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

121 Episodes

19 minutes | May 25, 2023
What Matters Most - More Mortgage Options with Becky Crowell & Jim Stemple
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!
23 minutes | May 11, 2023
What Matters Most - Monthly Economic Update for May 2023 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 May 2023.
26 minutes | Apr 27, 2023
What Matters Most - Estate Planning with Annette Chapman
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.
25 minutes | Apr 13, 2023
What Matters Most - Monthly Economic Update for April 2023 with Brad Bolyard
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.
21 minutes | Mar 23, 2023
What Matters Most - Saving for Retirement with Kelly Effland
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.
32 minutes | Mar 15, 2023
What Matters Most - Monthly Economic Update for March 2023 with Sean McCreery
​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.​
23 minutes | Mar 9, 2023
What Matters Most - MBA 2023 Food Drive
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.
21 minutes | Feb 23, 2023
What Matters Most - Wealth Management Anniversary
Today we talk with Chris Sisler, Vice President and Senior Wealth Advisor in First United's Wealth Management department about her role, the role of Wealth Advisors at First United, and why 2023 is a special year for the Wealth Management department at the bank.
18 minutes | Feb 9, 2023
What Matters Most - Monthly Economic Update for February 2023 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 2023.
26 minutes | Jan 12, 2023
What Matters Most - Monthly Economic Update for January 2023 with Brad Bolyard
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 January 2023.
21 minutes | Dec 15, 2022
What Matters Most - Monthly Economic Update for December 2022 with Sean McCreery
​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 December 2022.​
20 minutes | Nov 10, 2022
What Matters Most - Monthly Economic Update for November 2022 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 November 2022.
28 minutes | Oct 20, 2022
What Matters Most - Monthly Economic Update for October 2022 with Brad Bolyard
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 2022.
12 minutes | Sep 29, 2022
Banking for a Better Tomorrow with YouFirst - Carrie Lewis
Today we are joined by Carrie Lewis, Relationship Advisor at First United. Carrie talks with us about the YouFirst suite of products, some of the great features and benefits included with the products, and some "customer savings" stories! Learn more about any of the YouFirst products by visiting https://mybank.com/YouFirst or by calling or stopping in any convenient First United location.
26 minutes | Sep 15, 2022
What Matters Most - Monthly Economic Update for September 2022 with Sean McCreery
​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 2022.​
21 minutes | Sep 1, 2022
What is the Stigma around Adjustable Rate Mortgages?
What is the Stigma around Adjustable Rate Mortgages? Today we talk with Cody Sustakoski, Residential Loan Originator at First United Bank & Trust to discuss ARMs. Adjustable Rate Mortgages have some home buyers scratching their heads. Is it a good thing? Is it a bad thing? Is it the right kind of home loan for you? Cody demystifies the product and how it works.
22 minutes | Aug 11, 2022
What Matters Most - Monthly Economic Update for August 2022 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 August 2022.
36 minutes | Jul 14, 2022
What Matters Most - Monthly Economic Update for July 2022 with Sean McCreery
​Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for July 2022.​
25 minutes | Jun 9, 2022
Economic Update for June 2022 with Brad Bolyard
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 June 2022.
32 minutes | May 26, 2022
M is for Money with Rob Phelan
Our guest today is Rob Phelan, Personal Finance Instructor and Certified Financial Educator at Middletown High School in Frederick Maryland and author of the recently published children's book, M is for Money, which focuses on learning about money with instructions for parents. Rob joins us to discuss his efforts, his books, and tips to encourage young savers and entrepreneurs in their financial journey.  Learn more about Rob and his book at https://misformoneybook.com or find and follow Rob on other platforms at https://linktr.ee/misformoneybook
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