Welcome to the Wallet Wisdom podcast, presented by Lake Michigan Credit Union. Wallet Wisdom helps breakdown the in's & out's of financial aspects to bring answers to some of banking's more confusing and complex questions. At LMCU, our members trust us with their homes, earnings, and financial wellness. We take that trust very seriously. Wallet Wisdom is our way of helping our listeners better understand the financial world and how it relates to you.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
In this episode of Wallet Wisdom, Brett sits down with Savannah and Ann Marie from LMCU to discuss why a mid-year financial check-up can make a big difference in reaching your money goals. Whether you're trying to save more, reduce debt, or simply gain a better understanding of where your money is going, this conversation offers practical tips and free tools to help you take control of your…
The holidays may feel far away during the summer months, but preparing for holiday expenses early can make a big difference when the season arrives. In this episode of Wallet Wisdom, Brett sits down with Mary, Valrico Market Leader at LMCU, to discuss how listeners can start planning, saving, and building better financial habits before holiday spending begins. From creating a holiday budget and…
The financial world has changed dramatically over the last century, but one thing has remained constant: people still need trusted financial partners to help them achieve their goals. In this episode of Wallet Wisdom, Brett sits down with Trevor to explore the history of the credit union movement, why credit unions were created, and how their member-first philosophy continues to make a difference…
Graduation is an exciting milestone, but it also marks the beginning of a new financial journey. In this episode of Wallet Wisdom, Brett sits down with Sedrick, Market Leader at LMCU, to discuss why financial literacy is one of the most important skills graduates can develop as they enter adulthood. From creating a realistic budget to avoiding the pressure of "keeping up with the Joneses," Sedrick…
In this episode of Wallet Wisdom, Brett sits down with LMCU’s home lending experts to break down what home equity really is, how Fed rate decisions impact borrowing, and how homeowners can strategically use a HELOC to support their financial goals. From home renovations and debt consolidation to understanding variable rates and long-term financial planning, this episode explores the practical side…
Small businesses are the backbone of our communities, and in this week’s Wallet Wisdom episode, we’re diving into what it really takes to get one off the ground. Brett sits down with Scott, Vice President of Small Business Lending at LMCU, to break down the early steps every entrepreneur should consider before launching or scaling a business. From realistic financial planning to finding the right…
Buying a home or continuing to rent? It’s not as simple as one being better than the other—and in this episode of Wallet Wisdom, we break down why. Brett sits down with Jake, Vice President of Regional Mortgage Production at LMCU, to unpack one of the biggest financial decisions many people face: owning vs. renting. Jake shares an honest, practical perspective shaped by years of helping members…
Helping your kids build strong financial habits starts earlier than you think, and this week’s Wallet Wisdom episode shows you how to begin. Brett sits down with Byron, Market Leader at LMCU’s Downtown Detroit branch, to talk about how parents can start meaningful financial conversations with their kids and why those early discussions matter more than ever. From simple savings habits to long-term…
Brett sits down with Josh, Director of Fraud at LMCU, who shares an inside look at how scams are becoming more sophisticated, and what you can do to protect yourself in an increasingly digital world. From AI-powered scams to fake websites and urgent “fear-based” tactics, Josh explains how fraudsters are using smarter tools and more convincing strategies than ever before. As he puts it, fraud today…
Tax season is here, and this week’s Wallet Wisdom episode is packed with practical, real life strategies to help you stretch your refund further than ever. Brett sits down with Bill Turner (BT), LMCU District Manager in Southwest Florida, who brings 30 years of banking experience and a refreshingly honest take on how to use your tax return with intention—not impulse. --- The information provided…
