Berkeley Payments’ Post

"I teach people how to build systems to manage their money. The systems are always personalized, but the common themes are that we try to work with our money psychology rather than against it, and we try to automate as much of our systems as possible such that we know we’re doing everything right to live for today and the future." Cool to see this article this morning highlighting On Tap Credit Union's Financial Education Program that I run, and about my story of finding On Tap - a local, community-oriented #creditunion that wants to give back to members with REAL financial help - teaching to fish rather than giving a fish! https://lnkd.in/gAmKvC-e #financialeducation #cudifference #moneymanagement

Zip Co's recent study on US attitudes towards discussing personal finance exposes a problem of discomfort when it comes to this topic. https://lnkd.in/ex6yjSg5 As our US CEO, Joseph Heck, notes, "This data is meant to spark a public discourse, promote financial literacy, and humanize financial issues that can affect anyone in today’s society." The good news is that, generationally, we've come a long way. E.g., 33% of Gen Z uses social to learn about financial wellness, whereas 7 in 10 respondents aged 50 - 65 report not having received any financial education or counseling. That said, we still have a long way to go, and Zip Co is committed to leading the change. #fintech #bnpl #financialinclusion #financialliteracy

Very honored to have CUSO Magazine publish my op-ed. Most inheritors are parents and, even if they aren't, shouldn't be asked to give up weeks (if not months) of time to go through the inheritance process. Credit unions are perfectly placed to offer an empathetic and thoughtful process that can retain the next generation. Take a read on how there's a chance to change the lose-lose relationship between those grieving and financial institutions to a win-win. https://lnkd.in/eFF-fs_X

🌟 Happy Fun Fact Friday from Reed Family Wealth Services! 🎉💡 Did you know that the green back dollar bill 💸 has a fascinating history? It was created by President Lincoln's Treasury Secretary, Salmon P. Chase, during his tenure from 1861 to 1864. Not only did Chase's portrait appear on the original green back dollar bill, but he later made an appearance on the $10,000 bill as well! 😮💰 At Reed Family Wealth Services, we love uncovering interesting tidbits about money and finance. While we're passionate about helping our clients build and preserve their wealth, we also enjoy sharing fun facts that showcase the rich history and cultural significance of the dollars and cents we use every day. 📚💸 Now it's your turn! We want to hear from you – do you have any fascinating financial fun facts to share? 🤔💡 Whether it's a bit of trivia about a famous figure on a currency note, an interesting story about the origin of a financial term, or a surprising statistic about money, we invite you to join the conversation and share your knowledge with our community. 💬📈 Let's celebrate the lighter side of finance together and learn something new in the process! 😄🎓 Drop your fun facts in the comments below, and let's see how many interesting tidbits we can uncover. Who knows – you might even stump our team of financial experts! 😜💼 Remember, at Reed Family Wealth Services, we're committed to making financial education engaging, accessible, and even a little bit fun. 😄📚 So, don't be shy – share your fun facts and let's keep the conversation going! 💬💡 #FunFactFriday #FinancialTrivia #GreenBackDollar #ReedFamilyWealthServices #MoneyMatters #facts #TGIF #FRIYAY #fridaysforfuture #feelgoodfriday #money #history #dollarbill #RFWS #weekendvibes #fridayfun #investingwithwes #investment #life #tips #advice #centralflorida #clermontflorida #lakecounty

Hey, ever wonder why schools teach us so much random stuff but skip really useful things like managing money? 🤔 Well, MoneyLion and Malka are on it! This Financial Literacy month, we're reviving a 90s PSA campaign with a much needed update: #TheMoreYouKnowMoney. Check out https://lnkd.in/dqubVPuy and start learning what school missed. Big well done and a massive thank you to everyone involved, including Damian Szczepara, Jack Nealy, Jeff Johnstone, Devon Honeyman, Gaelan Mullins, Rodrigo Vaccari and many, many others. 👏 #FinancialLiteracy #TheMoreYouKnow #FinLit #MoneyLion #Money #Budgeting #Taxes #Debt #CreditScore #Investing #FinTech

Read our latest member spotlight featuring Kristen Cunliffe DipPFS CeFC MBit of Red Star Wealth and Red Star Education. She says "Almost every person experiences some kind of financial challenge." Read more here - https://lnkd.in/enZTsgJz #financialwellbeing #MemberSpotlight #financialchallenges

Filing for bankruptcy might seem scary because it can lower your credit score at first. But, it's also a chance to clear away old debts and start over. By being smart about your finances afterward, like paying bills on time and not maxing out credit cards, you can rebuild your credit score step by step. Bankruptcy cleans up your financial slate, which means you can focus on handling new credit better than before. It’s like hitting the reset button on your debts, providing you with a clearer path to manage your finances. If you’re wondering whether bankruptcy could help you, why not find out? Take our quick online test to explore your options and begin your journey to financial recovery. Visit us at https://lnkd.in/eUxMFw5D today. #BankruptcyRecovery #FinancialFreedom #StartFresh

GoHenry Launches Manifesto Urging Next Government to Improve Financial Education in Schools Read more:  https://lnkd.in/ddzNS7aE #GoHenry #FinancialEducation #fintech #finance #FinancialIT

Filing for bankruptcy might seem scary because it can lower your credit score at first. But, it's also a chance to clear away old debts and start over. By being smart about your finances afterward, like paying bills on time and not maxing out credit cards, you can rebuild your credit score step by step. Bankruptcy cleans up your financial slate, which means you can focus on handling new credit better than before. It’s like hitting the reset button on your debts, providing you with a clearer path to manage your finances. If you’re wondering whether bankruptcy could help you, why not find out? Take our quick online test to explore your options and begin your journey to financial recovery. Visit us at https://lnkd.in/eUxMFw5D today. #BankruptcyRecovery #FinancialFreedom #StartFresh

It’s eye-opening how little financial literacy is being taught. 🤔 With 73% of the UK below the national benchmark, conversations like the one Thomas Richmond overheard highlight the need for better education on credit scores and interest rates. Financial education should be as fundamental as learning history or maths. #FinancialLiteracy #Education #MoneyMatters