A Mind for Money

Citizens Bank

A podcast all about wrapping your mind around your own financial situation. We're sitting down with local experts to break down what it takes to reach your money goals. read less
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A Mind for Money 38: Reverse mortgages
1w ago
A Mind for Money 38: Reverse mortgages
As you grow older, you may find that while you have plenty of assets, your income streams have become more limited. In this episode, we sit down with returning guest Kelley Jensen to discuss how a reverse mortgage can be a great option for someone who has reached a point in their life where they have plenty of equity in their home, but their available cash is less than they would like.
A Mind for Money 38: Reverse mortgages
1w ago
A Mind for Money 38: Reverse mortgages
As you grow older, you may find that while you have plenty of assets, your income streams have become more limited. In this episode, we sit down with returning guest Kelley Jensen to discuss how a reverse mortgage can be a great option for someone who has reached a point in their life where they have plenty of equity in their home, but their available cash is less than they would like.
Savings bonds
18-09-2023
Savings bonds
Keeping a leg up on inflation is something that everyone should be thinking about.  Savings bonds are a classic security that offers a straightforward way to put your money in a position to keep up with inflation.
Safe deposit boxes
05-09-2023
Safe deposit boxes
Do you have irreplaceable items that you need to keep safe? A safe deposit box might be the perfect place for them. Today, we sit down with Heidi Nelson and discuss what safe deposit boxes are and how to best utilize them.
Life Insurance
14-08-2023
Life Insurance
After spending your whole life working towards financial success, the last thing you want to do is leave those close to you with debt that you have left behind. Today, we sit down with Hope Dirksmeyer to discuss different kinds of life insurance and why it is important coverage to have.
Making a claim
24-07-2023
Making a claim
When disaster strikes, it is important to know what steps to take to recover from the damages. Today, we sit down with Stephanie Schuldies, an insurance agent at Citizens Bank, and discuss what it looks like to make an insurance claim.
Vacation planning
03-07-2023
Vacation planning
It's no secret that vacations can be expensive. Today, we sit down with Heidi Nelson to discuss strategies to help your vacation go off without a hitch!
CDs are for everyone
19-06-2023
CDs are for everyone
There has been a lot going on lately in the investment market. Between inflation and drastic changes in stock prices, you may be looking for an investment that is more secure. Today, we sit down with Taylor Busse to discuss how CDs have become a great option for a stable investment.
How business gets done
05-06-2023
How business gets done
As a business grows, the needs of the business will grow alongside it. Today, we sit down with Logan Koceja to discuss different services available to growing businesses to help them achieve peak performance.
Estate Planning - POD
22-05-2023
Estate Planning - POD
Having your affairs in order is important, but it can be intimidating. There are several options of how you can prepare your assets to be passed along to those close to you.  Today, Kelley Jensen joins us once again to talk about her experience handling the financial affairs after her mother-in-law passed away.
What is a chamber of commerce?
01-05-2023
What is a chamber of commerce?
You may have heard of your town having a chamber of commerce, but what is it? Today, Timmy sits down with Vanessa Lenz from the East Troy Area Chamber of Commerce to discuss the importance of your local chamber and the benefits they provide to your community.
Becoming an adult - budgeting more than just money
17-04-2023
Becoming an adult - budgeting more than just money
Being a young adult can be a hectic time of life. Not only do you have to think about what to do with your future, but you have to balance work, life, and school at the same time. Today, Timmy sits down with Raven Olver to discuss their experiences transitioning from High School into college and beyond.
What is the FDIC?
03-04-2023
What is the FDIC?
The FDIC is an important organization. Today, we sit down with Adam Raychel to better understand the protection that the FDIC provides and dig into some of the recent banks that have failed.
Power of Attorney, Jeff's Story
20-03-2023
Power of Attorney, Jeff's Story
In this episode, we sat down with Jeff DeVries and discussed his experience as acting as the Agent for his parents. This was set up through Power of Attorney, which allowed Jeff to take care of his parents and make important decisions regarding their money, care, and property.
Keeping it interesting
06-03-2023
Keeping it interesting
Interest is a complicated subject. There are many variables that can affect how your interest is calculated and applied. Today, we sit down with Jessica Zieher to talk about different kinds of interest and how it affects different products.
Understanding your statements
20-02-2023
Understanding your statements
Have you ever looked at your bank statements and wondered what the heck was going on? Have you ever had trouble even finding your statements? Today, Timmy sits down with Becky Madsen and they discuss some of the common questions that customers have about their statements.
Business growth spurt - hiring employees
06-02-2023
Business growth spurt - hiring employees
Are you wondering what goes into growing your small business to have employees? In this episode, Timmy sits down with Barry Hannah, CEO of Hannah Home Health Care, Inc., and they discuss the process of hiring employees from top to bottom. This includes what needs to be decided before ever posting a job posting, the responsibilities of the employer once you have employees on staff, and everything in between.
The banker's dictionary
23-01-2023
The banker's dictionary
Have you ever looked at your bank account activity and been confused by all of the terms and acronyms? Today, Timmy sits down with Molly Martin to go over some of the most common banking terms and acronyms.
New year's resolutions
09-01-2023
New year's resolutions
When it comes to finance, a new year can mean a whole new you! On this episode, we sit down with Mary Asby to talk about ways to assess your finances for the new year and goals to strive for by the year's end.
Healthcare savings quick guide
19-12-2022
Healthcare savings quick guide
Health insurance is complicated. Paying for your medical expenses can be even more complicated. Today, we sit down with Beth Keizer to discuss HSAs, FSAs and how to use them.
How do I pay for college?
05-12-2022
How do I pay for college?
Timmy sits down with Ryan Dahms to discuss the process of paying for college and also discuss alternatives to the traditional 4-year school.