The holidays may feel far away during the summer months, but preparing for holiday expenses early can make a big difference when the season arrives. In this episode of Wallet Wisdom, Brett sits down with Mary, Valrico Market Leader at LMCU, to discuss how listeners can start planning, saving, and building better financial habits before holiday spending begins.
From creating a holiday budget and identifying expected expenses to using savings tools that can help set money aside throughout the year, Mary shares practical strategies to help reduce financial stress during the holidays. Whether you're planning for gifts, travel, family gatherings, or charitable giving, this conversation offers valuable insight into how small steps today can lead to more confidence and peace of mind later.
Hosts Brett and Lo discuss dream homes, changing rates, and other first-time home buying considerations with Meg Dunn, VP of Mortgage Production, and Janice...
In this episode of Wallet Wisdom, Brett catches up with LMCU Financial Wellness Coordinator Tiarra Weddle and LMIA Administrative Assistant Stevie VanHorssen to discuss...
At LMCU we spread joy by giving. Join Brett and Lo as they welcome Bobbi and Monse from our community relations team and talk...