Free Daily Podcast Summary
Financial Minds: Meet the Experts: Daily Summaries Delivered
by Vizo Financial
Welcome to Vizo Financial Corporate CU's podcast, Financial Minds: Meet the Experts. Our goal with this podcast is to gather experts inside the corporate along with out partners to ask them credit union related questions about what's going on in the financial industry, as well as relevant questions about the products and services we have to offer. We see this as another way to provide education to our member credit unions through a different platform; one they can access on their drive to work or on their lunch break or whenever they can.Connect with us on LinkedIn (Vizo Financial Corporate CU) or on our website (www.vfccu.org)!
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago35 min
Inside Vizo Financial's Brand Evolution
A brand goes beyond a name and a logo. It tells a story about who you are, what you stand for and where you’re going. With the recent rebrand of Vizo Financial, this episode of the Financial Minds: Meet the Experts podcast looks at the evolution of the Corporate and how this transformation represents the organization’s dedication to the future of the credit union movement. Jaime is joined by Fred Eisel, president/CEO, to take a deeper look into the meaning behind the rebrand and what this next chapter means for Vizo Financial. Listen in as they discuss: Why it was the right time for a rebrand What it really means to be a strategic operating partner to credit unions How Vizo Financial is thinking about the challenges credit unions will face in the coming years How Vizo Financial is bringing together innovation, strategic solutions, thought leadership and purposeful partnerships What current members can expect moving into this next chapter and the new opportunities they can explore with Vizo Financial Explore the insights and vision behind Vizo Financial’s next chapter—and what it means for credit unions.
- 2 weeks ago24 min
Economic Update
With the next FOMC meeting quickly approaching, this episode of the Financial Minds: Meet the Experts podcast offers a timely look at the economic landscape—and what it could mean for credit unions.Jaime is joined by Scott Wood, SVP/chief investment officer, to break down the signals shaping today’s economy and share perspective on the outcomes ahead.Listen in as they explore:The economic indicators worth watching nowEmerging trends in credit quality and household financial stressProbable direction for Federal Reserve rate decisionsHow potential rate changes could influence credit union margins, deposits and lendingPractical perspective to help credit unions navigate what comes nextTune in for a conversation on the forces moving the economy. Then, watch Tim’s analysis of the meeting in our FOMC Update next week.Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Aug 19, 202628 min
Business Continuity and Operational Resilience
We’ve all had the unfortune experience of facing disruptions, whether that be third-party risk, cyber incidents or other unexpected events. On this episode of Financial Minds: Meet the Experts, we dive into business continuity and operational resilience to help credit unions deal with these disruptions.Joining Jaime is Dan Poucher from Wolfe and Company to discuss the difference between business continuity and being truly resilient.Together, they’ll go over:The expectations for organizational resilience vs. traditional business continuityCommon gaps between having a plan and being resilientEncouraging collaboration to build resilienceWhich threats organizations should be prioritizingAnd more!Don’t miss this in-depth discussion on building operational resilience within your financial organization!Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Aug 12, 202625 min
Financial Elder Abuse
Fraud is everywhere. Protecting our institutions, as well as our members, from as much fraud as possible is a top priority for all credit unions. On this episode of Financial Minds: Meet the Experts, we wanted to shine a spotlight on financial elder abuse and what we can do to prevent it.Joining Jaime is Cindy Hagan, VP, compliance and fraud risk, to explain how this fast-growing form of elder mistreatment is affecting millions of older adults – and costing billions of dollars –each year.Together, they’ll discuss:Why financial elder abuse goes unreportedThe differences between standard fraud and financial elder abuseRed flags staff should watch forHow mandatory reporting obligations have changedAnd more!Listen in to this week’s episode to hear this in-depth conversation on financial elder abuse. Next week on the podcast, watch for our episode on business continuity and operational resilience.Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Aug 5, 202620 min
Psychological Safety in the Workplace
Fostering a safe and respectful environment that builds trust is not only how we maintain relationships with members, but also how we support those doing the work behind the scenes. On this episode of Financial Minds: Meet the Experts, we talk about psychological safety and its importance in the workplace.Joining Jaime are Jeanne Heath, director of cultural engagement and learning, and Melanie Lambie, senior human resources generalist, to discuss organizational leadership, psychological safety and the role they play in creating a supportive environment.During this episode, they’ll explore:Ways to prioritize psychological safety and mental healthSignals leaders can look out for from their employeesHow leadership behaviors can influence mental healthTools and practices to reinforce psychological safetyAnd more!Catch this week’s episode, then don’t forget to tune in next week as we take a closer look at financial elder abuse.Connect with us:Vizo Financial: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial
- Jul 29, 202628 min
Security Awareness with Mike Bechtel
Credit unions are built on trust, but in today’s cybersecurity landscape, trust alone isn’t enough to keep you safe. On this episode of Financial Minds: Meet the Experts, we dive into the importance of security awareness and how fostering a culture of vigilance can help protect your credit union from cyber threats.Joining Jaime is Mike Bechtel, Vizo Financial’s information security director, to discuss why people remain the first line of defense and share practical insights to help credit unions better protect their employees, members and sensitive information.During this episode, they’ll explore:How to balancing a culture of trust with vigilancePhishing attempts and how they’ve evolvedThe biggest security gaps in managing remote or hybrid employeesBehaviors employees can adopt to reduce riskAnd more!Join us to hear this intriguing discussion on security awareness in the modern world. Then, be sure to listen in next week to hear about psychological safety in the workplace.Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Jul 22, 202620 min
Economic Update with Scott Wood and Tim Sustak
It’s that time again! The July FOMC meeting will take place next week, and we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts.Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could impact credit unions.Together, they’ll explore:New leadership expectations and key economic indicators to watchWhat the Fed’s biggest challenges are right nowThe potential impact a new FOMC chair could have on monetary policyEconomic trends that credit unions leaders should have on their radarAnd more!Listen in to hear Scott and Tim on this week’s economic update. Then, don’t forget to watch our FOMC Update with Tim following next week’s meeting!Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial
- Jul 1, 202635 min
Risk to Results: TCT Risk Solutions
Staying competitive while managing risk is a balancing act, but with our newest partnership and suite of solutions, we can bring stability to the uncertainty.In this episode of Financial Minds: Meet the Experts, Jaime meets with Randy Thompson, president/CEO of TCT Risk Solutions; Tim Sustak, SVP/chief treasury officer for Vizo Financial; and Josh Faith, the Corporate’s lending services and treasury director, to discuss the power behind our partnership and how you can improve your credit union’s financial position while minimizing risk.Join the conversation as they discuss:The origins and goals of the partnershipAn overview of the TCT suite of solutionsThe biggest operational challenges credit unions face and how TCT Risk Solutions combats themAnd more!Listen now to learn more about the TCT suite of services and how it can move your institution from reactive risk mitigation to proactive, data-driven results!Connect with us:Vizo Financial: www.vfccu.orgLinkedin: https://www.linkedin.com/company/vizo-financial/
Get Financial Minds: Meet the Experts summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Financial Advisor Success
Real stories and strategies from top financial advisors and consultants on building and growing a successful advisory business.
The Money Mondays
Business discussions on investments, side hustles, and entrepreneurship with experts, athletes, and influencers in personal settings.
Seven Figures: Smart Money Strategies for Women with Sandy Waters
Audacy
Money Hungry
Wealth-building strategies and financial planning for high-income professionals seeking long-term financial independence.
Money Guy Show
Teaches wealth-building strategies to help listeners grow their assets and achieve financial goals efficiently.
How to Money
Two friends break down personal finance topics like debt payoff and investing in simple, practical terms for everyday listeners.
The David Guttman Podcast
Conversations with top leaders on building wealth, integrity, and a meaningful life through real-world lessons and authentic mentorship.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Analyzes the investment strategies of billionaire investors and explores lessons from legendary financiers on wealth, wisdom, and life.
Networth and Chill with Your Rich BFF
Breaks down personal finance topics in conversational episodes with experts, focusing on real-life money challenges and practical advice.
Money Making Conversations Master Class
Entrepreneurs, business leaders, and changemakers share real strategies and mindset shifts that turned ambition into measurable success.
Financial Heresy
Joe Brown explains how the financial system works and shares investment strategies for building wealth in uncertain economic times.
Afford Anything | Get Smarter With Money
Explores the five pillars of financial freedom through expert interviews on wealth-building, investing, and behavioral finance.
About Financial Minds: Meet the Experts
Welcome to Vizo Financial Corporate CU's podcast, Financial Minds: Meet the Experts. Our goal with this podcast is to gather experts inside the corporate along with out partners to ask them credit union related questions about what's going on in the financial industry, as well as relevant questions about the products and services we have to offer. We see this as another way to provide education to our member credit unions through a different platform; one they can access on their drive to work or on their lunch break or whenever they can.Connect with us on LinkedIn (Vizo Financial Corporate CU) or on our website (www.vfccu.org)!
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Financial Minds: Meet the Experts in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Financial Minds: Meet the Experts daily summary?
It's a free AI-powered email that summarizes new episodes of Financial Minds: Meet the Experts as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Financial Minds: Meet the Experts podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Financial Minds: Meet the Experts product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Vizo Financial.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does Financial Minds: Meet the Experts release new episodes?
Financial Minds: Meet the Experts publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Financial Minds: Meet the Experts cover?
Financial Minds: Meet the Experts covers topics including Education, Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Financial Minds: Meet the Experts summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.