Debbie’s Post

In a special online segment with CW39 Houston , Marina Rivera, Chief Lending and Retail Experience Officer for Members Choice Credit Union, does an even deeper dive into financial wellness tips and trends for the year. Make sure you watch this feature after watching her first segment. You don't want to miss it! #katytexas #creditunion #financialwellness #savings #budget

We can all agree that being debt-free is beneficial, but living in the present is just as important. In a world where the pressure is always on, it's totally okay for Gen Z to treat themselves to those little moments of happiness, like enjoying a coffee. Their fresh take on managing money—balancing saving with self-care—is both smart and necessary. They're navigating today's financial challenges with a blend of wisdom and the need for well-being, showing us there's more to life than just sticking to the strict rules of the past. Would love to hear more thoughts on this topic! #FinancialCoaching #MoneyManagement⁠ #WealthBuilding #FinanceCoach #Financialtherapy

What do y’all think? I’m conflicted on this. (But, that’s my values and biases coming into the conversation…if I can’t afford it, I would 100% forego today’s pleasures for tomorrow’s financial success) As financial professionals, I feel that the reason we talk about cutting out coffees is not specifically about coffee, it’s about cutting out unnecessary spending in favor of a bigger goal. I’ve seen time and again, it’s the little expenses that often add up and eat away at a paycheck without even being noted. When all of those “just a little treat” expenses add up…it can be a substantial issue. Should someone who is working to cut expenses vow to never have a coffee out? No. BUT, they should evaluate how much they value the coffee, why they are getting the coffee and how does this singular choice factor into their long term goals. (If it’s simply convenience that plays differently than meeting a friend for a couple hours and enjoying a coffee while they catch up). As a counselor, it’s not my job to tell people what to do or to value, but if a client is coming to me and telling me they are living at home with their parents bc they can’t afford to move out and are also spending a large chunk of their monthly income on convenience items - it IS my job to draw attention to the discrepancy about what they are saying they want and value vs how they are actually behaving. Then, it’s on them to determine if their values have changed or if they need to alter their behavior.

Exciting news! Arbuthnot Latham has just released our latest report, ‘Healthy, wealthy, and wise’. Did you know that nearly 90% of people share worries about the economy, yet only 30% consider discussing their financial concerns with their bank during significant life events?   It's time to change that! Download your copy now and join us in shaping a brighter financial future: https://lnkd.in/eTraew4Z #helpingyougofurther #financialwellbeing #privatebanking #wealthplanning

We believe that later in life, the last thing you should be worrying about is money. Real wealth is made up of life experiences, memories and connections. Money gives you the freedom to create these things. This is why we do what we do. To help put you or your loved one in the best possible financial position to focus on what really matters – whether that’s catching fish, catching up or something else. Find out how by talking to an Alteris expert today. #AlterisFinancialGroup #ProsperityForLife #SydneyFinance #BrisbaneFinance #FinancialPlanning #FiancialAdvice #FinancialPlannerSydney #FinancialPlannerBrisbane

Money - can be in the mind. Here's how to help clients develop a more rational attitude to their wealth #financialadvice in FT Adviser and thank you Vix Munro & Georgina Sturmer https://lnkd.in/ei4GcQ7b

Which discussion is more challenging: Death or Money? 💬 Talking about money is hard—really hard. A 2023 study revealed that 62% of people simply don't discuss it. In fact, 43% would rather talk about politics, and 32% prefer discussing death over money. At Wealth Progression Group, we understand the discomfort and are here to help you navigate this tough conversation. Our experts provide a safe and supportive environment to discuss your financial goals and concerns. Let's break the silence together. Reach out to Wealth Progression Group and take the first step towards financial confidence. #WealthProgressionGroup #TalkAboutMoney #WealthStrategist #FinancialIndependence #WPG

We understand the importance of not letting financial challenges get to you. We empower you to steer clear of credit drama, choosing an emotionally balanced and calm approach to credit repair and financial wellness. #FinancialResilience #CreditRepair #EmotionalBalance #StressFreeFinances #CompleteCreditPlus #FinancialWellness #CreditSuccess #StayCalm #EmpoweredFinances #NoMoreCreditDrama

Financial freedom isn’t about the absence of limitations—it’s about the presence of choices. Kevin O’Leary understands that money opens doors, not just to luxury but to the possibility of charting your own course. At GBSE, we are committed to turning your financial success into the ability to make choices that align with your vision. gbse.com.ph #StrategicChoices #Empowerment #FinancialSuccess #BusinessFreedom

💰 Want to grow your wealth? This Bham financial expert shared 3 important tips to make it happen. NowPartner #birminghamalabama #birminghamal #birminghamalfinances PI #bhamnow