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Household CFO

Household CFO

Von: FORUM Credit Union
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Welcome to the Household CFO podcast, hosted by Benji Banks & Shaun Irwin and powered by FORUM Private Client Group. The purpose of this podcast is to help listeners understand and consider their unique goals and different trade-offs involved in the financial decision-making process.2024 Persönliche Finanzen Politik & Regierungen Ökonomie
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  • Entrepreneurship, Mentorship, and Growth with JoDee Curtis

    Entrepreneurship, Mentorship, and Growth with JoDee Curtis
    Sep 30 2026

    Join Benji Banks and Shaun Irwin as they sit down with entrepreneur and Purple Ink founder JoDee Curtis to discuss the rewards and challenges of building a business from the ground up. JoDee shares lessons on mentorship, delegation, and how relationships and experience can compound into long-term success. To learn more about Purple Ink and JoyPowered, visit www.purpleinkllc.com or www.getjoypowered.com.

    Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.

    Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.

    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.

    The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.

    Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.

    © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.
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    28 Min.
  • Understanding Interest Rates

    Understanding Interest Rates
    Aug 31 2026

    From loans to savings accounts, interest rates affect your money every day. Tune in as Shaun and Benji explain how interest rates work, and what you need to know to make confident financial decisions.

    Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.

    Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.

    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.

    The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.

    Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.

    © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.
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    19 Min.
  • Crown Hill: More Than Just A Cemetery

    Crown Hill: More Than Just A Cemetery
    Jul 21 2026

    Hosts Shaun and Benji welcome guest David Rieck, President of Crown Hill Heritage Foundation. Tune in as they celebrate the architectural, cultural, and natural heritage of Indy's oldest urban greenspace, Crown Hill Cemetery. To learn more about Crown Hill, visit their website https://crownhillhf.org.

    Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.

    Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.

    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.

    The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.

    Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.

    © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.
    Mehr anzeigen Weniger anzeigen
    34 Min.
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