This episode dives into the mindset behind resolutions: setting attainable goals, embracing setbacks, and using small actions to build long‑term momentum. Andrew and Michele share their own New Year's plans, talk through habit stacking and manifestation, and offer ways to stay consistent without burning out. A thoughtful guide to approaching 2026 with a balanced, sustainable path forward.

In this special tribute episode, we celebrate the remarkable career of Veronica Dangerfield, Patelco's beloved Senior Financial Wellbeing Educator and 2025 Financial Educator of the Year. Joined by longtime colleagues and friends, we reflect on her decades of impact, her signature humor and compassion, and the countless lives she's transformed through financial education. As Veronica heads into a well‑earned retirement, we honor her legacy and the inspiration she leaves for future educators.

Kick off the new year with practical holiday budgeting tips and a fresh approach to financial wellness. In this episode, Andrew and Michelle break down rising costs, real‑life budgeting challenges, and simple ways to plan for holiday spending without relying on debt. Learn how to set SMART goals, create a realistic budget, and build healthier money habits for 2026. Start the year with clarity, confidence, and a clean financial slate.

Join us for an inspiring conversation with Patelco's Certified Financial Specialists, Danielle Lowe Robinson and Jerry Morales, as they share practical tips to boost your financial wellness. From busting budgeting myths to building credit and planning for big goals, learn how personalized coaching can help you spend wisely, save strategically, and borrow responsibly. Whether you're tackling debt or dreaming of homeownership, this episode offers actionable advice to start your journey toward financial confidence today.

Choosing the right college can feel overwhelming. Academics, finances, and family expectations all play a role. In this episode of Small Talks for Big Change, we sit down with Erin Moreci, a Patelco leader and parent, to discuss her family's journey from UC dreams to community college success. Erin shares practical tips on campus tours, financial planning, and open communication, plus insights on breaking the stigma around community colleges. Tune in for advice that makes big decisions easier.

In this special ICU Day episode of Small Talks for Big Change, we sit down with credit union pioneer Scott Simpson, newly appointed President & CEO of America's Credit Unions. From grassroots advocacy to fintech trends, Scott shares insights on the evolving credit union landscape, the importance of preserving not-for-profit status, and how credit unions empower communities. Tune in for inspiration, education, and a celebration of cooperation for a prosperous world.

In this special episode celebrating International Credit Union Month, Patelco team members share powerful stories of financial education and community impact. From supporting refugee families to breaking down barriers around banking and credit, hear how compassion and cooperation are driving real change. Learn how credit unions like Patelco empower individuals with tools for financial wellness, inclusion, and hope—one conversation at a time.

In this inspiring episode, we sit down with Hermie Smit & Arlin Ortiz-Jovel, leaders from CityTeam San Jose to explore how holistic community support—from mobile food pantries to financial wellness workshops—is helping Bay Area families move from surviving to thriving. Learn how Patelco's partnership with CityTeam is making a meaningful impact, and discover ways you can get involved. It's a powerful reminder that trust, empathy, and collaboration can transform lives.