
The What Matters Most Podcast by My Bank First United Bank & Trust
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.”
Episodes
134 episodes
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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15:31

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, Joh...
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25:38

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 expl...
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29:18

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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21:11

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, ...
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20:17

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 ...
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26:11

What Matters Most - Monthly Economic Update for September 2023 with Sean McCreery
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2023.
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30:01

What Matters Most - Navigating Employee Benefit Plans with Brandi Helman
In this insightful episode of 'What Matters Most', we talk with Brandi Helman, Wealth Advisor at First United's Wealth Management Department, and delve into the nuances of Employee Benefit Plans (EBPs). They discuss the critical role of EBPs fo...
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15:49

What Matters Most - Monthly Economic Update for August 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 August 2023.
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18:34

What Matters Most - Empowering Our Community with Phyllis York of ECLN
In this episode, we talk with Phyllis York, the Founder and Executive Director of the Empowering Community Leaders Network (ECLN), about their transformative mentoring program for girls. Discover how ECLN is building leadership capacity, foster...
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19:42

What Matters Most - Tax Updates & Updates with Shane Small
In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ...
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22:02

What Matters Most - Monthly Economic Update for July 2023 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 July 2023.
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27:03

What Matters Most - Monthly Economic Update for June 2023 with Sean McCreery
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for June 2023.
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27:03

What Matters Most - More Mortgage Options with Becky Crowell & Jim Stemple
Today, we're thrilled to have two very special guests joining us: Becky Crowell and Jim Stemple, both of whom are highly experienced Mortgage Relationship Managers with First United's First Mortgage Services Group.In this episode, Becky ...
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18:32

What Matters Most - Monthly Economic Update for May 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 May 2023.
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22:39

What Matters Most - Estate Planning with Annette Chapman
Join us on our latest podcast as we sit down with Annette Chapman, VP and Senior Wealth Advisor in First United’s Wealth Management Department. Annette will be sharing her valuable insights on estate planning, discussing what it is, who should ...
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25:30

What Matters Most - Monthly Economic Update for April 2023 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 April 2023.
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24:46

What Matters Most - Saving for Retirement with Kelly Effland
Today we talk with Kelly Effland, Wealth Advisor in First United's Wealth Management department about the important topic of saving for retirement. Kelly explains a three pronged approach, the options you have, and best practices to ensure you'...
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20:37

What Matters Most - Monthly Economic Update for March 2023 with Sean McCreery
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for March 2023.
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32:12

What Matters Most - MBA 2023 Food Drive
Today we are joined by Blake Walker, VP and Director of Commercial Services at First United Bank & Trust, and Dana Jung, 1st VP and Director of Business Resiliency at Eagle Bank, to discuss the MBA 2023 Emerging Leaders Champion Progr...
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23:21

What Matters Most - Wealth Management Anniversary
Today we talk with Chris Sisler, Vice President and Senior Wealth Advisor in First United's Wealth Management department about her role, the role of Wealth Advisors at First United, and why 2023 is a special year for the Wealth Management depar...
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20:37

What Matters Most - Monthly Economic Update for February 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 February 2023.
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17:45

What Matters Most - Monthly Economic Update for January 2023 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 January 2023.
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26:28

What Matters Most - Monthly Economic Update for December 2022 with Sean McCreery
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for December 2022.
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21:03

What Matters Most - Monthly Economic Update for November 2022 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 2022.
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20:04
