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Money Smarts Podcast
Podcast: Using Hustle & Heart to Bring Your Small Business Plan to Life
Podcast, Business Checking, Small Business, Entrepreneurship
In this episode of Money Smarts, a podcast of Summit Credit Union, we talk with a local mom who gave up her day job to follow her dream - even though she quit for a little while, she never gave up. Hear how she brought her business plan to life as a successful small business owner who now supports other entrepreneurs and continues to instill the entrepreneurial spirit in her children.
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Summit Financial Advisors
Annual Financial To-Do List
Financial Planning, SFA
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.
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Woman with hiking gear on stands looking out over mountain scenery.
3 Reasons Financial Wellness Should Be One of Your New Year’s Resolutions
Financial Freedom, Money Smarts
Are you struggling to come up with the perfect New Year’s resolution? Here are three great reasons why focusing on your finances should be a priority this year!
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Woman strings popcorn onto a holiday garland with cat resting beside her.
5 Ways to Save Money During the Holidays
Holidays, Budgeting, Financial Freedom
With a little planning, you may be able to actually save a little money during the holidays. Check out these tips to keep costs down without missing out on the holiday fun.
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Young woman using debit card to shop online
How to Protect Yourself from Common Scams
Security, Protecting Your Finances, Online Banking
Some scams go right for your money; others try to get you to part with personal information – like account numbers, Social Security numbers, passwords, and personal identification numbers (PINs). Find out what you should look for and how to protect yourself.
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Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? Even if your year has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can manage your tax bill and/or build a little more wealth. 
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