Sign up to save your podcasts
Or
Share Episode 74 – Dale Lewis – Financial Wellness
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 74 – Dale Lewis – Financial Wellness
Financial
wellness is an important piece of our wellness puzzle.
Dale Lewis shares her perspective and years of experience with some basic, good financial practices.
She was
the president of Park State Bank for 35 years. Now she loves to work with
people and businesses as an independent consultant. Helping them find and structure financing
when buying a business, manage their
business, prepare businesses for sale, help people avoid traps and pitfalls and
more.
What
topics did we touch on?
- Heading into tax season
- HSA – Health Savings accounts
- 401k
- Banks, (national, local, credit unions)
- Some things to think about when searching for a bank relationship
And… why
might your bank NOT give you great customer service??? Do you feel like, as a customer, you are just
a nascence to your bank? Dale explains why you might be on the right track.
- Daily debit card limits
- Safety suggestions for credit cards/debit cards and giving checking accounts numbers for payment.
- Internet banking
- Taxes
- Non-bank money handlers/Non-bank banks
- Tips to working with a bank in a challenging financial time.
Have a financial question you would like us to talk about on an upcoming episode with Dale?
– Email [email protected] or connect on facebook
Contact:
[email protected]
View all episodes
By Wellness Renaissance Podcast Page
5
1010 ratings
Financial
wellness is an important piece of our wellness puzzle.
Dale Lewis shares her perspective and years of experience with some basic, good financial practices.
She was
the president of Park State Bank for 35 years. Now she loves to work with
people and businesses as an independent consultant. Helping them find and structure financing
when buying a business, manage their
business, prepare businesses for sale, help people avoid traps and pitfalls and
more.
What
topics did we touch on?
- Heading into tax season
- HSA – Health Savings accounts
- 401k
- Banks, (national, local, credit unions)
- Some things to think about when searching for a bank relationship
And… why
might your bank NOT give you great customer service??? Do you feel like, as a customer, you are just
a nascence to your bank? Dale explains why you might be on the right track.
- Daily debit card limits
- Safety suggestions for credit cards/debit cards and giving checking accounts numbers for payment.
- Internet banking
- Taxes
- Non-bank money handlers/Non-bank banks
- Tips to working with a bank in a challenging financial time.
Have a financial question you would like us to talk about on an upcoming episode with Dale?
– Email [email protected] or connect on facebook
Contact:
[email protected]