134 episodes
The What Matters Most Podcast by My Bank First United Bank & Trust First United Bank & Trust
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- Education
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5.0 • 4 Ratings
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We’re not just in the banking business; we’re in the people business. We deliver an uncommon commitment to service and solutions. That’s our vision, and it’s a path that satisfies our customers and fulfills our team members. We’re heading into the future with our eyes on service. We set ourselves apart by creating value—for you, our valued customers. This vision is what separates us from the rest. We are committed to helping people and making a difference. This is why we hope you say, it’s “my bank.”
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What Matters Most - Monthly Economic Update for November 2023 with Megan Kinsinger
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2023.
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What Matters Most - Navigating Beneficiary Updates with John Hetrick
Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, John provides insights into the significance of confirming beneficiary contacts, the value of scheduling regular reviews with a trust advisor, and tips for ensuring that your accounts are tagged correctly. Whether you're new to wealth management or an experienced investor, this episode offers valuable guidance to secure your financial legacy.
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What Matters Most - Year End Planning with Kolby Abruzzino
In today's episode of 'What Matters Most', we engage in a timely discussion on Year-End Planning with our guest, Kolby Abruzzino, a Certified Financial Planner and Wealth Advisor at First United's wealth management department. Together, we explore the importance of strategic financial planning as the year comes to a close, with insights on everything from cash flow management to estate planning. Whether you're concerned about upcoming lump-sum needs like vacations or repairs, or you're thinking ahead to retirement distributions, this episode offers a comprehensive roadmap for wrapping up your financial year effectively. We also tackle the critical subjects of insurance coverage assessments and emergency funds to ensure you are well-prepared for whatever the future holds. Join us for this essential episode as we provide you the tools you need to not just navigate year-end planning, but to excel in it.
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What Matters Most - October 2023 Update with Brad Bolyard
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for October 2023.
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What Matters Most - Charitable Giving with Julia Hershman
In today's episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of kindness; they are intertwined with motivations, rewards, and multiple forms. With the expert guidance of Julia Hershman, we'll demystify what makes a charitable gift and what fuels individuals to offer generously. Are you familiar with the distinctions between donating cash and assets like stocks or mutual funds? And the potential tax deductions that might come with them? Beyond the mechanics of giving, the episode also offers strategies to enhance the impact of your contributions.
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What Matters Most - Fraud Prevention with Eric Goff
In this episode, we turn the spotlight onto a pressing concern of our digital age: Fraud Prevention. Featuring insights from Eric Goff, Vice President & Fraud Officer at First United, this session promises to be an enlightening exploration of the various fraud mechanisms and, importantly, how you can safeguard yourself. From the nuances of credential sharing and its repercussions to the intriguing web of social media scams, such as deceptive 'work from home' schemes and cunning romance scams, we uncover the layers of deceit and provide a roadmap for vigilance. So, whether you're a business or an individual, tune in and fortify your defenses against these threats.