CNB Financial Wellness Show
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.
Episodes
9 episodes
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 P...
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10:56
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 Ma...
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15:53
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 Laur...
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8:16
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.
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11:52
Investing 101
Investing 101To 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 ep...
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12:32
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...
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10:23
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 ...
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14:03
