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.
CNB Financial Wellness Show
Budgeting - Needs, Wants, and Wishes
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Canandaigua National Bank & Trust
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.