Senior VP/CIO Benjamin Sullivan dives into the field of organizational behavior with UNC professors Jessica Siegel Christian and Michael Christian, learning why psychology and sociology are critical to workplace success.
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Rebecca Pavese, CPA, sits down with “Something Personal” to discuss what it’s been like raising young athletes, from the early days in recreational leagues through competition at NCAA Division I schools.
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Private mortgage banker Doug Kenner and financial planner David Walters guide listeners through the process of buying a home, from knowing when you’re ready to budgeting for home repairs and everything in between.
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Eric Meermann, CFP®, CVA, EA, walks listeners through the major tax provisions of last summer’s omnibus legislation, including tips, overtime, state and local tax deductions and more.
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“Something Personal”‘s director, editor, mixer and co-producer Joseph Ranghelli takes a turn in the guest seat. Joe discusses his career in New York’s film, television and podcast industries, and also chats about the upcoming Academy Awards.
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Client Service Manager Kasey Radney talks about why subscriptions are everywhere, how to fend off “zombie subscriptions” before they multiply, and more in the latest episode of “Something Personal.”
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Executive and retirement coach Andrea Maizes sits down with Senior VP Eric Meermann and Managing VP Paul Jacobs to discuss how they help clients prepare for or navigate through retirement.
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Jonathan Stanley, the bestselling author of “Purposeful Performance,” unexpectedly went viral. His message about values at work hasn’t changed, as he explains in a conversation with MVP Paul Jacobs.
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Thomas Walsh, CFP®, joins “Something Personal” host Amy Laburda for a deep dive into service plans, extended warranties and travel insurance for our first episode of 2026.
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Restaurateur Alex Kuk sits down with Melinda Kibler, CFP®, EA to discuss taking over a six-decade family business, the restaurant scene in South Florida, the power of making customers feel like family, and more.
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