Let’s Talk Business

Money Moves Made Simple Ft. Stephanie Martin Financial Wellness Coach

50 min · 28 apr 2026
aflevering Money Moves Made Simple Ft. Stephanie Martin Financial Wellness Coach artwork

Beschrijving

In this episode, Ascend Business Club sits down with Stephanie Martin, a financial wellness coach at Greylock Federal Credit Union, to break down personal finance in a way that actually makes sense. We cover everything from budgeting basics and credit cards for beginners to what really goes into your credit score and how loans work. Beyond the numbers, we also get into money mindset and the psychology behind financial habits—because how you think about money matters just as much as how you spend it. Tune in to level up your financial confidence and start making smarter money moves.

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Alle afleveringen

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aflevering Money Moves: IRAs, Investing, and Building Your Future with Marissa Main artwork

Money Moves: IRAs, Investing, and Building Your Future with Marissa Main

What’s the difference between a Roth and a Traditional IRA—and which one actually sets you up better long term? In this episode, we sit down with Marissa Main, a financial advisor at Greylock Federal Credit Union, to break it all down in a way that finally makes sense. We get into the real-world pros and cons of Roth vs. Traditional IRAs, explore different investing options, and discuss what life as a financial advisor is like. Even if you’re just getting started. Marissa shares practical advice on how to think strategically about your money, build confidence with investing, and make decisions that actually align with your future goals. Whether you’re brand new to finance or trying to level up your money game, this episode gives you the clarity and tools to start making smarter moves today.

4 mei 202640 min