Learning to Be a Better Investor in a Turbulent Market
Smarter Money Life
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 . You can also view this episode with captions here: . 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...
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Recession Proofing Your Financial Life
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 . You can also view this episode with captions here: . 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...
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Smart Money Moves to Make in Your 20s and 30s
Smarter Money Life
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 . You can also view this episode with captions here: . 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...
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Estate Planning Basics
Smarter Money Life
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 . You can also view this episode with captions here: . 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...
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Setting Your Kids Up For Financial Success
Smarter Money Life
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 . You can also view this episode with captions here: . 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...
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Money Concepts Your 18-Year-Old Should Understand
Smarter Money Life
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 . You can also view this episode with captions here: . 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....
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The Key Steps in Building a Home
Smarter Money Life
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 . You can also view this episode with captions here: . 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.
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How to Evaluate Job Offers and Navigate the Process of Starting Your Career
Smarter Money Life
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 . You can also view this episode with captions here: . 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...
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Love and Money, Making Relationships Work Financially
Smarter Money Life
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 You can also view this episode with captions here: 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...
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Smart Retirement Moves If You Are 40+
Smarter Money Life
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 You can also view this episode with captions here: 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...
info_outlineIn 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, 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.