Money and Mindset With Bright and Brian

Are you spending money on things because they actually make you happy, like a hobby you’re passionate about? Or are you spending money on things just to try to “keep up” with your friends or people you follow online? Your answer could have a big impact on your financial well-being.

Aleksandra Medina, co-founder of the social finance app Frich, rejoins the podcast to dive deeper into the financial challenges and questions that are top of mind for Gen Z. Together with hosts Bright Dickson, positive psychology expert, and Brian Ford, head of financial wellness at Truist, they discuss ways to turn insights around these questions into action.

The discussion covers:

• Why we should be having more honest conversations about money—and how Frich is helping Gen Z talk more openly about their finances

• Money questions that Gen Zers are asking via the Frich app, from etiquette around splitting the cost of dinner to wedding and engagement expectations

• Personal finance tips to help listeners of any age put insights and answers into action

“Part of being financially confident is knowing there are certain things that need to happen with your income every month—rent, savings, etc. But with the rest, you should feel confident in your ability to spend your money in a way that brings you the most amount of joy.”

—Aleksandra Medina, Co-founder, Frich

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Aleksandra Medina was seeking answers to her own questions about money when she co-founded Frich. Now, through the Frich app, she’s tuned in to Gen Z’s feelings about money and is helping to inspire more financial confidence, transparency, and know-how.

In this episode, Aleksandra shares her story with Truist psychology expert Bright Dickson and money guru Brian Ford. Together, they talk through her experience and challenges as a young tech entrepreneur whose company has raised $2.8 million in venture capital.

The discussion covers:

• The inspiration behind Frich and how it’s designed to drive authentic money conversations

• What it’s like getting started as a young tech entrepreneur and lessons she’s learned along the way

• Insights from Frich on Gen Z’s mindsets around money and personal finances

“Every single day, we try to encourage people to have more honest conversations about money.” —Aleksandra Medina, Co-founder, Frich

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

In this episode, Truist psychology expert Bright Dickson and money guru Brian Ford sit down with Matt Toussain, the founder and CIO of Open Security, to explore why scams are so prevalent and why digital fluency doesn’t always equal scam protection.

Matt, Bright, and Brian discuss how people of all ages can help protect themselves against scams, highlighting common tactics scammers use, how to recognize warning signs, and what steps you can take to avoid scams or respond if you become a victim.

The discussion covers:

• The most common types of scams and red flags to watch out for

• What to do if you’re targeted and how to be more secure in general

• The future of scams and how AI could be used to target potential victims

[PULL QUOTE]

“All that an adversary is trying to do is emotionally connect with us in a way that’s going to get us to respond to them.” —Matt Toussain, Founder and CIO, Open Security

[/PULL QUOTE]

Listen to the episode and let us know what you think:

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

Join psychology expert Bright Dickson and money guru Brian Ford as they revisit favorite tips from the show that cover one of the most important money topics: investing.

Bright and Brian replay their top clips from popular episodes covering topics like:

• How investing can help you grow your money and lead to a more secure financial future.

• Common reasons people don’t invest—and why you should consider investing.

• One of the easiest ways to start investing.

• Top takeaways from the Financial Independence, Retire Early (FIRE) movement that are applicable to anyone.

In this episode of Money and Mindset With Bright and Brian, our hosts are joined by Ruchi Pinniger, who works with entrepreneurs and business owners daily through her company, Watch Her Prosper. Together, they explore how adopting an entrepreneurial mindset could help you take steps forward on your personal financial journey.

Bright, Brian, and Ruchi cover:

• Entrepreneurial money tips you can apply to your own finances

• Similarities between managing your finances and a business

• What everyone can learn from common business pitfalls

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In this episode of Money and Mindset With Bright and Brian, our hosts look at how social comparison can be a motivator to create positive strides in our finances and daily lives. The discussion also includes:

• Why we engage in social comparisons

• How entertainment and celebrity culture can skew our reality

• Why we may need a digital detox

• Tips for mindfully achieving your goals

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

Looking after an aging loved one can present financial and emotional challenges. Anticipating the potential future costs and expecting that there will likely be complicated emotions in caregiving can help you prepare and plan for the day-to-day responsibilities. In this episode of Money and Mindset With Bright and Brian, our hosts sit down with Brian Levy, chief relationship officer for Manchester Care Homes and Cambridge Caregivers, to discuss strategies caregivers can use to plan ahead and better handle the complexities of changing family dynamics.

This episode also includes information on:

• How to have difficult conversations with aging loved ones

• How to determine the level of care a loved one may need

• Tips caregivers can follow to help mitigate the stress and worry

“It is emotionally challenging, and it’s extremely stressful to have these conversations with your parents, who don’t want to talk about it at all. And you just have to keep reminding them that it’s for their best benefit to keep them healthy and safe.”

—Brian Levy, chief relationship officer, Manchester Care Homes and Cambridge Caregivers

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

In this episode of Money and Mindset With Bright and Brian, our hosts discuss why we don’t talk about money, what makes the topic taboo, and why we need to change the narrative for our financial and mental well-being.

Bright and Brian also discuss:

• Why financial literacy is important

• How sharing ideas about money can be empowering

• Tips for learning more about finances and money management

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In this episode of Money and Mindset With Bright and Brian, Sarah Hays Coomer, a National Board-certified health coach, Forbes health columnist, and author, shares an approach to behavioral changes that can lead to positive results. Sarah and our hosts also discuss:

• The difference between a feeling and a habit
• A technique to interrupt a behavior you want to change
• How good financial habits positively shape our relationship with money

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In this episode of Money and Mindset With Bright and Brian, our hosts discuss the benefits of rebalancing your financial portfolio and your priorities. They also talk about:

• Why portfolio diversification is important

• How to use a Life Wheel tool to help identify priorities in your life

• Why rebalancing can lead to greater peace of mind and well-being

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