Smarter Money Life

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...

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:...

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 ser...

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 Lif...

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 specifi...

In this episode, Andy goes through a few key steps to make your home buying or building process smoother. Check out these excellent 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 i...

In this episode, Andy talks with human resources industry veteran and current Executive Coach Mentor at Butler University, Randy Brown. They will discuss how to develop criteria to help you identify what is important to you in a job search and how to evaluate multiple job offers. You are not going to want to miss the important information shared! For more information, please visit us at Smarter Mo...

In this episode, Andy chats with Andrew Snow, Financial Coach from SafisLife, about how couples can acheive financial bliss and maintain a healthy relationship. You're not going to want to miss the helpful 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...

In this episode, Andy dives into a topic that is crucial for anyone looking to secure their financial future: smart retirement moves for those who are 40 years old or older. 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, trade...

In this episode, Andy chats with Charles Grigsby, CFP®, Financial Advisor with FORUM Private Client Group about investing basics. You won't want to miss all the 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, trad...

In this episode, Andy dives into several financial resolutions to help you improve your financial success in 2025. 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...

Welcome to the Smarter Money Life Podcast hosted by Andy Mattingly! The purpose of this podcast is to delve into two topics each month so that we can all learn more about our money, how to use it, and how to be better at living our financial dreams. Stay tuned for new episodes, special guests, and financial tips & tools! For more videos, tips, and tools to live your financial dreams, visit us here...

In this episode, Andy explores various tools and resources that can help you make better financial decisions and 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 m...

In this episode, Andy is joined by FORUM's AVP of Fraud Loss Prevention, Sherry Jacobson, to discuss different financial scams that tend to be more prevalent around the holiday season. They go over the red flags to look out for, what to do if you do fall victim to these scams, and share real-life stories of how FORUM was able to stop members from falling for fraud.   For more information, please v...

In this episode, Andy is joined by Erin Schmidt, FORUM's AVP of Mortgage Processing, to go through the home-buying process. They cover appraisals vs. inspections, prequalification vs. preapproval, how to qualify for a lower down payment, and much more.  For more information, please visit us at  Smarter Money Life. You can also view this episode with captions here:  Smarter Money Life on YouTube  R...

In this episode, Andy gives us tips for preparing for the financial impact of the holidays and how we can improve our financial habits. He discusses making a list and a budget, not buying everything from one place, focusing on value instead of price, and more. For more information, please visit us at  Smarter Money Life. You can also view this episode with captions here:  Smarter Money Life on You...

In this episode, Andy shares how to get your budget back on track when it goes off the rails. He discusses spending problems, trying different budgeting methods, unexpected expenses, accountability partners, and more. 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...

In this episode, Andy is joined by FORUM's VP of Human Resources, Anne Wiseman, to discuss making the most of your employee benefits. They cover health plans, HSAs, child care, employee assistance plans, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube 

In this episode, Andy talks about how you can live both a frugal and extravagant lifestyle at the same time. He discusses how cutting down on daily or monthly expenses can help you save up for all of the fun things you want to do. 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 informat...

In this episode, Andy is joined by FORUM's AVP of Consumer Lending, Nicole Royle, to discuss what it takes to be a good borrowing prospect. They talk about reasons why people may not get approved for loans, when a cosigner might be helpful, different ways to raise your credit score, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions...

In this episode, Andy talks about some of the financial concepts you might want to start talking to your kids about if they're planning to leave home soon. He covers spending plans, student perks & deals, taking care of their own accounts, being cautious with payment apps, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smar...

In this episode, Andy sits down with 20-something Meredith to discuss financial dos and don'ts and the financial conversations you should be having in your 20s. They talk about paying off student loans, starting to save for retirement, and time management between work, volunteering, and personal time!  For more information, please visit us at Smarter Money Life . You can also view this episode wit...

In this episode, Andy shares multiple different budgeting methods and the importance of finding a budget that works for your unique situation. He covers the 50/30/20 budget, 50/15/5 budget, weekly spending plan, budget pies, and more. 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 inf...

In this episode, Andy is joined by soon-to-be new dad and FORUM's Assistant VP of Accounting, Jim Catanzarite to discuss financial planning when you're expecting. They cover financial changes you may need to make, surprise expenses, saving for college, and more. For more information, please visit us at Smarter Money Life . You can also view this episode with captions here: Smarter Money Life on Yo...

In this episode, Andy shares with us important financial discussions that we should be having with significant others when things start to get serious. He touches on making sure that your financial goals are aligned, sharing financial responsibilities and obligations, and being open about each other's relationship with money. For more information, please visit us at Smarter Money Life. You can als...