Wellbeing and Your Wallet

Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, hosts Grant Gallagher and Shawn Lubitz are joined by Katie O'Shea from Navicore Solutions to reflect on the financial lessons they wish they learned sooner. Key discussion topics include common money mistakes in your 20s, building good habits early, understanding credit, managing peer pressure around spe...

Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, hosts Grant Gallagher and Shawn Lubitz take a closer look at some of the biggest financial decisions made by celebrities and what everyday people can learn from them. From Mike Tyson’s financial missteps to Oprah’s smart business moves, the conversation focuses on turning high-profile money choices into...

Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, hosts Grant Gallagher and Shawn Lubitz welcome Ilona Limonta-Volkova, host of the “Money Memories” podcast, to discuss building healthier financial habits and a positive mindset around money. Key discussion topics include: why financial guilt sticks with us, how family and upbringing shape our money mind...

Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher break down the basics of estate planning and why it matters for everyone, not just the wealthy. Key discussion topics include: wills vs. trusts, the role of power of attorney, common estate planning mistakes to avoid, overlooked areas like personal wishes, an...

Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher dive into the everyday financial choices that can quietly shape your financial wellbeing. From navigating car loans and resisting online impulse buys to managing subscriptions and social spending, they break down how small decisions can add up, and how to sta...

Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Zach Wright, Affinity’s Cannabis Banking Manager, for a conversation surrounding cannabis business banking.  Key discussion topics include: the banking challenges cannabis businesses face, the role of financial institutions in supporting th...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher break down the hidden costs of tariffs and how trade wars can impact your everyday budget. Key discussion topics include: what tariffs and trade deficits are, how they affect prices on essentials like groceries, electronics, and vehicles, and smart strategies...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher discuss budgeting for your next summer vacation with Clint Henderson, Managing Editor at The Points Guy.  Key discussion topics include: how to start using travel rewards, smart strategies for summer travel savings, insider tips for booking flights and h...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher discuss the role of women in finance with Affinity’s AVP of Retail Branch Operations, Antinea Middleton.  Key discussion topics include: challenges women face in the workplace, tips for breaking barriers, finding and building mentorship networks, and mor...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Affinity’s AVP of Consumer Lending, Nicole Stovall.  In the third installment of their Splitting the Check series, the team begins their discussion with a rapid fire icebreaker to celebrate the 50th episode!  Additional key discussion...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by President and CEO, Kevin Brauer, to discuss Affinity’s 90th anniversary.  Key discussion topics include: a deep dive into our rich history and our future vision, key mile milestones that have shaped our history, and our core values that dri...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher discuss money attachment styles and how they impact our financial decisions. Key discussion topics include: different relationship attachment styles, communicating about money with a partner, improving your own relationship with money, and more.  Followi...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Jamie Boehm, AVP of Digital Experience at Affinity, to discuss planning for your child's financial future.  Key discussion topics include: the importance of teaching kids about money at an early age, ways to introduce financial concepts, te...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher look back on 2024. The episode begins with the group sharing their favorite Affinity memories from 2024. They then discuss major partnerships, community events, new product launches, awards, and company updates from throughout the year. Following the main dis...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher discuss Affinity’s 2024 Holiday Spending Index , breaking down the cost of the holidays this year and sharing ideas for how to spread seasonal cheer on a budget. The episode begins with a discussion on the hosts’ favorite holiday traditions, before they trans...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by special guest Mark Prasnal to discuss the positive economic and community impacts of supporting small businesses. The episode begins with a discussion about the hosts’ favorite small businesses and how they support their local community. They gi...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Grant Gallagher and Shawn Lubitz are joined by Kelly Watts, Executive Director of the Affinity Foundation. The episode begins with the group sharing a memorable experience they’ve had while volunteering and how it's impacted them. Additional topics discussed include: the importance of commun...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher shed light on the biggest financial myths! The episode begins with a discussion centered around financial tips they’ve heard growing up that turned out to be a myth. Grant and Shawn provide insight on a handful of myths about investing, debt, credit, homeowne...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Carolyn Morganbesser, Assistant Vice President, Mortgage Originations. The team begins the discussion by asking, “If you could live in any city or country, where would it be and why?” In this "Renting vs. Buying: Which is Right for You?" episode...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher discuss practical strategies for significantly reducing grocery spending. The team begins the discussion by asking, “ What’s your favorite budget-friendly meal to make?” Grant and Shawn discuss practical strategies for reducing grocery bills and saving money...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher address some of the members' most frequent questions. In this “Ask Us Anything” episode, Grant and Shawn kick off the discussion by defining the difference between a bank and a credit union. They then provide an overview of Affinity's wide range of services,...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher discuss all things spending, including paying bills on time, having an emergency fund, and more. Grant and Shawn began the episode by defining what healthy spending is. They discuss strategies to curb impulsive spending, such as avoiding the urge to spend an...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Anthony Russomano, a Certified Health Coach and owner of Russomano Training. Anthony joins the show to discuss the importance of physical wellbeing. Grant, Shawn, and Anthony kick-off the episode by defining what physical wellbeing is, and how i...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher discuss how you can effectively manage your budget this summer. Grant and Shawn kick-off the episode by providing an overview of Affinity’s annual “Cost of a Day at the Jersey Shore” index, discussing travel trends and how inflation will impact your wall...

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Tammy Latif, Human Resource Generalist at Affinity to discuss the concept of career wellbeing. Grant, Shawn, and Tammy kick-off the episode by discussing how your career influences your overall wellbeing. They also provide insight about how ment...