The Currency of Knowledge Podcast
Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?"
From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights.
Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights shape their approach to wealth management.
Podcasting since 2024 • 19 episodes
The Currency of Knowledge Podcast
Latest Episodes
Aligning Your Money with Your Mission
In this episode of The Currency of Knowledge, host Holleigh sits down again with Austin Jenkins from Dimensional Fund Advisors for Part 2 of their conversation—this time diving into the timely and often misunderstood world of ethica...
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Season 2
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Episode 19
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15:27
Diversification Done Right: Building Smarter Portfolios
In this episode of The Currency of Knowledge, host Holleigh Baker is joined by Austin Jenkins, Regional Director at Dimensional Fund Advisors (DFA), for an insightful discussion on portfolio diversification and asset allocation. Togeth...
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Season 2
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Episode 18
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24:14
The Final Gift: Trust and Estate Settlement
In this episode of The Currency of Knowledge, co-hosts Christopher Phillips and Holleigh Baker discuss one of the most essential—and often overlooked—aspects of financial planning: estate and trust settlement. With decades of experience guiding...
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Season 2
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Episode 17
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24:14
Why volatility isn’t the enemy—it’s the vehicle for long-term growth
In this episode of The Currency of Knowledge podcast, we welcome Nathan, a new associate at County National Bank Wealth Management—and a familiar face to longtime listeners. Nathan joins us for a candid and educational conversation abo...
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Season 2
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Episode 16
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16:28
Tailoring Your Financial Future: Defining Goals and Priorities
In this episode of the "Currency of Knowledge" education series, the hosts engage in a thought-provoking conversation with Barry Malik, head of retirement plan services. Together, they explore the essential process of helping clients define the...
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Season 2
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Episode 15
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17:02