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.
The Currency of Knowledge Podcast
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 their financial priorities and goals. Barry emphasizes the importance of personalized financial discussions, shedding light on how individual aspirations, such as travel plans or health concerns, can shape retirement visions. They introduce the concept of a financial purpose statement, a concise reflection of what truly matters to clients, serving as a guiding light for their financial journeys. This episode underscores the idea that financial goals are unique to each individual, much like a tailored suit.
https://www.cnbb.bank/Portals/0/Your Personal Savings Planner.pdf?ver=UfuIgWd97d33fSspISfAzQ%3d%3d