We have some solid information and resources to help build your path to financial literacy, stability and growth.

Our guests from BMI Federal Credit Union. Sarah Borland, Vice President of Business & Community Development. Join us as well is Nancy Sullivan Graf, Financial Education Manager.

We first discuss the differences between credit unions and other financial institutions. There are always pros and cons when we make decisions on where to “park our money”!

There have been many problems Americans have faced in their financial situations over the past decade. We can guess that this pandemic has certainly impacted all of our lives dramatically. How are helping your members to deal with financial changes. As well as helping them to continue to build their net worth?

Are there any particular services or programs that are available to Central Ohioans to help them in planning life’s transitions? For example, college education, marriage and home purchases, and of course retirement?

The BMI Financial Education Program Teaches Financial Literacy

The BMI Financial Education Program has bloomed over the past few years. It concentrates on budgeting, saving, and financing “dreams” such as homes and cars. Nancy gives us an overview of the educational program and how a member can begin.

One other important service is the one-to-one financial coaching available at BMI. Nancy gives us an overview of this service and what it encompasses.

One huge change we have all endured in our financial literacy world is the issue of technology. This particularly true for older members. We can save money, transfer accounts, pay bills, and much more. Nancy gives us an overview of the positive changes in technology at BMI. And how this is assisting members with tech issues

One more issue in online transactions and technology is the security of the systems. Nancy and Sarah have some tips on how to do financial transactions securely and safely. Plus, what steps should they take if they think their accounts have been stolen.

Retirement is a huge transition for many. We all need to prepare our financially for retirement. What steps and suggestions can you provide in retirement financial literacy?

Here is a link to the resources page we mention in the podcast.

We would love to hear from you.

Email us at hello@lookingforwardourway.com.

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And of course everything can be found on our website, Looking Forward Our Way.

Recorded in Studio C at 511 Studios. A production of Circle270Media Podcast Consultants.