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CNB Podcasts


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.

CNB-Financial-Wellness-Show-LogoCNB Financial Wellness Show

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.

Estate Planning for the 99%
An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.
Budgeting  - Needs, Wants, and Wishes
Budgeting is the foundation of a great financial plan. But how can establishing a budget provide you with more financial freedom and less financial stress? In this episode, Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions and Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor with CNB Wealth Management, join CNB’s Pittsford Bank Office Manager, Harry Gibbs, to break down the basics of budgeting. What is a budget? Why is having a budget important? How do you get started? We answer these questions and more so you can put this financial tool to work in your own life.

Ask the Experts

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.

Current Business Climate and the Impact of COVID
The experts of this show featured Brett Rawlings, Vice President, Relationship Manager, and Eric Koehler, Vice President, Relationship Manager.

Medicare Open Enrollment – Understanding Your Options
The experts of this show featured CNB's Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Tina Scahill of Ahrens Benefits Company.

Paycheck Protection Program & Investment Real Estate Financing
The experts of this show featured Terry Kelley, Vice President, Business Banking Officer, and John Savino, Vice President, Business Banking Officer.

The information in this podcast is educational and general in nature, and is based on the financial and regulatory environment as of the date of recording. It does not take into consideration the listener’s personal circumstances. Listeners should not act upon the content or information in this podcast without first seeking appropriate individualized advice from an accountant, financial planner, lawyer or other professional. The views expressed in this podcast may change without notice and may differ from those views expressed by other Bank personnel. The Bank makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast.

*Apple, the Apple logo, and Apple Podcast are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries.