Podcast by First United Bank & Trust
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2023.
Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, John provides insights into the significance of confirming beneficiary contacts, the value of scheduling regular reviews with a trust advisor, and tips for ensuring that your accounts are tagged correctly. Whether you're new to wealth management or an experienced investor, this episode offers valuable guidance to secure your financial legacy.
In today's episode of 'What Matters Most', we engage in a timely discussion on Year-End Planning with our guest, Kolby Abruzzino, a Certified Financial Planner and Wealth Advisor at First United's wealth management department. Together, we explore the importance of strategic financial planning as the year comes to a close, with insights on everything from cash flow management to estate planning. Whether you're concerned about upcoming lump-sum needs like vacations or repairs, or you're thinking ahead to retirement distributions, this episode offers a comprehensive roadmap for wrapping up your financial year effectively. We also tackle the critical subjects of insurance coverage assessments and emergency funds to ensure you are well-prepared for whatever the future holds. Join us for this essential episode as we provide you the tools you need to not just navigate year-end planning, but to excel in it.
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for October 2023.
In today's episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of kindness; they are intertwined with motivations, rewards, and multiple forms. With the expert guidance of Julia Hershman, we'll demystify what makes a charitable gift and what fuels individuals to offer generously. Are you familiar with the distinctions between donating cash and assets like stocks or mutual funds? And the potential tax deductions that might come with them? Beyond the mechanics of giving, the episode also offers strategies to enhance the impact of your contributions.
In this episode, we turn the spotlight onto a pressing concern of our digital age: Fraud Prevention. Featuring insights from Eric Goff, Vice President & Fraud Officer at First United, this session promises to be an enlightening exploration of the various fraud mechanisms and, importantly, how you can safeguard yourself. From the nuances of credential sharing and its repercussions to the intriguing web of social media scams, such as deceptive 'work from home' schemes and cunning romance scams, we uncover the layers of deceit and provide a roadmap for vigilance. So, whether you're a business or an individual, tune in and fortify your defenses against these threats.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2023.
In this insightful episode of 'What Matters Most', we talk with Brandi Helman, Wealth Advisor at First United's Wealth Management Department, and delve into the nuances of Employee Benefit Plans (EBPs). They discuss the critical role of EBPs for both employees and employers, how to leverage these benefits, and the importance of EBPs in fostering a committed and stable workforce.
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for August 2023.
In this episode, we talk with Phyllis York, the Founder and Executive Director of the Empowering Community Leaders Network (ECLN), about their transformative mentoring program for girls. Discover how ECLN is building leadership capacity, fostering self-confidence, and promoting community engagement, and learn how you can get involved. For more information, visit their website at eclninc.org.
In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for July 2023.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for June 2023.
Today, we're thrilled to have two very special guests joining us: Becky Crowell and Jim Stemple, both of whom are highly experienced Mortgage Relationship Managers with First United's First Mortgage Services Group.In this episode, Becky and Jim will be shedding light on the recent merger between First United and First Mortgage Services, and how this exciting development is set to benefit the organization and its valued customers.From additional mortgage options to a wealth of team experience, Becky and Jim share valuable insights into the many ways in which the merger is poised to take First United's services to the next level. Whether you're a current customer or just interested in learning more about the world of mortgages, this is an episode you won't want to miss!
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for May 2023.
Join us on our latest podcast as we sit down with Annette Chapman, VP and Senior Wealth Advisor in First United's Wealth Management Department. Annette will be sharing her valuable insights on estate planning, discussing what it is, who should consider it, and the key documents that make up a sound estate plan. Whether you're new to estate planning or looking for ways to improve your existing plan, Annette's expertise will provide you with the knowledge and tools you need. Estate planning is a critical component of any sound financial strategy, and this podcast is an essential listen for anyone looking to safeguard their assets and provide for their loved ones. Tune in now and discover the importance of estate planning.
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for April 2023.
Today we talk with Kelly Effland, Wealth Advisor in First United's Wealth Management department about the important topic of saving for retirement. Kelly explains a three pronged approach, the options you have, and best practices to ensure you're maximizing your retirement savings.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for March 2023.
Today we are joined by Blake Walker, VP and Director of Commercial Services at First United Bank & Trust, and Dana Jung, 1st VP and Director of Business Resiliency at Eagle Bank, to discuss the MBA 2023 Emerging Leaders Champion Program and their philanthropic effort to assist Maryland and West Virginia Food Banks with a year long food drive.
Today we talk with Chris Sisler, Vice President and Senior Wealth Advisor in First United's Wealth Management department about her role, the role of Wealth Advisors at First United, and why 2023 is a special year for the Wealth Management department at the bank.
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for February 2023.
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for January 2023.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for December 2022.
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2022.
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for October 2022.
Today we are joined by Carrie Lewis, Relationship Advisor at First United. Carrie talks with us about the YouFirst suite of products, some of the great features and benefits included with the products, and some "customer savings" stories! Learn more about any of the YouFirst products by visiting https://mybank.com/YouFirst or by calling or stopping in any convenient First United location.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2022.
What is the Stigma around Adjustable Rate Mortgages? Today we talk with Cody Sustakoski, Residential Loan Originator at First United Bank & Trust to discuss ARMs. Adjustable Rate Mortgages have some home buyers scratching their heads. Is it a good thing? Is it a bad thing? Is it the right kind of home loan for you? Cody demystifies the product and how it works.
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for August 2022.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for July 2022.
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for June 2022.
Our guest today is Rob Phelan, Personal Finance Instructor and Certified Financial Educator at Middletown High School in Frederick Maryland and author of the recently published children's book, M is for Money, which focuses on learning about money with instructions for parents. Rob joins us to discuss his efforts, his books, and tips to encourage young savers and entrepreneurs in their financial journey. Learn more about Rob and his book at https://misformoneybook.com or find and follow Rob on other platforms at https://linktr.ee/misformoneybook
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for May 2022.
Today we are joined by Captain Jimmy Taylor, commanding officer at the Salvation Army of Washington County in Hagerstown, Maryland. In this episode, Captain Taylor explains the mission and efforts being taken in the community to support those in need by the Salvation Army and its staff and volunteers, ways that you can get involved and help, and some important upcoming events, including the Angels Among Us Gala on May 12th at the Maryland Theater (mdtheatre.org).To help support the Salvation Army in Washington County, visit https://salvationarmyhagerstown.orgTo donate by phone or speak to someone about volunteering, contact Heather Wincovitch at (301) 733-2440 and select Community Donor Relations Manager.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for April 2022.
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for March 2022.
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for February 2022.
Today we talk with Denise Phelps, Vice President and Director of Diversity & Engagement at First United about Diversity, Equity, & Inclusion in the workplace as well as the DEI efforts that First United is taking in our communities.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for January 2022.
Today we talk with Addie Nardie, Executive Director at the Boys & Girls Clubs of Washington County. We discuss the nonprofit, how it helps our community, their growth and expansion and how you can get involved. Learn more and find out how you can help at https://www.bgcwc.org
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for December 2021.
Today we talk with Colin Berry, Executive Director at the Humane Society in Washington County about the nonprofit, how it helps our community and how you can get involved. Learn more and find out how you can help at https://www.hswcmd.org
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2021.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for October 2021.
Today, we talk with Jennifer Tousey, the Community Engagement & Prevention Manager at Heartly House in Frederick, Maryland to discuss this organization which has a mission to end domestic violence, sexual assault, human trafficking, and child abuse, and to provide victims with safety, shelter, and supportive services. Learn more at https://www.heartlyhouse.org or reach their 24-Hour Crisis Hotline: 301-662-8800.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2021.
We are joined again today by Katie McMillan, Director of Sales at MPI, the merchant processing partner of First United. Katie is here to discuss how businesses can protect themselves against chargebacks, best practices, and more.
We are joined again today by Katie McMillan, Director of Sales at MPI, the merchant processing partner of First United. Today we're talking about protecting yourself as a cardholder. Katie joins us to offer reminders, tips, and tricks to keep yourself safe while using your credit or debit card.
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for August 2021.
Today we are joined by Ryan Harbry from StrategyCorps, the company behind Bazing, the powerful tool that helps make the First United YouFirst line of checking accounts some of the most powerful accounts available today. Listen in to hear about some of the many great benefits and features of the YouFirst line of products that can keep you safe and save you money. Learn more at MyBank.com/checking
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