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#6 - Building a Relationship with Your Local Banker

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Manage episode 480310380 series 3652811
Content provided by Tony Moceri and Melissa Cassera, Tony Moceri, and Melissa Cassera. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Moceri and Melissa Cassera, Tony Moceri, and Melissa Cassera or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Disclaimer: The opinions of the guest are their own and not necessarily those of their employer

In this episode of Drip, Trickle, Flow, Flood, we sit down with our very first guest: longtime local banker Ria Van Weerdhuizen, who’s been helping individuals, small business owners, and families understand their money—and use it wisely—for nearly two decades.

This conversation is packed with approachable, real-world insights on how to build a strong financial team, why a real relationship with a local banker can be a game-changer, and how even small financial moves can turn into big momentum.

Whether you’re just starting your financial journey or juggling multiple income streams, this episode will help you see your bank, not just as a place to deposit checks, but as a partner in your Drip, Trickle, Flow, or Flood.

In this episode, we dig into:

  • Why working with a local banker can offer you more support, insight, and flexibility
  • Available accounts and tools folks can start with
  • What is HELOC (home equity line of credit)?
  • What to do when you don’t feel confident talking about money with financial professionals, and how to shift that
  • How Ria turned a trickle into a flood with a real estate investment
  • The power of showing up to your bank with a notebook full of questions, and owning your financial conversations
  • Evaluating the risks and rewards of online-only banks

Resources:

Whatcom Dream Financial Literacy Courses

Liked the episode? Follow the show and drop a review. It helps us reach more people like you!

📩 For every drip of insight, trickle of wisdom, flow of ideas, and occasional flood of inspiration, subscribe to our newsletter:

https://driptrickleflowflood.substack.com/

Show Disclaimer:

The information provided in this podcast is for informational and entertainment purposes only and should not be considered financial, investment, tax, or legal advice. The opinions expressed by the hosts and guests are solely their own and do not reflect the views of any companies or organizations they may be affiliated with.

Listeners should conduct their own research and consult with a qualified financial professional before making any investment or financial decisions. While we strive for accuracy, we do not guarantee that the information presented is complete, current, or applicable to your specific situation. Investing involves risk, including potential loss of principal.

By listening to this podcast, you acknowledge and agree that the hosts, guests, and producers are not responsible for any financial decisions you make based on the content discussed.

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 480310380 series 3652811
Content provided by Tony Moceri and Melissa Cassera, Tony Moceri, and Melissa Cassera. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Moceri and Melissa Cassera, Tony Moceri, and Melissa Cassera or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Disclaimer: The opinions of the guest are their own and not necessarily those of their employer

In this episode of Drip, Trickle, Flow, Flood, we sit down with our very first guest: longtime local banker Ria Van Weerdhuizen, who’s been helping individuals, small business owners, and families understand their money—and use it wisely—for nearly two decades.

This conversation is packed with approachable, real-world insights on how to build a strong financial team, why a real relationship with a local banker can be a game-changer, and how even small financial moves can turn into big momentum.

Whether you’re just starting your financial journey or juggling multiple income streams, this episode will help you see your bank, not just as a place to deposit checks, but as a partner in your Drip, Trickle, Flow, or Flood.

In this episode, we dig into:

  • Why working with a local banker can offer you more support, insight, and flexibility
  • Available accounts and tools folks can start with
  • What is HELOC (home equity line of credit)?
  • What to do when you don’t feel confident talking about money with financial professionals, and how to shift that
  • How Ria turned a trickle into a flood with a real estate investment
  • The power of showing up to your bank with a notebook full of questions, and owning your financial conversations
  • Evaluating the risks and rewards of online-only banks

Resources:

Whatcom Dream Financial Literacy Courses

Liked the episode? Follow the show and drop a review. It helps us reach more people like you!

📩 For every drip of insight, trickle of wisdom, flow of ideas, and occasional flood of inspiration, subscribe to our newsletter:

https://driptrickleflowflood.substack.com/

Show Disclaimer:

The information provided in this podcast is for informational and entertainment purposes only and should not be considered financial, investment, tax, or legal advice. The opinions expressed by the hosts and guests are solely their own and do not reflect the views of any companies or organizations they may be affiliated with.

Listeners should conduct their own research and consult with a qualified financial professional before making any investment or financial decisions. While we strive for accuracy, we do not guarantee that the information presented is complete, current, or applicable to your specific situation. Investing involves risk, including potential loss of principal.

By listening to this podcast, you acknowledge and agree that the hosts, guests, and producers are not responsible for any financial decisions you make based on the content discussed.

  continue reading

6 episodes

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