Episode Summary: Episode 5 of MoneyBetter features personal stories from several UBT employees about money mistakes they made and how they overcame them. Caitlin talks with Michael Meade, Kate Stous, Jason Hemenway, Hannah Swan, and Patrick Reese about budgeting, debt, unnecessary expenses, credit, and more. Then, in our Community Partner segment, Caitlin shares her own missteps and provides guidance on how she would help people through various money mistakes.

Show Notes

• Michael Meade: Michael had debt early on and budgeted carefully to work through it.
• 7:30 : Kate Stous: Kate is back on MoneyBetter to talk about her purchase of a whole life insurance policy and why she regretted it.
• 11:58 : Jason Hemenway: Jason talks about credit and how he was able to navigate through credit card debt.
• 17:43 : Hannah Swan: Hannah shares her story about how eating out affected her budget and her husband’s health. She talks more about where she is now and steps she took to help.
• 22:03 : Patrick Reese: Patrick talks about how he got out of debt by working multiple jobs. Then, he outlines how he makes large purchases now.
• 29:49 : Community Partner: Caitlin Moore, Union Bank & Trust: Caitlin swaps out her host role for our Community Partner segment to talk about how she, as a financial coach, would advise guests to help them overcome their money mistakes. Email: Caitlin.moore@ubt.com