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Decluttering Your Finances Target - Shared screen with speaker view
BCU Zoom
17:22
Thank you for joining. We will start the presentation shortly!
Michelle-Plaza
23:18
North Campus-Emily.Sander@Targetcu.org Plaza-Michelle.Kluck@Targetcu.org
Michelle-Plaza
28:57
North Campus-Emily.Sander@Targetcu.org Plaza-Michelle.Kluck@Targetcu.org
Susan Smith
36:13
Congratulations!!
Susan Smith
44:20
How granular do you get in tracking categories - e.g. Target could be grocery, clothing, entertainment, etc.
Cynthia Del Villar
51:23
Will this presentation be shared afterwards? Apologies if this has already been asked.
Vera Hall
52:14
Did you say My Money Health is an app?
Michelle-Plaza
54:47
North Campus-Emily.Sander@Targetcu.org Plaza-Michelle.Kluck@Targetcu.org
BCU Zoom
55:45
Here is the link to access a goal consultant and discuss your financial needs https://www.targetcu.org/Financial-Well-Being/Goal-Consultants
BCU Zoom
57:33
My Money Health can be accessed via the BCU app
BCU Zoom
01:01:43
Here is a link to the Mobile banking apphttps://www.targetcu.org/Products/Account%20Access/Mobile%20Banking
Brooke Wentzlaff
01:02:27
cut cable and shift to share YouTube tv
Michelle-Plaza
01:02:48
Don't have credit card numbers saved online
Zuly Segura
01:03:06
themed food nights at home instead of eating out
Laura Fulk
01:03:07
eating at home
Emily Sander TNC
01:03:14
Make coffee at home
Allison Fields
01:03:15
I keep a change jar and also put dollars in there if it's less than $5. I take it to the bank twice a year and it usually ends up being a few hundred dollars every year.
Zuly Segura
01:04:48
find promo codes on every online purchase
Stacy Ritchie
01:07:41
monthly fees on warranties for home appliances
Michelle-Plaza
01:15:01
North Campus-Emily.Sander@Targetcu.org Plaza-Michelle.Kluck@Targetcu.org
BCU Zoom
01:17:54
This Earth Day, we’re giving away some green — $100 deposits to 10 new members! To be entered for your chance to win, simply join the Credit Union and enroll in paperless notices between April 19 and May 28 2021. That’s it! You’ll help the planet while also keeping yourinformation safe.
Brooke Wentzlaff
01:19:39
what is the biggest mistake you see people make?
Stacy Ritchie
01:20:59
Does the BCU's offer financial document paper shredding?
Zuly Segura
01:21:54
Thanks to advice from BCU I started saving by setting up a direct deposit from my paycheck into a BCU account. Doing this helped me cover a family emergency and now I have a vacation fund too on direct deposit -- Thank YOu
Michelle-Plaza
01:23:07
North Campus-Emily.Sander@Targetcu.org Plaza-Michelle.Kluck@Targetcu.org
Zuly Segura
01:24:30
what is your advice for buying life insurance. Is it best to have a 401K
Zuly Segura
01:24:38
or should I have both?
Joline Soedarjatno
01:24:49
Any immediate or extended family member of an existing Target CU / BCU member is eligible to join!
Kristi Mertens, CFP @TCU
01:27:20
If you are interested in having a conversation about your Needs/Wants when it comes to Life Insurance, feel free to reach out to our Wealth Advisor Team at TargetCU. We are independent insurance agents, and can act as a fiduciary when it comes to that financial goal. You can reach out to us directly at Dustin.Wilson@targetcu.org or Kristi.Mertens@targetcu.org
Stacy Ritchie
01:27:50
I have ditched unnecessary credit cards in trade of using the Target Credit Union Visa-"Cash Back" cause it provides cash back based on my spending.
Kristi Mertens, CFP @TCU
01:28:54
yes - strong foundation of savings is very important, but also protecting your loved ones can we equally important goals.
Kristi Mertens, CFP @TCU
01:29:05
be*
Stacy Ritchie
01:29:38
Thank you, this has been very helpful!
Zuly Segura
01:29:48
Thank you! this was great. I have a 401K but I'll be reaching out for life insurance info
Mary Bohmbach
01:29:48
Thank you - this was super informative!!
Susan Smith
01:30:10
Thank you, TCU is a great resource!