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Not sure how to transition your investments from your working years into retirement? In this episode of Financial Cents from National Bank of Arizona, we sit down with Portfolio Manager Mark Weisbrod to discuss how you can build a lasting retirement portfolio, manage risk, and help generate more reliable income for your golden years. We can help people with portfolios of all sizes. Schedule a consultation today: https://www.nbarizona.com/wealth/ #RetirementPlanning #PortfolioManagement #FinancialPlanning What you will learn: ✅ The fundamental difference between a growth portfolio and a retirement portfolio ✅ How to balance risk and help generate more reliable income when you stop working ✅ Strategies to help protect your retirement savings against rising inflation ✅ Common financial mistakes retirees make and how to avoid them ✅ Why adjusting your time horizon is an important step in retirement planning 📈 Whether you are just starting to plan for retirement or are already enjoying it, this episode will help you align your portfolio with your long-term lifestyle goals. 👉 Subscribe for more wealth management education, investing tips, and financial insights designed for your future. #Retirement #InvestingTips #WealthManagement #FinancialLiteracy #NationalBankofArizona #NBAZ #FinancialCents #Podcast Disclosure: Trust and fiduciary investment services are provided through Zions Wealth, a division of Zions Bancorporation, N.A. Amegy Bank, California Bank & Trust, The Commerce Bank Northwest, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and Zions Bank are divisions of Zions Bancorporation, N.A. Not Insured by FDIC or Any Other Government Agency. Not Bank Guaranteed. Not Bank Deposits or Obligations. May lose Value. This podcast should not be copied, distributed, published or reproduced in whole or in part. The information contained in this podcast does not constitute research, recommendations, representations or warranties as to the accuracy or completeness of the statements of any information contained in this podcast and any liability from Zions Bancorporation, N.A. or its is expressly disclaimed. The views expressed in this podcast may not be those of Zions Bancorporation, N.A. or any of its divisions.

Thinking about selling a small business or planning family succession but not sure where to start? In this episode of Financial Cents from National Bank of Arizona, we break down how business owners can plan for succession, prepare for a future sale, and use capital markets as a tool to achieve the right outcome for their family and business. Learn more about family business service: https://www.nbarizona.com/business/specialty-banking/family-business-services/ Learn more about capital markets advisory services: https://www.zionscapitalmarkets.com/ #FamilySuccessionPlanning #SellingASmallBusiness #BusinessSuccession What you will learn: ✅ How family succession planning differs from simply selling a business ✅ What small business owners should know before selling their company ✅ How EBITDA and cash flow drive business valuation ✅ Succession options for family-owned and closely held businesses ✅ How capital markets support growth, ownership transitions, and exits 🏢 Whether you are planning to pass your business to the next generation or preparing to sell your small business in the future, this episode will help you understand your options and build a strategy that supports both value and legacy. 👉 Subscribe for more small business insights: https://financialcents.buzzsprout.com This content is provided for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, investment, tax, or legal advice, nor does it constitute a recommendation or solicitation to buy or sell any security or financial instrument. #FamilyBusiness #SmallBusinessSuccession #SellingYourBusiness #BusinessValuation #NationalBankofArizona #Nbaz #FinancialCents #Podcast Disclosures: Zions Capital Markets is the trade name for certain business activities of Zions Bancorporation, N.A. and its divisions and subsidiaries, including Zions Direct, Inc., member FINRA/SIPC. Corporate and commercial banking activities performed by Zions Bancorporation, N.A. Investment banking, securities underwriting and brokerage activities offered through Zions Direct, Inc. and are (1) NOT insured by the FDIC or any federal or state governmental agency, are (2) NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and (3) MAY be subject to investment risks, including the possible loss of principal value or amount invested. Employees of Zions Bancorporation, N.A. participate in an incentive compensation program under which the employee may receive a fee of more than a nominal amount for referring a customer to Zions Direct, Inc. and payment of this fee may be contingent on whether the referral results in a transaction with Zions Direct, Inc. The views expressed in this podcast may not be those of Zions Bancorporation, N.A. or any of its divisions. Zions Bancorporation, N.A. is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of advice, investment or otherwise, by Zions Bancorporation, N.A. to that listener, nor to constitute such person a client of Zions Bancorporation, N.A. Copyright reserved by Zions Bancorporation, N.A. National Bank of Arizona is a division of Zions Bancorporation, N.A. Member FDIC.

You are a small business owner, not an accountant, but what are the basicaccounting skills you should know? In this episode of Financial Cents, wesimplify accounting for small business owners. Joined by returning guest MarioAniles of Aniles & Co. CPA Firm, host Brent Cannon breaks down three essential accounting principles you need to know to manage your money, make more informed decisions, and help grow your business with more confidence.   Explore our business checking accounts:https://www.nbarizona.com/business/business-checking/?cid=aff-NBAZ_cmpgn-Brand_dscrptn-Pdcst_lnchdt-202607_ch-OrgncScl_pur-Awa_vndr-Yt Connectwith Aniles & Co.: https://anilescpa.com   Whatyou will learn: ✅ 3 keyfinancial statements every business owner must understand (profit & loss, balancesheet, cash flow). ✅ The difference between profit and cash flow (and why it’s the most important lessonin business). ✅ Practical tips for daily cash flow management to avoid surprises. ✅ Key questions to ask your CPA to maximize tax strategy and help ensure financialhealth. ✅ Common accounting mistakes that cost small businesses money and tips to avoid them.   This episode is a must-watch for any entrepreneur who wants to move from fearingtheir financials to using them as a tool for success.   👉 Subscribe for more small business insights, banking tips, and financial strategiesdesigned for Arizona entrepreneurs.   #SmallBusiness #Accounting #Finance101 #FinancialLiteracy #NationalBankofArizona #NBAZ #FinancialCents #Podcast   Disclosure: Business Deposit Accounts: Please refer to the Deposit Account Agreement, AccountDisclosure, Deposit Rate Sheet and the Business Accounts Schedule of Fees, orspeak with a banker for more details.   Treasury Management Services: Subject to credit approval and agreement. Fees may apply.See a treasury management representative for details.   This podcast should not be copied, distributed, published or reproduced in whole orin part. The information contained in this podcast does not constituteresearch, recommendations, representations or warranties as to the accuracy orcompleteness of the statements of any information contained in this podcast andany liability from Zions Bancorporation, N.A. or its divisions is expressly disclaimed. The views expressed in this podcast may not be those of Zions Bancorporation, N.A. or any of its divisions. National Bank of Arizona is adivision of Zions Bancorporation, N.A. Member FDIC. Equal Housing Lender, NMLSnumber 467014.   National Bank of Arizona, A Division of Zions Bancorporation, N.A, is not affiliatedwith Aniles & Co. CPA Firm and does not provide, warrant, or guarantee its products or services.

Managing wealth is more than growing a portfolio. It is about avoiding the silent risks that can derail your financial future.#WealthManagement #HighNetWorth #investmentstrategy In this episode of Financial Cents, host Margaret Paddock and John Poure, CFP®, unpack the top five wealth management issues impacting clients today. They also take a broader look at the full set of thirteen planning topics that wealth advisors use to guide long term financial strategy.The Top 5 Wealth Management Issues✅ Investment planning✅ Retirement planning✅ Risk management✅ Tax and estate planning✅ Credit managementJohn Poure is a Wealth Advisor with Zions Wealth Advisors and is available to help you plan your future. He or one of his colleagues can be found at your local National Bank of Arizona branch.The Private Bank at National Bank of Arizona: https://www.nbarizona.com/wealth/private-banking/View more episodes: 👉 https://www.nbarizona.com/personal/community/financial-cents/#FinancialPlanning #RetirementPlanning #RiskManagement #EstatePlanning #TaxStrategy #WealthBuilding #FinancialWellness #MoneyManagement #FinancialCents #PrivateBanking #SmartInvesting #PortfolioManagement #ZionsWealth #PersonalFinance #NationalBankofArizona #Nbaz # FinancialCents Securities and Advisory services are off­ered through LPLFinancial (LPL), a registered investment advisor and broker/dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensedaffiliates. National Bank of Arizona and Zions Wealth Advisors are businessdivisions of Zions Bancorporation, N.A. and are not registeredas a broker/dealer or investment advisor. Registered representatives of LPLoffer products and services using the name Zions Wealth Advisors are alsoemployees of Zions Bancorporation. These products and services are beingoffered through LPL or its affiliates, which are separate entities from, andnot affiliates of Zions Bancorporation, N.A. or Zions Wealth Advisors.Securities and insurance offered through LPL, or its affiliates are: Not insured by FDIC or Any Other Government Agency | NotBank Guaranteed | Not Bank Deposits or Obligations | MayLose Value Zions Bancorporation, N.A., provides referrals to financialprofessionals of LPL pursuant to an agreement that allows LPL to pay ZionsBancorporation, N.A. for these referrals. This creates an incentive for ZionsBancorporation, N.A. to make these referrals, resulting in a conflict ofinterest. Zions Bancorporation, N.A. is not a current client of LPL forbrokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html  formore detailed information. All price references and market forecasts correspond to the dateof this recording. This podcast should not be copied, distributed, published orreproduced in whole or in part. The information contained in this podcast doesnot constitute research, recommendations, representations or warranties as tothe accuracy or completeness of the statements of any information contained inthis podcast and any liability from Zions Bancorporation, N.A. or its divisions(including direct, indirect, or consequential loss or damage) is expresslydisclaimed. The views expressed in this podcast may not be those of ZionsBancorporation, N.A. or any of its divisions. Zions Bancorporation, N.A. is notproviding any financial, economic, legal, accounting or tax advice or recommendationsin this podcast. In addition, the receipt of this podcast by any listener isnot to be taken as constituting the giving of advice, investment or otherwise,by Zions Bancorporation, N.A. to that listener, nor to constitute such person aclient of Zions Bancorporation, N.A. Copyright reserved by ZionsBancorporation, N.A. National Bank of Arizona is a division of ZionsBancorporation, N.A. Member FDIC.

Thinking about starting a business but not sure where to begin financially? In this episode of Financial Cents from National Bank of Arizona, we sit down with Mario Aniles from Aniles & Co. CPA Firm to outline five essential financial steps every new entrepreneur must take to avoid costly mistakes and build a strong foundation for success. Explore our business checking accounts: https://www.nbarizona.com/business/business-checking/ Connect with Aniles & Co. : https://anilescpa.com What you will learn: ✅ How to choose the right legal entity (LLC, S-Corp) for your business ✅ The critical importance of separating your personal and business finances ✅ How to understand startup costs and avoid underestimating your budget ✅ Common tax mistakes that catch new owners by surprise (like sales tax!) ✅ Why aligning with a CPA and a banker from day one is a game-changer 📈 Whether you’re about to launch or just have an idea, this episode provides a clear roadmap for setting up your business's finances for long-term growth. 👉 Subscribe for more small business insights, banking tips, and financial strategies designed for Arizona entrepreneurs. #SmallBusiness #BusinessTips #Finance #FinancialLiteracy #NationalBankofArizona #NBAZ #FinancialCents #Podcast Disclosure: Please refer to the Deposit Account Agreement, Account Disclosure, Deposit Rate Sheet and the Business Accounts Schedule of Fees, or speak with a banker for more details. This podcast should not be copied, distributed, published or reproduced in whole or in part. The information contained in this podcast does not constitute research, recommendations, representations or warranties as to the accuracy or completeness of the statements of any information contained in this podcast and any liability from Zions Bancorporation, N.A. or its divisions is expressly disclaimed. The views expressed in this podcast may not be those of Zions Bancorporation, N.A. or any of its divisions. National Bank of Arizona is a division of Zions Bancorporation, N.A. Member FDIC. Equal Housing Lender, NMLS number 467014. National Bank of Arizona, A Division of Zions Bancorporation, N.A, is not affiliated with Aniles & Co. CPA Firm and does not provide, warrant, or guarantee its products or services.