The What Matters Most Podcast by My Bank First United Bank & Trust

The What Matters Most Podcast by My Bank First United Bank & Trust

By First United Bank & TrustBusinessEducationInvesting
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The What Matters Most Podcast by My Bank First United Bank & Trust episodes

  • Are you Retirement Ready?

    In today's episode, we finish our 3-part series with Jen Jones, Senior Wealth Advisor with First United's Wealth Management department. The topic today is retirement! Are you retirement ready? How do you go about determining if you're ready? Jen walks us thru the process.

    16 min
  • 5 Financial Health Checkup Tips
    In today's episode, we continue our 3 part series with Jen Jones, Senior Wealth Advisor with First United's Wealth Management department. The topic today is about a financial health checkup! Jen provides 5 tips to ensure your finances are in top shape in the new year.

    19 min
  • Economic Update with Megan Kinsinger
    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 2021.

    24 min
  • The Importance of a Trust
    In today's episode, we begin a 3 part series with Jen Jones, Senior Wealth Advisor with First United's Wealth Management department. The topic today is about the importance of a Trust. What is a Trust and why might you need one?

    17 min
  • 120th Anniversary Conversations with Kelly Effland

    Today we speak with one of the newer associates at First United, serving in the Wealth Management area, Kelly Effland. Kelly talks about her background, why she chose to join the First United team, and what it means to her to join a company that has a history of 120 years of community banking!

    19 min
  • 120th Anniversary Conversations with Jeannette Fitzwater

    Today, as part of our ongoing 120th Anniversary series, we speak with Jeannette Fitzwater, former Senior Vice President and Director of Corporate Services at First United. Jeannette talks about her background, how her 30-year career at the bank started, favorite memories from her time in the bank, and what it means to be part of a company that has a history, 120 years in the making!

    29 min

About The What Matters Most Podcast by My Bank First United Bank & Trust

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We’re not just in the banking business; we’re in the people business. We deliver an uncommon commitment to service and solutions. That’s our vision, and it’s a path that satisfies our customers and…