New Year, New Financial Goals

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In the twenty-fifth episode, expert hosts Shawn Lubitz and Grant Gallagher discuss financial goals and resolutions heading into the new year.

Grant and Shawn kick-off the discussion by sharing tips for revamping your budget in 2024, and discuss taking the time to audit your expenses and subscriptions. Additionally, they analyze various budgeting strategies and the importance of an emergency fund.

Some additional topics included:

• How to set children up for success financially
• Strategies for overcoming setbacks and staying resilient in pursuing financial goals
• Methods for managing and paying off debt

Following the main discussion, Grant pulled a submitted question from the member mailbag, and the team shared their responses: I've struggled with saving money, and it always seems like unexpected expenses derail my plans. How can I create a realistic savings goal for the new year that accounts for life's uncertainties and helps me stay on track?

Finally, Grant concludes the discussion by highlighting Affinity’s financial wellbeing resources you can take advantage of for the year ahead. Check out Affinity’s credit counseling services, blog, and webinars to learn 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.