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

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

Education Podcasts

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 fulfills our team members. We’re heading into the future with our eyes on service. We set ourselves apart by creating value—for you, our valued customers. This vision is what separates us from the rest. We are committed to helping people and making a difference. This is why we hope you say, it’s “my bank.”

Location:

United States

Description:

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 fulfills our team members. We’re heading into the future with our eyes on service. We set ourselves apart by creating value—for you, our valued customers. This vision is what separates us from the rest. We are committed to helping people and making a difference. This is why we hope you say, it’s “my bank.”

Twitter:

@mybank

Language:

English

Contact:

888-692-2654


Episodes

What Matters Most - Monthly Economic Update for November 2023 with Megan Kinsinger

11/16/2023
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.

Duration:00:15:31

What Matters Most - Navigating Beneficiary Updates with John Hetrick

11/9/2023
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.

Duration:00:25:38

What Matters Most - Year End Planning with Kolby Abruzzino

10/26/2023
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.

Duration:00:29:18

What Matters Most - October 2023 Update with Brad Bolyard

10/13/2023
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 October 2023.

Duration:00:21:11

What Matters Most - Charitable Giving with Julia Hershman

10/5/2023
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.

Duration:00:20:17

What Matters Most - Fraud Prevention with Eric Goff

9/28/2023
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.

Duration:00:26:11

What Matters Most - Monthly Economic Update for September 2023 with Sean McCreery

9/14/2023
​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 September 2023.​

Duration:00:30:01

What Matters Most - Navigating Employee Benefit Plans with Brandi Helman

8/17/2023
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.

Duration:00:15:49

What Matters Most - Monthly Economic Update for August 2023 with Megan Kinsinger

8/10/2023
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.

Duration:00:18:34

What Matters Most - Empowering Our Community with Phyllis York of ECLN

8/3/2023
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.

Duration:00:19:42

What Matters Most - Tax Updates & Updates with Shane Small

7/20/2023
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.

Duration:00:22:02

What Matters Most - Monthly Economic Update for July 2023 with Brad Bolyard

7/13/2023
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 July 2023.

Duration:00:27:03

What Matters Most - Monthly Economic Update for June 2023 with Sean McCreery

6/15/2023
​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.​

Duration:00:27:03

What Matters Most - More Mortgage Options with Becky Crowell & Jim Stemple

5/25/2023
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!

Duration:00:18:32

What Matters Most - Monthly Economic Update for May 2023 with Megan Kinsinger

5/11/2023
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.

Duration:00:22:39

What Matters Most - Estate Planning with Annette Chapman

4/27/2023
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.

Duration:00:25:30

What Matters Most - Monthly Economic Update for April 2023 with Brad Bolyard

4/13/2023
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 April 2023.

Duration:00:24:46

What Matters Most - Saving for Retirement with Kelly Effland

3/23/2023
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.

Duration:00:20:37

What Matters Most - Monthly Economic Update for March 2023 with Sean McCreery

3/15/2023
​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 March 2023.​

Duration:00:32:12

What Matters Most - MBA 2023 Food Drive

3/9/2023
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.

Duration:00:23:21