Episode 22

You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Grant Gallagher and Shawn Lubitz are joined by Jason Vitug, author and wellness entrepreneur focused on the intersection of money and happiness.

The team kicks off the episode by discussing the basics of financial wellness, and the essential first steps or habits someone should embrace in their daily life. Additionally, the team shares insight on how our daily financial choices impact our overall sense of happiness and wellbeing.

Some additional topics included:

  • The idea of investing in experiences over material goods
  • Tips for personal growth and overcoming limits, including prioritizing mental health and continuous learning

Following the main discussion, Grant pulled a question from the member mailbag: After a recent health scare, I've been re-evaluating my life and realized I'm constantly consumed by money worries, even though I have a stable job and savings. This stress has taken a toll on my health and relationships. What steps can I take to break this cycle and find a healthier balance with my finances?

Finally, Grant concludes the discussion by highlighting Affinity’s Member Appreciation Week! Visit us in our branches, where we will be hosting free wellness events to show our commitment to our members and their overall wellbeing November 6 - 11, 2023.

Just a reminder if you have a question or comment for a future Member Mailbag segment, please send it to @affinityfcu on Facebook or X/Twitter with #MemberMailbag.

Rate, like, and subscribe for more from the Wellbeing and Your Wallet podcast. Visit www.affinityfcu.com for additional information about financial wellbeing and Affinity products.

Thanks for listening and be well.

About the Podcast

Show artwork for Wellbeing and Your Wallet
Wellbeing and Your Wallet
Affinity Federal Credit Union presents Wellbeing and Your Wallet podcast! Learn tips and tricks on how to navigate everyday money challenges and chart the course to financial wellbeing

About your hosts

Profile picture for Grant Gallagher

Grant Gallagher

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Director, Financial Wellbeing & Brand Communications
Affinity Federal Credit Union
Profile picture for Shawn Lubitz

Shawn Lubitz

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Vice President of Retail Branches
Affinity Federal Credit Union