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.
Episodes
Welcome to The Currency of Knowledge podcast by County National Bank Wealth Management. In this episode, hosts Christopher Phillips and Holleigh Baker sit down with Kathryn Mohr, an experienced attorney and community leader, to explore the often-overlooked but crucial topics of business succession and estate planning.
🔔 Subscribe for more conversations redefining wealth beyond the balance sheet.
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In this episode of The Currency of Knowledge, host Holleigh sits down again with Austin Jenkins from Dimensional Fund Advisors for Part 2 of their conversation—this time diving into the timely and often misunderstood world of ethical and sustainable investing, also known as ESG (Environmental, Social, and Governance) investing.
Whether you're an environmentally-conscious investor or looking to align your finances with your pers...
In this episode of The Currency of Knowledge, host Holleigh Baker is joined by Austin Jenkins, Regional Director at Dimensional Fund Advisors (DFA), for an insightful discussion on portfolio diversification and asset allocation. Together, they break down what it means to build a well-diversified investment portfolio, the roles of different asset classes, how to assess risk tolerance, and the psychology behind staying invested. Whet...
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 duri...
In this episode of The Currency of Knowledge podcast, we welcome Nathan, a new associate at County National Bank Wealth Management—and a familiar face to longtime listeners. Nathan joins us for a candid and educational conversation about risk, reward, and navigating market volatility.
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 healt...
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 of building client relationships, understanding their objectives, and delivering contin...
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 about resilience, legacy, and the power of the arts.
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 approach ensures clients feel heard, valued, and empowered to make informed decisions....
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 leaders. His story highlights the importance of resilience, positivity, and the power of...
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 concerts, and the fulfilling mission of nonprofit organizations. Discover ...
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 challenges during the 2008 financial crisis and the pandemic. Both emphasize the importance...
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 working in a field that many of them hadn’t initially considered, and the insights they...
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. Delve into Katie's personal growth across different life stages as s...
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 overlooked needs in society and navigating the transition to...
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 invaluable insights about the roles of wealth managers and financial advisors,...
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 to represent a community and the keys to achieving lasting success in publi...
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 and the critical distinction between wants and needs. Tune in for insig...
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, highlighting the bank's role in fostering wellness both financially and persona...
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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