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Hosted by FORUM Credit Union · 🇺🇸 US · EN · 27 episodes
Established thought leaders with verified media credentials.
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.
FORUM Credit Union hosts Household CFO, a business show with 27 episodes published.
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 Ceme
Hosts Shaun and Benji gathered book recommendations from FORUM colleagues and leaders within our community to bring you an exciting summer reading list! You can find all of our book recommendations here: https://www.amaz
Tune in with Benji and Shaun as they highlight key career planning insights from previous episodes and answer questions from Household CFO listeners. Disclosure: This material is provided for informational purposes only
Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions for a continued conversation about all things career planning! If you would like to learn more about Targeting Career Solutions,
Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions to talk about all things career planning! If you would like to learn more about Targeting Career Solutions, visit their website
Tune in as Benji and special guest Apollo Lupescu, Vice President at Dimensional Fund Advisors, give a market review and outlook for 2026. Disclosure: This material is provided for informational purposes only and is prep
Welcome to Season Two of Household CFO! Tune in as Benji and Shaun share a sneak peek of what's to come in 2026. Contact us at pcg@forumpcg.com. Disclosure: This material is provided for informational purposes only and i
In this episode Shaun and Benji talk with Clark Collier, CAP, Director of Giving Strategies at Central Indiana Community Foundation, about charitable giving and strategies to include it in your financial plan. Disclosure
In this episode, Shaun and Benji navigate listeners through all things college. From 529 plans to the financial surprises that come with attending college, there is a lot of great information that you won't want to miss!
In this episode, Andy goes through several tips for BEFORE, DURING, and AFTER your Black Friday shopping to help you be prepared, save money, and reduce stress. This is a great episode for anyone who enjoys tips to help
In this episode Shaun sits down with Cozy Wittman, who works with Education and Partnerships at College Inside Track, to educate us on all things college planning. To learn more, visit www.collegeinsidetrack.com. Disclos
In this episode Shaun and Benji discuss the new tax bill, One Big Beautiful Bill Act, that was signed into law in July. Disclosure: This material is provided for informational purposes only and is prepared without regard
In this episode Shaun sits down with Mike Senn, VP of Mortgage Sales at FORUM, to discuss mortgage lending, the real estate market, and how those process work. Disclosure: This material is provided for informational purp
In this episode Benji sits down with Bryson Murray, Indirect Sales Manager at FORUM Credit Union, to discuss the pros and cons of buying vs. leasing. Disclosure: This material is provided for informational purposes only
In this episode, Shaun and Benji discuss good debt, bad debt, and how to use both sides of the balance sheet effectively for your own personal financial planning. Disclosure: This material is provided for informational p
In this episode Benji sits down with Jeff Hess, RIA Consultant for Palladium Group, to round out our last episode in our risk management focused series. Disclosure: This material is provided for informational purposes on
In this episode, Shaun sits down with Andrew Flittner of Independent Senior Insurance to discuss health insurance options. If you would like a consultation with Andrew, please visit https://tinyurl.com/mtetkj2x. For more
In this episode, Benji sits down with Kali DeWitt Rodgers of DeWitt Insurance Group to discuss risk management and various insurance options. Disclosure: This material is provided for informational purposes only and is p
In this episode, Shaun and Benji cover various areas of insurance and how they play a pivotal role in your overall financial plan. For more information, please visit www.forumcu.com/pcg This material is provided for info
In this episode, Shaun sits down with economist Bryce Gill to discuss economic insights for 2025, including commentary on opportunity and risks that we are observing in the year to come. For more information, please visi
Apollo Lupescu
Vice President · Dimensional Fund Advisors
1 appearance on this show
David Rieck
Crown Hill Heritage Foundation
1 appearance on this show
Suzanne Boatright
Targeted Career Solutions
2 appearances on this show
Clark Collier
Central Indiana Community Foundation
1 appearance on this show
Cozy Wittman
College Inside Track
1 appearance on this show
Mike Senn
FORUM
1 appearance on this show
Bryson Murray
FORUM Credit Union
1 appearance on this show
Jeff Hess
Palladium Group
1 appearance on this show
Andrew Flittner
Independent Senior Insurance
1 appearance on this show
Kali DeWitt Rodgers
DeWitt Insurance Group
1 appearance on this show
Bryce Gill
economist
1 appearance on this show
Susan Adinamis
Adinamis and Saunders, P.C.
1 appearance on this show
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Household CFO is hosted by FORUM Credit Union. The show is categorised under business (investing) and has published 27 episodes.
Household CFO has published 27 episodes.
Household CFO regularly covers business, investing, news. It sits in the business category, with a investing focus.
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Episodes of Household CFO average 22 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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