WealthBeing

Ep. 44 – Financial Literacy Month: are you “bad with money?” With Evan Yuan.


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No one is an expert at everything – but how skilled are you at making financial decisions? It’s Financial Literacy Month, and this week our WealthBeing hosts are talking with Island Savings’ Branch Manager, Evan Yuan, about what it means to be “bad” with money – and how to make confident, wise decisions instead. 

1:40 Money Problem: When Derrick heard about a new clients’ financial history, he discovered that his awareness and mindset about money was preventing him from even trying to reach his financial goals. 

4:15 Expert Examination: Travis, Derrick and Evan identify the signs of poor money habits and strategies to be “good” with your money: 

  • Why people think they are “bad” with money. 
  • Identifying poor money habits. 
  • How to make financial decisions that serve you well. 
  • Resources to self-coach yourself into smart money management. 
  • How a financial advisor can kick-start your financial wellbeing. 
  • Recovering from a financial failure. 

23:15 Weekly Financial Fix: Travis has one easy way to be good with your money – and avoid temptation – this week. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing , or at [email protected], and we will consider it for a future episode. 

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WealthBeingBy Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union