Personal Finances: Strategy and Planning episode artwork

EPISODE · Sep 19, 2023 · 36 MIN

Personal Finances: Strategy and Planning

from Mid Penn Bank Podcast · host Mid Penn Bank

In this episode, Rory is joined by Director of Trust and Wealth Management Joe Paese and Chief Corporate Development Officer Jordan Space, to discuss the current state of debt in the United States, getting started with financial discipline and planning, and strategies that can help you set the course for your own financial success. References in this podcast to “Mid Penn” are to Mid Penn Bancorp, Inc. and its subsidiaries and affiliates.This podcast expresses the views of its participants and may not represent the views of Mid Penn or its officers and employees. In addition, these views are subject to change without notice and Mid Penn has no duty or obligation to update the information contained in this podcast.This podcast is being made available for informational purposes only and should not be used for any other purpose. The content in this podcast does not constitute an offer, solicitation, recommendation or advice, whether legal, tax, accounting, financial or otherwise. You are encouraged to consult with competent legal, tax, accounting or investment professionals before engaging in any financial transaction. Mid Penn does not make any warranties as to the accuracy or completeness of the information in this podcast, does not endorse any third-party companies, products or services, and assumes no liability for your use of this information.  Forward-looking statements should not be considered guarantees or predictions of future events.This podcast is the sole property of Mid Penn and may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Mid Penn.(c)2025

Episode metadata supplied by the publisher feed · Published Sep 19, 2023

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In this episode, Rory is joined by Director of Trust and Wealth Management Joe Paese and Chief Corporate Development Officer Jordan Space, to discuss the current state of debt in the United States, getting started with financial discipline and planning, and strategies that can help you set the course for your own financial success. References in this podcast to “Mid Penn” are to Mid Penn Bancorp, Inc. and its subsidiaries and affiliates. This podcast expresses the views of its p...

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Personal Finances: Strategy and Planning

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