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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.
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.
College Costs - Setting Yourself Up for Success
The decision to attend college can have a financial impact on both students and parents for years to come. So how do you set yourself up for success? Tune in to our latest episode with Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, CNB Wealth Management who joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss these financial implications. How do you choose a cost-effective school? What should you know about student loans? Which repayment plan is right for you? We will answer these questions and more to assist you in making the best decisions for you and your financial future.
Investing 101
To those not familiar, the stock market may seem like a complex, mystical being. But with the right strategy, investing can help you achieve your long-term financial goals. We’ll break things down to basics in this latest episode in our series of next generation podcasts. Tune in as Alexander Bell, Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions about stocks, bonds, mutual funds, investment styles, and more. With these helpful tips, you’ll be equipped with the knowledge you need to begin putting your money to work for you.
Starting Your Career - How to Maximize Your Employer-Sponsored Benefits
You’ve accepted a job offer and are on your way to starting your career. Chances are your new workplace offers a variety of benefits to their employees. But which options are right for you? In this first episode in our series of next generation podcasts, Matthew Sorce, CFP®, Assistant Vice President, Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions new employees have about prioritizing benefits, contributing to HSAs, choosing a 401(k) plan, and more. Tune in to learn what you need to know to take full advantage of your employer-sponsored benefits.
All CNB Financial Wellness Show Episodes
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.
Social Security - No One Size Fits All Approach
The experts of this show featured Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor and Adam R. Leszyk, CFP®, Senior Vice President, Senior Wealth Advisor.
Navigating the Current Real Estate Market with Your Lender and Your Realtor Partners
The experts of this show featured Christopher Spaker, AMP, President, CNB Mortgage Company, and Carmen Lonardo, Licensed Real Estate Salesperson, RE/MAX Realty Group.
Get A Fresh Start on Your Finances in the New Year
The experts of this show featured Donna Cator, Vice President, Wealth Planning Advisor, and Matt Sorce, Assistant Vice President, Wealth Advisor.
All Ask the Experts Episodes