The Currency of Knowledge Podcast

Season 3 is here! In this exciting kickoff episode, we dive into the deeper meaning of wealth and why it’s about more than just money. Join Holly and Christopher as they introduce the new season, discuss upcoming guests, and explore how personal purpose statements can help guide financial decisions and life goals.      This season focuses on the human side of wealth — dreams, family, travel, purpo...

In this episode of Currency of Knowledge , we sit down with Ryan Tarrant, President & CEO of the Jackson Chamber of Commerce , to talk about leadership, economic development, and the long-term vision for Jackson, Michigan . Ryan shares how nearly two decades as a congressional aide in Washington, DC shaped his approach to collaboration, bipartisan problem-solving, and community-focused leaders...

In this episode of The Currency of Knowledge, we sit down with Rann Painter, President and CEO of the Michigan Bankers Association, to discuss the rapidly changing world of banking, financial literacy, and consumer protection. Rann shares insights on how banking has evolved over the past decade — from fraud prevention and cybersecurity to stablecoins, digital currencies, and new federal regulation...

Get an inside look at our summer internship program as we talk with interns from marketing, wealth management, retail administration, and commercial lending. Hear their stories, what they learned, how the bank shaped their career paths, and their personal answers to our signature question: “What is wealth?” This episode highlights real experiences, meaningful mentorship, and how young professional...

Welcome to The Currency of Knowledge, an educational video series by County National Bank (CNB) where we explore real stories, expert insights, and the power of relationships in community banking.   In this episode, Trent, Vice President of Commercial Lending in Portage/Kalamazoo, Michigan, sits down to discuss what commercial lending really means for small businesses and entrepreneurs. From helpi...

In this episode of Currency of Knowledge , we sit down with Brad Smith from Advisa to talk about building strong organizational cultures and the power of the Predictive Index. From defining company values to developing effective leaders, Brad shares how culture drives success—and why it’s the real competitive advantage. Plus, we get personal about running, family life, and what true wealth means. 

In this episode, we sit down with Mark to talk about the vital role agriculture plays in our community and how local banks support farmers in growing their businesses. With years of experience in ag lending, Mark shares what makes working with farm families unique, the challenges they face, and the opportunities that come with serving one of the region’s most important industries. Whether you’re i...

Welcome to The Currency of Knowledge podcast by County National Bank Wealth Management. In this episode, hosts Christopher Phillips and Holleigh Baker sit down with Kathryn Mohr, an experienced attorney and community leader, to explore the often-overlooked but crucial topics of business succession and estate planning. 🔔 Subscribe for more conversations redefining wealth beyond the balance sheet....

In this episode of The Currency of Knowledge , host Holleigh sits down again with Austin Jenkins from Dimensional Fund Advisors for Part 2 of their conversation—this time diving into the timely and often misunderstood world of ethical and sustainable investing , also known as ESG (Environmental, Social, and Governance) investing. Whether you're an environmentally-conscious investor or looking...

In this episode of The Currency of Knowledge , host Holleigh Baker is joined by Austin Jenkins, Regional Director at Dimensional Fund Advisors (DFA), for an insightful discussion on portfolio diversification and asset allocation. Together, they break down what it means to build a well-diversified investment portfolio, the roles of different asset classes, how to assess risk tolerance, and the psyc...

In this episode of The Currency of Knowledge, co-hosts Christopher Phillips and Holleigh Baker discuss one of the most essential—and often overlooked—aspects of financial planning: estate and trust settlement. With decades of experience guiding families through this emotional and logistical process, they offer clear, practical advice on how to prepare your estate, support your beneficiaries, and a...

In this episode of The Currency of Knowledge podcast, we welcome Nathan, a new associate at County National Bank Wealth Management—and a familiar face to longtime listeners. Nathan joins us for a candid and educational conversation about risk, reward, and navigating market volatility .

In this episode of the "Currency of Knowledge" education series, the hosts engage in a thought-provoking conversation with Barry Malik, head of retirement plan services. Together, they explore the essential process of helping clients define their financial priorities and goals. Barry emphasizes the importance of personalized financial discussions, shedding light on how individual aspirat...

This episode focuses on wealth management. Guest Jake Johnson, CNB Assistant Vice President, Private Banking Officer, discusses the fundamentals of financial planning, emphasizing its comprehensive nature beyond traditional financial advice to include tax and estate planning tailored to individual client needs. Johnson highlights the significance of building client relationships, understanding the...

In this inspiring episode of The Currency of Knowledge, we sit down with Jere Righter, Artistic Director of Michigan’s historic Croswell Opera House. Jere shares her journey from performer to leader, the transformative renovations of the theater, and the true meaning of wealth through community and creativity. Don't miss this heartfelt conversation about resilience, legacy, and the power of t...

Meet Holleigh Baker from our Wealth Management team, who has a specialized designation as a Chartered Special Needs Consultant.  With a passion for bridging gaps in resources, Holleigh helps families navigate the complexities of special needs trusts, government benefits, and investment strategies tailored to unique circumstances. Her person-first approach ensures clients feel heard, valued, and em...

In this inspiring episode of The Currency of Knowledge, we sit down with Joe Williams, CEO and president of County National Bank, who shares his journey from modest beginnings to a position of influence and mentorship. Williams discusses the values instilled in him by his hardworking parents and the lessons he learned from great and challenging leaders. His story highlights the importance of resil...

Tune in for this episode of "The Currency of Knowledge," where hosts Christopher Phillips and Holleigh Baker delve into the transformative power of performing arts with special guest Libby Watson, Executive Director of the Adrian Symphony Orchestra. Explore the profound impact of music on youth and community, the intricacies of staging professional concerts, and the fulfilling mission of...

This podcast episode engages with Jenny and Jed Engel, who share their personal and professional journeys. Jenny reflects on her 22-year battle with breast cancer, including her diagnosis, treatment, and the bucket list she created centered around her family’s milestones. Jed discusses his leadership role in the family business, highlighting challenges during the 2008 financial crisis and the pand...

In this episode of The Currency of Knowledge , we sit down with eight talented interns who are reshaping the future of banking. These bright young minds bring fresh perspectives and energy to our organization, contributing to impactful projects that align with our 2024 goals. We discuss their unique take on the banking industry, their experiences working in a field that many of them hadn’t initial...

Welcome to this episode of "The Currency of Knowledge," featuring Katie Miller, an undergraduate student studying fashion merchandising. Discover her journey of pursuing passions and embracing new challenges while exploring topics like confidence-building, seizing opportunities, the importance of supportive friendships, and preparing for the future. Delve into Katie's personal growt...

In today's episode of "The Currency of Knowledge," we sit down with Libby Miller, a Speech Language Pathology graduate student, to explore her journey through high school successes, undergraduate studies, and international experiences. Discover the profound lessons she's learned about teamwork, selflessness, and independence. We'll also delve into overlooked needs in socie...

Join us on this episode of "The Currency of Knowledge" as we sit down with Paul Lehman, VP and Head of the Bank/Trust Group at Dimensional Fund Advisors, with over 30 years of experience in the banking industry. Paul shares his personal journey, emphasizing the joys of family life and raising children alongside his career. Take a deep dive into invaluable insights about the roles of weal...

Check out this episode of "The Currency of Knowledge," as we’re joined by Jack Baker, the Mayor of Tecumseh for 34 years. Jack discusses the transformative changes in the community and reflects on his legacy as a lifelong resident. Jack shares profound insights into showcasing service and dedication through actions, emphasizing what it truly means to represent a community and the keys to...

Join us for an inspiring episode of "The Currency of Knowledge" with guest Cynthia Heady, who shares her remarkable journey navigating life's hardships through various career changes. Cynthia discusses the pivotal role of friendships, networking, and making connections in her career trajectory while delving into the evolving definitions of wealth and the critical distinction between...