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Ep. 53 – Times are changing! How to handle a financial transition and keep on thriving. With Sheena Sanders and Kevin Lehman.
There are times when you want to shake up your life – or it gets shook for you. Our pocketbooks aren’t impervious to life changes, so this week, Derrick and Travis are talking about how to handle financial changes – and a change that WealthBeing is taking – with our colleagues at Valley First, Sheena Sanders, and Envision Financial, Kevin Lehman. Listen in to hear how they handle financial transitions.
1:10 Money Problem: Someone dropped in on Travis with a story of financial woe – but hesitation to make any changes.
3:25 Expert Examination: Travis, Derrick, Sheena and Kevin get into the changes you can expect to make in life – and how to transition successfully:
· What kind of change is significant to signal a financial transition?
· Becoming financially independent.
· The financial impact of a new career.
· Handling a change of home.
· Financial tips for family fluctuations.
· Cash challenges for couples.
· Transitioning through age.
· WealthBeing is transitioning to expand your financial savvy.
23:15 Weekly Financial Fix: If you’ve got a change happening, this week’s task will make sure you have back-up to get through it with support.
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.
On every episode
Being in good financial health makes you feel at ease every day. You are free to pursue your goals and prepared to manage your future needs. Could your pocketbook be in better shape?
If life has thrown you a financial curveball, or if you just want to be more in control of your money, tune-in to WealthBeing. Every week, we diagnose a spending, saving, borrowing, investing, or other financial problem to provide simple advice that can help you thrive.
You’ll hear about real-life financial challenges that our Island Savings hosts, guests and members have encountered. We’ll share the time-tested financial solutions we recommend to members. And every week you’ll receive a simple strategy that you can use right away to improve your financial health.
View all episodes
By Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit UnionThere are times when you want to shake up your life – or it gets shook for you. Our pocketbooks aren’t impervious to life changes, so this week, Derrick and Travis are talking about how to handle financial changes – and a change that WealthBeing is taking – with our colleagues at Valley First, Sheena Sanders, and Envision Financial, Kevin Lehman. Listen in to hear how they handle financial transitions.
1:10 Money Problem: Someone dropped in on Travis with a story of financial woe – but hesitation to make any changes.
3:25 Expert Examination: Travis, Derrick, Sheena and Kevin get into the changes you can expect to make in life – and how to transition successfully:
· What kind of change is significant to signal a financial transition?
· Becoming financially independent.
· The financial impact of a new career.
· Handling a change of home.
· Financial tips for family fluctuations.
· Cash challenges for couples.
· Transitioning through age.
· WealthBeing is transitioning to expand your financial savvy.
23:15 Weekly Financial Fix: If you’ve got a change happening, this week’s task will make sure you have back-up to get through it with support.
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.
On every episode
Being in good financial health makes you feel at ease every day. You are free to pursue your goals and prepared to manage your future needs. Could your pocketbook be in better shape?
If life has thrown you a financial curveball, or if you just want to be more in control of your money, tune-in to WealthBeing. Every week, we diagnose a spending, saving, borrowing, investing, or other financial problem to provide simple advice that can help you thrive.
You’ll hear about real-life financial challenges that our Island Savings hosts, guests and members have encountered. We’ll share the time-tested financial solutions we recommend to members. And every week you’ll receive a simple strategy that you can use right away to improve your financial health.