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As part of our commitment to financial education and advice, CNB’s financial experts come together regularly to tackle important and relevant financial topics to help give you the knowledge to make tough decisions easier for you.
Tune in 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.
Subscribe to our podcast on Apple Podcasts*, Google Podcasts** or wherever you listen to podcasts.
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 President, Chief Investment Strategist joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss various aspects of financial markets over the past quarter as well as the current market climate. We’ll address inflation’s impact on the economy, the current labor market, valuations, possible opportunities with fixed income, and the importance of focusing on long term goals during times of market uncertainty.
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 Management and Jessica Young Carbonel, Assistant Manager - Rochester-East Main Community Office, Canandaigua National Bank & Trust, to learn more credit reports, credit scores, and creating a positive borrowing history. Gain knowledge that will help you take control of your credit and build your financial independence.
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 with Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, CNB Wealth Management who joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss these financial implications. How do you choose a cost-effective school? What should you know about student loans? Which repayment plan is right for you? We will answer these questions and more to assist you in making the best decisions for you and your financial future.
All CNB Financial Wellness Show Episodes
Ask the Experts is hosted by WHAM Radio 1180 and is a financial forum for education and advice. CNB experts are often featured to answer questions on financial topics that interest you. Shows listed here originated as part of WHAM 1180’s Ask the Experts series.
Understanding Insurance and its Importance
The experts of this show featured Alexander Bell, Wealth Advisor and Norton Suda, CFP®, ChFC®, RICP®, Assistant Vice President, Wealth Advisor.
Small Business Banking in the “New Normal” Rate Environment
The experts of this show featured Michael O'Donnell, Vice President, Business Banking Officer and Chad Zimmerman, Business Banking Officer.
Key Considerations for Creating Your Estate Plan
The experts of this show featured Jillian Erika Dart, Esq., CTFA, AEP, Senior Vice President, Manager of Trust and Estate Solutions and Ramona Green, CTFA, Vice President, Trust Officer.
All Ask the Experts Episodes