Hapax). This lively discussion dives into the dynamic world of fintech, covering the latest trends, challenges, and opportunities shaping the industry …

1
Season 2 Trailer 1:49

5M ago1:49

1:49

Welcome to the Smarter Money Life Podcast hosted by Andy Mattingly! The purpose of this podcast is to delve into two topics 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 …

1
Transforming Your Financial Life 3:33

5M ago3:33

3:33

In this episode, Andy explores various tools and resources that can help you make better financial decisions and reach your financial goals. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube. Reference to, or information about, any specific product or servic…

1
Breaking Barriers: Fresh Strategies for Credit Union Success with Cornerstone Advisors 21:53

6M ago21:53

21:53

Join Stacey Bryant, Director of Business Development at Cornerstone Advisors, as she tackles the challenges and opportunities shaping today’s credit unions. From succession planning and leveraging data to reaching underserved communities, this episode explores key strategies for staying true to credit union values while adapting to new generations …

1
How To Protect Yourself From Financial Scams with Sherry Jacobson 16:45

6M ago16:45

16:45

In this episode, Andy is joined by FORUM's AVP of Fraud Loss Prevention, Sherry Jacobson, to discuss different financial scams that tend to be more prevalent around the holiday season. They go over the red flags to look out for, what to do if you do fall victim to these scams, and share real-life stories of how FORUM was able to stop members from f…

1
Leading with Purpose: Credit Unions and Community Giving with NetGiver 17:17

6M ago17:17

17:17

Eric Berg, Co-Founder and President of NetGiver, shares valuable insights on how credit unions can harness cause marketing to strengthen community ties and amplify their impact. Discover the innovative NetGiver platform, which empowers credit unions to sponsor donations, enhancing member loyalty while supporting local nonprofits. The discussion div…

1
Bridging the Talent Gap: Credit Union Strategies with Robert Half 13:15

6M ago13:15

13:15

Sean Thornton, Managing VP at Robert Half, delves into the key challenges facing credit unions today. In this episode, you'll explore the talent shortages caused by retirements, the crucial role of succession planning, and effective strategies to attract and retain specialized professionals in roles like CFOs and risk management. Tune in to discove…

1
Empowering Credit Unions for Strategic Growth with Capstone Strategic 15:55

6M ago15:55

15:55

John Deering from Capstone Strategic explores the transformative power of credit union service organizations (CUSOs) in helping credit unions deepen member engagement, diversify income streams, and achieve strategic growth. This episode features insights on prioritization, risk-taking, and practical tools like adjacency mapping to guide long-term s…

1
Fintech Hustle Flashback: Key Insights from 2024 57:31

6M ago57:31

57:31

In this episode of Fintech Hustle, Sam gathers his team of co-hosts (Ron Shevlin, Stacey Bryant, Al Dominick and Mary Wisniewski) to reflect on the key themes and highlights from the past year in the fintech industry, by looking back at memorable moments from the podcast over the last 12 months. They discuss the significance of deposits, the role o…

1
Revolutionizing Estate Planning with Gentreo 16:50

6M ago16:50

16:50

Renee Fry, CEO, and Julie Fry, CMO of Gentreo, discuss how their innovative platform is making estate planning affordable, accessible, and tech-savvy. From digital vaults to lifelong solutions, Gentreo supports individuals and families through life’s big moments while empowering credit unions to offer valuable tools that protect what matters most. …

1
The Home Buying Process with Erin Schmidt 18:27

6M ago18:27

18:27

In this episode, Andy is joined by Erin Schmidt, FORUM’s AVP of Mortgage Processing, to go through the home-buying process. They cover appraisals vs. inspections, prequalification vs. preapproval, how to qualify for a lower down payment, and much more. For more information, please visit us at Smarter Money Life. You can also view this episode with …

1
Planning For A Very Merry Season & A Stress-Free New Year 5:11

7M ago5:11

5:11

In this episode, Andy gives us tips for preparing for the financial impact of the holidays and how we can improve our financial habits. He discusses making a list and a budget, not buying everything from one place, focusing on value instead of price, and more. For more information, please visit us at Smarter Money Life. You can also view this episo…

1
The Future of Security in Fintech with Parilee Wang, Charles Potts & Joe Cody 38:50

7M ago38:50

38:50

In this episode of the Fintech Hustle podcast, host Sam Kilmer and co-host Mary Wisniewski sit down with guests Parilee Wang (Alloy), Charles Potts (ICBA, BankTech Ventures), and Joe Cody (Q2) to chat about the exciting world of fintech. They dive into what a typical day looks like for fintech pros, how banking and tech are blending, and why respon…

1
Getting Your Budget Back on Track 5:37

7M ago5:37

5:37

In this episode, Andy shares how to get your budget back on track when it goes off the rails. He discusses spending problems, trying different budgeting methods, unexpected expenses, accountability partners, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life o…

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

8M 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
Insights from the AFT Fall Summit // Sarah Fankhauser, Melissa Kopp, Jacob Bouer 26:01

8M 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

8M 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

9M 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

9M 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
What Your Older Kids Should Know about Money 6:28

9M 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

10M 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
Allison Cerra, Laura Broderick, Sam Das & Brian Bauer 45:27

10M 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

10M 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

11M 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 Financial Vows You Should Be Making 7:38

11M 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

11M 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

12M 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

12M 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

12M 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
Common Financial Mistakes & How to Avoid Them 9:25

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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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 …

Podcasts Worth a Listen

FORUM Credit Union Podcasts

Podcasts Worth a Listen

Quick Reference Guide