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
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 families through this emotional and logistical process, they offer clear, practical advice on how to prepare your estate, support your beneficiaries, and avoid unnecessary complications during a time of loss.