CNB Financial Wellness Show
Canandaigua National Bank & Trust
Subscribe
Your financial life can be complicated. But it doesn’t have to be. Tune in each month to hear from Canandaigua National Bank & Trust’s financial professionals as they discuss strategies for improving your financial wellness. No matter what stage of life you are in, this podcast provides you with the knowledge you need to take the stress out of finances so you can focus on reaching your financial goals.
Available episodes
Newest first
Oldest first
Oct 18, 2023
Third Quarter 2023 Market Commentary
2023 began with a hangover of sorts with the same troubles that plagued the market last year. But how has the situation changed year to date? In this inaugural episode in our series quarterly market updates, Brian J. Murphy, CIMA® Senior Vice President, Chief Investment Strategist joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss various aspects of financial markets over the past quarter as well as the current market climate. We’ll address inflation’s impact on the economy, the current labor market, valuations, possible opportunities with fixed income, and the importance of focusing on long term goals during times of market uncertainty.
playlist_add
Aug 21, 2023
Credit 101
Establishing and building credit can help you gain financial power and personal independence. But how do you get and keep a good credit score? In this episode, we talk with Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, CNB Wealth Management and Jessica Young Carbonel, Learning and Development Specialist, Canandaigua National Bank & Trust, to learn more credit reports, credit scores, and creating a positive borrowing history. Gain knowledge that will help you take control of your credit and build your financial independence.
playlist_add
May 11, 2023
Get a Head Start on 2023 Tax Planning
You filed your taxes for 2022, how can you do better for 2023 and beyond? In this episode, Dustin Baker, CFP®, EA, ChFC®, RICP®, CLU® Assistant Vice President, Wealth Advisor joins CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to answer your tax planning questions. What’s new starting in 2023? How can you be proactive instead of reactive with tax planning? How can your tax liability be reduced? We will answer these questions and more so you can learn how to take advantage of all the tax benefits you’re entitled to.
playlist_add
May 2, 2023
College Costs: Setting Yourself Up for Success
The decision to attend college can have a financial impact on both students and parents for years to come. So how do you set yourself up for success? Tune in to our latest episode of The CNB Financial Wellness Show to learn more.
playlist_add
Apr 26, 2023
Investing 101
Investing 101
To those not familiar, the stock market may seem like a complex, mystical being. But with the right strategy, investing can help you achieve your long-term financial goals. We’ll break things down to basics in this latest episode in our series of next generation podcasts. Tune in as Alex Bell, Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions about stocks, bonds, mutual funds, investment styles, and more. With these helpful tips, you’ll be equipped with the knowledge you need to begin putting your money to work for you.
playlist_add
Nov 15, 2022
Starting Your Career: How to Maximize Your Employer-Sponsored Benefits
You’ve accepted a job offer and are on your way to starting your career. Chances are your new workplace offers a variety of benefits to their employees. But which options are right for you? In this first episode in our series of next generation podcasts, Matthew Sorce, CFP®, Assistant Vice President, Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions new employees have about prioritizing benefits, contributing to HSAs, choosing a 401(k) plan, and more. Tune in to learn what you need to know to take full advantage of your employer-sponsored benefits.
playlist_add
Mar 18, 2022
Divorce After 50 and Finances
While divorce can happen at any age, over the last 20 years, the rate of divorce has doubled for couples over 50. In this episode, Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor and Margaret Whelehan, CDFA®, Vice President, Financial Advisor with CNB Wealth Management join CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions, to discuss this trend. Tune in to learn more about the unique financial challenges divorce poses to people over the age of 50 and how a Certified Divorce Financial Analyst® can help.
playlist_add
Oct 6, 2021
Estate Planning for the 99%
An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.
playlist_add
Mar 24, 2021
Budgeting - Needs, Wants, and Wishes
Budgeting is the foundation of a great financial plan. But how can establishing a budget provide you with more financial freedom and less financial stress? In this episode, Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions and Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor with CNB Wealth Management, join CNB’s Pittsford Bank Office Manager, Harry Gibbs, to break down the basics of budgeting. What is a budget? Why is having a budget important? How do you get started? We answer these questions and more so you can put this financial tool to work in your own life.
playlist_add