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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 sha ...
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Tailoring Your Financial Future: Defining Goals and Priorities
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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, …
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This episode focuses on wealth management. Guest Jake Johnson, CNB Assistant Vice President, Private Banking Officer, discusses the fundamentals of financial planning, emphasizing its comprehensive nature beyond traditional financial advice to include tax and estate planning tailored to individual client needs. Johnson highlights the significance o…
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In this inspiring episode of The Currency of Knowledge, we sit down with Jere Righter, Artistic Director of Michigan’s historic Croswell Opera House. Jere shares her journey from performer to leader, the transformative renovations of the theater, and the true meaning of wealth through community and creativity. Don't miss this heartfelt conversation…
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Meet Holleigh Baker from our Wealth Management team, who has a specialized designation as a Chartered Special Needs Consultant. With a passion for bridging gaps in resources, Holleigh helps families navigate the complexities of special needs trusts, government benefits, and investment strategies tailored to unique circumstances. Her person-first ap…
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In this inspiring episode of The Currency of Knowledge, we sit down with Joe Williams, CEO and president of County National Bank, who shares his journey from modest beginnings to a position of influence and mentorship. Williams discusses the values instilled in him by his hardworking parents and the lessons he learned from great and challenging lea…
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Tune in for this episode of "The Currency of Knowledge," where hosts Christopher Phillips and Holleigh Baker delve into the transformative power of performing arts with special guest Libby Watson, Executive Director of the Adrian Symphony Orchestra. Explore the profound impact of music on youth and community, the intricacies of staging professional…
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This podcast episode engages with Jenny and Jed Engel, who share their personal and professional journeys. Jenny reflects on her 22-year battle with breast cancer, including her diagnosis, treatment, and the bucket list she created centered around her family’s milestones. Jed discusses his leadership role in the family business, highlighting challe…
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Bright young minds bring fresh perspectives.
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In this episode of The Currency of Knowledge, we sit down with eight talented interns who are reshaping the future of banking. These bright young minds bring fresh perspectives and energy to our organization, contributing to impactful projects that align with our 2024 goals. We discuss their unique take on the banking industry, their experiences wo…
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Welcome to this episode of "The Currency of Knowledge," featuring Katie Miller, an undergraduate student studying fashion merchandising. Discover her journey of pursuing passions and embracing new challenges while exploring topics like confidence-building, seizing opportunities, the importance of supportive friendships, and preparing for the future…
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In today's episode of "The Currency of Knowledge," we sit down with Libby Miller, a Speech Language Pathology graduate student, to explore her journey through high school successes, undergraduate studies, and international experiences. Discover the profound lessons she's learned about teamwork, selflessness, and independence. We'll also delve into …
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Join us on this episode of "The Currency of Knowledge" as we sit down with Paul Lehman, VP and Head of the Bank/Trust Group at Dimensional Fund Advisors, with over 30 years of experience in the banking industry. Paul shares his personal journey, emphasizing the joys of family life and raising children alongside his career. Take a deep dive into inv…
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Check out this episode of "The Currency of Knowledge," as we’re joined by Jack Baker, the Mayor of Tecumseh for 34 years. Jack discusses the transformative changes in the community and reflects on his legacy as a lifelong resident. Jack shares profound insights into showcasing service and dedication through actions, emphasizing what it truly means …
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Join us for an inspiring episode of "The Currency of Knowledge" with guest Cynthia Heady, who shares her remarkable journey navigating life's hardships through various career changes. Cynthia discusses the pivotal role of friendships, networking, and making connections in her career trajectory while delving into the evolving definitions of wealth a…
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Health & Wellbeing Meets Wealth & Succeeding
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In this episode of "The Currency of Knowledge," Christopher and Holleigh sit down with Amber Kohler, Vice President Bank Operations Officer at County National Bank, as she shares insights about her 28-year journey within the banking industry. Amber discusses how prioritizing health and relationships has shaped her success and resilience, highlighti…
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The Currency of Knowledge: The Introduction
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To begin answering the expansive question of “What is Wealth,” hosts Christopher Phillips and Holleigh Baker first reflect on what wealth means to them, personally. Tune in to hear personal anecdotes of what values come to light for these Senior Wealth Management Officers and to learn about how they got to be where they are today.…
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