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.
Household CFO
Claim This Podcastby FORUM Credit Union
5.0(4 reviews)
27 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
26
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality40
Social0
YouTube0
Engagement32
Podcast Overview
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.
Language
🇺🇲
Publishing Since
5/28/2024
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26
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality40
Social0
YouTube0
Engagement32
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
20 minutes
Performing excellently!
good
Show Experience
16 episodes over 1.2 years
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needs improvement
Publishing Consistency
Every 28 days
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Recent Episodes
June 25, 2026
2026 Summer Reading List
<p class="MsoNormal" style="line-height: 15.0pt;">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: <span style= "font-size: 10.5pt; font-family: 'Segoe UI',sans-serif; mso-fareast-font-family: 'Times New Roman';"> <a href= "https://www.amazon.com/hz/wishlist/ls/3S610XTH6ZIRN?ref_=wl_share">https://www.amazon.com/hz/wishlist/ls/3S610XTH6ZIRN?ref_=wl_share</a> <br /> <br /></span></p> <p class="MsoNormal"><strong>Disclosure:</strong> 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.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">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. </p> <p class="MsoNormal"> </p> <p class="MsoNormal">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.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">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. </p> <p class="MsoNormal"> </p> <p class="MsoNormal">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.</p> <p class="MsoNormal"> </p> <h5><span style= "mso-bidi-font-size: 11.0pt; line-height: 133%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; color: windowtext; font-weight: normal;"> © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.</span> </h5>
May 29, 2026
The Career Planning Playbook: Listener Questions + Recap
<p class="MsoNormal" style="line-height: 15.0pt;"><span style= "font-size: 12pt;"><span style= "font-family: 'Segoe UI', sans-serif;">Tune in with Benji and Shaun as they highlight key career planning insights from previous episodes and answer questions from Household CFO listeners.</span></span></p> <p class="MsoNormal"><strong>Disclosure:</strong> 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.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">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. </p> <p class="MsoNormal"> </p> <p class="MsoNormal">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.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">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. </p> <p class="MsoNormal"> </p> <p class="MsoNormal">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.</p> <p class="MsoNormal"> </p> <h5><span style= "mso-bidi-font-size: 11.0pt; line-height: 133%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; color: windowtext; font-weight: normal;"> © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.</span> </h5> <p class="MsoNormal"> </p> <p class="MsoNormal"> </p>
April 21, 2026
The Career Planning Playbook: Part Two
<p><span style="font-size: 12pt;"><span style= "line-height: 107%; font-family: Calibri, sans-serif;">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, visit their website at</span> <span style= "line-height: 107%; font-family: Calibri, sans-serif;"><a href= "https://www.targetedcareersolutions.com">www.targetedcareersolutions.com</a>.<span style="mso-spacerun: yes;"> <br /> <br /></span></span></span></p> <p class="MsoNormal"><strong>Disclosure:</strong> 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.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">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. </p> <p class="MsoNormal"> </p> <p class="MsoNormal">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.</p> <p class="MsoNormal"> </p> <p class="MsoNormal">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. </p> <p class="MsoNormal"> </p> <p class="MsoNormal">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.</p> <p class="MsoNormal"> </p> <h5><span style= "mso-bidi-font-size: 11.0pt; line-height: 133%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; color: windowtext; font-weight: normal;"> © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.</span> </h5>
27 total episodes available
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Frequently asked questions
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- What is Household CFO?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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