Renown speaker on financial wellness (and credit unions), Jason Vitug, founder of Phroogal, stopped by The Credit Union Connection to talk about credit unions and their role in consumers financial wellness, as well as how to better go about coaching members and rising-star employees! He's looking for credit unions to partner with on The CU Happy Tour, too, so below the show notes is how to connect with him!

SHOW NOTES:

0:00 Jason gets to introduce himself

1:40 Getting local

2:12 The tie that binds mental health and financial wellness

5:20 Building emotional brand connection with your credit union

7:12 Serving life stages

11:10 Credit unions are dream makers

13:25 Rising stars leaving credit unions - some hard truths

"You can take the boy out of the credit union, but you can't take the credit union out of the boy." - Jason Vitug

22:21 Credit unions' time to experiment

25:17 Why millionaires are produced from financial uncertainty

HOPE: Hearing Other People's Experiences

30:35 Jason's HOPE?

Connect with Jason!

Financial wellness site: www.phroogal.com

CU Happy Tour: www.phroogal.com/cuhappy

Linkedin: https://www.linkedin.com/in/jasonvitug

Upcoming book (2/1/23): Happy Money Happy Life: A Multidimensional Approach to Health, Wealth, and Financial Freedom

• Support local bookstores: https://bookshop.org/a/86952/9781394171262

• Amazon: https://a.co/d/hWgU8fV

Previous Book: You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life

• Shop local: https://bookshop.org/p/books/you-only-live-once-the-roadmap-to-financial-wellness-and-a-purposeful-life-jason-vitug/12549581?aid=86952&ean=9781119267362&listref=my-top-money-books

• Amazon: https://a.co/d/3QOMypc