Better Money with Elements Financial

By: Elements Financial
  • Summary

  • Join us for Better Money with Elements Financial – where we deliver trusted advice from financial wellness pros to help you make your money – and your life in general – better. We’re a credit union that’s respected locally in Indianapolis, Indiana yet we are accessed globally by our members. We hope to welcome fans near and far to this friendly financial podcast! Federally Insured by NCUA.
    Copyright 2021 All rights reserved.
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Episodes
  • Episode 30 - Making Informed Choices: The Value of a Senior Care Advisor Featuring Clay Claborn
    Dec 11 2024

    Taking care of a senior family member can be an unknown territory for most. The help of a Senior Care Advisor can be an essential resource for families during a virtual decision-making process.

    In this episode, Miranda is joined by Care Patrol Senior Care Advisor Clay Claborn to explore how advisors can aid the process. They discuss the role of a Senior Care Advisor, the personalized advice they provide, and much more.

    To contact Clay, visit www.carepatrol.com or call him directly at 463-202-8453.

    Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    Federally Insured by NCUA

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    23 mins
  • Episode 29 - From Piggy Banks to Paychecks: Financial Strategies for Children
    Nov 6 2024

    In this episode, Miranda is joined by four different parents who offer practical tips, real-life examples, and age-appropriate financial strategies to ensure children grow up with a strong financial foundation.

    They cover Essential conversations to have with your kids about money, effective activities to help children understand spending from a young age, financial products to prepare them for the real world and much more.

    Miranda is joined by:

    • Liz Wertz, Vice President, LPL Financial Advisor, Elements Wealth Management
    • Eliza Claborn, Relationship Manager at Elements Financial
    • Curtis Dodd, Relationship Manager at Elements Financial
    • Michelle Payne, VP Marketing & Communications at Elements Financial

    Portions of this podcast episode were recorded virtually, away from the podcast studio. Please be aware that there may be some differences in audio quality.

    Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    Federally Insured by NCUA

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    31 mins
  • Episode 28 - Planning Ahead: Your Guide to Estate Planning Featuring Attorney Kent Emswiller
    May 22 2024

    During this episode, Miranda is joined by Indiana Attorney Kent Emswiller of Emswiller, Williams, Noland & Clarke, LLC to answer common questions regarding Estate Planning. During their conversation they cover what an Estate Plan is, the benefits of starting the process early, what information and documents you need to get started, and much more.

    To contact Kent directly to start the Estate Planning process, he can be reached at 317-257-8787. Their website is also accessible at www.ewnc-law.com.

    Reference to, or information about, any specific product or service by name, trade name, trademark, or service mark in this podcast does not constitute an endorsement of that product or service.

    During this podcast, legal examples will be discussed. This podcast is for informational purposes only and should not be considered legal advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. Please consult a licensed attorney regarding your own situation and prior to making any decisions.

    Federally Insured by NCUA

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    27 mins

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