In this episode, Andy talks with several parents of current or recently-graduated college students about how they prepared their kids to handle money while away at college. They go through the important accounts to have, how to teach them a bit about budgeting, keeping their money safe, and how to find discounts. These parents share valuable pointers. If you have a child leaving home for college or starting out on their own, you are not going to want to miss the tips in this episode!

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy talks about the essential financial habits that everyone needs. Whether you are just starting out on your financial journey or have been on it awhile, you will benefit from the tips Andy shares! 

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy talks with Chelsea Coleman, a Mortgage Loan Originator at FORUM, about what first-time homebuyers should expect - everything from down payments to credit scores to PMI. If you are thinking of buying your first home, you will want to check out this episode!

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy talks through the situations where people could use a financial advisor or coach. Spoiler Alert: most people would benefit from an advisor or coach during their lifetime! Check out this episode and see how a financial advisor or coach could help you reach your financial goals.

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy talks with Tammy Marrs, Senior Financial Advisor with FORUM's Private Client Group, about important investing tips when dealing with a turbulent market. This episode is helpful for everyone because Andy and Tammy share great advice whether you are just getting started or have a huge investment portfolio.  

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy goes in-depth on simple steps you can take to recession proof your financial life. Whether you are concerned about a world-wide recession, a recession in the US, or even just a personal recession, you are not going to want to miss these helpful tips!

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy talks with Louie Wendall, Financial Coach, about important ways to manage your money when you are just starting out or new to living on your own. If you are just starting out on your own, this episode will help by giving you tips to get started on the right foot! 

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy talks with Ian Keeler, attorney at Clapp Ferrucci, about estate planning. This topic is beneficial for everyone and Ian gives great advice you're going to want to hear.

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy talks with Nicole and Annie, co-founders of the My First Nest Egg app, about all the ways My First Nest Egg helps teach kids about money. If you have a child or grandchild, you are not going to want to miss this introduction to My First Nest Egg! 

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

In this episode, Andy goes through several key money concepts your 18-year-old needs to understand before going out on their own. If you have a teenager, you are not going to want to miss these helpful tips!

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.