Where Credit Unions Should Really Invest for Financial Wellness Results episode artwork

EPISODE · Apr 18, 2025 · 36 MIN

Where Credit Unions Should Really Invest for Financial Wellness Results

from TrailMarkers By Expedition Money · host TrailMarkers By Expedition Money

Are credit unions wasting money on outdated financial wellness programs? In this eye-opening episode, Peter sits down with financial wellness strategist Buck to explore where credit unions should actually spend if they're serious about creating meaningful change. Drawing from deep research and years in the credit union world, Buck explains why generic financial literacy tools often fall flat—and how financial coaching is a proven alternative that boosts savings, raises credit scores, and builds trust.They discuss practical steps for launching coaching programs without breaking the budget, leveraging existing staff, and how smaller credit unions can start smart. If you're a credit union executive, financial wellness advocate, or just tired of checking boxes with no real impact, this episode is your blueprint for turning mission into measurable outcomes.▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1▶ Rethink Money Book: https://geni.us/O1tcs▶ Amazing Money Stories Book: https://geni.us/R7ef▶ Just The Essential Disney Hacks Book: https://geni.us/cYZO3T0▶ Living The Dream: 5 Strategies That Changed My Life Book: https://geni.us/dxPr▶ Discovering Travel Bliss: Insider Secrets for Transforming Ordinary Trips into Joyful Journeys Book: https://geni.us/QzzEgjo▶ Money Is Factscinating: Fascinating Money Facts, History, Stories & Trivia Book: https://geni.us/LckBTAX----------DISCOVER FINANCIAL INDEPENDENCE:▶ Podcast: https://geni.us/N79P5UC▶ My Amazon Store: https://amzn.to/3rcRvrX----------IF YOU'D LIKE TO SHOW SOME LOVE:▶ Buy My Book: https://amzn.to/3PpUsid▶ Merch: https://geni.us/fsYNIkcFOLLOW MY OTHER SOCIAL MEDIA PLATFORMS:▶ Instagram:   / expedition.money  ▶ Facebook:   / expeditionmoney  ▶ X:   / expeditionmoney  ▶ LinkedIn:   / expeditionmoney  

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Where Credit Unions Should Really Invest for Financial Wellness Results

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