Libsyn Directory

The Future of Credit Unions Post-Pandemic

Release Date: 08/09/2021

Financing Any Student’s Educational Future: FAFSA Tips with Ruben Reyes, New Mexico Educational Assistance Foundation

Financial Tea in the Morning

Ready for back to school? Whether you’ve got a college freshman about to spread their wings or a high school graduate intent on certification in a skilled trade, the bill for whatever comes next will arrive sooner than you think. Hosts Andrea Klunder and Josh Stringer close out the season with financial aid tips plus plenty of resources to help anyone navigating life and debt after high school––with Ruben Reyes, New Mexico Educational Assistance Foundation (NMEAF), a provider of New Mexico student loans. Want to know the best time to apply for post-secondary education funding options?...

Your Most Profitable Day: Business Financial Services with Kevin Southwick and Linda Rodriguez Brandt

Financial Tea in the Morning

Del Norte Credit Union has helped people achieve their personal financial goals for over 65 years. Now, DNCU is applying that same fiscal know-how to small business banking. Hosts Andrea Klunder and Josh Stringer introduce folks to DNCU’s brand new small business department with its enhanced menu of services, including loans, remote deposit, payroll services plus business checking and savings options that cater to your needs––with Del Norte Credit Union’s Kevin Southwick, Chief Member Business Officer, and Linda Rodriguez Brandt, Business Services Development Officer. While DNCU’s...

Put Your Money to Work for You, Investing for All Budgets with Scott Covey and Cynthia Frederick, Del Norte Investment Services

Financial Tea in the Morning

What is it about investing that holds folks back from growing their money? Fear. The market’s rollercoaster-like peaks and drops keep folks from realizing financial goals like saving for a stress-free retirement or funding higher education. But investing doesn’t have to feel like a crazy carnival ride. As hosts Andrea Klunder and Josh Stringer discover, there’s a strategy for every investment personality, from risk-averse to more tolerant. A trusted financial adviser can help you pick the right financial product and keep you on track through the fluctuations––with Scott...

Scammers Beware! Fraud Protection and Prevention Strategies with Judah Montano

Financial Tea in the Morning

There’s nothing better than settling in with a bowl of popcorn and a scandalous tale of deceit. When viewed from a safe distance, it's difficult to imagine ever falling prey to those outrageous financial scams. But what happens when the drama hits close to home? Hosts Andrea Klunder and Josh Stringer learn that shame-free discussions coupled with innovative safety measures can prevent real-life swindlers from taking advantage of you and the ones you love––with Judah Montano, Fraud Prevention Manager, Del Norte Credit Union. Money is an emotional matter, so it makes sense that...

Fostering a Vibrant Financial Future with Connie Tooker Nuñez, Del Norte LOV Foundation

Financial Tea in the Morning

Happy Financial Literacy Month! Hosts Andrea Klunder and Josh Stringer celebrate by introducing folks to Del Norte LOV Foundation, the independent charitable organization associated with Del Norte Credit Union. What does philanthropic giving have to do with personal finance? As LOV Foundation Director Connie Tooker Nuñez explains, the funding it provides directly impacts the lives of youth and families within the DNCU community, fostering a vibrant financial future for all. “This region,” says Connie, “is beautiful and rich in diversity and culture. However,...

Financial Spring Cleaning: Securing your mortgage or home equity line of credit

Financial Tea in the Morning

Home is more than walls and a roof; it’s where we create memories and plan for the future. Home is also a major source of collateral that can be tapped to meet long-term financial goals or cover life’s unexpected expenses. Financial Tea in the Morning is back with a new season, new hosts, and spring cleaning tips to refresh your money mindset. Where better to start than at home? Hosts Andrea Klunder and Josh Stringer discover strategies for turning one of life’s biggest investments into instant cash. They also learn how credit unions ensure that members get the best fiscal fit––with...

Season 2 - Your Next Smart Money Move

Financial Tea in the Morning

Welcome back to Financial Tea in the Morning brought to you by Del Norte Credit Union. Grab your favorite cup and join your new host Josh Stringer, and co-host Andrea Klunder, as we spill the tea with trusted insights and honest advice for real life situations. We know you're balancing a lot these days. So we're here to help we'll guide you through your financial challenges, whether it be finishing that next home improvement project or keeping friends and families safe from scammers. You'll up your financial game for your whole family. Get your tea ready! Visit us at *** Financial...

The Future of Credit Unions Post-Pandemic

Financial Tea in the Morning

What will banking and belonging look like in a post-pandemic world? That’s the question Diego posed to all of his guests for this season’s finale. Their answers remind us that through it all, credit unions remain powered by the people they serve. Remember the before-times? If you’re a credit union member or employee, your banking experience probably looked, sounded, and even smelled a bit different than it does now. From the friendly faces that greeted you by name to that cup of coffee (or tea) always at the ready, visits to a brick-and-mortar location never failed to amplify the credit...

Mission, Vision, Values: Making an Impact with a Credit Union Career

Financial Tea in the Morning

Belonging cuts both ways with credit unions. In addition to the personalized financial expertise that members receive, credit unions also offer meaningful career opportunities and advancement to their employees. Diego and his guests explore the personal and professional impact that credit unions can have, especially in communities of color - with Juan Fernández Ceballos, president and CEO, Credit Union Association of New Mexico; Deb Salazar, chief experience officer, Del Norte Credit Union; and Chris Murrin, sales experience support manager, GTE Financial. Credit unions aren’t...

Breaking the Cycles of Debt Through Financial Fitness

Financial Tea in the Morning

For better or worse, our views and habits about money are shaped by the environments in which we grew up. If the adults around us struggled to maintain solid financial footings, we might inadvertently repeat their cycles of debt. Credit unions offer folks safe, shame-free spaces where they can strengthen their financial fitness. Diego and his guests explore the transformative power of member-focused fiscal education - with Tanya Valdez, Santa Fe registered nurse & DNCU member; Juan Fernández Ceballos, president and CEO, Credit Union Association of New Mexico; James Robert Lay,...

More Episodes

What will banking and belonging look like in a post-pandemic world? That’s the question Diego posed to all of his guests for this season’s finale.

Their answers remind us that through it all, credit unions remain powered by the people they serve.

Remember the before-times? If you’re a credit union member or employee, your banking experience probably looked, sounded, and even smelled a bit different than it does now. From the friendly faces that greeted you by name to that cup of coffee (or tea) always at the ready, visits to a brick-and-mortar location never failed to amplify the credit union difference: community connection.

When COVID-19 forced the doors to close and the coffee to go cold, it necessitated the need for credit unions to have an even more significant online presence.

But what do institutions miss when they expand to digital? And how do credit unions bridge the distance between past, present, and future?

Beyond obvious pivots like temporary shifts to drive-thru only services, credit unions around the world have taken the opportunity to combine their interpersonal expertise with online innovation. We’ve learned that we can be a digital bank with brick-and-mortar community roots, meeting our members’ needs where the fintechs and big banks can’t. After all, our focus has never rested solely on the products we offer.

To that end, we’re excited about sharing new endeavors with our members and thrilled with initiatives that promote women and people of color into credit union leadership positions. That’s the future of credit unions.

That’s belonging.

Learn more and tell us what it means to YOU to belong: http://www.financialteainthemorning.com

Financial Tea Hot Sip: Have recent spring cleaning efforts left you with stacks of old statements and documents? Did you know that credit unions can help clear the clutter? Check with your local credit union to see when their next shredding event will take place. You don't even have to be a member to participate! Credit unions welcome everyone in their community.