Nerd Wallet

SEPTEMBER 28, 2020

This week’s episode starts with a discussion of NerdWallet’s new credit and debt survey, which shows people have complicated feelings about their plastic. Welcome to NerdWallet’s Smart Money podcast, where we answer your real-world money questions. Then we pivot to this week’s question from Amy in Pennsylvania.

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Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place.

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Lynnette Khalfani-Cox, The Money Coach®, will answer these questions and more – giving you insights into the consumer mindset along with proven strategies for nurturing trust and client- building in underserved markets.

Financial services